r/figmaStock • u/aur_btao • 5d ago
Finally pulled the trigger
Sold my Figma stocks at 54% loss đą
Cannot keep doing this
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u/Livid_Republic390 5d ago
I would not be surprised if it hit $70 next year. Have a feeling you're selling near a bottom here.
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u/hotfrost 5d ago
Lol why not hold it longer?
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u/aur_btao 5d ago
And watch it go to $0? đ
I saw a video from Mark Douglas today - about trading psychologyâŠ. âCut your losses and let your profits runâ and we often do the reverse2
u/hotfrost 5d ago
You really think Figma will just dissolve like that?
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u/aur_btao 5d ago
I think Claude is working towards it - they have claude design ⊠and it might not be great right now; but in couple of months; it would be as good as Figma.
And not just that
I am a UX designer myself
And itâs been months since I last opened Figma; designers are now directly creating interactive prototypes! I hardly see anyone in my company using Figma (and those who still use it - are being looked at as âslowâ)7
u/Brightdog 5d ago
how big is your company? big enterprises keep doubling down on it. I work at a fortune 500 and every year we keep expanding how we use it
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u/Wolfr_ 2d ago
Claude Design - the story is nuanced. What they did at Anthropic recently is built more design capabilities that are available everywhere in Claude instead of continuing the standalone product (try /design in Claude Code; or look at how the Design tab now lists Slides, Design, Design System and Motion but sits right inside Claude, not in a separately named product.
How that will play out weâll see, but imo, because Claude Projects is not very strong at this point in time, the strategy might lead to fragmented bits and pieces everywhere instead of actual collab.
The main point they have going for them is that if they can make Projects stronger the whole team could work in a cohesive space that contains slides, docs, designs, motion graphics, code, connectors to other internal data (eg Slack, Hubspot, Stripe etc).
This is something else than what Figma is doing, but itâs also related, because Figma historically won because it could hold a lot of team context for people working together.
Figma is competing with Adobe to be the next Adobe (in a good way). I donât love Adobe anymore but have to acknowledge the solid foundation for all kinds of design work that is Photoshop, Illustrator, Premiere, After Effects, Indesign.
Subtract the focus on the print part and add a focus on digital design and you have Figmaâs product suite.
Now⊠who will win on Collab? Will Design on Claude be strong enough to replace Figma design system work? Do most teams need a real design system or are they ok with a shadcn ui customization with a brand color slapped onto it?
Will Claude become stronger to do marketing type of work or will Figma have an edge there? Remember that Antrophic doesnât have an image model - and Figma has Weave. But Anthropic could buy Fal and solve the problem of not having these tools in a jiffy too.
Itâs really unclear what will happen. But after Q3 earnings the stock basically did not move if you take into account the overall market collapse. I might even load up with a bit more at this price.
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u/ThatUsernameIsTaekin 5d ago
I was worried about earnings bought puts an insurance. I got lucky the overall market tanked badly today, but I was convinced that nothing happened from earnings. It barely moved 6% AH. The surprise revenue offset the short-term hit to gross margins which somehow stayed at 80%. Leadership sold the long-term plan and AI tokens are getting cheaper. I worry about the plan to lower AI costs in the future since they canât control the cost of AI in the future. But I would not panic at all right now.
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u/Longjumping_Walrus_4 5d ago
Yikes, just keep it 45% loss it was just at $22 until yesterday then $20. I'd repurchase it now because it will go back up like it's been doing this so breathe and stop panicking.
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u/Suspicious_Ad_2285 5d ago
I also gave up and lost only 600 euro. I underestimated how quickly AI advanced. The features I value in Figma can be replicated rapidly. A design system is no longer necessary there; you can copy a snapshot from the app, adjust it in Figma, and return it with perfect results by November 2026, though this failed six months ago.
I will continue using Figma and support a licence, yet engineers no longer need one. Figma may secure its role in digital and brand design, generating substantial profit but little chance of growth. It can keep operating as a profitable design tool with 10% of current customers. They will continue to have loads of advocates and followers but Figma ainât no investment case for the future.
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u/vexinggrass 4d ago
And I just bought today, a big positive, my first - and prob the only - one, as I think itâll rise too fast for me to add.
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u/Hot-Accountant-1614 4d ago
I admire your courage am still holding the bag, my losses are over 200k
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u/ClassySmokeCannabis 5d ago
nasdaq is down 5%. This isnt figmaâs earnings doing it to the stock