3 Contrarian Trades for a Market That Looks Too Hot

With major indexes near all-time highs and the rally expanding into more corners of the market, TradeSmith's Jeff Clark says those opportunities have become harder to find. That has pushed the longtime options trader into a more defensive position as the market heads toward September and October, historically challenging months for stocks.

MarketBeat • Aug 25, 2026

Software Stocks Are Bouncing Back From AI Fears. BofA Sees More Gains Ahead.

BofA Securities analyst Tal Liani raised the price targets on 10 software stocks on Wednesday.

Barrons • Aug 19, 2026

Figma stock is rising: a golden opportunity to buy at a bargain price?

Figma stock has rebounded modestly in the past few weeks and is showing signs of bottoming. FIG jumped to $26.35 on Thursday, up from the double-bottom level of $16.80.

Invezz • Aug 14, 2026

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 • Aug 11, 2026

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