$FIG

Analysts have issued 41 Holds across 61 ratings for UiPath, GitLab, and Figma, with consensus targets below current prices for two. Institutions hold 65% to 95% of the float, building positions despite cautious analyst sentiment. UiPath and GitLab have surged 58% and 36% in one month, respectively, exceeding analyst targets. Figma's target aligns with its current price. All three companies reported strong revenue growth in recent quarters.

Figma (FIG) is down 61% despite 48% revenue growth, with Wall Street's consensus target at $30.80. Analysts argue for a $40 target, citing faster growth than Adobe (ADBE) and Atlassian (TEAM) and strong AI monetization. Q2 revenue was $370M, with a net dollar retention rate of 136%. Bulls see potential for $50+ if AI adoption continues, while risks include competitive pressure and high valuation multiples.

Figma (FIG) rose 12% to $30.27, while Atlassian (TEAM) gained 8% to $181.71, as investors reassess AI's impact on design and collaboration software. Figma's rebound follows a 28% YTD decline, while Atlassian extends its 4% YTD gain. No company-specific catalysts were verified, but the move aligns with broader software strength and Figma's August revenue forecast raise.

Figma's shares fell 17.5% to $23.22 on Thursday, despite reporting Q2 revenue of $370.08M, beating estimates by 5.27%. The company raised its full-year revenue guidance to $1.463B-$1.467B. Figma's adjusted EPS was $0.08, doubling estimates, and it reported strong cash flow and customer retention metrics.

Analysts raised FIGMA INC's 12-month price target from $30.56 to $30.89, implying 19% upside. The consensus rating remains 'Buy' with 6 Buys, 9 Holds, and 0 Sells.

The Wall Street Journal reports that Situational Awareness ran two simultaneous auctions in late July. A fund led by Leopold Aschenbrenner sought to sell an Anthropic stake overnight at a 20% discount, while Citadel and Millennium negotiated a separate leveraged portfolio deal. The street inferred distress from leverage and holdings, and related stocks fell sharply in July.

A Markets Brief says software stocks have rebounded, citing Morningstar’s Dan Romanoff that the “AI kills software” narrative is fading as companies improve efficiencies, monetize AI offerings, and focus on profitability. It highlights examples including Atlassian, HubSpot, and Figma. It also previews retailer earnings starting with Home Depot, Lowe’s, Target, TJX, and Walmart, and discusses Bank of America’s view that AI investment is inflationary near term via July CPI core goods.

Figma (FIG) shares rose 10.95% to $26.35 on Aug. 13 after July inflation data came in softer than expected, lifting software stocks. The article cites Q2 results showing revenue up 48% to $370 million and raised full-year guidance. It notes analysts’ mean target fell to $30 and TIKR models FIG at $89 by Dec. 2030.

Figma (FIG) reported Q2 2026 revenue of $370.1 million, up 48% year over year, with non-GAAP gross margin of 85% and non-GAAP operating margin of 10%. Management cited 136% net dollar retention and paid customers above $10,000 ARR rising 34%. Full-year revenue guidance was raised to $1.463B-$1.467B.

Rimer Daniel H. sold 12,475 indirectly-held shares of Figma, Inc. (FIG) at $25.39 ($0.32M total) on 2026-08-10.