FIGS Inc. posts strong revenue and margin growth, boosts full-year outlook despite supply chain risks

FIGS Inc. is rated a BUY due to strong 28.8% year-over-year revenue growth, a 570 basis point expansion in EBITDA margin, and a debt-free balance sheet that supports aggressive share repurchases. The company benefits from 70% of revenue coming from repeat customers and trades at a premium justified by its superior growth metrics, with consensus expecting continued strong EBITDA growth in the coming quarters. Despite recent supply chain challenges related to product imports, FIGS has raised its full-year revenue and margin guidance, signaling confidence in its business outlook.

FIGS shares trade at USD 18.05 on Pluang as of Oct 14, 2026, 18:02 WIB, showing a modest 0.28% gain over the day. This price level reflects a market cap of $2.99 billion, indicating strong investor interest with 91% of Pluang order activity being buys. Compared to its 31-day typical hold time, the stock's current trading momentum suggests sustained confidence among retail investors on the platform.