To The Moon

$Figma(FIG)$ Figma (FIG): A Design Revolution Poised for a Triumphant Rebound

On September 3, 2025, Figma Inc. (NYSE: FIG) has taken a 15% hit, dipping below $60 following the announcement of an extended lock-up expiration for 35% of investors’ shares. Yet, beneath this market turbulence lies a golden opportunity for savvy investors. Figma’s recent Q2 2025 earnings, which surpassed revenue expectations with $249.6 million (against $248.8 million forecasted) and achieved breakeven earnings per share—up from a $827.9 million loss in Q2 2024—paint a picture of a company on the brink of greatness. With a net income of $846,000 and bullish guidance for Q3 and the full year, Figma is not just surviving; it’s thriving. Here’s why this dip is a buy signal for a stock destined to soar.

A Profitability Milestone Ignites Growth

Figma’s transition to breakeven earnings per share in Q2 2025 is a watershed moment, signaling the end of its burn-and-build phase and the dawn of sustainable profitability. The 41% year-over-year revenue growth to $249.6 million, coupled with a 61% surge in gross profit to $222 million and an 88.8% gross margin, showcases operational excellence. The company’s enterprise customer base—11,906 clients with ARR over $10,000, up 31%, and 1,119 with ARR over $100,000, up 42%—underscores a robust demand for its collaborative design tools. With Q3 guidance of at least $263 million (up 33%) and a cash reserve of $154 million, Figma has the firepower to fuel innovation, making its current valuation of $33.369 billion a steal at a forward P/E of 370.37.

The Lock-Up Extension: A Strategic Masterstroke

The 15% plunge triggered by the lock-up extension for 35% of shares might spook some, but I see it as a brilliant strategic move. By delaying the expiration into early 2026, Figma’s insiders are signaling unwavering confidence in the company’s long-term vision, preventing a flood of shares that could capsize its stock price. This extension buys time for Figma to capitalize on its AI-driven products like Figma Buzz and expanding enterprise adoption, turning potential volatility into a controlled ascent. Far from a red flag, this is a green light for investors, ensuring stability as the company scales to new heights.

A Design Empire in the Making

Figma is not just a design tool—it’s the architect of a new creative economy. Its cloud-based platform, enhanced by AI integrations, positions it as the go-to solution for teams worldwide, outpacing competitors like Adobe XD. The 42% growth in high-value clients reflects a shift toward enterprise reliance on Figma’s real-time collaboration, a trend set to accelerate as remote work persists. With a projected market for design software exceeding $100 billion by 2030, Figma’s 88.8% gross margin and scalable model suggest it could capture a dominant share, potentially doubling its revenue to over $500 million annually within three years. At its current dip, this growth story is undervalued.

Turning a Dip into a Launchpad

The 15% drop, likely pushing FIG toward $50-$55, is a market overreaction to the lock-up news, not a reflection of fundamentals. With a 52-week range of $64.55-$142.92 and a recent high of $68.13, the stock is nearing a strong support level around $50. Analysts’ $74.29 target, implying a 37% upside from $54, underestimates its potential. I foresee Figma rebounding to $90 within 12 months, driven by earnings momentum and AI adoption, with a long-term target of $120 by 2027 as it solidifies its market leadership. The current price dip is a rare entry point for investors willing to look beyond the noise.

Resilience Amid Market Waves

Skeptics may cite the lock-up extension and past losses, but Figma’s resilience shines through. Its $154 million cash position and low debt of $66.78 million provide a buffer against volatility, while the Fed’s anticipated September 17-18 rate cut could further boost tech stocks. The company’s shift to breakeven, paired with a 33% Q3 growth forecast, outpaces industry averages, proving its ability to weather storms. With a stop-loss at $45 and a target of $90, the risk-reward ratio favors bold action now.

The Bullish Vision for FIG

Figma (FIG) at $54-$60 is a design revolution in the making, transformed by a profitability milestone and a savvy lock-up strategy. This 15% dip is a buying opportunity for those who see beyond the headlines, with a clear path to $90 in 12 months and $120 by 2027. As the creative backbone of the digital age, Figma’s AI-driven growth and enterprise dominance promise outsized returns. Seize this moment—FIG is poised to paint a masterpiece of wealth for its investors.

Disclaimer: Investing involves risks, and past performance is not indicative of future results. Always conduct your own research and consider consulting a financial advisor before making investment decisions.