Figma Inc (FIG)
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
$18.44-16.67%
Close 2026-11-05 · 1-day change
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
QuarterlyIQ Insights · FIG
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 64.2% |
| Our one-year growth estimate | diamond | 36.0% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 28.1 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 36 industry peers · Company calendar date is not available
FIG — officer change
Dated 2026-04-15
Director — Mike Krieger: Mike Krieger resigned from the Board of Directors.
Why it matters: More weekly use would show that customers are adopting a new AI tool. Figma said over half of large paid customers used it weekly by July 31.
Supportive ifFigma reports that more than 50% of paid customers with over $10,000 in ARR use the agent weekly.
Worry ifFigma reports weekly use at or below 50% among those customers.
Why it matters: Figma raised its 2026 revenue outlook after three straight quarters of faster growth. A further raise would extend that trend.
Supportive ifOn November 4, Figma lifts its 2026 revenue outlook above $1.467 billion.
Worry ifFigma cuts its 2026 revenue outlook below $1.463 billion.
Why it matters: Figma's Q3 forecast implies 36% growth, below Q2's 48%. Revenue above that pace would show demand is holding up.
Supportive ifOn November 4, Q3 revenue is at least $373 million, above the guided range of $373 million to $375 million.
Worry ifQ3 revenue is below $373 million, missing the low end of guidance.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$261 on $10,000 · ±2.6% | How much price usually moves either way. |
| Bad day | $719 loss on $10,000 · 7.2% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $6,338 loss on $10,000 · 63.4% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.