Analysts expect Figma to report Q1 2026 revenue of $316.02 million and an EPS of -$0.17, with the stock currently trading around $20.05, significantly below the $48.12 average analyst price target.
The primary focus for investors is the adoption and monetization of 'Figma Make,' the company's AI-powered design tool, which recently saw a 70% quarter-over-quarter increase in weekly active users.
Figma is transitioning to a hybrid pricing model that combines traditional seat-based fees with AI credit consumption, a move aimed at capturing value from its expanding AI product suite.
Despite a 55% year-to-date share price decline, management remains optimistic about achieving its full-year 2026 revenue guidance of approximately $1.37 billion as enterprise demand for collaborative design platforms remains durable.