ARK Invest Buys $24M of Figma Shares After Q4 Beat, Guides $1.37B
Figma reported Q4 fiscal 2025 EPS of $0.08 on revenue of $303.8 million, beating consensus and guiding fiscal 2026 revenue to $1.366–1.374 billion. ARK Invest purchased approximately $24 million of Figma shares after the update, while Figma plans usage-based AI pricing for its Figma Make tool starting in March.
1. ARK Invest Increases Figma Stake
ARK Invest purchased approximately $24 million of Figma shares following the company’s Q4 fiscal 2025 report, marking a strategic addition to its portfolio and signaling confidence in Figma’s growth prospects.
2. Q4 2025 Earnings and 2026 Guidance
Figma delivered EPS of $0.08 on revenue of $303.8 million, both exceeding Wall Street estimates. Management guided fiscal 2026 revenue to a range of $1.366 billion to $1.374 billion, illustrating sustained top-line momentum.
3. AI Pricing and Figma Make Tool
Figma’s AI-powered Figma Make tool, which leverages Alphabet’s models to convert text prompts into app prototypes, will adopt monthly AI credit limits and usage-based pricing starting in March, aiming to monetize rising AI demand.