Figma

Breaking: Josh Kushner's Thrive Capital just filed its Q2 2026 13F

$Figma(FIG.US) Figma reported Q 2 2026 revenue of $370 million, marking a 48 % year-over-year increase alongside its first full quarter of AI credit monetization. The company achieved a net dollar retention rate of 136 % for paid customers with over $ 10,000 in annual recurring revenue and raised its full-year revenue outlook to a range of $ 1.463 billion to $ 1.467 billion.On a non-GAAP basis, gross profit totaled $314 million, up 40% year over year, and gross margin reached 85%, improving 2.5 percentage points sequentially. Non-GAAP operating income was $36 million, representing a 10% operating margin. Free cash flow was $53 million, or a 14% margin. Melwani said the company’s annual Config user conference, which drew more than 10,000 community members in San Francisco during the quarter, affected both operating income and free cash flow. Increased AI inference costs were also the largest driver of the year-over-year change in free cash flow. The company seems to be on a recovery mode as it seeks to be consistent on its earnings post IPO, and it is no surprise that the stock currently still trades way below its IPO price, though it remains to be seen whether it has the potential to grow faster in the future. @Captain's Treasure

$Figma(FIG.US) DOWN ON A DOUBLE BEAT & RAISED GUIDANCE 🩸

Redesigning the trend with volume picking up off the lows 👀 $Figma(FIG.US)

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so is software back or is the market just playing with our emotions again

Source: amit

$Figma(FIG.US) Figma shares increased significantly following strong first-quarter results, with a particularly encouraging growth rate of 46%. The company highlighted broad-based growth drivers, including seat expansion and enterprise adoption, along with a notable net revenue retention rate of 139%. Despite these positive metrics, uncertainty remains regarding the long-term impact of Figma's AI tool, Make, on sustained revenue growth. I'm still down from my entry price as the stock has been on a downtrend following its IPO. Only sustained positive back to back earnings can lead to stock back up. @Bridge Buzz SG

Designing a reversal on record weekly volume and stellar earnings $Figma(FIG.US)

The market narrative is increasingly shifting toward a coordinated pro-growth, pro-AI policy backdrop, with US-China détente, clearer crypto regulation, and sustained hyperscaler spending reinforcing confidence across the AI supply chain. However, parabolic price action across semis and adjacent infrastructure also raises near-term positioning risk, especially after rapid multi-name re-ratings. A balanced approach may favour selective exposure to structural beneficiaries — AI infrastructure, data-centre enablers, and commodity-linked cashflow names — over indiscriminate momentum chasing. In Singapore, dispersion is widening sharply, suggesting active sector rotation and earnings selectivity may outperform broad indexing in this phase.