Wall Street broker Bernstein has identified blockchain lender Figure Technology (FIGR) as its top investment idea for 2026, highlighting the company's potential for rapid growth. Bernstein's analysts, led by Gautam Chhugani, emphasize Figure's role in modernizing banking infrastructure by transitioning traditional ledgers to blockchain, a move seen as increasingly urgent amid banking sector uncertainties and evolving crypto regulations. Bernstein projects Figure's net revenue to reach approximately $945 million by 2027, up from an estimated $511 million in 2025, marking a 21% increase over previous forecasts. The firm has raised its price target for Figure by 33% to $72, maintaining an "outperform" rating. Since its Nasdaq debut in September 2025, Figure's shares have risen significantly from their $25 IPO price, trading between $30 and $59 amid market volatility and investor interest in its blockchain-based lending model.