ECLC
02-20 12:51

Always wary to buy up on a price surge. Figma has upbeat 2026 outlook but most still cautious on high competition and investment costs.

Figma Beats But SaaS Lags: Time to Buy After Strong Earnings?
Figma delivered 40% Q4 revenue growth to $303.8M, beating expectations, with adjusted EPS of $0.08 vs. $0.06 consensus. Shares jumped nearly 16% premarket. Guidance impressed even more: Q1 revenue of $315M–$317M and FY2026 revenue of up to $1.374B—well above estimates. AI traction is accelerating, with Figma Make weekly active users up 70% QoQ. Partnerships with Anthropic and OpenAI reinforce its platform positioning. Is Figma proving AI enhances? A buy after the strong earnings?
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