Figma Stock Jumps On Strong Q1 Growth, But Analyst Questions AI Revenue Durability

Benzinga_recent_news05-16

• Figma stock is surging to new heights today. What’s driving FIG stock higher? While the company reported results that were "highly encouraging across the board," there is uncertainty around whether ...

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What’s driving FIG stock higher?\nWhile the company reported results that were \"highly encouraging across the board,\" there is uncertainty around whether ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/05/52608753/figma-stock-jumps-on-strong-q1-growth-but-analyst-questions-ai-revenue-durability\">Source Link</a>\n\n</div>\n","source":"benzinga_recent_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Figma Stock Jumps On Strong Q1 Growth, But Analyst Questions AI Revenue Durability</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFigma Stock Jumps On Strong Q1 Growth, But Analyst Questions AI Revenue Durability\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-16 01:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/05/52608753/figma-stock-jumps-on-strong-q1-growth-but-analyst-questions-ai-revenue-durability><strong>Benzinga_recent_news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>• Figma stock is surging to new heights today. What’s driving FIG stock higher?\nWhile the company reported results that were \"highly encouraging across the board,\" there is uncertainty around whether ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/05/52608753/figma-stock-jumps-on-strong-q1-growth-but-analyst-questions-ai-revenue-durability\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"FIGG","symbol_name":"2倍做多Figma ETF-Leverage Shares","start_time":0,"source_url":"https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/05/52608753/figma-stock-jumps-on-strong-q1-growth-but-analyst-questions-ai-revenue-durability","article_id":"2635311680","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2026/05/15/Figma_3.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/05/52608753/figma-stock-jumps-on-strong-q1-growth-but-analyst-questions-ai-revenue-durability","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2635311680","pubTimestamp":1778866080,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"Figma's stock rallies on upbeat Q1 results, with accelerating growth. Analysts uncertain about AI tool's potential.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"FIGG":"2倍做多Figma ETF-Leverage Shares","BK4023":"应用软件","FIG":"Simplify Macro Strategy ETF"},"translate_title":"Figma股价因第一季度强劲增长而上涨，但分析师质疑人工智能收入的持久性","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"FIGG":0.6,"FIG":1.98},"content_text":"• Figma stock is surging to new heights today. What’s driving FIG stock higher?\nWhile the company reported results that were \"highly encouraging across the board,\" there is uncertainty around whether its AI-powered tool, Make, can become \"a material and durable growth driver,\" according to BTIG.\nThe Figma Analyst: Analyst Nick Altmann reiterated a Neutral rating on the stock.\nThe Figma Thesis: The company delivered the second consecutive quarter of accelerating growth, with 46% growth coming in higher than the previous quarter's 40% and significantly beating the consensus estimate of 39%, Altmann said in the note.\nCheck out other analyst stock ratings.\nManagement indicated that drivers of the quarter's results were broad-based, including seat expansion, retention, enterprise adoption, new user growth and AI credit monetization, he added.\nNRR (net revenue retention) reached 139% in the quarter, the highest level in two years, the analyst stated. He further noted that growth in customers contributing more than $10,000 in ARR (annual recurring revenues) accelerated around 500 basis points (bps) to 37% year-on-year, and customers with more than $100,000 ARR accelerated 200 bps to 48%.\nFigma's paid customer count grew 54% year-on-year to around 690,000, which is an \"underappreciated\" figure, as it highlights the company's success in converting free customers to paid subscribers, the analyst said.\nWhat was more impressive was management's 2026 outlook, which was raised to 35% from their prior projection of 30%, Altmann stated. He added, however, that there is uncertainty around the extent of upside for the rest of the year.\nThe monetization of Figma Make, the company's AI tool that allows users to turn text prompts into interactive prototypes and apps, is tracking ahead of expectations, the analyst said. However, this is driven by recent pricing and packaging changes, and \"we look for better evidence around the magnitude and durability of AI revenue,\" he further wrote.\nFIG Price Action: Shares of Figma had risen by 11.56% to $22.58 at the time of publication on Friday.\nPhoto: M.oo  via Shutterstock\nTo add Benzinga News as your preferred source on Google, click here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.42.2","shortVersion":"4.42.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2635311680","isCrawlerRequest":true}