FIGS Inc. (FIGS) Stock Rises on Q4 2025 Earnings

FIGS Inc. (FIGS) reported fourth-quarter 2025 results showing meaningful top-line growth and a sizable improvement in profitability.

Revenue: $201.9 million (+33.0% year-over-year).

Gross profit: $127.1 million (+24.3% year-over-year).

Operating profit: $18.8 million (+111.3% year-over-year).

Net income attributable to common shareholders: $18.5 million (+882% year-over-year).

Diluted earnings per share: $0.10 (+900% year-over-year).

Cash-flow and balance-sheet highlights:

Cash from operating activities: $60.9 million (up 100.3% year-over-year).

Purchases of property, plant and equipment: $2.9 million (down 14.9% year-over-year).

Cash and cash equivalents: $82.0 million (down 4.3% year-over-year).

Total liabilities: $142.5 million (up 7.5% year-over-year).

Other operational and market comparisons:

Cost of sales: $74.8 million (up 50.8% year-over-year).

Revenue versus estimate: reported $201.9 million vs. estimated $168.3 million.

Diluted EPS versus estimate: reported $0.10 vs. estimated $0.02.

Shares moved 7.93% since market close following the release.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

FIGS Inc. Insider Trading Activity

FIGS Inc. insiders have traded $FIGS stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.

Here’s a breakdown of recent trading of $FIGS stock by insiders over the last 6 months:

CATHERINE EVA SPEAR (Chief Executive Officer) has made 0 purchases and 2 sales selling 111,947 shares for an estimated $993,999.
SARAH OUGHTRED (Chief Financial Officer) has made 0 purchases and 4 sales selling 65,918 shares for an estimated $601,912.
HEATHER L. HASSON (Executive Chair) has made 0 purchases and 2 sales selling 46,230 shares for an estimated $414,077.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

FIGS Inc. Hedge Fund Activity

We have seen 101 institutional investors add shares of FIGS Inc. stock to their portfolio, and 122 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 6,722,043 shares (-70.3%) from their portfolio in Q4 2025, for an estimated $76,362,408
AMERIPRISE FINANCIAL INC removed 6,155,399 shares (-48.6%) from their portfolio in Q4 2025, for an estimated $69,925,332
DIVISADERO STREET CAPITAL MANAGEMENT, LP added 4,376,093 shares (+12670.0%) to their portfolio in Q4 2025, for an estimated $49,712,416
DRIEHAUS CAPITAL MANAGEMENT LLC added 2,043,417 shares (+inf%) to their portfolio in Q4 2025, for an estimated $23,213,217
MARSHALL WACE, LLP added 1,712,610 shares (+66.2%) to their portfolio in Q4 2025, for an estimated $19,455,249
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 1,523,353 shares (+inf%) to their portfolio in Q4 2025, for an estimated $17,305,290
DIMENSIONAL FUND ADVISORS LP removed 1,121,733 shares (-25.4%) from their portfolio in Q4 2025, for an estimated $12,742,886

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

FIGS Inc. Analyst Ratings

Wall Street analysts have issued reports on $FIGS in the last several months. We have seen 1 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

BTIG issued a "Buy" rating on 11/13/2025
Goldman Sachs issued a "Sell" rating on 11/07/2025

To track analyst ratings and price targets for FIGS Inc., check out Quiver Quantitative's $FIGS forecast page.

FIGS Inc. Price Targets

Multiple analysts have issued price targets for $FIGS recently. We have seen 5 analysts offer price targets for $FIGS in the last 6 months, with a median target of $9.0.

Here are some recent targets:

Dana Telsey from Telsey Advisory Group set a target price of $9.0 on 02/20/2026
Brooke Roach from Goldman Sachs set a target price of $7.5 on 01/30/2026
Lauren Schenk from Morgan Stanley set a target price of $8.0 on 01/13/2026
Adrienne Yih from Barclays set a target price of $11.0 on 01/06/2026
Robert Drbul from BTIG set a target price of $15.0 on 12/10/2025