Movement Alert｜Figma Falls 5.04% in Regular Trading, Application Software Sector Broadly Weak as AI Inference Cost Concerns Persist

Market Focus09-04 21:48

On September 4, Figma fell 5.04% in regular trading to $23.95 per share, with turnover of approximately $62.10 million. The stock continued its downward trajectory alongside a broad selloff in the application software sector.

The decline was driven by two overlapping factors. First, the application software sector came under significant pressure, with Adobe falling 7.3%, Circle Internet down 4.73%, BitMine Immersion Technologies down 5.37%, Strategy down 2.99%, and Palantir down 2.82%, creating a weak sector backdrop that amplified selling in Figma. Second, Figma has remained under sustained pressure since its Q2 earnings release. Although Q2 revenue of $370.1 million (up 48% YoY) and adjusted EPS of $0.08 both significantly beat expectations, and full-year revenue guidance was raised to $1.463–$1.467 billion, surging AI inference costs drove a 117% YoY increase in cost of revenue. GAAP operating losses widened to $117.3 million, while free cash flow margin contracted sharply from 24% to 14% year-over-year. Analyst sentiment remains divided, with Morgan Stanley maintaining an equalweight rating at a $33 target while BofA raised its target to $33 from $30.

(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.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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