tech
February 19, 2026
Figma shares climb on earnings beat, but analysts note that AI risk remains
Figma's revenue grew 40% year over year to $303.8 million during the period.
TL;DR
- Figma shares closed up 7% after a 15% surge post-earnings, driven by strong fourth-quarter results.
- Fourth-quarter revenue increased 40% year-over-year to $303.8 million, with a net loss reported.
- The company projected first-quarter revenue between $315 million and $317 million, exceeding analyst expectations.
- Analysts noted solid results and guidance but acknowledged potential headwinds from market uncertainty and AI disruption concerns.
- Figma is actively incorporating AI into its products and recently partnered with AI startup Anthropic.
- Despite strong growth and AI integration, investor sentiment on software companies is cautious due to GenAI's potential disruptive impact.
- Analysts see Figma as a strong participant in AI innovation, not at risk of disruption, with a more attractive risk/reward profile for its shares.
Continue reading the original article