Figma Aktie News

Figma could continue to pull developers away from Adobe. CoreWeave will lock in more AI companies with its cloud-based GPUs.

Figma, Pinterest, and Zoetis are struggling this year due to a combination of high valuations and disappointing earnings. However, they possess some attractive long-term growth opportunities.

Figma has built a competitive advantage around collaborative design software. Stock-based compensation is causing continued net losses.

Investors know that tech stocks can have both positive and punishing implications for portfolios. As technology evolves, the competitive landscape can shift quickly.

Figma (FIG +2.05%) is quickly gaining market share in the creative cloud segment.

Figma is upgraded to a "Buy" rating after the valuation reset. FIG demonstrates strong fundamentals with 38% YoY revenue growth, 131% net dollar retention, and robust AI integration driving customer engagement. Consensus estimates appear too conservative; I expect FIG to deliver higher growth and margins, positioning it as a long-term AI winner in software.

Figma's web-based creativity software platform compelled Adobe to attempt an acquisition. Figma has the ingredients for years of profitable growth ahead.

Figman beat estimates in its third-quarter report, but it wasn't enough to lift the stock last month. Fears of an AI bubble pushed the stock lower.