Figma Rolls Out Design Agent to All Paid Users, Citi Sees 80% Upside
FIG•Figma’s Design Agent beta is now available to 100% of paid users across Pro, Org and Enterprise plans, debuting ahead of its Config conference kickoff in San Francisco. Citi initiated coverage with a Buy rating and $36 price target, implying an 80% upside after a 49% year-to-date stock decline.
1. Beta Rollout of Design Agent
Figma has deployed its AI-powered Design Agent beta to 100% of Pro, Org and Enterprise users, enabling natural language design generation and iteration across its entire paid user base ahead of its annual Config conference in San Francisco.
2. Citi Initiates Buy Coverage
Citi initiated coverage of Figma with a Buy rating and set a $36 price target that implies an approximately 80% upside from current levels, while the majority of other analysts maintain Hold recommendations with an average target near $36.78.
3. Stock Performance and Outlook
Figma shares have tumbled nearly 49% year-to-date despite a 46% revenue increase to $333.4 million in Q1 and raised 2026 forecasts; investors now look to the Config keynote for guidance on the company’s AI strategy and growth prospects.




