tech
February 18, 2026
Figma stock jumps 17% as company sees AI monetization accelerating growth
The design software company maintained its gross margin even as more people adopted the Figma Make artificial intelligence tool.
TL;DR
- Figma's shares increased significantly after reporting earnings and guidance that surpassed analyst expectations.
- Fourth-quarter revenue grew 40% year over year, reaching $303.8 million.
- The company projects first-quarter revenue between $315 million and $317 million, implying 38% growth.
- Figma anticipates substantial revenue growth through 2026, with projections of $1.366 billion to $1.374 billion.
- Figma Make, an AI tool for creating app prototypes, saw weekly active users increase by 70% and had over half of high-spending customers using it weekly.
- The company is implementing monthly AI credit limits to monetize AI usage, starting in March.
- Figma announced a collaboration with ServiceNow to convert designs into applications.
- Despite increased AI tool usage, Figma maintained an adjusted gross margin of 86%.
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