Key Takeaways Figma integrated AI across its suite, adding image generation, editing and ChatGPT-driven asset creation.FIG's AI launches lifted adoption, with 540,000 paid customers and 131% net dollar retention in Q3 2025.Figma's new products expanded high-value accounts, topping 12,910 customers with $10K ARR by Sept. 30, 2025.Figma (FIG) is investing heavily in making its product suite valuable by integrating AI features. Figma took a leap in AI image generation and editing by integrating Gemini 3 Pro wi ...

Key Takeaways Figma's shares fell 29% in three months compared with the broader Internet - Software industry's decline.Figma's margins contracted as costs rose from launching Figma Make and other AI features.Figma grew to 540,000 paid customers, boosted by new products and strong enterprise adoption.Figma (FIG) shares have lost 29.8% in the past three months, underperforming the Zacks Internet - Software industry’s decline of 12.5%.Figma Three-Month Performance ChartImage Source: Zacks Investment ResearchDe ...

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December 10, 2025 05:01 AM GMT Figma Inc | North America Updates to AI Credit Monetization Key Takeaways What Was Announced? Figma announced the opportunity for customers to purchase additional AI credits, beyond what is embedded within seats, come March 2026. Specifically, the company outlined two new pricing strategies, across: 1) monthly subscriptions, where the AI credits subscription provides a shared pool of credits at a better rate, ideal for teams who regularly use AI features in their workflow; and ...

The carnage in the software sector has finally spread to the higher quality names. Figma ( FIG ) went public and immediately traded at nosebleed valuations. After a precipitous fall, the stock is finally offering reasonable valuations. The market may be forgetting that thisJulian Lin is a financial analyst. He finds undervalued companies with secular growth that appreciate over time. His approach is to look for companies with strong balance sheets and management teams in sectors with long growth runways. Ju ...

​Figma, Inc. (NYSE:FIG) is one of the Best Up and Coming Tech Stocks to Buy. Figma, Inc. (NYSE:FIG) failed to impress investors with its fiscal Q3 2025 earnings, causing the stock to fall more than 17%. However, Wall Street remains optimistic with analysts’ 12-month median price target of $69 reflecting 90.98% upside from the current level. On November 19, Michael Turrin from Wells Fargo reiterated a Hold rating on the stock with a $52 price target, indicating 46.48% upside. ​The investor sentiment was ma ...

Core Viewpoint - Figma's stock has significantly declined since its IPO, dropping about 70% from its highs, but it may still represent a valuable investment opportunity in the AI software sector [2][4]. Company Overview - Figma operates a software and AI tools platform designed for user interface and experience design, emphasizing collaboration through its web-based architecture [6]. - The company has a strong customer base, with 1,262 paid customers generating at least $100,000 in annual recurring revenue and 12,910 generating at least $10,000 [7]. Financial Performance - Figma's revenue was just under $505 million in 2023, with expectations to surpass $1 billion in 2024, reflecting a 39% increase [4][9]. - The company has positive free cash flow and net income on an adjusted basis, with $1.6 billion in cash and minimal debt [8]. Market Position - Figma's current market cap is approximately $15 billion, significantly lower than the $20 billion Adobe was willing to pay for the company in 2022 [4]. - Figma's price-to-sales ratio is around 15 based on estimated 2025 revenue, indicating a relatively attractive valuation compared to broader market sentiment [11]. Competitive Landscape - Adobe's interest in acquiring Figma highlights the competitive threat Figma poses in the creative software space, especially as Adobe faces challenges from generative AI [3][4]. - Many of Adobe's customers are reportedly using Figma alongside Adobe products, suggesting Figma's potential to capture market share [12].

Baron Funds, an investment management company, released its “Baron Fifth Avenue Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q3 2025, the fund gained 5.7% (Institutional Shares) compared to the Russell 1000 Growth Index’s (R1KG) 10.5% gain and the S&P 500 Index’s (SPX) 8.1% return. The fund is up 14.4% YTD compared to 17.2% and 14.8% for the indexes. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025. In its third-q ...

The broader tech sell-off weighed on the recent IPO.Figma (FIG 1.03%) fell again last month as the high-flying user-interface, user-experience (UI/UX) cloud software company continued to retreat following its blockbuster IPO at the end of July.In November, the stock pulled back even as it delivered solid results as concerns about an AI bubble, competition from Adobe, and its valuation all seemed to weigh on the stock.According to data from S&P Global Market Intelligence, the stock finished the month down 28 ...

Core Insights - Sands Capital Technology Innovators Fund reported an 8.4% net return in Q3 2025, underperforming the benchmark MSCI ACWI Info Tech and Communication Services Index, which returned 12.5% [1] - The fund focuses on pioneering businesses that are key drivers or beneficiaries of long-term technological changes [1] - The U.S. contributed nearly 70% to the index's increase, with positive returns also from developed and emerging markets [1] Company Highlights: Figma, Inc. - Figma, Inc. (NYSE:FIG) is a leading digital design platform with a market capitalization of $17.826 billion, closing at $35.97 per share on November 28, 2025 [2] - The company experienced a one-month return of -25.33% and a three-month decline of 48.82% [2] - Figma holds over 80% of the UI/UX market share, with more than 13 million monthly users, indicating its strong market position [3] - The company reported Q3 2025 revenue of $274 million, a 38% increase from Q3 2024 [4] - Despite its potential, the fund suggests that certain AI stocks may offer greater upside potential and less downside risk compared to Figma [4]