Figma, Inc.
Figma, Inc. shares fell about 14.9% Thursday after results. The company reported Q2 revenue up 48% to just over $370M, above the $351.5M estimate, and adjusted EPS of $0.08. However, cost of revenue rose 117%, driven largely by AI infrastructure and hosting. Q3 revenue guidance was $373M to $375M. CEO Dylan Field said the CMO and CPO will leave.
Voskanian Shaunt (Chief Revenue Officer) sold 42,825 shares of Figma, Inc. (FIG) at an average of $27.52 ($25.42–$27.91, $1.18M total) across 4 trades over 2026-08-04 to 2026-08-05 under a Rule 10b5-1 trading plan.
Rasmussen Kris (Former Chief Technology Off.) sold 196,397 shares of Figma, Inc. (FIG) at $25.53 ($5.01M total) on 2026-08-04 under a Rule 10b5-1 trading plan.
Over the past 7 days, alphai's AI scored 19 news stories mentioning FIG (Figma, Inc.). Coverage has skewed bearish: 3 bullish, 3 neutral, and 13 bearish.
Recent FIG coverage spans market movers, insider activity and earnings.
In the last 30 days, FIG insiders filed 14 SEC Form 4 transactions — no purchases and 14 sales ($24.2M). The most active reporter was Voskanian Shaunt, Chief Revenue Officer, with 5 filings. 100% of activity was filed under pre-arranged Rule 10b5-1 plans.
AI cost inflation and softer Q3 growth guidance are the immediate drivers of downside risk for FIG despite an earnings beat.
The filing is a disclosed insider sale, but it is explicitly under a 10b5-1 plan, which typically reduces signal strength versus discretionary selling.
This is an insider sale disclosure, not a fundamental company update, but it can modestly affect near-term sentiment.
The filing is a routine insider sale with no stated operational or financial trigger, but it can still affect near-term sentiment and positioning.
Near-term gross margin volatility risk is elevated because Figma bears inference costs for beta usage without offsetting consumption revenue.
alphai scores every news story that mentions FIG with an AI model for sentiment and relevance, and aggregates insider trades from Figma, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Figma, Inc. shares fell about 14.9% Thursday after results. The company reported Q2 revenue up 48% to just over $370M, above the $351.5M estimate, and adjusted EPS of $0.08. However, cost of revenue rose 117%, driven largely by AI infrastructure and hosting. Q3 revenue guidance was $373M to $375M. CEO Dylan Field said the CMO and CPO will leave.
7 min readVoskanian Shaunt (Chief Revenue Officer) sold 42,825 shares of Figma, Inc. (FIG) at an average of $27.52 ($25.42–$27.91, $1.18M total) across 4 trades over 2026-08-04 to 2026-08-05 under a Rule 10b5-1 trading plan.
2 min readRasmussen Kris (Former Chief Technology Off.) sold 196,397 shares of Figma, Inc. (FIG) at $25.53 ($5.01M total) on 2026-08-04 under a Rule 10b5-1 trading plan.
1 min readMelwani Praveer (CFO and Treasurer) sold 40,000 shares of Figma, Inc. (FIG) at an average of $26.63 ($25.44–$26.96, $1.07M total) across 3 trades on 2026-08-04 under a Rule 10b5-1 trading plan.
1 min readSoftware stocks fell Thursday after quarterly results from Datadog, Figma, and HubSpot. Datadog shares dropped more than 15% despite beating revenue and earnings; adjusted gross margin was 80% versus 80.7% consensus. Figma also fell after warning of higher AI inference spending. iShares Expanded Tech-Software ETF (IGV) fell over 2%.
6 min readFigma CEO Dylan Field voluntarily forfeited about $46M in company stock awards, according to a regulatory filing. The move is intended to reinforce investor confidence as shares have declined and concerns about AI-driven disruption have increased. No replacement awards were reported in the filing.
2 min readUS stock index futures were mixed, with S&P futures up 0.1% and Nasdaq futures down 0.5% as Sandisk (SNDK) fell about 9% and Western Digital (WDC) about 15% after earnings and weaker memory outlooks. Tech and AI names also dropped on results or guidance misses, while Mag 7 were mixed. Asian markets declined after chip-related losses, and investors awaited US payrolls.
6 min readFigma shares fell 17.64% to $23.18 after Q2 results showed revenue of $370.08 million, up 48% year over year, and adjusted EPS of $0.08. The company raised full-year 2026 revenue guidance to about $1.47 billion, but its Q3 outlook implied ~36% growth at the midpoint. Investors also cited margin pressure and an August 2026 insider lockup.
6 min readTech stocks fell in Thursday trading. AppLovin (APP) reported Q3 revenue of $1.92B (+52.4% Y/Y) and GAAP EPS of $3.77, but shares dropped over 20% initially. Figma (FIG) posted Q2 revenue of $370.08M (+48.2% Y/Y) and non-GAAP EPS of $0.08, with Q3 revenue guidance of $373M to $375M. Adobe (ADBE) was also mentioned.
3 min readU.S. stock futures were mixed early Thursday, with Nasdaq futures down 0.3% at 4:00 a.m. ET. Investors weighed Middle East developments, upcoming initial jobless claims and payrolls, and Fed comments. Premarket movers included Figma (-14% after margin warning), SanDisk (-9% after guidance), SoundHound AI (+24% on revenue and raised guidance), IonQ (+10% on contract wins), and Moderna (+3% on FDA influenza vaccine approval).
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