The analyst references a Boory report on Palantir, noting that net retention rates can be overestimated if starting from a very low base.
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This Hot AI Stock Is 75% Off Right Now
NanalyzeApr 15, 2026
The analyst discusses Figma, a design software company whose stock has fallen 75%. Despite the drop, the company shows strong fundamentals, including positive operating margins (excluding stock-based compensation) and growing free cash flow. Figma is well-positioned in the collaborative design space, holding a dominant market share, and has effectively ceded the direct competition with Adobe's XD. The company is also leveraging AI, with many large clients using AI features weekly, and has implemented an AI credit system to offset potential revenue impacts from AI-driven automation. The analyst is impressed with Figma's prospects and plans to add it to their revolutionary tech stock list.
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Adobe's decision to place Adobe XD in maintenance mode signifies their concession in the collaborative UI design space to Figma.
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