Figma Stock Lost 29% in June Amid AI Disruption Fears

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โดย The Motley Fool·Read original
Summary · why it matters

Figma shares fell 29% in June, driven by ongoing concerns that AI-native software could disrupt its design platform. The decline was part of a broader sell-off in software stocks, with disappointing earnings from Salesforce, Adobe, and Oracle intensifying worries about seat-based SaaS companies losing subscriptions to AI alternatives. The stock stabilized in the second half of the month after Citigroup initiated coverage with a buy rating and a $36 price target, citing strong AI traction including seat upgrades. Figma also held its Config conference, announcing new features like code layering, but the positive analyst commentary that followed provided only limited support. The stock has since rebounded in July, recovering more than half of its June losses.

Impact on stocks 5

Cloud & Digital Infrastructure▼ · 2 stocks
Figma, Inc.
FIG
▼ NegativeCompetitionrelevance

Figma shares fell 29% in June due to AI-native software disruption fears, with seat-based SaaS model under threat.

Oracle Corporation
ORCL
▼ NegativeCompetitionrelevance

Mentioned as part of broader software sell-off due to AI disruption fears, with disappointing earnings intensifying concerns.

Artificial Intelligence▼ · 2 stocks
Adobe Systems Incorporated
ADBE
▼ NegativeCompetitionrelevance

Mentioned as part of broader software sell-off due to AI disruption fears, with disappointing earnings intensifying concerns.

Salesforce.com Inc
CRM
▼ NegativeCompetitionrelevance

Mentioned as part of broader software sell-off due to AI disruption fears, with disappointing earnings intensifying concerns.

Digital Finance & Tokenization▲ · 1 stocks
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