Figma FIG is benefiting from sturdy momentum in its paid buyer development. As of Sept. 30, 2025, the corporate had 12,910 paid clients with greater than $10,000 in annual recurring revenues (ARR) and 1,262 paid clients with greater than $100,000 in ARR. With a web greenback retention fee of 131% for purchasers spending $10,000 or extra yearly within the third quarter of 2025, Figma is efficiently driving enlargement inside its buyer base.
Within the third quarter of 2025, FIG’s buyer base grew considerably, with the corporate including greater than 90,000 paid groups in simply two quarters, bringing the entire to 540,000 paid clients. This development was pushed by the adoption of recent merchandise like Figma Make and AI options, which attracted new customers and expanded utilization inside present groups.
The launch of Figma Make, an AI-powered software that enables customers to create prototypes and internet apps utilizing textual content prompts, has been noteworthy. Roughly 30% of shoppers spending $100,000 or extra in ARR have been utilizing Figma Make weekly by the top of September.
Figma’s increasing portfolio has been a significant development driver. The corporate launched greater than 50 new options throughout the Figma platform within the third quarter of 2025. This consists of AI-driven instruments like Copy Design, distant Figma MCP Server, and Make Kits, enhancing AI-native design and product growth workflows for customers.
Figma Suffers From Stiff Competitors
Figma is dealing with stiff competitors from corporations like Adobe ADBE and Atlassian TEAM, each of that are increasing their clientele and AI-driven income base.
Adobe is increasing its clientele by sturdy adoption of revolutionary AI-infused merchandise like Acrobat AI Assistant, Firefly, and Adobe Specific, attracting new customers, together with next-generation creators and enterprises. Adobe’s AI-influenced ARR surpassed $5 billion within the third quarter of 2025, reflecting sturdy adoption of AI-infused options throughout its portfolio.
Atlassian’s give attention to including generative AI options to a few of its collaboration software program is prone to drive the highest line. Within the first quarter of fiscal 2026, Atlassian has built-in AI deeply into its platform, enabling greater than 3.5 million month-to-month lively customers to leverage AI-powered instruments for collaboration. This utilization has grown by greater than 50% for the reason that final quarter, demonstrating sturdy adoption.
Figma’s Share Value Efficiency, Valuation, and Estimates
Figma’s shares have misplaced 48.3% up to now three months. The broader Zacks Laptop & Expertise sector has appreciated 10.8% whereas the Zacks Web – Software program trade has decreased 11.8% in the identical interval.
FIG Inventory Efficiency
Picture Supply: Zacks Funding Analysis
Figma’s inventory is buying and selling at a premium, with a ahead 12-month Value/Gross sales of 11.91X in contrast with the Laptop and Expertise sector’s 6.65X. FIG has a Worth Rating of F.
Value/Gross sales (F12M)
Picture Supply: Zacks Funding Analysis
The consensus mark for 2025 earnings is pegged at 41 cents per share, which has elevated 37% over the previous 30 days. This means a 110.96% enhance from the reported determine of 2024.
Figma, Inc. Value and Consensus
Figma, Inc. price-consensus-chart | Figma, Inc. Quote
Figma at present carries a Zacks Rank #3 (Maintain). You’ll be able to see the entire listing of immediately’s Zacks #1 Rank (Sturdy Purchase) shares right here.
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Figma, Inc. (FIG) : Free Inventory Evaluation Report
Adobe Inc. (ADBE) : Free Inventory Evaluation Report
Atlassian Company PLC (TEAM) : Free Inventory Evaluation Report
This text initially printed on Zacks Funding Analysis (zacks.com).
The views and opinions expressed herein are the views and opinions of the creator and don’t essentially mirror these of Nasdaq, Inc.
