Key Points Figma saw strong revenue growth when it reported its first quarterly results as a public company. However, the stock plunged as the company warned of pressure on its gross margins. Despite a big sell-off, shares of the design software company are still not cheap. 10 stocks we like better than Figma › Figma (NYSE: FIG) just reported its first quarterly results as a public company, and while the numbers came in strong, the stock plunged on the news. The biggest culprit for the drop appear ...

Story stocks are fun, but at the end of the day every business eventually needs to be able to produce sustainable profit growth.There's certainly no shortage of hype surrounding relatively new stock Figma (FIG -4.22%) these days. And understandably so. This seemingly simple company is growing like crazy, recently reporting a year-over-year quarterly top line of improvement of 41%, with more of the same on the horizon.Unfortunately, hype alone doesn't guarantee bullishness. This stock's down by more than hal ...

Figma ( FIG ) was considered one of the most successful IPOs just a few weeks ago. After initially pricing at $25-28, the stock ultimately opened at $85 and closed the first day of trading at $115.50. After aAnalyst’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 S ...

此前，Figma(FIG.US)发布上市后的首份财报，因为Figma第二季度业绩及全年展望未达到市场预期，股 价随后暴跌近20%。随后，"木头姐"凯西.伍德(Cathie Wood)旗下的投资管理公司Ark Invest购入了超过 10万股Figma的股票。此次购买是通过ARK Next Generation Internet ETF完成的，该基金增持了108,238 股Figma股票。 相比之下，Ark Invest减少了在Genius Sports(GENI.US)和Roku(ROKU.US)公司的投资仓位。它通过 ARKW ETF中出售了428，277股GENI股票，并通过其旗舰基金ARK Innovation ETF出售了26，465股 Roku股票。同时，它还通过ARK Innovation ETF买入了131，700股Intellia Therapeutics(NTLA.US)的股 票。 这家基于云技术的设计平台与像Adobe(ADBE.US)和Canva这样的公司展开竞争，于7月下旬启动了首次 公开募股。其股价曾在一天内飙升至超过120美元，而其最初的发行价为每股33美元。在此之前，股价 曾稳定 ...

Group 1 - The article discusses the public offering of Figma (NYSE: FIG) and the subsequent performance of its shares, which tripled due to strong growth and product superiority [1] - The investing group "Value In Corporate Events" provides members with opportunities to capitalize on significant corporate events such as IPOs, mergers & acquisitions, and earnings reports [1] - The coverage includes 10 major events a month, focusing on identifying the best investment opportunities [1]

Financial Performance - Figma reported a 41% year-over-year revenue increase to $249.6 million, driven by strong customer demand and new product launches [2] - The company achieved a net income of $28.2 million, with non-GAAP net income rising to $19.8 million from $14.28 million last year [2] - Figma's Net Dollar Retention rate was 129%, indicating strong customer loyalty, and its Rule of 40 metric was recorded at 63, reflecting a balance of growth and profitability [2] Product Development - During the quarter, Figma launched four new tools: Make, Draw, Sites, and Buzz, expanding its platform capabilities [2] - Strategic acquisitions of Modify and Payload enhanced Figma's capabilities in motion, animation, and content management [2] Stock Market Reaction - Figma's stock declined nearly 15% in after-hours trading despite strong financial results, primarily due to investor concerns over increased stock supply as 25% of employee-held shares became eligible for sale [1][3] - The stock was launched at $33 per share and is currently trading around $58, indicating significant appreciation since the IPO [3] Future Projections - Management projected Q3 revenue between $263 million and $265 million, with a full-year goal of $1.021 billion to $1.025 billion [4] - Valuation concerns arise as Figma trades at over 30 times future revenues, a premium compared to competitors like Adobe at less than 7 times and Microsoft at 12 times [4][6] Market Expansion Risks - Figma's long-term outlook depends on expanding its market beyond designers to include software developers, marketers, and cross-functional teams [6] - Failure to make significant advancements in these areas could lead to stagnation within a niche market, limiting valuation growth potential [6]

RBC Capital将Figma的目标价从75美元下调至65美元，维持"与行业同步"评级。(格隆汇) ...

Core Viewpoint - Bank of America Securities maintains a "Neutral" rating on Figma (FIG.US) but lowers the target price from $85 to $69 due to signs of slowing growth [1] Group 1: Financial Performance - Figma's Q2 revenue grew by 9% quarter-over-quarter, within the range of 8% to 13% observed over the past two years [1] - The annualized revenue contribution from customers exceeding $100,000 grew by 7%, down from 13% in Q2 2024 [1] - Year-over-year revenue growth for Q2 was 41%, a decrease from 46% in Q1 [1] - Figma expects Q3 revenue to grow by 33%, not accounting for the impact of AI monetization [1] Group 2: AI Monetization and Profitability - Figma's AI monetization is expected to begin in FY2026, which could drive performance improvements [1] - The profit margin guidance for FY2025 is 9.1%, exceeding Bank of America's model by 30 basis points, indicating potential for margin enhancement with the launch of efficiency products [1] Group 3: Market Position and User Base - Figma holds a strong market position in the $36 billion digital design industry, with potential for market share expansion [2] - The company boasts 13 million monthly active users and 450,000 paying customers [2] - Figma offers a comprehensive suite of services, including collaboration features, whiteboard drawing, development, website, social media, and vector graphics [2] - The company has strong generative AI capabilities [2] Group 4: Stock Performance - Following the release of its first earnings report since the IPO in July, Figma's stock fell by 19.92% to $54.56, as the results did not meet market expectations [2]

Group 1 - Cathie Wood, founder and CEO of ARK Invest, purchased 108,238 shares of Figma stock through the ARKW ETF, valued at approximately $7,374,254, indicating strong confidence in the design platform's future [1] - The ARKK ETF acquired 131,700 shares of Intellia Therapeutics stock, totaling $1,542,207, continuing a recent trend of increasing holdings and reflecting long-term potential confidence [1] - Cathie Wood reduced holdings in Roku by selling 26,465 shares, valued at $2,606,008, consistent with a recent trend of divesting from the streaming device manufacturer [1]

Group 1 - The core viewpoint of the article is that Figma reported its Q2 earnings, showing a revenue of approximately $249.6 million, which represents a year-over-year growth of 41%, but slightly below Wall Street's average expectation of $250 million [1] - As of June 30, the company holds around $1.6 billion in cash, cash equivalents, and marketable securities, which includes $90.8 million in a Bitcoin exchange-traded fund (ETF) [1] - Figma's CEO Dylan Field emphasized that the company does not intend to become a Bitcoin-centric firm, stating that it is primarily a design company, but sees value in diversifying its financial strategy with Bitcoin on its balance sheet [1]