Wall Street Optimistic on Three Tech Stocks' Rebound
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 04 2026
0mins
Should l Buy FIG?
Source: Fool
- Figma's Positive Outlook: Despite Figma's stock plummeting 68% in 2025 and another 49% this year, analysts believe its 12-month price target is approximately 114% above the current share price, reflecting confidence in its strong growth, particularly with a 40% year-over-year revenue increase and a 136% net dollar retention rate in Q4.
- ServiceNow's Buying Opportunity: ServiceNow's stock has dropped over 40% in 2026, yet analysts view this as a buying opportunity with a potential upside of over 60%, as 43 out of 48 analysts rated it as a
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Analyst Views on FIG
Wall Street analysts forecast FIG stock price to rise
9 Analyst Rating
3 Buy
6 Hold
0 Sell
Moderate Buy
Current: 20.660
Low
38.00
Averages
53.13
High
70.00
Current: 20.660
Low
38.00
Averages
53.13
High
70.00
About FIG
Figma, Inc. designs and develops platforms for people who build digital products together. The Company helps cross-functional teams align and build software more efficiently and ensure the advanced access and controls that large organizations require. Its products include Figma Design, Dev Mode, Figma Sites, Figma Make, Figma Draw, Figma Buzz, FigJam and Figma Slides. Figma Sites is a product that lets clients design a Website and directly publish it to the Web, with a custom URL. Figma Make is an AI-powered tool that turns a prompt into a fully functional prototype. Figma Buzz is a product for easily creating marketing assets (like social media assets and digital ads) at a scale that is consistent with brand or visual identity. Figma Draw provides a space for finer vector editing required when drawing detailed iconography and product illustrations. Figma Design combines powerful features with a collaborative workspace to help teams design and build better products together.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Oil Price Fluctuations: Oil futures rose overnight following Trump's rejection of Iran's peace proposal, as investors worry that prolonged conflict will further strain crude supply, potentially leading to instability in the energy market and impacting the profitability of related firms.
- Google Stock Surge: Alphabet's stock has climbed over 160% in the past 12 months, making it the best-performing trillion-dollar U.S. tech company, reflecting strong market confidence in its artificial intelligence capabilities, which may attract more investor interest.
- Target's New Strategy: Target has rolled out
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- Pharmaceutical Stocks Rise: Pharmaceutical stocks are climbing due to the recent hantavirus outbreak, although officials state that the public health risk is low, indicating increased market confidence in the pharmaceutical sector, which may drive stock prices higher.
- Oil Price Fluctuations: Oil prices rose overnight following Trump's rejection of Iran's peace proposal, as investors worry that prolonged conflict will further strain crude supply, potentially leading to instability in the energy market and affecting operational costs for related companies.
- Tech Stock Performance: Alphabet's stock has surged over 160% in the past 12 months, making it the best-performing trillion-dollar U.S. tech company, reflecting strong market confidence in its artificial intelligence capabilities, which may attract more investor interest in its future growth.
- Retail Strategy Adjustment: Target has opened
See More
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- Figma Competitive Edge: Figma's net dollar retention rate reached 136% in Q4 2025, indicating a 36% increase in spending from long-term customers, and despite competition from lower-cost AI tools, it is likely to maintain loyalty among professional designers, thereby solidifying its market position.
- SentinelOne Revenue Growth: SentinelOne's annual recurring revenue (ARR) grew by 22% in Q4 of fiscal 2026, with an 18% increase among customers spending over $100,000, demonstrating strong demand despite challenges to confidence in cybersecurity, reflecting the effectiveness of its early AI integration.
- Meta Platforms Investment: Meta Platforms plans to raise capital expenditures to between $125 billion and $145 billion in 2026, and although this announcement caused a stock drop, its Q1 revenue grew by 33% year-over-year to $56.3 billion, indicating strong financial capacity for AI investments.
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See More
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- Buyback Program Size: Adobe has announced a substantial $25 billion share repurchase program, set to be completed by April 30, 2030, which represents nearly a quarter of its market capitalization of approximately $103 billion, reflecting the company's confidence in its future cash flow and long-term value.
- Strong Financial Performance: In the first quarter of fiscal 2026, Adobe reported revenue of $6.4 billion, a 12% year-over-year increase, with annualized recurring revenue (ARR) reaching $26.06 billion, up 10.9%, indicating robust core business performance despite competitive pressures from AI.
- Significant User Growth: Adobe's monthly active users exceeded 850 million, a 17% increase year-over-year, while ARR from its AI applications tripled, demonstrating strong customer engagement and appeal in emerging markets.
- Optimistic Future Outlook: Adobe projects full-year revenue between $25.9 billion and $26.1 billion, with adjusted earnings per share forecasted at $23.30 to $23.50, showcasing strong cash flow and profitability despite challenges in its traditional business segments.
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- IPO Financing Goal: Cerebras plans to raise up to $3.5 billion by going public on Nasdaq, offering 28 million shares at $115 to $125 each, potentially valuing the company at $26.6 billion, reflecting strong market demand for its AI chips.
- Significant Revenue Growth: The company reported a 76% year-over-year revenue increase in Q4, reaching $510 million, along with a net income of $87.9 million, indicating successful business model transformation and boosting investor confidence.
- Strategic Partnership Opportunity: Cerebras has secured a deal with OpenAI to provide up to 750 megawatts of AI computing power by 2028, valued at over $20 billion, which not only enhances its market position but also lays the groundwork for future revenue growth.
- Founder Shareholding Situation: CEO Andrew Feldman will not sell shares in the IPO, retaining 10.3 million shares worth up to $1.28 billion at the high end, demonstrating his confidence in the company's future prospects.
See More
Wall Street Optimistic on Three Tech Stocks' Rebound
- Figma's Positive Outlook: Despite Figma's stock plummeting 68% in 2025 and another 49% this year, analysts believe its 12-month price target is approximately 114% above the current share price, reflecting confidence in its strong growth, particularly with a 40% year-over-year revenue increase and a 136% net dollar retention rate in Q4.
- ServiceNow's Buying Opportunity: ServiceNow's stock has dropped over 40% in 2026, yet analysts view this as a buying opportunity with a potential upside of over 60%, as 43 out of 48 analysts rated it as a
See More
