Shares of Figma rose about 14% in premarket trading after the software design company projected revenue above Wall Street estimates and highlighted its artificial intelligence strategy. The company forecast 2026 revenue between $1.36 billion and $1.37 billion, exceeding analysts’ expectations of $1.29 billion, according to LSEG data.
Figma has integrated AI tools across its platform, allowing users to move from ideation and design to coding and deployment within a single workflow. The push mirrors similar efforts by rival Adobe, as both companies compete for enterprise and freelance customers.
Beginning in March, Figma will introduce a hybrid monetization model that includes selling AI credits to users who exceed built-in usage limits. Chief Financial Officer Praveer Melwani said the company will enforce credit caps and offer paid add-ons for high-volume users.
Executives have cautioned that increased AI investment, operating expenses, and stock-based compensation may pressure margins. If gains hold, Figma could add more than $1.7 billion to its market value, reflecting investor confidence in its AI-driven growth strategy.
