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Figma Gains on AI-Driven Growth Outlook

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Figma shares climbed sharply after the company issued strong revenue forecasts and outlined its expanding use of artificial intelligence within its design platform.

The software provider projected 2026 revenue between $1.36 billion and $1.37 billion, exceeding analyst expectations. Investor optimism was also supported by Figma’s strategy to deepen AI integration across its creative workflow tools.

The platform, widely used by enterprises and independent designers, enables users to move from concept development to deployment within a single environment.

To strengthen its competitive position, Figma is adopting a hybrid monetization model starting in March. This approach will include selling AI credits to users who exceed built-in usage limits, allowing the company to capture additional value from high-demand features.

While the AI push is expected to enhance growth, increased investment in technology and operations may place pressure on margins in the near term.

If current momentum continues, Figma’s market value could rise significantly.

Adobe Lifts 2025 Revenue and Profit Outlook on AI and Design Software Demand

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Adobe (ADBE.O) raised its fiscal 2025 revenue and profit forecasts on Thursday, underscoring resilient demand for its creative software suite and growing monetization of its AI offerings. Shares rose about 3% in extended trading.

Forecast Upgrades

  • Revenue: Now expected at $23.65–$23.70 billion, up from $23.50–$23.60 billion.

  • Adjusted EPS: Raised to $20.80–$20.85, compared with prior guidance of $20.50–$20.70.

  • Q4 Guidance: Revenue of $6.08–$6.13 billion (in line with estimates) and EPS of $5.35–$5.40 (slightly above consensus $5.34).

Drivers of Growth

  • Adobe’s core products — Photoshop, Illustrator, InDesign, Acrobat — remain staples for enterprises, students, and creatives.

  • New user subscriptions continue to drive momentum, CFO Dan Durn told Reuters.

  • The company is leaning on its AI tool Firefly, which allows text-to-video and text-to-image generation, integrated into Adobe’s design platforms.

Challenges Ahead

  • Despite progress, Adobe’s shares are down 21% year-to-date, reflecting investor caution.

  • Analysts, including Jefferies, remain cautious about Firefly adoption, suggesting near-term revenue acceleration may be limited.

  • Competition from smaller, agile rivals like Figma is intensifying in the design collaboration space.

Recent Performance

  • Q3 revenue came in at $5.99 billion, topping estimates of $5.91 billion.

  • Adobe is under pressure to show returns on heavy AI investments, with investors watching closely how effectively Firefly translates into recurring revenue.

Pattern Targets $2.6 Billion Valuation in Upcoming U.S. IPO

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E-commerce accelerator Pattern announced Wednesday it is seeking a valuation of up to $2.64 billion in its planned U.S. initial public offering, underscoring renewed investor appetite for IPOs after recent market volatility.

IPO Details

  • Shares offered: 21.4 million by Pattern and existing shareholders.

  • Price range: $13 to $15 per share.

  • Capital raised: Up to $321 million if priced at the top.

  • Ticker: “PTRN” on Nasdaq.

Company Background

  • Founded in 2013 by David Wright and Melanie Alder (initially as iServe).

  • Acts as an e-commerce accelerator, helping brands scale on platforms including:

    • Amazon, Walmart, Target, eBay, TikTok Shop, Mercado Libre.

  • More than 90% of 2024 revenue came from Amazon product sales, making it one of the top global Amazon resellers.

  • Previously raised $225 million in 2021 at a $2 billion valuation, led by Knox Lane.

Market Context

  • The IPO market is rebounding, with successful debuts from Figma and Circle boosting confidence.

  • Global e-commerce revenue is projected to hit $8.3 trillion in 2025, with 4 billion users by 2030 (Statista).

  • Pattern’s growth strategy rides the wave of digital commerce acceleration and the shift toward online marketplaces.