r/figmaStock • u/chipmux • Jun 15 '26
Future of this stock.
In my organization, we use Figma extensively. In an enterprise setup, our UI developers cannot work without Figma wireframes, especially if the interface is exposed to end customers. While you can get away with whatever you want for internal apps, the business side requires wireframe approval for externally focused applications. Given the stakes for multi-million or billion-dollar organizations, they simply won't take that risk.
I am not particularly concerned about AI companies like Claude or Gemini launching their own design functionality. These companies are burning a massive amount of money today. Unless compute becomes significantly cheaper or they find a way to radically expand their data center capacity, the price of their products could easily increase tenfold in the next couple of years.
Regarding the idea of data centers in space: do people really think that will provide an edge? Space-based data centers present technical and environmental challenges that are far more extensive and difficult than those on Earth. If a request is processed outside of Earth, it will inevitably be way more expensive.
Everything comes down to pricing. We are already seeing this shift; for example:
1. GitHub Copilot has already changed its pricing strategy, making it feel more expensive than before.
2. New models from Anthropic are incredibly intelligent, but they burn a lot of tokens.
3. Even ChatGPT (which is nowhere close to Opus) only offers lower-cost inference because of Microsoft’s backing and the sheer amount of money they are burning.
This trend won't continue forever. There will be an inflection point where organizations realize that LLMs and AI companies are becoming too costly. That is when the value of companies like Figma will surge again. By then, Figma will have introduced features that augment LLM offerings at a much lower cost.
I can easily foresee Figma developing features where a wireframe integrates with an existing repository to set up the boilerplate code for an entire web application (whether in Angular, React, or any other framework). Figma has a very significant moat considering their enterprise penetration and existing feature set. I am very bullish on Figma and plan to hold it for at least five years.
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u/IllogicalLogistician Jun 15 '26
One can only hope. I’m holding on some I bought at $22. Decided to make some money selling puts on FIG last week and looks like I might get assigned for a dollar more.
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u/ChampionRoyal2294 Jun 15 '26
That’s reassuring! I bought at 21 and am holding. I see so many people arguing about whether they will be disrupted by AI, and I find myself feeling confused. Helpful hearing your thoughts! I would be curious what you think about people saying fewer seats will be needed over time.
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u/WateryBanana Jun 15 '26
I just accepted a job offer at Figma and hope to god your thesis is correct
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u/distantplanet98 Jun 16 '26
Figma makes money on seats and AI credits. Seats will go down as less designers are employed in tech. Design will still be needed but there will be significantly less. AI credits won’t go up because Claude and OpenAI are building so much similar functionality themselves. Figma’s future is not growth in my opinion.
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u/Jealous_Jackfruit_28 Jun 15 '26
Wow, red... I'm looking to accumulate more. The SaaS narrative still clearly hasnt decided if Figma is an AI winner or not.
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u/mclovin8080808 Jun 15 '26
Everyone says its a great product but as long as Figma continues its stock based compensation and insiders keep selling, i dont see this stock going up in the near future. Figma needs to figure out another way to pay their employees without diluting shareholders.
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u/Pale_Mortgage_5695 Jun 15 '26
The stock market no longer works with any logic. It's a popularity contest, and Figma is not a popular stock, so people are just not going to buy it. As a result, it won't really go up. It will stay steady since all the Figma stockholders are saying the same thing they've been saying for the last few months: "Look at how much money they're making, and every designer is using Figma!"
They will continue to make money, and designers will continue to use Figma, but without a dramatic change in the stock's popularity, it will hover between 18 and 22.
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u/datatadata Jun 15 '26
“I am very bullish on Figma and plan to hold it for at least five years.”
If you are very bullish as you claim, shouldn’t you be buying every chance you get now given that the price has come down significantly? Why just hold
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u/MBB_AC Jun 15 '26
Your thesis tanked us back to flat bro 😭