Figure Technology Solutions jumps as Q1 profit, revenue and loan marketplace volume top expectations; Q2 volume guidance offered

Figure Technology Solutions, Inc. (FIGR) is up 4.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The stock appears to be moving higher after the company released first-quarter 2026 results highlighting sharp year-over-year growth in revenue, profitability, and Consumer Loan Marketplace volume, alongside forward volume guidance. Investors may also be reacting to continued expansion in Figure Connect and broader ecosystem activity.

Details:

Figure posted Q1 2026 net revenue of $167 million and net income of $45 million, with Adjusted EBITDA of about $83 million and an Adjusted EBITDA margin near 50%.

Consumer Loan Marketplace volume reached $2.9 billion in Q1 2026 (up 113% year over year), including $1.6 billion of Figure Connect volume.

The company cited record ecosystem partner additions in the quarter and ended the period with 387 active partners.

Management provided Q2 2026 Consumer Loan Marketplace volume guidance of $3.8–$4.1 billion, which may have supported bullish revisions to near-term growth expectations.

Sources:

Figure Technology Solutions Investor Relations, StockTitan, Finviz

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$FIGR Insider Trading Activity

$FIGR insiders have traded $FIGR stock on the open market 67 times in the past 6 months. Of those trades, 1 have been purchases and 66 have been sales.

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

MICHAEL BENJAMIN TANNENBAUM (Chief Executive Officer) has made 0 purchases and 18 sales selling 1,371,657 shares for an estimated $51,514,736.
MICHAEL SCOTT CAGNEY has made 0 purchases and 14 sales selling 1,017,898 shares for an estimated $36,893,291.
JUNE OU has made 0 purchases and 14 sales selling 1,017,898 shares for an estimated $36,893,291.
SACHIN CHAND JAITLY has made 0 purchases and 4 sales selling 216,713 shares for an estimated $7,289,830.
DAVID TODD STEVENS (Chief Capital Officer) has made 0 purchases and 8 sales selling 173,208 shares for an estimated $6,281,290.
MINCHUNG KGIL (Chief Financial Officer) has made 0 purchases and 8 sales selling 148,994 shares for an estimated $5,191,413.
DAVID K CHAO purchased 4,000 shares for an estimated $153,056

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

EARLY ACCESS

Receive FIGR Data Alerts

Real-time alerts on filings, insider trades, and market signals — before everyone else.

Get Alerts →

$FIGR Hedge Fund Activity

We have seen 193 institutional investors add shares of $FIGR stock to their portfolio, and 95 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

ORLAND PROPERTIES LTD removed 4,818,466 shares (-54.9%) from their portfolio in Q1 2026, for an estimated $163,586,920
FMR LLC added 4,201,618 shares (+946.3%) to their portfolio in Q4 2025, for an estimated $171,594,079
ABACUS WEALTH PARTNERS, LLC added 1,921,617 shares (+inf%) to their portfolio in Q1 2026, for an estimated $65,238,897
SLATE PATH CAPITAL LP added 1,853,900 shares (+inf%) to their portfolio in Q4 2025, for an estimated $75,713,276
FRED ALGER MANAGEMENT, LLC added 1,649,993 shares (+inf%) to their portfolio in Q4 2025, for an estimated $67,385,714
GILDER GAGNON HOWE & CO LLC removed 1,267,206 shares (-38.7%) from their portfolio in Q4 2025, for an estimated $51,752,693
WILMINGTON SAVINGS FUND SOCIETY, FSB added 914,868 shares (+3669.5%) to their portfolio in Q1 2026, for an estimated $31,059,768

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$FIGR Analyst Ratings

Wall Street analysts have issued reports on $FIGR in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Piper Sandler issued a "Overweight" rating on 01/14/2026
Keefe, Bruyette & Woods issued a "Outperform" rating on 11/18/2025
Needham issued a "Buy" rating on 11/17/2025
Mizuho issued a "Outperform" rating on 11/17/2025

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

$FIGR Price Targets

Multiple analysts have issued price targets for $FIGR recently. We have seen 8 analysts offer price targets for $FIGR in the last 6 months, with a median target of $53.0.

Here are some recent targets:

Gautam Chhugani from Bernstein set a target price of $67.0 on 03/30/2026
Dan Dolev from Mizuho set a target price of $45.0 on 03/26/2026
James Yaro from Goldman Sachs set a target price of $44.0 on 03/02/2026
Kyle Peterson from Needham set a target price of $55.0 on 02/27/2026
Ryan Tomasello from Keefe, Bruyette & Woods set a target price of $55.0 on 02/27/2026
Patrick Moley from Piper Sandler set a target price of $75.0 on 01/14/2026
Craig Siegenthaler from B of A Securities set a target price of $47.0 on 11/17/2025

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.