2 months ago
Adobe Inc. (NASDAQ:ADBE) is asking designers who use Figma, Inc. (NYSE:FIG) and similar tools to help test Project Oasis, a web-based graphic-design tool with brand-aware AI. The September 7 community invitation seeks feedback under a nondisclosure agreement before public launch. That makes it an early competitive signal, with neither customer wins nor meaningful revenue established.
The investment question is whether easier AI design draws marketing budgets toward Adobe or encourages customers to do more inside Figma. Both already serve people creating branded visual material. Winning that workflow could support subscriptions and paid AI usage, but another tool also gives customers another reason to compare prices.
Copyright: photogearch / 123RF Stock Photo
Adobe Inc. (NASDAQ:ADBE) reported fiscal second-quarter revenue of $6.62 billion, up 13%, for the period ended May 29. Its AI-first annualized recurring revenue exceeded $500 million and more than tripled year over year. Those figures give its AI strategy substance beyond a product invitation. Its established creative customer base could also make testing and distribution easier.
The risk is that product experimentation fails to produce additional spending. Adobe must persuade customers that new capabilities deserve payment while competitors make basic ******* et creation easier. Oasis currently provides no disclosed conversion rate or financial contribution with which investors can test that proposition. Its invitation targets brand-identity and marketing workflows, so success would need to solve repeatable production problems. Generating an attractive demonstration is a different hurdle from becoming the tool a team pays to use every week.
#tool #easier
The investment question is whether easier AI design draws marketing budgets toward Adobe or encourages customers to do more inside Figma. Both already serve people creating branded visual material. Winning that workflow could support subscriptions and paid AI usage, but another tool also gives customers another reason to compare prices.
Copyright: photogearch / 123RF Stock Photo
Adobe Inc. (NASDAQ:ADBE) reported fiscal second-quarter revenue of $6.62 billion, up 13%, for the period ended May 29. Its AI-first annualized recurring revenue exceeded $500 million and more than tripled year over year. Those figures give its AI strategy substance beyond a product invitation. Its established creative customer base could also make testing and distribution easier.
The risk is that product experimentation fails to produce additional spending. Adobe must persuade customers that new capabilities deserve payment while competitors make basic ******* et creation easier. Oasis currently provides no disclosed conversion rate or financial contribution with which investors can test that proposition. Its invitation targets brand-identity and marketing workflows, so success would need to solve repeatable production problems. Generating an attractive demonstration is a different hurdle from becoming the tool a team pays to use every week.
#tool #easier
2 months ago
RGA Investment Advisors, an investment management company, has released its second-quarter 2026 investor letter. The letter can be downloaded here. The letter addresses the incorporation of AI into investment strategies and the dramatic changes in market dynamics that have emerged, specifically referencing the AI Bottleneck 40. This group of stocks is crucial to data center infrastructure. Initially, these stocks were closely aligned with the S&P, but by mid-2025, they began to diverge and outperform the index, exhibiting significant volatility, with realized volatility rates approaching 60%. The letter stresses the importance of continually monitoring these trends and adjusting the investment strategy. Also, check the fund's top five holdings to see its best picks in 2026.
In its Q2 2026 investor letter, RGA Investment Advisors highlighted Adobe Inc. (NASDAQ:ADBE). Adobe Inc. (NASDAQ:ADBE) is a multinational technology company that offers creative, digital media, and document management products. On August 24, 2026, Adobe Inc. (NASDAQ:ADBE) closed at $276.27 per share, reflecting a market capitalization of $109.82 billion. Adobe Inc. (NASDAQ:ADBE) posted a one‑month return of 10.87%, while its shares lost 22.16% over the past 52 weeks.
RGA Investment Advisors stated the following regarding Adobe Inc. (NASDAQ:ADBE) in its Q2 2026 investor letter:
"We had watched and studied Adobe Inc. (NASDAQ:ADBE) with admiration for many years following their evolution from selling licensed software to subscription software. Adobe became the template by which numerous other software companies pivoted to SaaS and the rest, as they say, is history. Or so we all thought. Over the past several years, Adobe's shares have dropped dramatically. At first, the concern was competition from Figma and Canva. Then Adobe became Exhibit 1 in the "AI losers basket." We think Adobe is far more resilient than fears suggest. Similar to GitLab, there is seat-based pricing risk; however, in many industries, Adobe's offerings are irreplaceable, even with AI. Moreover, Adobe is in a great position to become the layer on top of which key AI workflows are built. Data and context are critical to these workflows, and Adobe has considerable advantages in both. We acknowledge some of the risks Adobe faces, but at a P/E of sub-10x and a FCF yield north of 10%, the market is pricing the stock as a melting ice cube while growth is still right around 10%. The company is using its healthy balance sheet and robust free cash flow to repurchase shares at a healthy clip. We think this is a potent setup as the company proves its resilience for the AI era."
#shares
In its Q2 2026 investor letter, RGA Investment Advisors highlighted Adobe Inc. (NASDAQ:ADBE). Adobe Inc. (NASDAQ:ADBE) is a multinational technology company that offers creative, digital media, and document management products. On August 24, 2026, Adobe Inc. (NASDAQ:ADBE) closed at $276.27 per share, reflecting a market capitalization of $109.82 billion. Adobe Inc. (NASDAQ:ADBE) posted a one‑month return of 10.87%, while its shares lost 22.16% over the past 52 weeks.
RGA Investment Advisors stated the following regarding Adobe Inc. (NASDAQ:ADBE) in its Q2 2026 investor letter:
"We had watched and studied Adobe Inc. (NASDAQ:ADBE) with admiration for many years following their evolution from selling licensed software to subscription software. Adobe became the template by which numerous other software companies pivoted to SaaS and the rest, as they say, is history. Or so we all thought. Over the past several years, Adobe's shares have dropped dramatically. At first, the concern was competition from Figma and Canva. Then Adobe became Exhibit 1 in the "AI losers basket." We think Adobe is far more resilient than fears suggest. Similar to GitLab, there is seat-based pricing risk; however, in many industries, Adobe's offerings are irreplaceable, even with AI. Moreover, Adobe is in a great position to become the layer on top of which key AI workflows are built. Data and context are critical to these workflows, and Adobe has considerable advantages in both. We acknowledge some of the risks Adobe faces, but at a P/E of sub-10x and a FCF yield north of 10%, the market is pricing the stock as a melting ice cube while growth is still right around 10%. The company is using its healthy balance sheet and robust free cash flow to repurchase shares at a healthy clip. We think this is a potent setup as the company proves its resilience for the AI era."
#shares
2 months ago
Figma, Inc. (NYSE:FIG) is a website and mobile application design products and services provider. It is one of the weakest-performing stocks on the market as the shares are down by 68% over the past year and by 32% year-to-date. On the 6th, the day that Cramer discussed the stock, Figma, Inc. (NYSE:FIG) closed a whopping 14.9% lower. The dip came after Figma, Inc. (NYSE:FIG) had reported its second quarter earnings after market close on the 5th. The CNBC TV host didn't believe the post-earnings reaction was completely justified:
"Okay so Figma's another one. I looked it over. It wasn't that great, it wasn't that bad, and people decided to just trash it. They just trashed it."
Figma, Inc. (NYSE:FIG)'s earnings were a mixed bag of results. The firm's $370 million revenue, which marked a 48% growth, beat ****** yst estimates of $351 million. Figma, Inc. (NYSE:FIG) also ****** ped its full year revenue guidance to $1.463 billion and $1.467 billion from the earlier $1.422 billion to $1.428 billion. Yet, at the same time, the software company had to launch an artificial intelligence agent to fuel its revenue growth. The launch pushed its research and development costs to $167 million for a strong 101% annual jump. Additionally, Figma, Inc. (NYSE:FIG)'s operating margin also dropped to 10% from 16%. However, on a non-GAAP basis, the R&D jump was a milder 34%.
On the bearish front, Figma, Inc. (NYSE:FIG) might be ****** e to a slowdown which often rings the death knell in software valuation. The firm's third quarter revenue guide ranged between $373 million to $375 million and implied a modest growth of roughly 1% at the midpoint sequentially and 36% annually. Additionally, Figma, Inc. (NYSE:FIG) might also experience increased competition should AI enable competitors to create similar products.
Hedge fund sentiment in the firm appears to be static. During Q4 2025 and Q1 2026, 51 hedge funds part of Insider Monkey's database had held a stake in Figma, Inc. (NYSE:FIG). As for valuation, the firm is very richly valued compared to its peers. Its forward P/E ratio of 87.72 is significantly higher than Adobe's 9.95, while short interest as a percentage of float of 30% is also nearly six times Adobe's 5.45%.
#figma #NYSE #year #Growth
"Okay so Figma's another one. I looked it over. It wasn't that great, it wasn't that bad, and people decided to just trash it. They just trashed it."
Figma, Inc. (NYSE:FIG)'s earnings were a mixed bag of results. The firm's $370 million revenue, which marked a 48% growth, beat ****** yst estimates of $351 million. Figma, Inc. (NYSE:FIG) also ****** ped its full year revenue guidance to $1.463 billion and $1.467 billion from the earlier $1.422 billion to $1.428 billion. Yet, at the same time, the software company had to launch an artificial intelligence agent to fuel its revenue growth. The launch pushed its research and development costs to $167 million for a strong 101% annual jump. Additionally, Figma, Inc. (NYSE:FIG)'s operating margin also dropped to 10% from 16%. However, on a non-GAAP basis, the R&D jump was a milder 34%.
On the bearish front, Figma, Inc. (NYSE:FIG) might be ****** e to a slowdown which often rings the death knell in software valuation. The firm's third quarter revenue guide ranged between $373 million to $375 million and implied a modest growth of roughly 1% at the midpoint sequentially and 36% annually. Additionally, Figma, Inc. (NYSE:FIG) might also experience increased competition should AI enable competitors to create similar products.
Hedge fund sentiment in the firm appears to be static. During Q4 2025 and Q1 2026, 51 hedge funds part of Insider Monkey's database had held a stake in Figma, Inc. (NYSE:FIG). As for valuation, the firm is very richly valued compared to its peers. Its forward P/E ratio of 87.72 is significantly higher than Adobe's 9.95, while short interest as a percentage of float of 30% is also nearly six times Adobe's 5.45%.
#figma #NYSE #year #Growth
3 months ago
What happened: Software stocks declined on Thursday as shares of Datadog (DDOG), Figma (FIG), and HubSpot (HUBS) plummeted more than 15% following their quarterly results.
Shares of software peers Salesforce (CRM) and ServiceNow (NOW ) also dropped, along with Workday (WDY) and Cloudflare (NET).
What's behind the move: The software sector has been attempting a rebound since April lows as investors worry that AI will disrupt industry business models. They are therefore viewing earnings with high scrutiny. Datadog's quarterly results beat on the top and bottom line, but the company's adjusted gross margin of 80% came in slightly below the ***** ysts' consensus estimate of 80.7%.
Meanwhile, Figma's quarterly results also beat on the top and bottom lines, but the software design and collaboration company flagged rising AI inference spending, or the ongoing cost of running user prompts through AI models.
"We do not charge our customers for their usage of products that are currently in beta, and we bear the cost of inference without offsetting consumption revenue," Figma CFO Praveer Melwani said during the company's earnings call. "As a result, gross margin will vary from quarter-to-quarter in the near term."
#quarterly #figma #shares #gross
Shares of software peers Salesforce (CRM) and ServiceNow (NOW ) also dropped, along with Workday (WDY) and Cloudflare (NET).
What's behind the move: The software sector has been attempting a rebound since April lows as investors worry that AI will disrupt industry business models. They are therefore viewing earnings with high scrutiny. Datadog's quarterly results beat on the top and bottom line, but the company's adjusted gross margin of 80% came in slightly below the ***** ysts' consensus estimate of 80.7%.
Meanwhile, Figma's quarterly results also beat on the top and bottom lines, but the software design and collaboration company flagged rising AI inference spending, or the ongoing cost of running user prompts through AI models.
"We do not charge our customers for their usage of products that are currently in beta, and we bear the cost of inference without offsetting consumption revenue," Figma CFO Praveer Melwani said during the company's earnings call. "As a result, gross margin will vary from quarter-to-quarter in the near term."
#quarterly #figma #shares #gross
4 months ago
Shares of Figma (NYSE: FIG) fell 51.6% in the first half of 2026, according to data from S&P Global Market Intelligence.
The collaborative design platform posted excellent financial results, but investors spent the first half of the year worrying about what AI might do to the business.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Figma's Q1 2026 report in mid-May was impressive by most measures. Revenue rose 46% year over year to $333.4 million. Non-GAAP earnings per share came in at $0.10, nearly doubling the $0.06 consensus estimate. Net dollar retention hit 139%, the highest level in over two years. Management raised full-year revenue guidance by $55 million.
The stock jumped 10% after hours on the news. But the relief was short-lived. June happened, and shares lost 29% in a single month.
The collaborative design platform posted excellent financial results, but investors spent the first half of the year worrying about what AI might do to the business.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Figma's Q1 2026 report in mid-May was impressive by most measures. Revenue rose 46% year over year to $333.4 million. Non-GAAP earnings per share came in at $0.10, nearly doubling the $0.06 consensus estimate. Net dollar retention hit 139%, the highest level in over two years. Management raised full-year revenue guidance by $55 million.
The stock jumped 10% after hours on the news. But the relief was short-lived. June happened, and shares lost 29% in a single month.
4 months ago
Figma Inc. (NYSE:FIG) is one of the top 10 AI stocks that will skyrocket.
On June 25, Rishi Jaluria of RBC Capital reduced his target price for Figma Inc. (NYSE:FIG) from $28 to $22, resulting in an adjusted upside potential of more than 21%. Jaluria upheld his Sector Perform rating for the stock after taking part in the company's 2026 User Conference and Investor Session.
dboystudio/Shutterstock.com
The **** yst mentioned that during the session, management revealed some creative tools and materials, shed light on the company's extensive offerings, and how it plans to make progress toward a seat-plus-consumption framework. Despite having a sense of optimism regarding the company's product innovation, the **** yst views its offerings as being in an early stage. This makes it difficult to reliably estimate their impact on company financials.
Later on June 26, Michael Turrin from Wells Fargo also reduced his target price for Figma Inc. (NYSE:FIG) from $42 to $36, which still results in a lucrative upside potential of almost 100%. The **** yst reiterated an Overweight rating on the stock, following participation in Config '26, which has bolstered his confidence in the company's prospects. He highlighted Figma's impressive strategy around its design platform and intelligent canvas.
On June 25, Rishi Jaluria of RBC Capital reduced his target price for Figma Inc. (NYSE:FIG) from $28 to $22, resulting in an adjusted upside potential of more than 21%. Jaluria upheld his Sector Perform rating for the stock after taking part in the company's 2026 User Conference and Investor Session.
dboystudio/Shutterstock.com
The **** yst mentioned that during the session, management revealed some creative tools and materials, shed light on the company's extensive offerings, and how it plans to make progress toward a seat-plus-consumption framework. Despite having a sense of optimism regarding the company's product innovation, the **** yst views its offerings as being in an early stage. This makes it difficult to reliably estimate their impact on company financials.
Later on June 26, Michael Turrin from Wells Fargo also reduced his target price for Figma Inc. (NYSE:FIG) from $42 to $36, which still results in a lucrative upside potential of almost 100%. The **** yst reiterated an Overweight rating on the stock, following participation in Config '26, which has bolstered his confidence in the company's prospects. He highlighted Figma's impressive strategy around its design platform and intelligent canvas.
4 months ago
Figma, Inc. (NYSE:FIG) is one of the 10 Best New Stocks to Buy Other Than ***** eX.
On June 26, 2026, Wells Fargo ***** yst Michael Turrin lowered the firm's price target on Figma, Inc. (NYSE:FIG) to $36 from $42 and kept an Overweight rating. After attending Config '26, Turrin said Wells Fargo's confidence increased in Figma's intelligent canvas and design platform strategy, as well as its ability to capture additional spending.
On June 25, RBC Capital ***** yst Rishi Jaluria lowered the firm's price target on Figma to $22 from $28 and kept a Sector Perform rating after attending the company's Config 2026 User Conference and Investor Session. Jaluria noted that management introduced new creative materials and intelligent tools, with discussion focused on a shift toward a seat-plus-consumption model and a broader product suite extending the canvas into code, motion, and AI-native creative workflows. RBC Capital came away with a better appreciation for Figma's pace of innovation, though it noted that products remain early and their financial impact is unproven.
On June 17, Citi initiated coverage of Figma with a Buy rating and $36 price target. Citi said Figma's "ramping AI traction" could bring "significant upside" to consensus estimates, citing industry checks showing strong AI traction, including seat upgrades and credit pack utilization.
Figma, Inc. (NYSE:FIG) develops and sells a collaborative, browser-based platform for designing, prototyping, and building digital experiences, along with subscriptions for access to its platform.
On June 26, 2026, Wells Fargo ***** yst Michael Turrin lowered the firm's price target on Figma, Inc. (NYSE:FIG) to $36 from $42 and kept an Overweight rating. After attending Config '26, Turrin said Wells Fargo's confidence increased in Figma's intelligent canvas and design platform strategy, as well as its ability to capture additional spending.
On June 25, RBC Capital ***** yst Rishi Jaluria lowered the firm's price target on Figma to $22 from $28 and kept a Sector Perform rating after attending the company's Config 2026 User Conference and Investor Session. Jaluria noted that management introduced new creative materials and intelligent tools, with discussion focused on a shift toward a seat-plus-consumption model and a broader product suite extending the canvas into code, motion, and AI-native creative workflows. RBC Capital came away with a better appreciation for Figma's pace of innovation, though it noted that products remain early and their financial impact is unproven.
On June 17, Citi initiated coverage of Figma with a Buy rating and $36 price target. Citi said Figma's "ramping AI traction" could bring "significant upside" to consensus estimates, citing industry checks showing strong AI traction, including seat upgrades and credit pack utilization.
Figma, Inc. (NYSE:FIG) develops and sells a collaborative, browser-based platform for designing, prototyping, and building digital experiences, along with subscriptions for access to its platform.
4 months ago
Figma (FIG) shares have been a disappointment for investors since the start of 2026, but a senior Citi **** yst believes the story will be significantly different in the back half of this year.
In a research note this morning, Tyler Radke **** umed coverage of FIG with a "Buy" rating and **** igned a $36 price target, indicating potential upside of nearly 100% from current levels.
Dear Nebius Stock Fans, Mark Your Calendars for June 22
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In a research note this morning, Tyler Radke **** umed coverage of FIG with a "Buy" rating and **** igned a $36 price target, indicating potential upside of nearly 100% from current levels.
Dear Nebius Stock Fans, Mark Your Calendars for June 22
Supermicro Is Struggling to Handle AI Demand, But Here's Why the Bears Might Be Wrong on This One
ASTS Stock Pops as AST **** eMobile Launches Bluebird Satellites
