FIG Stock Heads For Best Month This Year: CEO Says 'Design Is The Answer’ As AI Makes Coding Cheaper

• Figma CEO Dylan Field said the company’s new AI Design Agent is built to understand the context of design files and automate repetitive work. 
• Field said AI can take over routine tasks, allowing designers to focus on innovation and stronger aesthetics.
• The company’s Q1 earnings last week have silenced concerns about its AI monetization capacity. 

Figma’s stock is gaining attention after the company deepened its AI strategy by integrating a new design assistant directly into its platform, giving creative teams tools to automate repetitive tasks without losing manual oversight.

Shares of the software design provider have surged nearly 12% since reporting quarterly earnings last week, easing concerns among critics and investors that emerging AI-powered design tools from Anthropic and others were beginning to pressure its business. Figma’s stock is up over 27% so far in May, tracking its best monthly performance this year.

CEO Defends Human Creativity In AI Era

Speaking on the TBPN podcast, Figma’s CEO, Dylan Field, said Figma designed its new AI-powered Design Agent to understand the context within design files and help users handle repetitive tasks more efficiently.

“Two things maybe are what will be most helpful for designers in a moment with agents: to do explorations, variations, do sort of rote tasks that are more boring,” said Field.

He explained that the tool can speed up workflows such as design system management, component updates and text translation, allowing designers to focus more on creativity, innovation and solving user experience challenges instead of routine maintenance work.  

“There is more that we can do to handle more tasks that designers are able to elevate themselves at a greater level to actually push aesthetic past AI slop and get to real innovation, solve real UX problems for users,” Field said. 

Looking ahead, Field argued that design will become increasingly important as software development tools become more commoditized through AI.

“But our eyes are always in the future. Design [is] being a differentiator as code commoditizes more and more. Design is the answer and so that's what we're really building for right now,” Field added.

FIG’s Path From AI Threat To AI Beneficiary

The design software company, which went public in 2025, has been facing concerns that advanced AI coding tools could hurt demand for traditional design software. But investor sentiment improved after Figma posted strong revenue growth and saw more enterprise customers adopt its paid AI features.

In its fiscal first-quarter earnings last week, Figma said that many enterprise customers willingly upgraded to premium AI-related offerings after reaching usage limits tied to the company’s “Figma Make” features. The update eased fears that customers would resist paying for generative design capabilities.

FIG’s Agent Built Directly Into The Design Workflow

Figma’s new feature is designed specifically for Figma workflows and integrates directly into the design environment, eliminating the need for external tools or separate setup processes. 

The company explained that designers can activate prompts directly from specific layers on the canvas, explore multiple creative directions simultaneously and continue editing while the AI iterates in parallel. Figma described the product as a collaborative assistant that works alongside teams rather than functioning as a standalone automation engine.

FIG Retail Traders View

On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory.

A Stocktwits user said, “When Jensen [Huang] talks about edge processing.. He is talking about software with Ai. Figma runs on the edge,” referencing to Nvidia CEO’s AI strategy.  

Another user anticipated the stock to test the $24 mark this week.

FIG stock has slumped by over 39% year-to-date. 

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