Figma (FIG) shares dropped as much as 6% during midday trading on April 15, 2026. The decline followed a report from The Information stating that AI firm Anthropic is set to launch a tool for creating websites and presentations. This software uses natural language prompts and could debut as early as this week.
The announcement sparked investor concern regarding new competition in the design software space. The sell-off extended to other digital creation companies, including Adobe, Wix, and GoDaddy.
This market reaction highlights investor sensitivity to generative AI threats from major players like Anthropic. The report signals potential disruption for established software markets as AI firms expand their capabilities.