Piper Sandler initiates Figma stock with Overweight rating on growth potential

Published 20/08/2025, 09:32
Piper Sandler initiates Figma stock with Overweight rating on growth potential

Investing.com - Piper Sandler initiated coverage on Figma Inc (NYSE:FIG) with an Overweight rating and a price target of $85.00 on Wednesday. According to InvestingPro data, Figma currently commands a market capitalization of $38.7 billion, despite trading nearly 50% below its recent high.

The research firm cited Figma’s differentiated platform, attractive business model, and broad-based global reach into more than 450,000 customers as key factors behind the positive outlook.

Piper Sandler noted that Figma’s preliminary annual recurring revenue (ARR) for the second quarter is approaching $1 billion, achieved in just 10 years, while the company remains in early stages of building an end-to-end platform for digital product creation.

The firm projects that favorable secular tailwinds and new AI-powered solutions could help Figma triple its ARR to over $3 billion and expand free cash flow to more than 30% by 2030.

Figma stock has experienced significant volatility since its IPO, rising 250% on its first trading day before declining 21% in one week, now sitting 49% below its high, according to Piper Sandler’s analysis.

In other recent news, Figma has announced the pricing of its initial public offering (IPO) at $33 per share. The company plans to begin trading on the New York Stock Exchange under the symbol "FIG." The IPO includes approximately 37 million shares of Class A common stock, with Figma offering 12.47 million shares and existing stockholders selling 24.46 million shares. The IPO is expected to close on August 1, pending customary conditions. Analysts at DA Davidson have expressed optimism about Figma’s upcoming public listing, describing it as an "ideal IPO candidate." They suggest that Figma’s IPO could pave the way for additional software IPOs over the next 12 to 18 months. The company’s market capitalization is expected to be between $14.6 billion and $16.4 billion, according to DA Davidson. These developments mark significant steps for Figma as it enters the public market.

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