r/figmaStock

Up 10%. I’ll take that.

Elon buy Figma and integrate into cursor

The strategic mistake of Figma is to work with foundational model providers such as Anthropic.

They just use the data and remix the designs for non-designers. Will this eat the cake of Figma and eventually kill this Figma?

https://preview.redd.it/tabupf8tjmah1.png?width=447&format=png&auto=webp&s=dbba773be6f4f88a18dcf2d46012621010901d5e

It's time to revisit Figma, I bought during the IPO frenzy after reading the S-1, it was trading around 50x+ sales and today it's ~5.8x forward, tbh it's cheap versus its own history

The business itself is hard to argue with cause Figma has became the operating system teams build inside, each new seat and product lands in the same account at almost no extra cost and because the whole org's work now lives on that shared system, leaving isn't just an easy software swap, it's retraining everyone and rebuilding everything. One account, more products every quarter, each one making the next easier to sell and the whole relationship harder to leave

That lock in is visible in the numbers:

• Net dollar retention up four straight quarters: 129% → 131% → 136% → 139%
• ~70% of customers on three or more products
• ~690k paid customers (+54% YoY), the $100K+ cohort up 48%

It also answered the bear case that crushed it. The fear during the SaaSpocalypse selloff and Claude Desing launch was that AI eats seat based pricing. Figma's response is to make AI usage credits on top of seats so more AI usage means more revenue, not less. The early data is showing most enterprise users who blew past their included credits kept paying for more, and teams that add credits spend 3x

The dip is real on price but GAAP profitability inflection does not look feasible in the short term: the GAAP loss is entirely stock compensation, but AI-inference costs are compressing margins and could push the GAAP inflection way into 2027 or 2028

If I buy, it's a <1% starter from my portfolio that earns its way up, full detailed analysis on my Substack for free: 

https://open.substack.com/pub/equivara/p/figma-now-that-the-ipo-hype-is-gone?r=8g3sj2&utm_campaign=post-expanded-share&utm_medium=post%20viewer

Are you holding Figma, or waiting for a better entry?

Disclosure: I don't own FIG. Personal thesis, not investment advice. Do your own research.

Friendly reminder we were at 27$ June1st!

We will probably be at 10$ by August 1st!

https://preview.redd.it/9pp1ugbiqgah1.png?width=816&format=png&auto=webp&s=df9c859b0cb00c27996dba38ac7a409e68aca6b2

Short Interest 78,17

Short Float 39,34%

Short Ratio 4,30

Stand 16.06.2026

Aktie: FIGMA

Katalysator: kommende Quartalszahlen.

Meinung? Was sagt ihr dazu?

Wird natürlich nicht wie GME abgehen aber die Zutaten gehen in die richtige Richtung.

AI bubble is close to popping.

All the high quality softwares bottomed out.

This is generatioanl opportunity to buy high quality Saas.

I bought Figma at 16.89 , Now at 91, CRM at 151.

They can not be replaced by AI , but will work better with AI.

Next earning is coming soon and hopefully figma can skyrocket to 28

https://preview.redd.it/d2wpcu8wc5ah1.jpg?width=1320&format=pjpg&auto=webp&s=e2a4da0a652717db4300fd501dc820c5373fe0f0

I just started learning figma. Even though I'm really interested in such sorts of stuff but I've been having really bad time with the whole website as a whole. It is so hard to operate . I've watched a few YouTube videos and there are so many commands just for dragging /copying an object. I'm familiar with Canva , which on the other hand , is really easy to use. I have a month to learn figma . Can someone please suggest some course (which is not too long and also interesting) or some videos or even books then that'll be really helpful for me

As much as i like FIG it really sucks to be shareholder.

Closing my holdings.

In at 23 out at 17 rip.

Management needs to wake the fuck up.

Hi guys,
I am a investor from China. Been buying Figma since ipo day and kept adding on the way down. Now 214 shares at 57$ cost

A few things I am curious about:
1.how’s the vibe inside right now. Every employee wanna to sell stock after lock?
2.there’s a Figma clone in China called pixso,cheaper,how serious does Figma take this threat?
3.GAAP profitability-when honestly? Just give me a gut feeling .
I am a long-term believer. I still think Figma goes to the moon🚀

Going to $15 and then $12 unfortunately due to his incompetence.

Everyone tripping about the lock up expiry but the fundamentals are intacted. Watch as the lock up expire and FIG put out another extraordinary earning result and insiders refuse to sell. At 32% short interest?? Moon time baby. Bought more today. $18 average 247 shares.

title

Figma just held its Config 2026 keynote today.

Major announcements:
🚀 Code Layers
Clone repositories directly into Figma
Work with actual code on the design canvas
Generate and modify code with AI
Sync changes back to source code
This seems like a direct attempt to eliminate the traditional designer → developer handoff.
🎬 Figma Motion
Native animations, transitions, and 3D transforms
AI-generated animations from prompts
Timeline editing built into Figma
No more jumping between multiple tools just to create motion graphics.
🎨 Shaders
AI-generated visual effects
Blur, pixelation, dithering, gradients, and other WebGPU-powered effects
Built directly into the canvas
🤖 Agent Skills
Create reusable AI workflows
Teams can train Figma’s AI on company-specific processes
Connect external tools, files, web search, and more context
This feels like Figma building an AI workflow platform rather than just an AI feature.
🛠️** Generative Plugin**s
Build plugins with prompts instead of code
Create reusable tools for your team
No developer setup required

I’ve been watching Figma stock since it IPO’d. I saw the stock drop to all time lows. Today I decided to buy FIG at $20. I bought 410 shares. I’m hoping the company turns to profitability quickly because I want to own FIG for decades.