$Figma(FIG)$ Going into Figma’-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Going into Figma’s Q2 2026 earnings (Aug. 5), expectations are high because management already guided above Wall Street estimates last quarter.

Consensus expectations

* Revenue: Around $350-352 million, roughly 40-41% YoY growth.

* EPS: Around $0.04 per share.

What I’m watching

Bullish case (most important)

* Revenue above $350M.

* Continued 40%+ growth.

* Strong enterprise seat expansion.

* AI products (Figma Make, Weave, Dev Mode) contributing meaningful paid adoption.

* Q3 and full-year guidance raised again.

If all of those happen, I think the stock could easily see a 10–20% move higher because investors are still debating whether Figma deserves a premium valuation.

Bearish case

Even if Figma beats estimates, the stock could fall if:

* Q3 guidance is only in line.

* Management hints that AI growth is slowing.

* Operating expenses or stock-based compensation continue rising faster than expected.

* Gross margins disappoint.

My forecast

Based on the recent momentum and the company’s last earnings report, I think there’s about:

* 70% chance Figma beats revenue and EPS.

* 60% chance it raises guidance.

* 55–60% chance the stock finishes higher after earnings.

However, because expectations are already elevated, a “beat but no raise” could still send the stock down.

Share your positions with us! This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.","image":"https://community-static.tradeup.com/news/14c89d9656aedb9a4698e7996c575947"}],"images":[{"img":"https://community-static.tradeup.com/news/29ae9aaaa31d200ec296155b92996260","width":"924","height":"1536"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/29ae9aaaa31d200ec296155b92996260","width":"924","height":"1536"}],"title":"","html":"<html><head></head><body><p><a href=\"https://ttm.financial/S/FIG\">$Figma(FIG)$</a>&nbsp;</p>\n<p>Going into Figma’s Q2 2026 earnings (Aug. 5), expectations are high because management already guided above Wall Street estimates last quarter.</p>\n<p>Consensus expectations</p>\n<p>* Revenue: Around $350-352 million, roughly 40-41% YoY growth.</p>\n<p>* EPS: Around $0.04 per share.</p>\n<p>What I’m watching</p>\n<p>Bullish case (most important)</p>\n<p>* Revenue above $350M.</p>\n<p>* Continued 40%+ growth.</p>\n<p>* Strong enterprise seat expansion.</p>\n<p>* AI products (Figma Make, Weave, Dev Mode) contributing meaningful paid adoption.</p>\n<p>* Q3 and full-year guidance raised again.</p>\n<p>If all of those happen, I think the stock could easily see a 10–20% move higher because investors are still debating whether Figma deserves a premium valuation.</p>\n<p>Bearish case</p>\n<p>Even if Figma beats estimates, the stock could fall if:</p>\n<p>* Q3 guidance is only in line.</p>\n<p>* Management hints that AI growth is slowing.</p>\n<p>* Operating expenses or stock-based compensation continue rising faster than expected.</p>\n<p>* Gross margins disappoint.</p>\n<p>My forecast</p>\n<p>Based on the recent momentum and the company’s last earnings report, I think there’s about:</p>\n<p>* 70% chance Figma beats revenue and EPS.</p>\n<p>* 60% chance it raises guidance.</p>\n<p>* 55–60% chance the stock finishes higher after earnings.</p>\n<p>However, because expectations are already elevated, a “beat but no raise” could still send the stock down.</p><img src=\"https://community-static.tradeup.com/news/29ae9aaaa31d200ec296155b92996260\" tg-width=\"924\" tg-height=\"1536\"></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/S/FIG\">$Figma(FIG)$</a>&nbsp;</p>\n<p>Going into Figma’s Q2 2026 earnings (Aug. 5), expectations are high because management already guided above Wall Street estimates last quarter.</p>\n<p>Consensus expectations</p>\n<p>* Revenue: Around $350-352 million, roughly 40-41% YoY growth.</p>\n<p>* EPS: Around $0.04 per share.</p>\n<p>What I’m watching</p>\n<p>Bullish case (most important)</p>\n<p>* Revenue above $350M.</p>\n<p>* Continued 40%+ growth.</p>\n<p>* Strong enterprise seat expansion.</p>\n<p>* AI products (Figma Make, Weave, Dev Mode) contributing meaningful paid adoption.</p>\n<p>* Q3 and full-year guidance raised again.</p>\n<p>If all of those happen, I think the stock could easily see a 10–20% move higher because investors are still debating whether Figma deserves a premium valuation.</p>\n<p>Bearish case</p>\n<p>Even if Figma beats estimates, the stock could fall if:</p>\n<p>* Q3 guidance is only in line.</p>\n<p>* Management hints that AI growth is slowing.</p>\n<p>* Operating expenses or stock-based compensation continue rising faster than expected.</p>\n<p>* Gross margins disappoint.</p>\n<p>My forecast</p>\n<p>Based on the recent momentum and the company’s last earnings report, I think there’s about:</p>\n<p>* 70% chance Figma beats revenue and EPS.</p>\n<p>* 60% chance it raises guidance.</p>\n<p>* 55–60% chance the stock finishes higher after earnings.</p>\n<p>However, because expectations are already elevated, a “beat but no raise” could still send the stock down.</p><img src=\"https://community-static.tradeup.com/news/29ae9aaaa31d200ec296155b92996260\" tg-width=\"924\" tg-height=\"1536\"></body></html>","text":"$Figma(FIG)$ Going into Figma’s Q2 2026 earnings (Aug. 5), expectations are high because management already guided above Wall Street estimates last quarter. Consensus expectations * Revenue: Around $350-352 million, roughly 40-41% YoY growth. * EPS: Around $0.04 per share. What I’m watching Bullish case (most important) * Revenue above $350M. * Continued 40%+ growth. * Strong enterprise seat expansion. * AI products (Figma Make, Weave, Dev Mode) contributing meaningful paid adoption. * Q3 and full-year guidance raised again. If all of those happen, I think the stock could easily see a 10–20% move higher because investors are still debating whether Figma deserves a premium valuation. Bearish case Even if Figma beats estimates, the stock could fall if: * Q3 guidance is only in line. * Management hints that AI growth is slowing. * Operating expenses or stock-based compensation continue rising faster than expected. * Gross margins disappoint. My forecast Based on the recent momentum and the company’s last earnings report, I think there’s about: * 70% chance Figma beats revenue and EPS. * 60% chance it raises guidance. * 55–60% chance the stock finishes higher after earnings. 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