FIG

The article compares two high-growth software companies: Figma, a rapidly expanding collaborative design platform with 41% revenue growth but significant losses, and ServiceNow, a mature enterprise workflow automation platform with consistent profitability and 20.9% revenue growth. The analyst recommends ServiceNow as the more conservative choice due to its proven profitability and stable operations, despite Figma's higher growth potential.

The article compares Figma and Palantir Technologies as investment options in 2026. Palantir is recommended as the stronger choice, posting 150% U.S. commercial revenue growth in Q2 2026 with profitability and raised guidance, while Figma, despite strong revenue growth, saw its stock drop 16% after earnings due to heavy AI investment costs compressing margins and widening operating losses.

CrowdStrike and Figma both demonstrate strong revenue growth, with CrowdStrike generating larger absolute revenues ($1.5B in Q2 2026) but Figma growing faster at 48% year-over-year compared to CrowdStrike's 26%. Both companies remain unprofitable despite their growth trajectories, with CrowdStrike posting a $33.2M operating loss and Figma a $117.3M loss in Q2 2026.