RBC Capital Predicts Growth for AI-Ready Software Firms Like Figma (FIG) as Enterprise Spending Stabilizes

1 day ago 1

Maham Fatima

Sat, January 10, 2026 astatine 1:21 PM CST 2 min read

Figma Inc. (NYSE:FIG) is 1 of the oversold stocks to bargain now. On January 5, RBC Capital expert Rishi Jaluria lowered the firm’s terms people connected Figma to $38 from $65 and kept a Sector Perform standing connected the shares. The steadfast believes that 2026 volition beryllium a pivotal twelvemonth wherever companies prepared for endeavor AI adoption acquisition important growth, portion those lagging whitethorn conflict against the cognition that AI is making accepted bundle obsolete. Although absorption teams are issuing blimpish guidance for aboriginal 2026, endeavor spending is opening to stabilize and amended successful definite sectors, with GenAI continuing to substance innovation.

In Q3 2025, Figma Inc. (NYSE:FIG) achieved a important milestone by crossing a $1 cardinal yearly gross tally rate, fueled by a 38% year-over-year gross summation to $274.2 million. This show exceeded erstwhile guidance and was driven mostly by the accelerated adoption of AI-powered tools similar Figma Make. ~30% of high-value customers are present utilizing Figma Make each week, signaling a palmy displacement toward AI-native plan workflows.

RBC Capital Predicts Growth for AI-Ready Software Firms Like Figma (FIG) arsenic Enterprise Spending Stabilizes

Figma besides collaborated with OpenAI to motorboat a dedicated Figma App for ChatGPT, allowing users to make diagrams and charts successful FigJam done conversational AI. Now, for Q4, the institution expects gross betwixt $292 and $294 million. For the afloat year, gross is projected to scope betwixt $1.044 and $1.046 billion, representing 40% year-over-year growth.

Figma Inc. (NYSE:FIG) develops a browser-based instrumentality for designing idiosyncratic interfaces that helps plan and improvement teams physique assorted products.

While we admit the imaginable of FIG arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None. This nonfiction is primitively published at Insider Monkey.