Figma shares surged approximately 14% on Thursday following robust revenue projections and ambitious artificial intelligence initiatives. The design platform, favored by enterprises and freelancers alike, streamlines the entire creative process from ideation to shipping.
To solidify its market position, Figma is integrating AI features, mirroring strategies employed by major competitor Adobe. The company anticipates 2026 revenue between $1.36 billion and $1.37 billion, exceeding LSEG estimates of $1.29 billion.
Beginning in March, Figma will introduce a hybrid monetization model featuring AI credits. Power users exceeding embedded limits will have the option to purchase add-ons. Despite increased investments in AI and operational costs, including stock-based compensation, the company's strategic AI push is poised to add over $1.7 billion to its market value.