Figma shares fell 7% in extended trading after third-quarter results beat LSEG consensus: adjusted EPS of 10 cents vs 5 cents expected, and revenue of $391.4 million vs $375.8 million expected. Revenue grew about 43% year over year, and net loss narrowed to $81.3 million (15 cents per share) from $1.10 billion ($2.72 per share) a year earlier. Management raised full-year guidance, now seeing an 11% operating margin (up from 9%) and $1.497–$1.499 billion in revenue, while fourth-quarter growth is expected to slow to about 33%, above the 28% analysts had forecast. Figma is giving clients more AI credits while keeping prices, and its finance chief says this trades near-term revenue for durable long-term growth. Weekly users at organizations spending over $10,000 who used AI credits rose almost 50%, and shares are down about 41% so far in 2026 while the S&P 500 is up 12%.
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