$FIG

Figma, Inc.

Insider trades
2
3
1
$24.5M
Voskanian Shaunt
87%
See all $FIG insider activity →
High

Figma (FIG) Q2 2026 Earnings Call Transcript

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.

FIG sentiment & insider activity

Over the past 7 days, alphai's AI scored 6 news stories mentioning FIG (Figma, Inc.). Coverage has skewed bullish: 2 bullish, 3 neutral, and 1 bearish.

Recent FIG coverage spans earnings, insider activity and market movers.

In the last 30 days, FIG insiders filed 15 SEC Form 4 transactions — no purchases and 15 sales ($24.5M). The most active reporter was Voskanian Shaunt, Chief Revenue Officer, with 4 filings. 87% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving FIG

  • Guidance raise plus improving AI monetization supports a bullish near-term bias, but inference-cost risk and beta-related revenue exclusions may cap upside.

    fool.com · Aug 13, 2026

  • This is an insider sale disclosure, not a company fundamental update, but it can modestly affect near-term sentiment.

    SEC EDGAR · Aug 12, 2026

  • A 10% owner open-market sale can be read as mild negative sentiment, but it is not a fundamental change by itself.

    SEC EDGAR · Aug 12, 2026

  • AI credit monetization is expanding, but beta/early-access products not yet drawing paid credits may pressure near-term gross margin and shape the stock’s multiple.

    tradingview.com · Aug 11, 2026

  • The article frames FIG’s July rally as flow and positioning-driven, then highlights a post-earnings selloff despite strong results, implying elevated volatility and skepticism around AI cost structure.

    fool.com · Aug 10, 2026

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.

News on $FIG

Score
$FIGHighAI 9/10

Figma (FIG) Q2 2026 Earnings Call Transcript

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.

$FIGMedAI 8/10

Figma Q2 Earnings Call Puts AI Monetization Broadening in Focus

Figma (FIG) reported Q2 2026 results and said it had its first full quarter of AI credit monetization. Revenues were $370.10M, up 48% YoY, and non-GAAP EPS was 8 cents. Management raised 2026 revenue guidance, while Q3 revenue was guided to $373-$375M. Analysts focused on sequential growth and AI beta products not yet using paid credits.

$FIGLow

How Figma Stock Jumped 37.4% Last Month

Figma (FIG) shares rose 37.4% in July 2026, helped by its late-June inclusion in the Russell indexes, analyst notes, and an 11.9% jump on July 13 after an institutional investor disclosed a large position. The stock later fell around earnings season and after OpenAI’s Presence launch. On Aug. 5, Figma reported revenue of $370.1M (+48% YoY) and doubled consensus earnings, but shares dropped 17% over two days.

$FIGMedAI 8/10

Figma Q2 Earnings Call Highlights

Figma’s Q2 earnings call highlighted higher AI inference costs affecting operating income and free cash flow. For Q3, it forecast revenue of $373M to $375M (36% growth at midpoint). It raised full-year revenue outlook by $40M to $1.463B to $1.467B and kept non-GAAP operating income at $125M to $135M. Figma said AI credit consumption and agent adoption drove results.

Figma (FIG) After Earnings Beat And AI Push Looks Fully Valued

Simply Wall St reports Figma (FIG) released Q2 2026 results on Aug 5, beating expectations and raising full-year revenue guidance. The stock closed at $23.29, down 2.84% on the day and 4.24% over the week. The article cites a narrative fair value of $22.36 and an SWS DCF value of $39.23, with AI spending weighing on margins.

$APPMed

Watch AppLovin, Figma, and WDC

AppLovin (APP) reported Q3 revenue of $1.92B (+52.4% Y/Y) and GAAP EPS of $3.77, but shares fell 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, and the stock may open down ~15%. Adobe (ADBE) is mentioned as an alternative.

$FIGHighAI 9/10

Why Figma Stock Just Sank

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.

Related tickers