Movement Alert｜Figma Falls 5.09% in Regular Trading, Application Software Sector Broadly Declining as AI Inference Cost Concerns Persist

Market Focus09-03

On September 3, Figma fell 5.09% in regular trading, trading at $25.805/share, with turnover of $158 million. The stock declined in tandem with broad-based weakness across the application software sector.

On the news front, the application software sector experienced widespread selling pressure, with Palantir down 6.69%, Datadog down 5.83%, and Salesforce down 1.56%. Figma has remained under sustained pressure since its Q2 earnings release in early August. While Q2 revenue of $370.1 million (+48% YoY) and adjusted EPS of $0.08 both exceeded consensus expectations, and the company raised its full-year revenue guidance to $1.463–$1.467 billion, elevated AI inference costs drove revenue costs up 117% YoY, widening the GAAP operating loss to $117.3 million and compressing free cash flow margin from 24% to 14%. Institutional sentiment also remains divided, with BofA raising its target price to $33 from $30, while Morgan Stanley lowered its target to $33 from $38 and maintained an Equal-weight rating. CEO Dylan Field voluntarily forfeited approximately $46 million in stock awards in an effort to restore investor confidence.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

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