FIGS, Inc. Class A (FIGS)

Over the past six months, FIGS' stock has experienced several notable events. In Q3 2025, the company reported an EPS of $0.05, significantly exceeding forecasts, and revenue of $151.7 million, an 8% year-over-year increase. Despite strong financial results, the stock saw a slight decline of 1.06% in aftermarket trading following the Q3 2025 earnings report. The company's stock price has shown significant positive momentum, with a 78.74% increase over the past six months and a 95.08% increase over the past year as of February 1, 2026. FIGS' stock repeatedly hit 52-week highs in late 2025 and early 2026, reaching $10.27 in December 2025, $11.64 in December 2025, $12.28 in December 2025, and $12.35 in January 2026. Investment banks have also updated their ratings for FIGS, and BTIG raised its price target to $15.00 from $12.00 in December 2025, maintaining a "Buy" rating. The company anticipates Q4 2025 to be its strongest revenue growth quarter, with full-year growth projected at approximately 7%.

Demand for FIGS, Inc. products demonstrates a relatively stable pattern throughout the year. Peak periods of search interest were observed around May and December in 2025, suggesting potential seasonal influences. Despite these peaks, the company emphasizes its business model as non-seasonal and replenishment-driven. FIGS' ability to adapt to demand signals for new products and its flexible supply chain are considered key advantages in managing this demand.

FIGS, Inc. is a direct-to-consumer healthcare apparel and lifestyle company specializing in technically advanced medical scrubs and related products. Their offerings include scrubwear made with proprietary fabrics, as well as non-scrubwear items. The company primarily sells its products through its direct-to-consumer digital platform and also through a B2B business known as the TEAMS program.

FIGS, Inc. operates in the United States and internationally, serving healthcare professionals in numerous countries across North America, Europe, the Asia Pacific region, and the Middle East. The company's headquarters are in Santa Monica, California, and it has a warehouse in the City of Industry, California. FIGS has also expanded its physical retail presence with community hubs, including its first in Los Angeles and a second, larger location opened in Philadelphia's Rittenhouse Neighborhood in September 2024.

In the past year, FIGS has strategically focused on enhancing its brand reputation by scaling back promotions and increasing investment in brand building. The company has also emphasized international expansion and its B2B TEAMS program to secure recurring revenue and deepen customer relationships. FIGS positions itself as a premium brand in the healthcare apparel market, offering high-quality, functional, and stylish products. While the search results did not highlight specific negative events impacting its reputation within the last year, the company faces competition from other brands like Jaanuu, Fabletics, and Mediclo, which are also investing in storytelling and community building.

FIGS, Inc. has a substantial institutional ownership base, with 338 institutional owners and shareholders holding a total of 180,295,339 shares as of February 3, 2026. Major institutional shareholders include Bamco Inc., Ameriprise Financial Inc., Baron Growth Fund (BGRFX), Vanguard Group Inc., T. Rowe Price Investment Management, Inc., Baron Focused Growth Fund (BFGFX), BlackRock, Inc., T. Rowe Price Small-Cap Value Fund, Inc. (PRSVX), Dimensional Fund Advisors Lp, and Geode Capital Management, Llc. Company insiders, including the founders Heather Hasson and Trina Spear, collectively own approximately 39.12% of the stock.