异动解读 | Figma盘前大涨11.91%,一季度业绩超预期叠加AI工具商业化成功提振股价

异动解读
May 15

设计软件制造商Figma(FIG)今日盘前股价大涨11.91%,引起了市场的广泛关注。

消息面上,Figma公布了强劲的第一季度财报,业绩全面超出市场预期。公司同时发布了乐观的当前季度及全年业绩指引,显著上调了营收预期。具体而言,Figma将2026年全年营收预期从此前的13.6亿至13.7亿美元上调至14.2亿至14.3亿美元。

此次股价上涨的核心驱动力在于其人工智能工具的广泛采用与成功的商业化。公司AI产品如Figma Make的普及程度很高,数据显示超过75%曾超出AI积分限额的企业用户在4月份继续使用了AI积分,显示了强劲的付费需求。此外,公司付费用户数量同比增长54%,达到约69万,AI功能正推动更多用户转为付费计划,并促进设计软件在大型企业客户中的使用增长。

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