u/goxpro1 ·
Reddit — r/stocks
· April 18, 2026 at 17:09
· ⬆ 70 pts
· 💬 50 comments
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AI Summary
Summary
The post is a bearish rant against Figma, claiming it will become a "penny stock."
The author's thesis is that Figma is failing to innovate, is being outcompeted by AI-powered design tools from Google, Anthropic, and an upcoming OpenAI release, and is plagued by poor financials and excessive stock-based compensation.
Quality assessment: This is speculation and noise. It is an emotional opinion piece with no supporting data, financials, or specific details about the mentioned competing tools. It treats Figma as a publicly traded company, which it is not.
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Figma has dropped almost 90 percent in the past year from its failure to innovate and compete with top AI companies such as Google and Anthropic and in a couple months they will fall again when OpenAI releases their own AI design tool. Every time an AI company drops a new tool the company falls 6 percent in just one day. It is pretty obvious that they have massive competition and are being out competed by AI meanwhile they don’t make money and most of the money they do make goes to the CEOs yacht fund and the employees second vacation home fund through absurd SBCs. This company will never make money and will continue to act only to make the employees rich while draining investors pockets.
Pretty soon we will also see this affect their revenue as many people will start to utilize Google, Anthropic and OpenAI’s own Figma competing AI design tools. If you think SAAS is cooked from AI Figma is absolutely obliterated considering the top AI companies have made better competitors in less than a couple months.
TLDR: OpenAI will release a AI design tool competing with Figma and Figma will drop another 20-30 percent.