FIGMA Figma, Inc. Loading... : Bullish and Bearish Analyst Opinions
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16:04
Aug 27
Aug 27
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.
LOW
17:49
Aug 19
Aug 19
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.
HIGH
12:18
Aug 19
Aug 19
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.
LOW
12:14
Aug 19
Aug 19
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.
LOW
19:46
Aug 17
Aug 17
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.
MED
16:54
Aug 14
Aug 14
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
Aug 06
Aug 06
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
Aug 06
Aug 06
FIG acceleration offset by maintained margin guidance
Reports FIG accelerated revenue and gross profit, only maintained full-year operating margin guidance. No directional stance.
MED
12:05
Aug 06
Aug 06
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
Aug 06
Aug 06
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
Aug 06
Aug 06
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.
LOW
20:16
Aug 05
Aug 05
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
Aug 05
Aug 05
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.
HIGH
16:45
Aug 03
Aug 03
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.
MED
11:10
Jul 28
Jul 28
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.
LOW
10:18
Jul 28
Jul 28
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
Jul 28
Jul 28
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.
MED
00:05
Jul 23
Jul 23
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.
LOW
23:49
Jul 17
Jul 17
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.
LOW
21:07
Jul 13
Jul 13
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.
MED
20:44
Jul 13
Jul 13
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.
MED
04:48
Jul 11
Jul 11
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
Jul 11
Jul 11
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
Jul 10
Jul 10
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.
HIGH
07:25
Jul 10
Jul 10
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.
LOW
04:45
Jul 09
Jul 09
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
Jul 08
Jul 08
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.
LOW
23:31
Jul 03
Jul 03
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.
MED
22:27
Jul 03
Jul 03
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.
LOW
20:42
Jun 21
Jun 21
Author reflects on past bull theses with winners and losers but does not state current.
Author reflects on past bull theses with winners and losers but does not state current positions or forward calls, making these retrospective watch items.
LOW
About FIGMA Analyst Coverage
Buzzberg tracks FIGMA (Figma, Inc.) across 30 sources. 22 bullish vs 3 bearish calls from 31 analysts. Sentiment: predominantly bullish (28%). 67 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: Jason Calacanis, Dylan Field, Jim Cramer.