Figma Stock Rallies After Q4 Earnings: Here’s Why

by | Feb 18, 2026 | General

Figma, Inc. (NYSE:FIG) shares rallied in Wednesday’s extended trading after the company released its fourth-quarter earnings report, beating analyst estimates across the board.

Here’s a look at the details in the report. 

Q4 Details 

Figma reported quarterly earnings of eight cents per share, which beat the Street estimate of seven cents, according to data from Benzinga Pro.

Quarterly revenue came in at $303.78 million, which beat the analyst consensus estimate of $293.15 million and was up from $216.95 million in the same period last year.

Figma reported the following fourth-quarter highlights:

  • 13,861 paid customers with more than $10,000 in ARR as of Dec. 31, 2025.
  • 1,405 paid customers with more than $100,000 in ARR as of Dec. 31, 2025.
  • 67 paid customers with more than $1,000,000 in ARR as of Dec. 31, 2025.
  • Weekly active users of Figma Make grew over 70% quarter-over-quarter, with over half of paid customers with more than $100,000 in ARR building in Figma Make on a weekly basis in the three months ended Dec. 31, 2025.
  • Over 80% of Figma Make’s weekly active users on full seats also used Figma Design in the three months ended Dec. 31, 2025, reflecting the increased adoption of AI workflows across Figma’s platform.
  • Released a new Claude Code to Figma feature that allows users to bring user interfaces generated in Claude Code directly into Figma’s infinite canvas as editable layers.

“2025 was a massive year for Figma, and the fourth quarter was our best quarter yet,” said Figma CEO Dylan Field.

“Our accelerated revenue and customer growth going into 2026 reflect design’s power and Figma’s essential place at the center of the product development stack,” Field added.

Q1 Outlook

Figma expects first-quarter revenue in a range of $315 million to $317 million, versus the $291.9 million analyst estimate, and fiscal 2026 revenue in a range of $1.37 billion to $1.374 billion, versus the $1.29 billion estimate.

FIG Stock Price: According to data from Benzinga Pro, Figma stock rose 18.39% to $28.65 in Wednesday’s extended trading.  

Photo: rblfmr / Shutterstock