Figma Expands AI Capabilities As Share Price Lags Analyst Targets

Simply Wall St

Tue, February 17, 2026 at 4:09 PM GMT+9 2 min read

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FIG

+2.32%

OPAI.PVT

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Figma (NYSE:FIG) is rolling out a suite of AI powered design tools, including advanced generative features built into its core platform.

The company is collaborating with OpenAI and integrating major generative AI technologies to streamline workflows across design, prototyping and content creation.

These updates mark a rapid expansion of Figma's product capabilities and signal a push to deepen its role in day to day design work for teams.

Figma enters this AI expansion phase with its shares at $22.53 and a value score of 0, alongside a sharp 23.8% decline over the past 30 days and a 40.1% decline year to date. In that context, the new AI tools and partnerships could become a key part of how investors frame the NYSE:FIG story, particularly for anyone weighing product momentum against recent share price pressure.

For investors, the question is how these AI features and collaborations might affect Figma’s competitive position over time, especially relative to large incumbent design platforms and newer AI first tools. As the rollout progresses, adoption by paying teams, user engagement around the new AI features and any follow up partnerships are likely to be high on the watchlist.

Stay updated on the most important news stories for Figma by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Figma.

NYSE:FIG Earnings & Revenue Growth as at Feb 2026

We’ve flagged 2 risks for Figma. See which could impact your investment.

Quick Assessment

**✅ Price vs Analyst Target**: At US$22.53, Figma trades about 57% below the US$52.11 analyst price target range midpoint.

**❌ Simply Wall St Valuation**: Shares are trading around 11.3% above the Simply Wall St estimated fair value.

**❌ Recent Momentum**: The stock has faced a 23.8% decline over the last 30 days.

There is only one way to know the right time to buy, sell or hold Figma. Head to Simply Wall St’s company report for the latest analysis of Figma’s Fair Value.

Key Considerations

📊 The AI rollout and OpenAI partnership strengthen the product story at a time when the share price has pulled back sharply.

📊 Watch adoption of AI features by paying teams, revenue trend around US$968.96m, and any impact on Figma's negative net income of US$926.10m.

⚠️ The company is loss making, not forecast to reach profitability over the next 3 years, and has had significant insider selling in the past 3 months.

Dig Deeper

For the full picture including more risks and rewards, check out the complete Figma analysis. Alternatively, you can visit the community page for Figma to see how other investors believe this latest news will impact the company’s narrative.

Story Continues  

_ This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned._

Companies discussed in this article include FIG.

Have feedback on this article? Concerned about the content? Get in touch with us directly._ Alternatively, email editorial-team@simplywallst.com_

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