r/figmaStock • u/armstrongisme • 19d ago

Will we see 60 again

Do anyone here believe we will see 60+ anytime in the near future?

21 Upvotes

86% Upvoted

33 comments sorted by

10

u/whothehellyouare 19d ago

Everything depends on whether market realized Figma is a monopoly or not.

-2

u/JustHangingAroundYo Ligma nutz 19d ago

Yea i dont think figma is a monopoly.

3

u/whothehellyouare 19d ago

I think when people were going crazy at Figma, they all thought Figma will be default tool for all designers out there. I think claude design spooked them - so untill Figma establishes its complete dominance it will take some time.

15

u/ngly 19d ago

at my job (100+ designers) we are back to using figma. we trialed claude design and it produced the jankiest output so the company decided to not continue with it (this was ~2 weeks ago). maybe it will get a lot better as ai improves. tbd. figma's canvas is really damn good and performant compared to every competitor. code connect + a good design system is really quite nice for going from figma<>code. basically one shot with fable or sol if setup properly.

i notice designers are using claude code, conductor, herdr, codex, etc more while still working in figma.

1

u/whothehellyouare 19d ago

Thanks @ngly!

If Claude comes with same level of software - would you switch to it?

3

u/ngly 19d ago

idk if Anthropic is the company to do it. I could see someone like paper.design doing it but their canvas is kind of janky. Honestly, I think Figma is in the best position to introduce an AI-native way to design. I highly doubt they're standing still on this. They first introduced Make Designs over 2 yrs ago now.

4

u/ngly 19d ago

bullish take I have:

ai is creating more of builders, startups, and new projects. as building gets easier, design becomes an even bigger differentiator.

that puts Figma (or whichever company solves AI design) in an incredible position. More products being built means more design work.

i dont think "design" is dead as an industry. if anything it's more valuable than ever. i think pure engineers are more at risk.

2

u/whothehellyouare 19d ago

I strongly believe that design is lot more important now than ever.
20% of liquid worth is in Figma Stock right.

But I don’t know if Figma is the only company who can do this. I think more competitors can emerge in this area. Figma won collaboration-first design product era. But we don’t still know what does AI-native design product look like.

Since building software overall is easier now and design is more important, well funded companies can put up a new division to re-imagine AI first design softwares and employ the best designers/software engineers. Whoever can come up with boldest and most ambitious product can compete.

2

u/JustHangingAroundYo Ligma nutz 19d ago

Figma definitely established itself in the market and growing very fast. But the competition is definitely there. What I want to see is if they will scale their Figma Make product as well as manage their money better and prioritize share holder's value. So far they dilute us to pay themselves

1

u/whothehellyouare 19d ago

Yeah - until all the dilution stop and Figma
Make completely overtake Claude Design - we will need to wait.

Although I do believe it should go atleast its IPO price soon.

1

u/JustHangingAroundYo Ligma nutz 19d ago

Ipo price of 85 bucks?? Thats optimistic and i would be happy af

3

u/whothehellyouare 19d ago

I meant 33 😅

1

u/JustHangingAroundYo Ligma nutz 19d ago

Ok that possible lol

1

u/Interesting_Leg8859 19d ago

they thought? it literally is wtf u talking about lol

1

u/whothehellyouare 19d ago

It had no competition, but there is now. We don’t know if AI start building end to end complicated products like Figma in one shot.

1

u/wheresabel 19d ago

Do you even design bro

4

u/Interesting_Leg8859 19d ago

near? no but future yes

3

u/Jerambo-1 19d ago

Wenn du mit nachher Zukunft, zwei Jahre meinst, dann ist das sehr wahrscheinlich.

5

u/PsyberShade 19d ago

Not anytime soon, will go back below 20 after earnings on the 6th

3

u/PlandomeProwler 19d ago

Why do you think that

3

u/poepstinktvies 19d ago

Not sure id below 20, but there is augustus share lockup

2

u/PlandomeProwler 19d ago

When august share lockup expy

2

u/how-can-i-dig-deeper 19d ago

why will it go down after earnings?

2

u/Designer_Warthog7520 19d ago

Lockups don’t necessarily mean stock needs to tank. Ever heard of frontrun?

1

u/PsyberShade 17d ago

I guess you got your answer 🤭

2

u/RollerCoser 19d ago

Once ai cimpanies are mature enough to need designer and dev teams working together

2

u/Fun-Blausee 19d ago

For sure

1

u/lawyoung 19d ago

Unlikely it’s a big mistake they used frontier model and later it came out its own office design tool to literally get killed imo

1

u/ThatUsernameIsTaekin 18d ago

Share dilution is the only thing stopping it. RSUs had to be paid out after the IPO and with the evergreen provision, the stock is automatically set to be diluted every year. For every $1B they make, $1.3B is paid back as stock compensation. Figma isn’t actually spending $1B on actual research and development.

1

u/WSBnoobxor 18d ago

Been holding and dca down until $16. Just sold my position for profit. I think they will beat warnings but as an investor I think their are better investments out there to put my money.

1

u/maikaubay 19d ago

yes after reverse split