🎨 Figma: $65 Floor or $75 Fair Value?-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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🎨 Figma: $65 Floor or $75 Fair Value?

Isleigh
2025-08-26

JPMorgan kicked off coverage with a Neutral rating and $65 PT, while FactSet consensus leans more bullish with a $75 average target. After the downgrade, Figma dipped ~5% to ~$70.9. So which side holds more weight?

🔎 Macro Drivers

Rates & Tech Sentiment: Powell's dovish Jackson Hole tilt supports growth stocks, but higher-for-longer risk lingers.

IPO Supply: With new listings (Bullish, CoreWeave) competing for flows, appetite for Figma may be thinner in the near term.

Sector Multiple Compression: SaaS names remain sensitive to rate expectations and earning revisions.

📊 Near-Term Outlook

Bullish Case: If tech sentiment stays firm and SaaS peers (CRM, NOW, ADBE) rebound, Figma can push back toward $74–76.

Bearish Case: If Nasdaq chops lower into early September, Figma risks testing $65–67 support.

📅 Prediction Timeline

This Week: Chop between $69–73.

Sep: If growth bid returns, recovery to ~$75 base case.

Q4: Seasonal tailwinds + SaaS adoption momentum could lift Figma toward $80–82, unless rates reprice higher.

✅ Takeaway

$65 looks more like support than fair value, with upside bias toward $75+ if macro conditions remain supportive. But in the short term, traders should expect range-bound chop while the market digests new IPO flows.

I'm not a financial advisor. Trade wisely, Comrades!

# NVIDIA Galaxy Soaring: Can CoreWeave and Nebius Outperform?

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Meet0
·2025-08-26
Your insights are spot on! Watching how tech sentiment shifts will be crucial for Figma's next move.
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Can Nvidia’s rally extend even further?\n2. With Nvidia hitting new highs, can Coreweave or Nebius outperform?\n3. What's the best choice to catch Nvidia's wave?","image":"https://community-static.tradeup.com/news/9cead33fc780ed7519af17f17785b6ce"}],"images":[{"img":"https://community-static.tradeup.com/news/e3c099fa37d0992f6896f8e62c6e6ef8","width":"1079","height":"941"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/e3c099fa37d0992f6896f8e62c6e6ef8","width":"1079","height":"941"}],"title":"\n🎨 Figma: $65 Floor or $75 Fair Value?","html":"<html><head></head><body><p>JPMorgan kicked off coverage with a Neutral rating and $65 PT, while FactSet consensus leans more bullish with a $75 average target. After the downgrade, Figma dipped ~5% to ~$70.9. So which side holds more weight?</p>\n<p>🔎 Macro Drivers</p>\n<p>Rates &amp; Tech Sentiment: Powell's dovish Jackson Hole tilt supports growth stocks, but higher-for-longer risk lingers.</p>\n<p>IPO Supply: With new listings (Bullish, CoreWeave) competing for flows, appetite for Figma may be thinner in the near term.</p>\n<p>Sector Multiple Compression: SaaS names remain sensitive to rate expectations and earning revisions.</p>\n<p>📊 Near-Term Outlook</p>\n<p>Bullish Case: If tech sentiment stays firm and SaaS peers (CRM, NOW, ADBE) rebound, Figma can push back toward $74–76.</p>\n<p>Bearish Case: If Nasdaq chops lower into early September, Figma risks testing $65–67 support.</p>\n<p>📅 Prediction Timeline</p>\n<p>This Week: Chop between $69–73.</p>\n<p>Sep: If growth bid returns, recovery to ~$75 base case.</p>\n<p>Q4: Seasonal tailwinds + SaaS adoption momentum could lift Figma toward $80–82, unless rates reprice higher.</p>\n<p>✅ Takeaway</p>\n<p>$65 looks more like support than fair value, with upside bias toward $75+ if macro conditions remain supportive. But in the short term, traders should expect range-bound chop while the market digests new IPO flows.</p>\n<p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://community-static.tradeup.com/news/e3c099fa37d0992f6896f8e62c6e6ef8\" tg-width=\"1079\" tg-height=\"941\"><span></span></p>\n<p>I'm not a financial advisor. Trade wisely, Comrades!</p></body></html>","htmlText":"<html><head></head><body><p>JPMorgan kicked off coverage with a Neutral rating and $65 PT, while FactSet consensus leans more bullish with a $75 average target. After the downgrade, Figma dipped ~5% to ~$70.9. So which side holds more weight?</p>\n<p>🔎 Macro Drivers</p>\n<p>Rates &amp; Tech Sentiment: Powell's dovish Jackson Hole tilt supports growth stocks, but higher-for-longer risk lingers.</p>\n<p>IPO Supply: With new listings (Bullish, CoreWeave) competing for flows, appetite for Figma may be thinner in the near term.</p>\n<p>Sector Multiple Compression: SaaS names remain sensitive to rate expectations and earning revisions.</p>\n<p>📊 Near-Term Outlook</p>\n<p>Bullish Case: If tech sentiment stays firm and SaaS peers (CRM, NOW, ADBE) rebound, Figma can push back toward $74–76.</p>\n<p>Bearish Case: If Nasdaq chops lower into early September, Figma risks testing $65–67 support.</p>\n<p>📅 Prediction Timeline</p>\n<p>This Week: Chop between $69–73.</p>\n<p>Sep: If growth bid returns, recovery to ~$75 base case.</p>\n<p>Q4: Seasonal tailwinds + SaaS adoption momentum could lift Figma toward $80–82, unless rates reprice higher.</p>\n<p>✅ Takeaway</p>\n<p>$65 looks more like support than fair value, with upside bias toward $75+ if macro conditions remain supportive. But in the short term, traders should expect range-bound chop while the market digests new IPO flows.</p>\n<p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://community-static.tradeup.com/news/e3c099fa37d0992f6896f8e62c6e6ef8\" tg-width=\"1079\" tg-height=\"941\"><span></span></p>\n<p>I'm not a financial advisor. Trade wisely, Comrades!</p></body></html>","text":"JPMorgan kicked off coverage with a Neutral rating and $65 PT, while FactSet consensus leans more bullish with a $75 average target. After the downgrade, Figma dipped ~5% to ~$70.9. So which side holds more weight? 🔎 Macro Drivers Rates & Tech Sentiment: Powell's dovish Jackson Hole tilt supports growth stocks, but higher-for-longer risk lingers. IPO Supply: With new listings (Bullish, CoreWeave) competing for flows, appetite for Figma may be thinner in the near term. Sector Multiple Compression: SaaS names remain sensitive to rate expectations and earning revisions. 📊 Near-Term Outlook Bullish Case: If tech sentiment stays firm and SaaS peers (CRM, NOW, ADBE) rebound, Figma can push back toward $74–76. Bearish Case: If Nasdaq chops lower into early September, Figma risks testing $65–67 support. 📅 Prediction Timeline This Week: Chop between $69–73. Sep: If growth bid returns, recovery to ~$75 base case. Q4: Seasonal tailwinds + SaaS adoption momentum could lift Figma toward $80–82, unless rates reprice higher. ✅ Takeaway $65 looks more like support than fair value, with upside bias toward $75+ if macro conditions remain supportive. But in the short term, traders should expect range-bound chop while the market digests new IPO flows. I'm not a financial advisor. Trade wisely, Comrades!","highlighted":1,"essential":1,"paper":2,"likeSize":5,"commentSize":1,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/471591395910072","repostId":0,"isVote":1,"tweetType":1,"viewCount":1033,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":1104,"optionInvolvedFlag":true,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":471636313776728,"commentId":"471636313776728","gmtCreate":1756182854081,"gmtModify":1756199718000,"authorId":3479274734601276,"author":{"id":3479274734601276,"idStr":"3479274734601276","authorId":3479274734601276,"name":"Meet0","avatar":"https://static.tigerbbs.com/3776235f8fbc22077e8df03b2522caf3","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":471591395910072,"objectIdStr":"471591395910072","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Your insights are spot on! Watching how tech sentiment shifts will be crucial for Figma's next move.","text":"Your insights are spot on! Watching how tech sentiment shifts will be crucial for Figma's next move.","html":"Your insights are spot on! Watching how tech sentiment shifts will be crucial for Figma's next move.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}