The 2026 financial markets open with a new investment narrative, shifting focus from AI infrastructure to the AI application phase. Figma serves as a key benchmark for this transition. The company successfully completed its IPO on July 31, 2025, and its stock has since stabilized following initial volatility.
Analysts cite strategic positioning and innovation as critical drivers for the upcoming year. Figma’s resilience stems largely from powerful new features, including "Figma Make." This prompt-to-prototype engine has already reshaped product design workflows.
Investors are closely watching the planned implementation of Figma's "AI Credit System" in March 2026. This move represents a critical test case for the software industry. It signals a transition toward usage-based pricing for AI-powered tools, moving beyond traditional subscription models.