FIG is trading at $27.25 (+5.38%) following a robust Q4 earnings beat and significantly raised FY2026 revenue guidance.

  • Revenue reached $303.8 million (40% YoY growth) versus the 36% consensus, while net dollar retention improved to 136%.
  • Management raised its FY2026 revenue forecast to $1.366–$1.374 billion, representing 29–30% growth and significantly exceeding the 22–24% Wall Street estimate.
  • The company plans to introduce paid AI tiers in March to capitalize on Figma Make's 70% quarter-over-quarter user growth.