FIG spiked to 118, 看了一下财务状况

* 2024 Annual Revenue: $749.01 million (a 48.36% growth year-over-year).

 * Last Twelve Months (TTM) Revenue (as of March 31, 2025): $820.98 million.

Net Income (Profit/Loss):

 * 2024 Annual Net Income: -$732.1 million (a net loss). This loss was primarily attributed to significant one-time stock-based compensation charges and tax obligations related to the termination of the Adobe acquisition deal. Excluding these one-time costs, Figma's core business was roughly at break-even in 2024.

 * Q1 2025 Net Income: $44.9 million (Figma demonstrated profitability in the first quarter of 2025).

所有跟帖： 

• YOY revenue growth about 50%, revenue base小，成长会比较快 -lionhill- ♂ (0 bytes) () 07/31/2025 postreply 12:51:57

• 上市的价格基本上是20多倍的营业额，和对其它快速增长的软件企业差不多 -桃花源里人家- ♂ (0 bytes) () 07/31/2025 postreply 13:07:32

• 25年刚开始营利 -lionhill- ♂ (0 bytes) () 07/31/2025 postreply 12:53:02

• a bit overvalued but that is what IPO stocks do initially -三心三意- ♂ (0 bytes) () 07/31/2025 postreply 12:56:00

• 感觉太贵了。 -桃花源里人家- ♂ (0 bytes) () 07/31/2025 postreply 13:02:45

• AI startup Cursor 和 Cognition AI 目前 revenue和它差不多，但是每个季度翻倍，估值 -桃花源里人家- ♂ (0 bytes) () 07/31/2025 postreply 13:04:24

• 其它AI startup都差不多都远远低于 FIG。 -桃花源里人家- ♂ (0 bytes) () 07/31/2025 postreply 13:05:26

• 确实贵，得观察一下 -lionhill- ♂ (0 bytes) () 07/31/2025 postreply 14:03:07

• 是 -bogbog- ♀ (0 bytes) () 07/31/2025 postreply 14:55:22

• 太太贵了。虽然很牛， 但感觉护城河不深，AI时代落地应用更容易被新的取代 -WinAndWin- ♂ (0 bytes) () 07/31/2025 postreply 13:09:52