Figure Stock Plummets 20% Despite Strong Revenue Growth

Figure's stock drops 20% despite strong revenue growth and a $200 million buyback plan.

  • Figure Technology Solutions shares plummeted ~20% despite reporting increased Q4 revenue of $159.9 million and authorizing a $200 million stock buyback.
  • The post-IPO performance of crypto-linked stocks like Figure, Gemini Space Station, and Circle has been highly volatile, with sharp rallies followed by significant retracements.
  • Figure’s consumer loan marketplace volume surged to $2.7 billion in Q4, more than doubling from $1.2 billion a year earlier.

Shares of Figure Technology Solutions plunged roughly 20% on Friday following mixed fourth-quarter results, signaling investor concern despite the blockchain lender’s revenue climbing to $159.9 million. The company, which went public in September, also announced a share repurchase program authorizing up to $200 million of its stock over the next year. However, its earnings of $0.06 per diluted share missed analyst expectations of $0.18, according to data polled by Yahoo Finance.

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Growth was driven by a significant increase in lending activity, with consumer loan marketplace volume reaching $2.7 billion during the quarter. This figure more than doubled from the $1.2 billion reported for the same period in 2024, as detailed in the company’s earnings release. Consequently, full-year revenue reached $506.9 million, with net income rising to $134.3 million.

The stock’s decline mirrors volatile trajectories seen across other crypto-linked equities. Gemini Space Station surged on its Nasdaq debut but has since fallen to around $5.94, while Circle‘s shares reached a high near $263 before retracing nearly 70%. Figure’s own stock had climbed to a high near $74 in January after its IPO before retreating to approximately $27.

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