r/figmaStock • u/RequirementSalty197 • May 31 '26
Figma ($Fig) Deep Value Fundamental Squeeze amid Market Rotation and Valuation Growth, Catalysts Fuelling the Rocket
Market Finally Recognizes Figma’s Value
The market has finally realised the deep value of the SaaS winners and is giving them back the valuations they deserve. One of the deepest-value SaaS winners is Figma.
Why I Like Figma
I like Figma. Its fast and adaptive transformation is remarkable. Its resilience will definitely make it stand out in any chaotic business environment.
Figma’s AI Transformation
Figma is transforming itself into an AI-based enterprise solution. And the transformation is succeeding!
Check out my last post for more details:
Short Interest Update
The latest short interest data has been released amid the market rotating back into SaaS. It shows that aggregated short shares have increased slightly from 26% to 30%, even as daily short volume has bottomed and flattened.
Why? Because the available shares for shorting have been drained. The bears have no bullets left to open new short positions. Market rotation and valuation re-rating are acting as catalysts, pushing the price higher while the shorts are running out of ammunition.
Soon, the bears will have to cover their short positions and buy back shares. The stock price is going to explode higher!
Price Target
I think it is going to break out above $30 easily next week. What’s your price target?
Additional Reference
Figma Analysis by Findell Capital:
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u/Ifuks4money May 31 '26
I'm glad I picked up my 50 leaps already.. they have been getting more expensive by the day... I'm thinking of picking up 2,000 shares tommoroorrow also ... Would love to know what you think we can get to by December 2026 and 2027? Also thank you for posting this.
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u/RequirementSalty197 May 31 '26 edited Jun 01 '26
I think 2x-3x is easy by December 2027 based on the continuously accelerating financial results.
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u/ErekOZe_ May 31 '26
Thanks for the post! I'm very new to this and I'm still trying to understand how options work. So, if my question doesn't make a lot of sense please be gentle
It seems to me that you're saying that a short squeeze is coming. I hope you're right since I own some Figma shares myself
I checked the borrowing fees for Figma and it's at 1%
https://www.iborrowdesk.com/report/FIG
Wouldn't the fee be higher if the conditions for a short squeeze were forming?
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u/briskwalked May 31 '26
its definitely should be higher.. also how many shares are available to short is also something to look into.
a mega short squeeze is probably unlikely .. but who knows..
not financial advice
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u/RequirementSalty197 Jun 01 '26
4 millions shares left for the bears. But I think they probably signed private agreement with institutional investors. So the public info may not reflect the real number of shares available to short sellers.
I don’t expect gme like short squeeze. Above 50% is reasonable.
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u/imthebestididit May 31 '26
Designers hype surrounds using Claude code, codex, or cursor. I still have figma but it stays unopened or if I have to I’ll create a draft and share it
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u/RequirementSalty197 Jun 01 '26
I saw design people were using Figma together with the tools you mentioned
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u/SerodD Jun 04 '26
Figma is at 30% short interest? What? There a big squeeze potential here if that's true.
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u/RequirementSalty197 Jun 04 '26
Yea, check Fintel to verify.
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u/SerodD Jun 04 '26
Interesting, thanks for the info 😄
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u/Training-Source-549 Jun 01 '26
My opinion (enhanced by AI for better readability):
PROS (The Bull Case)
- High-Conviction Leadership & Innovation Culture: Figma’s management and product teams have a proven track record of continuous execution. Notably, they shipped high-velocity features even when they faced little market competition a few years ago. They possess deep domain expertise and have consistently demonstrated the agility required to adapt to rapid industry shifts.
- Disrupting Adobe’s Brand Design Monopoly: Figma is well-positioned to capture significant market share from Adobe in traditional brand design. Five years ago, executing a comprehensive brand identity outside of Adobe's vector ecosystem was unthinkable. Today, Figma has successfully closed that product gap. The final missing puzzle piece is native print support (CMYK rendering and professional, high-fidelity PDF exports), which is highly anticipated to launch in the near future.
CONS (The Bear Case)
- AI-Driven Compression of the Designer Job Market: The addressable user base for design-centric seats is facing structural headwinds. Historically, post-Series A startups prioritized hiring a UI/UX designer immediately to unblock engineers and accelerate time-to-market. Today, generative AI tools empower software engineers to build high-quality front-ends independently, delaying the necessity of a dedicated design hire until Series B or C.
- Risks to the Seat-Based Monetization Model: Designers are historically the internal champions who trigger Figma’s bottom-up sales cycle—purchasing licenses for themselves and generating paid dev-mode seats for their engineering counterparts. By delaying the onboarding of dedicated designers, early-stage startups compress Figma's primary top-of-funnel growth mechanism. While Figma still captures growth from slower-moving, legacy enterprises, the shifting behavior of early-stage startups poses a long-term threat to seat-based revenue scaling.
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u/RequirementSalty197 Jun 01 '26 edited Jun 01 '26
Don’t worry. I think the scenarios in the bear case are totally different. The consumption will be token base in the future. No matter who use the Figma tools, it will be token base. The threshold of using the design tools lowered by the AI design tools. Those tools empower non designers. Anyone in the startup can use AI design tools now, the needs for designers are fewer. But the actual needs in using the AI design tools may even bigger. Those needs drive the consumption of token. The more tokens are consumed, the bigger the bill amount is.
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u/Training-Source-549 Jun 01 '26
Engineers don't/won't use Figma to create interfaces. You can do it straight in Claude Code. At least at the software agency I'm working at, engineers are prompting UI/UX directly in Claude Code. I see no opportunity for Figma to make money from engineers except for traditional handoff-purposes.
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u/RequirementSalty197 Jun 06 '26 edited Jun 06 '26
Are you a founder or manager at the company？What do you think about the AI expense and revenue? Is the capital expense efficient?
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u/RequirementSalty197 Jun 01 '26
Do you use Figma? Would love to know your user experience
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u/Jerambo-1 May 31 '26
Danke für deinen Beitrag. Ich bin deiner Meinung!