Published

26 Dec 25

Updated

10 Jul 26

Views

104

Not Invested

FigmaFIG

Fair Value

US$22

Share price10 Jul

US$28.1528.0% overvalued

1Y-68.83%

7D13.69%

AI Infrastructure And Governance Risks Will Challenge Margins Yet Platform Adoption Should Strengthen

AnalystLowTarget

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

26 Dec 25

Updated

10 Jul 26

Views

104

Not Invested

Shared on 10 Jul 26

Fair value Decreased 58%

FIG: AI Features And Index Inclusion Will Shape A Measured Outlook

Figma rolls out a new wave of AI tools and starts changing how it charges for them, while big banks point to stronger take-up from larger businesses. At the same time, the stock swings hard and some analysts pull back their expectations, making the next phase of growth look less straightforward than it did before.

13 views

Fair Value vs Share Price

US$22

vs US$28.1528.0% overvalued

23.5%

Revenue growth

12.1%

Profit margin

Recent News & Updates

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Recent updates

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Company analysis

Flawless balance sheet with very low risk.

Market capUS$14.3b

PB10.2x

Estimated Growth18.2%

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.