Figma's stock surged 14.92% in pre-market trading, extending gains from the previous after-hours session following the release of its fourth-quarter financial results that significantly exceeded analyst expectations.

The design software company reported quarterly revenue of $303.8 million, representing 40% year-over-year growth and beating consensus estimates. On an adjusted basis, Figma earned 8 cents per share, surpassing analyst forecasts. Investor sentiment was further bolstered by the company's optimistic outlook, projecting first-quarter and full-year 2026 revenue well above Street estimates.

The strong performance was attributed to robust platform adoption and accelerating integration of artificial intelligence tools. Figma highlighted significant growth in weekly active users of its AI-powered design tool and a net dollar retention rate of 136%, indicating healthy customer expansion. Recent AI partnerships, including with Anthropic for Claude Code integration, were cited as strategic moves positioning the company for continued growth in the evolving software landscape.