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Figma stock jumps 15% as company sees AI monetization accelerating growth
Figma reports 40% revenue growth in Q4 and plans monthly AI usage billing and subscription credits to monetize AI tool usage while cutting infrastructure costs.
- On Wednesday, Figma shares jumped 15% in extended trading after reporting adjusted EPS of 8 cents and revenue of $303.8 million, beating expectations.
- Figma said it will monetize AI by charging clients based on monthly usage or AI credit subscriptions, and will enforce monthly AI credit limits starting in March.
- Management said infrastructure optimizations cut Make costs, and Make weekly active users rose 70% while gross margin stayed at 86%.
- Despite the stock pop, Figma shares remain down about 35% year to date while the iShares Expanded Tech-Software Sector Exchange-Traded Fund has slipped 22%, and investors worry generative AI could weaken software growth amid a $226.6 million net loss.
- Guidance and cost cuts position Figma to scale AI monetization, with partnerships with Anthropic, Google, and ServiceNow supporting fiscal 2026 guidance of $1.366 billion to $1.374 billion in revenue.
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Total News Sources13
Leaning Left2Leaning Right0Center6Last UpdatedBias Distribution75% Center
Bias Distribution
- 75% of the sources are Center
75% Center
L 25%
C 75%
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