Insider Trading February 27, 2026

Figma CRO Executes $256,620 Sale of Class A Shares Amid Mixed Analyst Views

Shaunt Voskanian sells 8,554 shares under a 10b5-1 plan as Figma posts strong Q4 results but faces valuation and margin concerns

By Jordan Park FIG
Figma CRO Executes $256,620 Sale of Class A Shares Amid Mixed Analyst Views
FIG

Figma Chief Revenue Officer Shaunt Voskanian sold 8,554 shares of Class A common stock on February 25, 2026, at $30.00 per share for proceeds of $256,620. The transaction, carried out under a Rule 10b5-1 trading plan adopted August 6, 2025, was disclosed on a Form 4 filing with the SEC. The sale occurs against a backdrop of volatile share performance and a mixed analyst response to Figma's robust fourth-quarter results and fiscal 2026 guidance.

Key Points

  • CRO Shaunt Voskanian sold 8,554 Class A shares on February 25, 2026, at $30.00 per share, totaling $256,620; he now directly owns 1,580,181 shares. - Markets, Software
  • Figma reported Q4 revenue of $303.8 million, up 40% year over year, and adjusted EPS of $0.08 versus a $0.06 consensus; fiscal 2026 revenue guidance implies roughly 30% growth, about 7 percentage points above consensus. - Software, Markets
  • Analysts are divided: Piper Sandler reiterated an Overweight rating with a $35 target, while Stifel and RBC Capital lowered targets to $30 and $31 respectively, citing valuation and AI margin concerns. - Markets, AI

Figma, Inc. (NASDAQ:FIG) reported a sale by Chief Revenue Officer Shaunt Voskanian of 8,554 shares of Class A common stock on February 25, 2026, at a per-share price of $30.00. The transaction generated total proceeds of $256,620. After the disposition, Voskanian directly holds 1,580,181 shares of the company.

The sale was executed pursuant to a Rule 10b5-1 trading plan that Voskanian adopted on August 6, 2025, and was disclosed to regulators in a Form 4 filing with the Securities and Exchange Commission.

Figma's equity has seen pronounced volatility over recent periods. The shares are down 74.55% over the past year, though they gained 12.65% in the most recent week. InvestingPro Tips notes the stock has fallen nearly 58% over the last six months. The company currently trades with a market capitalization of $15.77 billion; InvestingPro also provides 11 additional tips for investors assessing the stock.


Recent financials and guidance

Figma posted strong fourth-quarter results, reporting revenue of $303.8 million, a 40% increase year over year, and a figure that surpassed analyst estimates. The company reported adjusted earnings per share of $0.08, compared with a consensus estimate of $0.06.

For fiscal 2026, Figma has issued revenue guidance that implies approximately 30% year-over-year growth, a projection about 7 percentage points higher than consensus expectations. Management highlighted elevated non-GAAP profitability measures: gross margins of 86.2% and non-GAAP operating margins of 14.5%, both of which exceeded analyst estimates contained in public reporting.


Analyst responses

Market reaction among sell-side analysts has been mixed. Piper Sandler reiterated an Overweight rating on Figma and maintained a $35 price target. Conversely, Stifel trimmed its price target to $30 while retaining a Hold rating, and RBC Capital lowered its target to $31 while maintaining a Sector Perform rating. Stifel and RBC cited concerns related to valuation and AI margins as reasons for their adjustments.


Context and implications

The insider sale took place within the framework of a pre-established trading plan and was reported to the SEC. At the same time, Figma's reported top-line acceleration and guidance indicate continued company-level growth and margin strength. The combination of an insider sale, wide recent price swings, and divergent analyst guidance contributes to a layered market picture for shareholders and observers.

All transaction details and company financial metrics above are those disclosed in public filings and analyst note summaries.

Risks

  • Sustained share-price volatility: the stock is down 74.55% over the past year and has fallen nearly 58% over six months, which could affect investor sentiment. - Markets
  • Analyst concerns over valuation and AI margins: Stifel and RBC Capital lowered price targets citing these issues, introducing uncertainty around forward expectations. - AI, Markets
  • Insider selling, even under a 10b5-1 plan, can be interpreted variably by the market; the trade was disclosed on a Form 4 filing. - Markets

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