Dear Reader,
In 2004, one man called Nvidia before just about anyone knew it existed.
He wrote...
"Nvidia is now selling chips so powerful that current computer hardware and gaming software can't even exploit the technology."
Now, this same guy says a new company could become the next to soar like Nvidia.
It only IPO'd in 2023.
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The biggest tech firms are loading up on shares. Nvidia, Apple, Google, AMD, Intel, and Samsung are all invested in this company.
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Will it become the next trillion dollar company?
Go here to see why the guy who called Nvidia first says it could be one of "The Next Magnificent Seven."
Sincerely,
Rachel Gearhart
Publisher, The Oxford Club
Should You Buy Figma Stock After Its 55% Post-IPO Drop?
Written by Leo Miller. Published 9/9/2025.
Key Points
- Figma stormed right out of the gates with its 2025 IPO, gaining more than 150% on its first day of trading.
- However, shares are down big time since then, increasing the potential for investors to find value in this high-growth name.
- Notably, Wall Street analysts project significant upside in the stock despite the company's lackluster first-ever earnings report.
Arguably the most anticipated IPO of the second half of 2025 was technology stock Figma (NYSE: FIG). Shares soared nearly 158% on their first trading day, underscoring investor enthusiasm.
Those initial gains suggested a brighter outlook than the underwriters anticipated. But as of the Sept. 8 close, the stock has retraced about 55%. After such a sharp correction, investors must ask: Is Figma stock now a compelling opportunity?
Warren Buffett Issues Cryptic Warning on U.S. Dollar (Ad)
Imagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA or Bitcoin, but by owning a simple index fund.
It sounds impossible. Yet it happened – just a short time ago. Now a legendary figure says: "Brace yourselves. It's about to happen here, in America. But fair warning – it could be the worst thing that ever happens to you."
This story has received little coverage in the press. But if history repeats, it could bump tens of millions of Americans into a 7-figure net worth practically overnight.
Below, we explore that question in light of Figma's inaugural earnings report.
Why Figma Excited Investors
Figma's innovative product addresses the large digital design market long dominated by Adobe (NASDAQ: ADBE), one of the world's top 10 software companies. With limited competition for years, Adobe's market control left room for a disruptive challenger like Figma.
Figma's platform enables businesses to transform ideas into revenue-generating applications with compelling user experiences (UX). For instance, the appealing UX of Robinhood Markets' (NASDAQ: HOOD) platform helped it capture significant brokerage market share. Although Robinhood may not have used Figma, this example highlights the value of tools like Figma's.
Figma's unified, cloud-based platform allows creative and development teams to collaborate in real time—editing projects simultaneously. By contrast, Adobe's solutions often require multiple file versions and manual integration, which can lead to inefficiency and miscommunication.
These advantages helped drive nearly $900 million in revenue over the past 12 months. With an estimated total addressable market of $33 billion, Figma commands less than 3% penetration—suggesting a long runway for expansion.
Markets Left Unimpressed by FIG's First Ever Report
In Q2, Figma reported 41% sales growth, marginally above analysts' estimates. Yet shares plunged nearly 20% on Sept. 4 after the company significantly missed on earnings per share (EPS).
Even so, Figma posted a positive adjusted operating margin of 5% and an adjusted free cash flow margin of 24%. For the full year, it forecasts midpoint revenue growth of 37% and a midpoint adjusted operating margin of about 9%.
Moreover, the net dollar retention rate for customers with annual recurring revenue above $10,000 remained robust at 129%, indicating a 29% year-over-year increase in customer spending—underscoring that Figma's products are delivering value. The company also has a strong liquidity position, holding $1.6 billion in cash, cash equivalents, and marketable securities against just $65 million in debt.
Following the earnings release, several Wall Street analysts cut their price targets. According to MarketBeat data, analysts have lowered targets by an average of 15%, slightly less than the stock's 20% decline. The consensus price target of $67.50 suggests roughly 28% upside from the Sept. 8 close. Among analysts who updated or initiated coverage after earnings, the average target is $71.80, implying nearly 37% upside.
Adobe's Attempted Purchase Price Suggests FIG Is Set Up for Success
The stock's eye-watering initial rally may have startled investors. Since then, the market cap has settled to about $25.7 billion as of Sept. 8.
This valuation isn't far from the $20 billion Adobe offered when it sought to acquire Figma in September 2022. Moreover, Figma's current quarterly revenues are roughly 90% higher than at the time of that offer—supporting the view that shares may be fairly or even attractively valued.
Given Figma's growth potential and solid balance sheet, it wouldn't be surprising if shares perform strongly in the coming years.
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