Substack · Elliot’s Musings · Elliot
An Early Read on Software Earnings: Everyone Beat, Half Got Sold
For the better part of two years, the argument about application software has been whether AI agents would eat seats.
US · 5 entries · 4 publications
FIG
Figma
- Entries
- 5
- Bullish
- 2
- Bearish
- 2
- First
- Aug 19, 2025
- Latest
- Jul 19, 2026
As many bullish as bearish among those that state a stance.
Jan 25 – Oct 26 · per month
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1Timeline
Newest to oldest- July 2026 1 entry
Substack · Big Game
REANALISIS BG: FIGMA ($FIG)
Volvió mi análisis más polémico.
Since publication −2.1% α −5.2 pp vs S&P 500 · USD
- June 2026 1 entry
Substack · The Inflection · Miguel | The Inflection
Figma: Now That the IPO Hype Is Gone, Is the Real Entry Near?
Figma has proved a moat Adobe couldn't buy, a widening AI-credit business, durable 40%+ growth. Three quarters on, the stock is ~85% cheaper than the IPO pop, and a real GAAP-profitability inflection is finally in.
Since publication FIG +23.3% α +20.5 pp vs S&P 500 · USD
- November 2025 2 entries
X · X @ErickQuay · Erick Quay
Short Report: “Figma (FIG): From Design Darling to Investor Beware” — documents aggressive sales tactics: reps accessing
Short Report: “Figma (FIG): From Design Darling to Investor Beware” — documents aggressive sales tactics: reps accessing customer workspaces, scare-and-upsell behavior, surprise true-ups, and opaque billing. These…
Since publication +46.6% α +59.5 pp vs S&P 500 · USD
X · X @ErickQuay · Erick Quay
~30% $FIG price target cut by @WellsFargo into earnings (after the bell today). Wells was on Figma's IPO syndicate. I po
~30% $FIG price target cut by @WellsFargo into earnings (after the bell today). Wells was on Figma's IPO syndicate. I posted an activist short report on Figma last night. Link pinned on my profile. Note: I/we are short…
Since publication +46.6% α +59.5 pp vs S&P 500 · USD
- August 2025 1 entry
Substack · lateinvest · Adri
Adobe y la disrupción de la IA: más oportunidad que amenaza
Del fiasco de Figma al renacer con Firefly: por qué el mercado subestima a Adobe.
Since publication FIG −66.1% α −85.9 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.