To The Moon

In February, the SaaS sector saw roughly $285 billion in market cap erased, yet $Figma(FIG)$ Q4 revenue growth accelerated from 38% to 40%, achieving counter-cyclical reacceleration amid broad industry slowdown. Despite strong earnings, the stock surged 16% in after-hours trading before reversing and closing off highs. Figma is still down 36% year-to-date. A key metric: 136% net dollar retention (NDR), the highest in nearly 10 quarters. This indicates existing customers are not only staying but meaningfully increasing spending. AI monetization is another critical variable. The company plans to begin charging for AI features in March, supported by high engagement from large enterprise customers. Management emphasized that AI will enhance—not replace

🚀 Figma Jumps 16% — This Isn’t Just an Earnings Beat, It’s an AI Platform Moment Figma just delivered what growth investors have been waiting for: proof that AI is not cannibalizing creative software — it’s accelerating it. Let’s break this down. ⸻ 🔥 The Numbers: Clear Acceleration • Q4 Revenue: $303.8M (+40% YoY) • Adj. EPS: $0.08 vs. $0.06 consensus • Q1 Guide: $315–$317M (above expectations) • FY2026 Guide: Up to $1.374B This wasn’t just a beat. This was acceleration + raised forward visibility — the combo the market pays up for. At nearly $1.4B forward revenue, Figma is transitioning from high-growth disruptor to scaled platform — and doing it profitably. ⸻ 🤖 The AI Question: Threat or Tailwind? Many feared AI tools would commoditize design. Instead, Figma is embedding AI inside the wo

Figma's impressive Q4 earnings report, with 40% revenue growth and a significant beat on adjusted EPS, has certainly sent a positive signal to investors, as evidenced by the nearly 16% jump in premarket shares. The guidance for Q1 and FY2026 also exceeded expectations, suggesting a strong momentum for the company. The acceleration in AI traction, with a 70% QoQ increase in Figma Make weekly active users, is particularly noteworthy. This, combined with strategic partnerships with Anthropic and OpenAI, reinforces Figma's position as a leader in the AI-enhanced design and collaboration space. As for whether Figma is proving that AI enhances its offerings, the numbers seem to suggest a positive correlation. The company's ability to integrate AI capabilities into its platform appears to be driv

$Figma(FIG)$ Figma’s results strongly support a growing market narrative: AI is enhancing productivity software rather than replacing it. The key question now is valuation versus durability of growth. 1. What the earnings actually show The quality of the beat matters more than the headline numbers. Structural positives 40% revenue growth at Figma’s scale suggests expansion within existing enterprise customers, not just new sign-ups. AI usage translating into engagement: Figma Make WAU +70% QoQ indicates AI features are driving creation activity, which historically leads to higher seat expansion and pricing power. Partnerships with Anthropic and OpenAI position Figma as a workflow layer, not merely a design tool. That widens its moat inside product

$Figma(FIG)$ Bought during the recent Bitcoin dip🤣

Hello everyone! Today i want to share some technical analysis with you! 1. In the last 12 months: $Hims & Hers Health Inc.(HIMS)$ stock: -73% Insider sells: $168.7M Insider buys: $0 Where's the conviction? Image 2. $Invesco QQQ(QQQ)$ Weekly TTM Squeeze hasn't lasted this long since 2023. Ticking time bomb. Image 3. $Carvana Co.(CVNA)$ DRIVING STRAIGHT OFF A CLIFF Image 4. 🟢 $Figma(FIG)$ +17% EARNINGS RIPPER Image 5. $DoorDash, Inc.(DASH)$ It all makes sense now. Image 6. Aerospace & Defense was the theme pre-market. $Rocket Lab USA, I

$Figma(FIG)$ released its Q4 2025 earnings results on February 18, 2026, at 4:00 PM ET, and the market’s reaction has been a loud sigh of relief. After a brutal start to the year where the stock dropped roughly 40%, these results have acted as a powerful "de-risking" event for the software sector. The core narrative shifts from "AI will replace software" to "AI is supercharging software usage." Figma (FIG) Q4 2025 Earnings Analysis Figma’s performance silenced skeptics who feared that generative AI would cannibalize the design profession. Instead, the data suggests AI is driving deeper enterprise adoption. Key Highlights: AI Monetization: Figma revealed that 30% of their enterprise customers ($100k+ ARR) are now using "Figma Make" (their AI design

Last Week's Recap 1. The US Market - U.S. Stock Market Faces Downward trend Amid Mixed Economic Signals Downward trend:The major U.S. stock indexes fell around 1% to 2% as shifting narratives about AI prospects and technology stocks continued to drive the broader market. Jobs resilience:U.S. jobs growth in more than double exceeded expectations, helping to ease recent concerns about labor market weakness. Inflation moderation:CPI rose at an annual rate of 2.4% in January, down from 2.7% the previous month, and the lowest figure since May 2025. Earnings outperformance: Nearly three-quarters completed earnings release, overall earnings growth remained well above analysts’ expectations. Yields fall from about 4.20% to 4.05%: Prices of U.S. government bonds rose, sending yields lower, after so

$Figma(FIG)$   $Hut 8 Mining Corp(HUT)$   $Robinhood(HOOD)$   After back to back performance $Application Software(BK4023)$ 2024 in line position, all trade market could be rise to get more high level position.  Meanwhile bitcoin performance this years downtrend from cycle time frame every 4 years and  this is great momentum for new gap point on historical records performance.  ■ soon possible trade market could be normally and get point back after Q2, that means from volatility index have cycle time to high more with indicator tools. ■ Impact from bitcoin performance in Q1 s

The upcoming Figma earnings report on February 18 is highly anticipated, especially given the recent AI-driven selloff in the software sector. The focus has indeed shifted from growth-at-all-costs to more nuanced metrics such as pricing power, enterprise demand, and competitive positioning against AI-native design tools. Expectations for Figma's Earnings Revenue Growth & Net Retention Rate: Expectation: A moderate slowdown in revenue growth due to the current economic climate and increased competition from AI-driven design tools. However, the net retention rate is expected to remain strong, indicating loyal customer base and successful upselling/cross-selling efforts. Bull Case: Figma surprises with better-than-expected revenue growth, driven by strong enterprise adoption and

🚀 Figma Jumps 16% — This Isn’t Just an Earnings Beat, It’s an AI Platform Moment Figma just delivered what growth investors have been waiting for: proof that AI is not cannibalizing creative software — it’s accelerating it. Let’s break this down. ⸻ 🔥 The Numbers: Clear Acceleration • Q4 Revenue: $303.8M (+40% YoY) • Adj. EPS: $0.08 vs. $0.06 consensus • Q1 Guide: $315–$317M (above expectations) • FY2026 Guide: Up to $1.374B This wasn’t just a beat. This was acceleration + raised forward visibility — the combo the market pays up for. At nearly $1.4B forward revenue, Figma is transitioning from high-growth disruptor to scaled platform — and doing it profitably. ⸻ 🤖 The AI Question: Threat or Tailwind? Many feared AI tools would commoditize design. Instead, Figma is embedding AI inside the wo

$Figma(FIG)$ released its Q4 2025 earnings results on February 18, 2026, at 4:00 PM ET, and the market’s reaction has been a loud sigh of relief. After a brutal start to the year where the stock dropped roughly 40%, these results have acted as a powerful "de-risking" event for the software sector. The core narrative shifts from "AI will replace software" to "AI is supercharging software usage." Figma (FIG) Q4 2025 Earnings Analysis Figma’s performance silenced skeptics who feared that generative AI would cannibalize the design profession. Instead, the data suggests AI is driving deeper enterprise adoption. Key Highlights: AI Monetization: Figma revealed that 30% of their enterprise customers ($100k+ ARR) are now using "Figma Make" (their AI design

Figma's impressive Q4 earnings report, with 40% revenue growth and a significant beat on adjusted EPS, has certainly sent a positive signal to investors, as evidenced by the nearly 16% jump in premarket shares. The guidance for Q1 and FY2026 also exceeded expectations, suggesting a strong momentum for the company. The acceleration in AI traction, with a 70% QoQ increase in Figma Make weekly active users, is particularly noteworthy. This, combined with strategic partnerships with Anthropic and OpenAI, reinforces Figma's position as a leader in the AI-enhanced design and collaboration space. As for whether Figma is proving that AI enhances its offerings, the numbers seem to suggest a positive correlation. The company's ability to integrate AI capabilities into its platform appears to be driv

Hello everyone! Today i want to share some technical analysis with you! 1. In the last 12 months: $Hims & Hers Health Inc.(HIMS)$ stock: -73% Insider sells: $168.7M Insider buys: $0 Where's the conviction? Image 2. $Invesco QQQ(QQQ)$ Weekly TTM Squeeze hasn't lasted this long since 2023. Ticking time bomb. Image 3. $Carvana Co.(CVNA)$ DRIVING STRAIGHT OFF A CLIFF Image 4. 🟢 $Figma(FIG)$ +17% EARNINGS RIPPER Image 5. $DoorDash, Inc.(DASH)$ It all makes sense now. Image 6. Aerospace & Defense was the theme pre-market. $Rocket Lab USA, I

$Figma(FIG)$ Figma’s results strongly support a growing market narrative: AI is enhancing productivity software rather than replacing it. The key question now is valuation versus durability of growth. 1. What the earnings actually show The quality of the beat matters more than the headline numbers. Structural positives 40% revenue growth at Figma’s scale suggests expansion within existing enterprise customers, not just new sign-ups. AI usage translating into engagement: Figma Make WAU +70% QoQ indicates AI features are driving creation activity, which historically leads to higher seat expansion and pricing power. Partnerships with Anthropic and OpenAI position Figma as a workflow layer, not merely a design tool. That widens its moat inside product

In February, the SaaS sector saw roughly $285 billion in market cap erased, yet $Figma(FIG)$ Q4 revenue growth accelerated from 38% to 40%, achieving counter-cyclical reacceleration amid broad industry slowdown. Despite strong earnings, the stock surged 16% in after-hours trading before reversing and closing off highs. Figma is still down 36% year-to-date. A key metric: 136% net dollar retention (NDR), the highest in nearly 10 quarters. This indicates existing customers are not only staying but meaningfully increasing spending. AI monetization is another critical variable. The company plans to begin charging for AI features in March, supported by high engagement from large enterprise customers. Management emphasized that AI will enhance—not replace

$Figma(FIG)$ Bought during the recent Bitcoin dip🤣

Last Week's Recap 1. The US Market - U.S. Stock Market Faces Downward trend Amid Mixed Economic Signals Downward trend:The major U.S. stock indexes fell around 1% to 2% as shifting narratives about AI prospects and technology stocks continued to drive the broader market. Jobs resilience:U.S. jobs growth in more than double exceeded expectations, helping to ease recent concerns about labor market weakness. Inflation moderation:CPI rose at an annual rate of 2.4% in January, down from 2.7% the previous month, and the lowest figure since May 2025. Earnings outperformance: Nearly three-quarters completed earnings release, overall earnings growth remained well above analysts’ expectations. Yields fall from about 4.20% to 4.05%: Prices of U.S. government bonds rose, sending yields lower, after so

The upcoming Figma earnings report on February 18 is highly anticipated, especially given the recent AI-driven selloff in the software sector. The focus has indeed shifted from growth-at-all-costs to more nuanced metrics such as pricing power, enterprise demand, and competitive positioning against AI-native design tools. Expectations for Figma's Earnings Revenue Growth & Net Retention Rate: Expectation: A moderate slowdown in revenue growth due to the current economic climate and increased competition from AI-driven design tools. However, the net retention rate is expected to remain strong, indicating loyal customer base and successful upselling/cross-selling efforts. Bull Case: Figma surprises with better-than-expected revenue growth, driven by strong enterprise adoption and

$Figma(FIG)$   $Hut 8 Mining Corp(HUT)$   $Robinhood(HOOD)$   After back to back performance $Application Software(BK4023)$ 2024 in line position, all trade market could be rise to get more high level position.  Meanwhile bitcoin performance this years downtrend from cycle time frame every 4 years and  this is great momentum for new gap point on historical records performance.  ■ soon possible trade market could be normally and get point back after Q2, that means from volatility index have cycle time to high more with indicator tools. ■ Impact from bitcoin performance in Q1 s