Figma

Figma reported Q3 revenue of $391.4 million, beating expectations, and narrowed its net loss to $81.3 million from $1.10 billion a year earlier. Adjusted EPS was $0.10 versus $0.05 expected and adjusted operating margin rose to 12%, prompting management to raise the full-year operating margin and revenue guidance. The company said it is trading off near-term revenue by expanding AI credits and investing in AI capabilities to drive durable long-term growth, while expecting Q4 revenue growth to slow to about 33%. Shares fell in extended trading despite the beat, reflecting investor concerns after large YTD share declines and AI competition risks. » Więcej na cnbc.com

Figma announced at the Goldman Sachs Communacopia + Technology Conference 2026 a broader AI integration, including Code Layers, Figma Agent and expanded Figma Make features, aiming to make the workspace the central platform for design and development. The company partially cut prices for Figma Make credits by roughly 50% to prioritize volume growth over near-term margin gains. Management highlighted advantages from multiplayer context and customer data but still sees quality issues with frontier models and uncertainty in gross-margin trends over the next six months. The stock closed at $22.75, down 5.68% intraday. » Więcej na de.investing.com

Figma stock rose about 12% as investors unwind the view that AI is a structural threat to design tools and instead see it as a growth driver. The move follows Figma raising its annual revenue forecast and the CEO pushing back on obsolescence claims after demand for AI-powered design. Shares are rebounding from a 28% YTD decline, so caution is advised until gains hold and further company updates confirm a durable re-rating. » Więcej na finance.yahoo.com