Added to YB: 2026-04-23
Pitch date: 2026-04-21
FIG [neutral]
Figma, Inc.
+1.37%
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
$9.9B
Pitch Price
$18.91
Price Target
N/A
Dividend
N/A
EV/EBITDA
-6.63
P/E
-5.12
EV/Sales
7.88
Sector
Software
Category
growth
Day twenty-six: Figma $FIG
FIG (overview): Collaborative design platform, dominant w/ 136% NRR, $1.23B ARR (+40% YoY), 6.7x EV/ARR. AI bear: prompt-to-UI tools (V0, Claude Design) could disrupt creation workflow. Bull: near-ubiquity as design system-of-record hard to displace; native AI enhances moat. 50% enterprise use Figma Make, 75% paid >$10k consume AI credits weekly. Q1 guide implies 42-44% growth acceleration. Key risk: loses SoR status if workflows shift, but no evidence yet.
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