Added to YB: 2026-04-20
Pitch date: 2026-02-18
FIG [bullish]
Figma, Inc.
-27.23%
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
$10.6B
Pitch Price
$26.00
Price Target
52.00 (+156%)
Dividend
N/A
EV/EBITDA
-7.19
P/E
-5.48
EV/Sales
8.54
Sector
Software
Category
growth
Figma, Inc. - $FIG
FIG: Counter-cyclical SaaS play in 'SaaSpocalypse.' Code to Canvas (Feb 17) completes Claude-Figma loop, making design canvas the source of truth for AI-gen interfaces. $1B rev (+40% YoY), 86% gross margin, 131% NDR, 95% Fortune 500 adoption. Trading $23 (~11.8x sales, 80% off highs) vs Adobe's $20B offer at 3x lower rev. AI credit limits Mar 18 catalyst. Analyst PT $52 = 125% upside. Q3 $274M rev (+38% YoY), 18% adj FCF margin, $1.6B cash, zero debt.
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