Added to YB: 2026-05-19
Pitch date: 2026-05-17
FIG [neutral]
Figma, Inc.
+5.12%
current return
Author Info
No bio for this author
Company Info
Figma, Inc. develops and sells a collaborative, browser-based platform for designing, prototyping, building digital experiences, and subscriptions for access to its platform.
Market Cap
N/A
Pitch Price
$22.14
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
-6.77
EV/Sales
N/A
Sector
Software
Category
growth
Figma Q1 2026: Code Got Cheaper. Design Got Rarer.
FIG (holding update): Q1 rev $333.4M (+46% YoY, beat by 5.5%), 2nd qtr acceleration. 75%+ users who exceeded AI credit limits kept paying post-March 18 enforcement; 95%+ stayed active. NDR 139% (2yr high). $10K+ ARR customers +130% YoY. Non-GAAP op margin 15.6% vs 9.1% est despite gross margin 82.3% (down from 86% on AI inference costs). FY guide raised $55M. Q2 first full qtr of AI credit enforcement. Author holds from $18, not adding at $22.92.
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