Published

11 Dec 25

Updated

24 Jul 26

Views

395

Not Invested

FigmaFIG

Fair Value

US$30.4

Share price24 Jul

US$23.9721.2% undervalued

1Y-69.36%

7D0.88%

AI Native Workflows And Design Quality Will Drive Long Term Market Leadership

AnalystConsensusTarget

Analyst Consensus Target compiles analysts opinions to create narratives on stocks using the Analysts Consensus Price Target, forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

11 Dec 25

Updated

24 Jul 26

Views

395

Not Invested

Shared on 24 Jul 26

Fair value Decreased 16%

FIG: AI Tools And Hybrid Usage Model Will Shape Future Upside

Figma rolls out a new wave of AI features and hints at a “pay per seat plus usage” approach that could change how big customers adopt the platform. At the same time, analysts grow a bit more cautious, with fresh talk of tougher competition, pressure on costs, and insider selling in the background.

14 views

Shared on 26 Jun 26

Fair value Decreased 45%

FIG: AI Monetization And Usage Model Will Drive Future Upside

Figma leans harder into paid AI features that mix subscriptions with pay-as-you-go usage, but investors are split on whether that will translate into real profits. Rising competition and the cost of powering AI tools are in the spotlight as analysts rethink what the business is worth.

15 views

Fair Value vs Share Price

US$30.4

vs US$23.9721.2% undervalued

24.3%

Revenue growth

12%

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

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Fair value estimate changes
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Company analysis

Flawless balance sheet and fair value.

Market capUS$15.0b

PB8.6x

Estimated Growth17.6%

Dividend YieldN/A

Full analysis

CEO & management

Dylan Field

CEO

4.3yrs

CEO Tenure

Develops and sells a collaborative, browser-based platform for designing, prototyping, building digital experiences, and subscriptions for access to its platform.