Artificial intelligence (AI) can change the way many things are done, including photo editing. With the help of chatbots such as ChatGPT, it's easy for someone with no photo editing experience whatsoever to create a polished image that's suitable for use in a professional environment. As a result, software stocks have been falling sharply in value amid concerns that they won't be needed. Figma (NYSE: FIG) is a prime example. Its software helps users collaborate and work together on websites and design proje ...

Figma, Inc. ( FIG ) was once the hottest IPO in the market. However, excessive investor optimism combined with an overall bearish tone around software companies has pulled shares back well below the IPO level.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ...

Figma Inc. shares are trending on Wednesday night. After-Hours Dip Extends a Brutal Session Shares of the software company fell 0.24% to $25.20 in after-hours trading on Wednesday. According to Benzinga Pro data, the stock had dropped 7.98% in the regular session to close at $25.26. The decline comes as investors react to a direct competitive challenge from Alphabet Inc.. Google Stitch Enters the Design Arena Figma is a cloud-based collaborative design platform widely used by product teams and UI/UX de ...

It has been about a month since the last earnings report for Figma, Inc. (FIG) . Shares have lost about 6.3% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Figma, Inc. due for a breakout? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent catalysts for Figma, Inc. before we dive into how investors and analysts have reacted as of late.Figma's Q4 Earnings Surpass ...

Core Viewpoint - Google's announcement of its AI design tool, Stitch, which supports Vibe Design, has led to a significant drop in Figma's stock price, highlighting the competitive threat posed by major tech companies in the software industry [1][4][12]. Group 1: Stock Market Impact - Figma's stock price fell by approximately 13% within two days following the announcement of Google's new tool, with an 8% drop on the first day and a further 5% on the second day [1]. - Year-to-date, Figma's stock has declined by about 35%, aligning with the overall downturn in the software industry [4]. - Adobe's stock also experienced a decline of around 3% during the same period, indicating a broader trend affecting multiple companies in the sector [4]. Group 2: Google's New Tool Features - Vibe Design allows users to create UI designs using voice commands, eliminating the need for traditional design processes [8]. - Stitch introduces five major capabilities: 1. An AI-native canvas that supports simultaneous handling of images, code, and product requirement documents [8]. 2. Enhanced agent capabilities that understand context and can operate across screens [9]. 3. Real-time voice interaction for immediate feedback and suggestions [9]. 4. Instant prototyping that transforms static screens into interactive prototypes [10]. 5. Consistency in design through a unified design system and the use of DESIGN.md for exporting and importing design rules [10]. Group 3: Competitive Landscape - Figma is positioned as a significant player in the UI/UX design tool market, with a projected revenue of $1.06 billion in 2025, reflecting a 41% year-over-year growth [12]. - The entry of Google into the market with Stitch poses a direct threat to Figma, as both tools offer overlapping functionalities [14]. - Google has advantages over Figma, including the potential for free access to Stitch, extensive distribution through its existing user base, and the ability to bundle services within its enterprise offerings [14][15][16]. Group 4: Industry Commentary - Industry leaders express that while the software sector is facing challenges due to AI advancements, it is not on the verge of extinction, but rather undergoing significant transformation [20].

你可以用语音做设计了。 3月18日，谷歌宣布旗下AI设计工具 Stitch 支持 Vibe Design 。 你都不需要键盘，只需要用嘴就可以vide design出这样婶儿的UI和前端界面： 听雨 发自 凹非寺 量子位 | 公众号 QbitAI 谷歌一句话，让Figma股价崩了。 不得不说，谷歌的审美是真的好。Gemini 3生成前端的艺术效果就有口皆碑。 但是设计师咋办呢？？软件行业又咋办呢？？ 你看，产品是周三发的，当天Figma股价直接暴跌8%，周四仍下跌约5%， 两天内跌幅约13% 。 讽刺的是，就在去年10月，谷歌云和Figma刚宣布"扩大合作"，要把更多AI技术集成到Figma平台里。 结果现在， 谷歌成了那个拿枪指着Figma的人 。 今年以来，Figma股价已累计下跌约35%，与软件行业的整体下滑趋势一致。 谷歌不止砍了Figma一家，同期 Adobe 股价也下跌约3%，只能说是难兄难弟一起了。 "Vibe Design"是什么？ 谷歌给"Vibe Design"的定义很直白： 别画线框图了，直接告诉我你想要什么 。 这个空间画布可以同时容纳图像、代码和产品需求文档（PRD），并行处理多个想 ...

（原标题：AI正在颠覆设计软件! 谷歌"vibe design"横空出世 Figma(FIG.US)股价两日重挫12%） 智通财经APP获悉，聚焦设计类型工具的全球软件行业新势力Figma(FIG.US)股价在短短两天内大幅下 跌12%，主要因本周早些时候科技巨头谷歌(GOOGL.US)重磅发布了一款由最前沿AI技术所驱动的"vibe design"应用平台。 今年以来，受"人工智能颠覆一切"相关担忧因素拖累，Figma股价在今年可谓一路下滑，年内跌幅超过 35%;而在谷歌推出一款由人工智能驱动、仅仅凭借人类自然语言提示词就可完整设计产品的"vibe design"后，这一下跌态势在过去两天进一步加剧。 在华尔街分析师们看来，越接近"单点可复制化功能"、越容易被通用AI大模型直接生成或自动化替代、 越依赖按席位收费的SaaS厂商们，AI代理式工作流对其价格体系和产品边界的压力就越大，越容易被 AI颠覆。他们认为在企业从AI试验转向正式部署的过程中，IT预算会优先流向最靠近核心系统、核心 数据资产和核心工作流的平台型软件巨头，而不是优先流向单点功能层SaaS。 Figma于2025年7月上市，当时向投资者保证， ...

Figma shares extended their decline this week as investor concerns over artificial intelligence competition intensified following the launch of a new design-focused product from Google. The stock drop... ...

Figma shares are sliding. Why is FIG stock falling?Google AI Studio Roadmap Raises Fresh Questions For Figma StockIn a post on X, Logan Kilpatrick said Google's AI Studio roadmap for the coming weeks includes design mode, Figma integration, Google Workspace integration, better GitHub support, planning mode, immersive UI, agents, multiple chats per app, simplified deploys and G1 support.That update adds to concerns sparked by Google Labs' revamped Stitch platform, which was recently repositioned as an AI-nat ...

Core Viewpoint - Figma's stock has experienced a significant decline due to concerns over competition from Google's newly introduced AI-powered design product, Stitch, which has raised fears about the impact of AI on Figma's market position [1][2][3]. Company Performance - Figma's shares dropped 8% on Wednesday and more than 3% on Thursday, resulting in a total decline of approximately 35% for the year [3]. - The company went public in July, initially positioning itself to benefit from the increasing adoption of AI in design [3]. Competitive Landscape - Google's new product, Stitch, allows users to create designs through prompts and provides real-time critiques, posing a potential threat to Figma's market share [2][4]. - Adobe's shares have also seen a decline of about 4% over the past two days, indicating a broader impact on the software industry due to these developments [4]. Strategic Partnerships - In October, Google Cloud and Figma announced an expanded partnership, integrating more of Google's generative AI technology into Figma's platform, which may help Figma leverage AI capabilities despite current challenges [5].