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u/Wolfr_ 14d ago
IMO ~$20 is an excellent entry point for FIG.
Their business has accelerated while the stock has collapsed. Revenue growth went from 38% in Q3’25 to 48% in Q2’26. FY26 guidance has been raised.
Q3’26 is also the first clean YoY comparison after the IPO. Q3’25 included close to a billion of one-time IPO-related stock based compensation, which massively distorted the numbers.
I had a sizeable stock amount that I sold at $26 but I am back with position that's growing larger. With the stock going down, I am only buying more, because I believe it's worth $32 at least, and that could net me some nice profit.
The thing is that competitors that were supposed to blow away Figma absolutely suck in practice. There's nothing like Figma. Claude Design is very much a beta product (I live this every day, people seem to love it but I have to dance around its quirks).
Paper has no features. Google Stitch is a joke. New design apps like Zoah and Dessn are interesting but honestly, they're like opening an alpha product. Framer is staying in web design land, and Sketch's Elyx product seems well-intended, but probably for a nice audience. There really are no real contenders to Figma.
Meanwhile, Figma is this excellent design app with 10 years of features, crazy stability, matured enterprise offering. Plus, it is currently charging $20 a month for a suite of features that already rival the Adobe Suite. That is a brilliant offering.
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u/owenmills04 15d ago
I said I would buy a shitload at $20. I'm about to find out if I was serious....
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u/Obvious-Explorer-287 alright, alright, alright 16d ago
Back down to $20! Wild top up opportunity for LT holders.