Wells Fargo initiates Figma stock with Equal Weight rating, $82 price target

Published 25/08/2025, 11:00
Wells Fargo initiates Figma stock with Equal Weight rating, $82 price target

Investing.com - Wells Fargo initiated coverage on Figma Inc (NYSE:FIG) with an Equal Weight rating and set a price target of $82.00. The company, currently valued at $38.71 billion, is showing impressive gross profit margins of 88.5% according to InvestingPro data.

The firm noted that Figma shares are currently trading at approximately 35 times enterprise value to sales based on its calendar year 2026 estimates, which it described as "among the highest in software history."

Wells Fargo derived its $82 price target using approximately 32 times enterprise value to sales for calendar year 2027, representing a significant premium on estimates that the firm acknowledged take a conservative stance on pricing tailwinds, new product contribution, and new business.

The firm stated that while Figma’s impressive operating profile deserves a premium valuation, it observed that similar multiples "have proven tough to sustain for even the most well-loved and best-executing software franchises."

Figma, a collaborative design platform that went public earlier this year, has attracted significant investor attention for its growth trajectory and market position in the design software space.

In other recent news, several financial firms have initiated coverage on Figma Inc , providing insights into the company’s current market position and future potential. Wolfe Research rated Figma with a Peerperform rating, citing a strong growth rate of 46%, free cash flow margins of 28%, and high customer retention rates. Morgan Stanley gave Figma an Equalweight rating with a price target of $80.00, emphasizing its competitive advantage in real-time collaboration for product design. Goldman Sachs also joined the list with a Neutral rating and a $48.00 price target, recognizing Figma as a transformative design tool evolving into a comprehensive development platform. JPMorgan echoed this sentiment, assigning a Neutral rating and a $65.00 target, noting Figma’s role as a central system for design workflows. Meanwhile, RBC Capital initiated coverage with a Sector Perform rating and a $75.00 price target, highlighting the company’s potential in AI despite some investor concerns. These developments indicate a broad interest in Figma’s capabilities and potential growth, as assessed by leading financial analysts.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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