FIG Figma, Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
16:04
27 авг
27 авг
Jason praises Salesforce's results and asks which SaaS names are resilient, listing Figma.
Jason praises Salesforce's results and asks which SaaS names are resilient, listing Figma, HubSpot, and Twilio as candidates without taking explicit positions.
Низ.
17:49
19 авг
19 авг
Figma strong Q2 and code expansion upside
Dylan Field frames Figma as a long-term AI and design winner after Q2 revenue grew 46% year over year, net dollar retention came in at 136%, and free cash flow was strong. He says the opportunity is expanding into code and AI inference/consumption on the platform, with code layers bringing full fidelity and interactivity to the canvas, and that rising AI baselines force more design differentiation, which benefits Figma's full-stack creative canvas.
Выс.
12:18
19 авг
19 авг
Cramer acknowledges a 90% decline in FIG as a portfolio mistake.
Cramer acknowledges a 90% decline in FIG as a portfolio mistake, but offers no forward-looking position or trade call.
Низ.
12:14
19 авг
19 авг
Cramer reflects on being caught in Figma's decline, noting shareholders were hurt.
Cramer reflects on being caught in Figma's decline, noting shareholders were hurt, but offers no current position or forward call.
Низ.
19:46
17 авг
17 авг
Figma founder bet from $20.
Jason bought Figma around $20 because Dylan Field is a founder who understands designers, tools, and brand-building, and it's now around $25; he holds it as a long-term founder bet.
Сред.
16:54
14 авг
14 авг
Thrive Capital's Q2 filing shows new positions in SpaceX and Amazon while exiting Carvana.
Thrive Capital's Q2 filing shows new positions in SpaceX and Amazon while exiting Carvana and StubHub, with major holdings in SpaceX, Amazon, Oscar Health, Shopify, and Figma.
19:45
06 авг
06 авг
Figma reported strong Q2 revenue growth and raised guidance.
Figma reported strong Q2 revenue growth and raised guidance, but the Seeking Alpha Quant rating remains a neutral hold due to AI inference cost pressure on margins.
16:20
06 авг
06 авг
FIG acceleration offset by maintained margin guidance
Reports FIG accelerated revenue and gross profit, only maintained full-year operating margin guidance. No directional stance.
Сред.
12:05
06 авг
06 авг
Premarket movers show Mag 7 stocks mostly higher while chip and memory names plunge.
Premarket movers show Mag 7 stocks mostly higher while chip and memory names plunge, with notable earnings-driven gains in Albemarle and Constellation Energy and sharp declines in AppLovin, Celsius, Datadog, Duolingo, Figma, Fiserv, Honeywell Aerospace, and HubSpot.
01:10
06 авг
06 авг
Figma CEO Dylan Field forfeited about 46 million dollars in company stock awards to restore.
Figma CEO Dylan Field forfeited about 46 million dollars in company stock awards to restore investor confidence amid AI disruption concerns.
00:23
06 авг
06 авг
The author is considering HUBS and FIG as potential alternatives to APP but expresses no.
The author is considering HUBS and FIG as potential alternatives to APP but expresses no directional position, only speculative interest.
Низ.
20:16
05 авг
05 авг
Figma beats revenue and EPS estimates while Block also beats EPS estimates but revenue estimate.
Figma beats revenue and EPS estimates while Block also beats EPS estimates but revenue estimate appears misstated in the tweet.
18:38
05 авг
05 авг
FIG earnings catalyst; AI bear case collapsing
Buy FIG ahead of earnings; three consecutive beat-and-raise quarters with accelerating revenue growth (38%→40%→46%), NDR at 139%, enterprise customer growth up 48%, and >75% of users who hit AI credit limits continued buying credits — demonstrating strong willingness to pay that refutes the AI-displacement bear case. Trades at ~10x sales.
Выс.
16:45
03 авг
03 авг
Oversold AI beneficiaries in author's 2026 portfolio
Author includes these tickers in a self-described "full portfolio for 2026" AI beneficiaries bucket — framed as oversold names consolidating at attractive levels with improving fundamentals.
Сред.
11:10
28 июл
28 июл
Speaker singles out FIG as a design SaaS beneficiary of AI lowering barriers to professional.
Speaker singles out FIG as a design SaaS beneficiary of AI lowering barriers to professional app complexity, enabling more usage, but expresses uncertainty about broader category.
Низ.
10:18
28 июл
28 июл
The author summarizes earnings call takeaways across software sectors.
The author summarizes earnings call takeaways across software sectors, calling vertical and fintech SaaS bullish but noting cybersecurity and platforms are already priced in, without stating personal positions.
10:18
28 июл
28 июл
Author flags Figma as an AI usage beneficiary in design SaaS, but does not state ownership.
Author flags Figma as an AI usage beneficiary in design SaaS, but does not state ownership, a buy/hold call, or another explicit actionable long.
Сред.
00:05
23 июл
23 июл
Competitive market makes Figma unappealing.
Figma operates in a very competitive market. The stock has had its moment but the environment is too tough. Avoid the name.
Низ.
23:49
17 июл
17 июл
Speaker asks for opinion on FIG, referencing dark pool activity post-market.
Speaker asks for opinion on FIG, referencing dark pool activity post-market; no personal directional commitment.
Низ.
21:07
13 июл
13 июл
Monitor Figma as AI monetization and margin pressure evolve.
Monitor Figma as AI monetization and margin pressure evolve; cautiously optimistic but no explicit position from author.
Сред.
20:44
13 июл
13 июл
Watch Figma as a category-leading design platform with strong growth but uncertain AI.
Watch Figma as a category-leading design platform with strong growth but uncertain AI monetization; not an author position.
Сред.
04:48
11 июл
11 июл
Jason remains extremely long Figma after clarifying a miscommunication with Dylan.
Jason remains extremely long Figma after clarifying a miscommunication with Dylan, jokingly referencing a large trade into the stock.
04:47
11 июл
11 июл
Jason remains extremely long Figma after clarifying a miscommunication with Dylan.
Jason remains extremely long Figma after clarifying a miscommunication with Dylan, treating the joke about Jaytraded's 100 dimes as a bullish signal.
19:36
10 июл
10 июл
Figma will dominate AI-powered design tools
Figma has a loyal designer user base, will integrate AI and benefit from increased demand for design (Jevons paradox). At 7x sales and a 70x PE, it is attractively valued relative to its growth potential. As a $10B+ company, it has acquisition currency to expand into Adobe's adjacent markets. AI will accelerate their business, and they will remain a top player in design tools.
Выс.
07:25
10 июл
10 июл
Jason Calacanis says he placed a bet on Figma stock because he believes it is mispriced.
Jason Calacanis says he placed a bet on Figma stock because he believes it is mispriced and that AI tools like Figma and Loveable will create massive opportunities for designers.
Низ.
04:45
09 июл
09 июл
Kevin Xu explains his trading journey and confirms he went all-in on FIG and IREN.
Kevin Xu explains his trading journey and confirms he went all-in on FIG and IREN, treating them as his core long positions from a $35k challenge account.
00:20
08 июл
08 июл
The author expresses surprise at FIG's price action with a sarcastic tone.
The author expresses surprise at FIG's price action with a sarcastic tone, not a directional position.
Низ.
23:31
03 июл
03 июл
Anthropic’s vertical moves crush Figma.
Avoid FIG: podcast thesis says Anthropic's design expansion threatens Figma after a large stock decline, but no explicit short/puts trade is stated.
Сред.
22:27
03 июл
03 июл
Long FIG: in reply to a buy-idea prompt, author answers 'FIG honestly'.
Long FIG: in reply to a buy-idea prompt, author answers 'FIG honestly', making FIG the stated bullish pick.
Низ.
20:42
21 июн
21 июн
Автор размышляет о прошлых «бычьих» тезисах, выделяя победителей и проигравших.
Автор размышляет о прошлых «бычьих» тезисах, выделяя победителей и проигравших, но не указывает текущие позиции или прогнозы на будущее, что делает эти материалы ретроспективными объектами для наблюдения.
Низ.
Об аналитическом покрытии FIG
Buzzberg отслеживает FIG (Figma, Inc.) в 30 источниках. Бычьих сигналов: 22, медвежьих: 3, от 31 аналитиков. Сентимент преимущественно бычий (28%). Всего отслеживается 67 торговых идей. За последние 7 дней: наблюдение: 1. Последние спикеры: Jason Calacanis, Dylan Field, Jim Cramer.