Figma Guides 2026 Revenue to $1.37B After 40% Q4 Sales Jump
Figma reported Q4 revenue of $303.8 million, up 40% year-over-year, beating forecasts and guiding 2026 revenue of $1.366–1.374 billion for roughly 30% growth. Its AI tool Figma Make drove weekly active users up over 70% quarter-over-quarter, with more than half of $100K-plus customers adopting it by quarter-end.
1. Q4 Earnings Beat Expectations
Figma delivered Q4 revenue of $303.8 million, a 40% increase year-over-year that topped the $293 million forecast, while adjusted EPS came in at $0.08 versus $0.07 expected. Despite these results, shares remain down about 70% over the past year, tempering investor reaction.
2. Strong 2026 Revenue Outlook
Management set 2026 revenue guidance between $1.366 billion and $1.374 billion, implying around 30% growth at midpoint and surpassing the Street’s $1.29 billion projection. This robust outlook reflects confidence in continued customer expansion and product development momentum.
3. Rapid AI Tool Adoption
Figma Make, the company’s AI-powered design-to-code tool, saw weekly active users surge by over 70% quarter-over-quarter. More than half of its customers spending over $100,000 in ARR now use Figma Make, up from 30% in the prior quarter, with over 1,400 such accounts on the platform.