Welcome back. Figma stock is higher after announcing a new partnership with Anthropic. It's get more details from Deerra Bosen who spoke with Figma CEO moments ago.Dearra. >> Hey Brian. So this feature it's called C sorry it's called code to canvas.It lets users take interfaces built in AI coding tools like cloud code and convert them into editable designs inside of Figma. Now, this is a bet that in a world where anyone can build software or design something with AI, the real value is in what happens next. ...

Core Insights - Figma is expected to report quarterly earnings on February 18, 2026, with an anticipated EPS of $0.07 and revenue around $293.2 million, driven by AI-integrated product launches [1][6] Financial Performance - The company forecasts fourth-quarter 2025 revenue between $292 million and $294 million, closely aligning with the Zacks Consensus Estimate of $293 million, primarily due to new AI-integrated products [2] - Operating margins are under pressure from rising costs in research and development, sales, and administrative expenses [2][3] Customer Growth - Figma has added 90,000 new paid teams over the past two quarters, bringing the total customer base to 540,000 [3] - 30% of customers spending $100,000 or more annually are actively using Figma Make on a weekly basis [3] Valuation Metrics - The price-to-sales ratio stands at 11.33, indicating investor willingness to pay $11.33 for every dollar of sales [4] - The enterprise value to sales ratio is 11.15, reflecting a similar valuation relative to sales [4] - The enterprise value to operating cash flow ratio is high at 51.27, suggesting a high valuation compared to cash flow [4] Financial Health - Figma's debt-to-equity ratio is low at 0.044, indicating a conservative approach to leveraging equity [5] - The current ratio of 2.93 demonstrates a strong ability to cover short-term liabilities with short-term assets [5] - Overall financial metrics suggest growth potential and a solid customer base for the company [5]

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核心要点 Figma 正与 Anthropic 合作，并推出一项名为 "代码转画布（Code to Canvas）" 的功能，可将 Claude Code 等 AI 工具生成的代码，转化为 Figma 内部完全可编辑的设计。 该功能在 AI 编程工具与 Figma 工作流程之间搭建桥梁，让通过提示 AI 助手制作出可用界面的用户， 能直接将作品导入 Figma 画布。 团队可在画布中优化设计、并行对比方案，并就设计决策达成一致。 此举反映出业界的普遍判断：像 Claude Code 这样的智能编程工具并未消除设计需求，反而让设计变得 更加重要。但风险在于，Figma 正在为一条自己已不再掌控的 "高速公路" 修建更好的入口。 如果 AI 工具持续进步，团队最终可能会完全跳过设计优化环节。 Anthropic 的相关产品，正是华尔街交易员所称 "SaaS 灾变（SaaSpocalypse）" 软件服务股大规模抛售 潮的核心导火索。 888、666、188……专属炒股靓号来了！新年定制福利，开启马年投资好运>> Figma 与 Anthropic 合作开发 AI 编程工具，集成 Claude Code。 因 AI ...

Figma Inc. signage during the company's initial public offering at the New York Stock Exchange on July 31, 2025.Figma is partnering with Anthropic and launching a feature called "Code to Canvas" that converts code generated in artificial intelligence tools like Claude Code into fully editable designs inside Figma.The feature creates a bridge between AI coding tools and Figma's process, allowing users who have built working interfaces by prompting an AI agent to bring that output directly into Figma's canvas ...

Core Insights - Figma (FIG) is set to report its fourth-quarter 2025 results on February 18, with expected revenues between $292 million and $294 million, aligning with the Zacks Consensus Estimate of $293 million for revenues [1] - The Zacks Consensus Estimate for Figma's earnings per share in the fourth quarter is 7 cents, remaining unchanged over the past 30 days [1] Revenue and Customer Growth - Figma has expanded its product portfolio with AI-integrated products, contributing to robust customer base growth, with approximately 30% of customers spending $100,000 or more in ARR using Figma Make weekly by the end of the previous quarter [2] - In the third quarter of 2025, Figma added over 90,000 paid teams in two quarters, bringing the total to 540,000 paid customers, indicating strong customer acquisition momentum expected to continue into the fourth quarter [3] AI Integration and Innovations - Figma has integrated Gemini 3 Pro with Nano Banana Pro into its design workflows, enhancing AI image generation and editing capabilities, and collaborated with OpenAI to allow editors to use ChatGPT for creating visual assets [4] - The collaboration with ChatGPT and ongoing innovations are likely to help Figma retain its customer base amidst competition from newer generative AI platforms [5] Financial Performance and Margins - Figma's operating margins shrank in the third quarter of 2025 due to significant increases in non-GAAP research and development (43.6%), sales and marketing (18.6%), and general and administrative expenses (68.2%), a trend expected to persist in the upcoming quarter [6] Earnings Prediction - Current analysis indicates that Figma's earnings prediction does not suggest a likely earnings beat, with an Earnings ESP of -7.69% and a Zacks Rank of 4 (Sell) [7]

We recently published 10 Stocks Delivering Massive Returns. Figma Inc. (NYSE:FIG) was one of the best performers on Tuesday. Figma grew its share prices by 8.90 percent on Tuesday to close at $24.10 apiece as investors loaded portfolios ahead of its earnings outcome for the fourth quarter and full-year periods of 2025. The company is scheduled to report its financial and operating highlights after market close on Wednesday, February 18. A conference call will be held to discuss the results. The rally w ...

Core Viewpoint - Figma Inc shares are experiencing a surge due to a rebound in software stocks, driven by a positive outlook from JPMorgan strategists who believe the sector is poised for recovery after recent volatility related to AI advancements [1][2] Group 1: Market Sentiment and Analyst Opinions - JPMorgan's strategists argue that the recent selloff in software stocks, driven by fears of AI disruption, has been excessive and has created investment opportunities in high-quality software companies [1] - The market is currently pricing in worst-case scenarios regarding AI disruption that are unlikely to occur in the near term, leading to a favorable risk-reward balance for a potential rebound [2] - Morgan Stanley supports this optimistic view, highlighting strong revenue expectations and improving earnings revisions, suggesting that the dislocation in U.S. software valuations is sentiment-driven rather than based on fundamentals [3] Group 2: Sector Performance and Company Highlights - Datadog Inc's strong fourth-quarter earnings have positively impacted the software sector, reporting earnings of 59 cents per share, significantly exceeding expectations, along with a year-over-year revenue increase of $215 million [4] - Datadog's positive fiscal guidance for 2026, projecting earnings between $2.08 and $2.16 per share, further adds momentum to the sector [4] Group 3: Figma Stock Performance - Figma shares rose by 12.34% to $24.86, approaching its 52-week low of $18.41, indicating a significant recovery potential in the current market environment [5]

Shares of Figma (NYSE: FIG) were moving higher today, recovering after a brutal sell-off across the software sector that hit the design-software specialist particularly hard. There was no company-specific news out on Figma, but some Wall Street titans pushed back on the software rout, and that seemed to be enough to trigger the rebound in Figma. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the ...

Group 1 - The software stock downturn of 2026 may be indicative of a larger trend, similar to the impact of the internet on the newspaper industry in the early 2000s [1][2] - Historical examples show that share price stability in industries facing disruption requires stable earnings outlooks, as seen with newspapers which experienced a 95% decline in share prices from 2002 to 2009 [2] - The decline in newspaper stocks ended when earnings estimates bottomed, and the uncertainty surrounding AI's impact on software companies suggests that near-term earnings will be critical indicators of business resilience [3] Group 2 - Major software companies like Salesforce, Workday, and SAP are perceived to have their terminal values threatened by advancements in AI [4] - The recent debut of AI developer Anthropic and its automation capabilities has contributed to a significant decline in shares of various software companies, with no clear positive catalysts emerging to attract investors [8] - Software stocks are underperforming the Nasdaq Composite by the largest margin this century, with notable declines including 27% for Oracle and Salesforce, and a 41% drop for Figma [9] Group 3 - The software sector typically outperforms the S&P once it finds a bottom, but the extent of the current downturn remains uncertain, with no immediate solutions to shift investor sentiment [10]