Figma Q2 Earnings Call Puts AI Monetization Broadening in Focus

FIG raises its 2026 revenue outlook as AI credit use broadens, while Q3 guidance and beta-product costs keep monetization and margins in focus.

Zacks Investment Research • 18 hours ago

How Figma Stock Jumped 37.4% Last Month

Figma's July gain came almost entirely from index-fund buying, short covering, and sector rotation, not company news. OpenAI's Presence launch on July 22 knocked down enterprise software broadly, dragging Figma with it before a late-month rebound.

The Motley Fool • Aug 10, 2026

Figma Q2 Earnings Call Highlights

Figma NYSE: FIG reported second-quarter 2026 revenue of $370 million, up 48% from a year earlier, as the company recorded its third consecutive quarter of accelerating growth and its first full quarter of AI credit monetization.

MarketBeat • Aug 8, 2026

‘SaaSpocalypse' debate intensifies as software stocks swing wildly

The past week saw massive moves in both directions for software stocks, as investors try to figure out which names are best insulated from artificial intelligence. Airtable, a one-time highflyer among cloud software startups, agreed to be acquired for about one-tenth of its peak valuation.

CNBC • Aug 7, 2026

Figma: AI Credit Sales Bolster Growth, 'Buy' The Dip

Figma remains a contrarian "Buy," offering hyper-growth, strong net retention, and reasonable valuation despite recent share price weakness and market skepticism. FIG posted Q2 revenue growth of 48% y/y to $370.1 million, beating expectations, with net dollar retention at an exceptional 136% and gross margins reaching 85%. AI-driven agentic features and credit monetization are driving deeper customer engagement and supporting both top-line acceleration and margin expansion.

Seeking Alpha • Aug 7, 2026

Figma stock dropped after earnings: here's why it may rebound soon

Figma stock dropped sharply after the company published its earnings report, which showed that its artificial intelligence costs soared. FIG dropped to $22.3, down substantially from this week's high of $27.80.

Invezz • Aug 6, 2026

Why Figma Stock Just Sank

Figma beat revenue and earnings estimates, but its cost of revenue surged 117% as AI infrastructure expenses outpaced growth. Third-quarter guidance implies a significant slowdown to 36% revenue growth, and two C-suite executives are departing.

The Motley Fool • Aug 6, 2026

Figma's CTO Sells 261,000 Shares for $6.6 Million. Here's What That Means for Investors.

The disposition generated proceeds of ~$6.6 million based on the weighted average execution price on July 29, 2026. This transaction represented 3% of the insider's total equity holdings.

The Motley Fool • Aug 6, 2026

Figma says it's hiring less because of AI. Wall Street doesn't seem impressed

Shares of Figma Inc (NYSE: FIG) are down more than 14% in premarket trading on Thursday as investors appear to be having doubts about its heavy investments in AI.

Fast Company • Aug 6, 2026

Figma Is Betting on AI's Next Workflow

Figma delivered another quarter of accelerating growth as customers deepen their investment in AI-powered design and development tools. CEO Dylan Field joins Bloomberg to discuss how enterprises are adapting their AI workflows and why Figma is investing aggressively in AI agents and code generation.

Bloomberg Technology • Aug 6, 2026