Saifutdinova Venera

Venera Saifutdinova

Oninvest reporter
Figma has launched a new product in partnership with Anthropic, one of the leaders in AI / Photo: Shutterstock.com/sdx15

Figma has launched a new product in partnership with Anthropic, one of the leaders in AI / Photo: Shutterstock.com/sdx15

Collaborative design platform Figma has announced a partnership with one of the leaders in the field of artificial intelligence, Anthropic. They have created a new feature called Claude Code to Figma, which allows code created with AI tools to be turned into editable layouts within the platform. Investors have viewed this positively.

Details

The new tool links code generation tools with artificial intelligence and Figma's workflows: users can bring AI-generated interfaces directly into the editor, where teams can refine them, compare versions and harmonize designs, according to a statement on the company's website.

The move reflects Figma's strategic bet that the proliferation of agent-based programming tools will not diminish the role of design, but will make it a more significant stage of development, CNBC writes.

For Anthropic, partnering with Figma means expanding its list of partners among software developers, Seeking Alpha noted. In mid-February, Anthropic completed a $30 billion funding round that valued the company at $380 billion.

The announcement of the collaboration with Anthropic comes a day before the planned release of Figma's results for the fourth quarter of 2025: reporting is expected on February 18.

What about Figma stock

Shares of Figma at trades on February 17 rose in the moment by 3.6% - to $23.35. At the same time, the company's securities are now about 84% cheaper than the peak over the past 12 months, which they reached in August 2025.

Figma's shares, as well as those of other software developers, were at the center of a big sell-off in February, due to investors' fears that AI could bring down the business of these companies. This sell-off, which Wall Street analysts called the "software apocalypse," was triggered by Anthropic's new AI tools.

Figma shares are tracked by only 12 analysts, and most advise to hold: the securities have eight Hold ratings, MarketWatch shows. Three more recommend Buy, one recommends Sell.

How Figma works with AI

Figma has expanded its product portfolio by launching AI-integrated solutions such as Figma Make, Figma Draw, Figma Sites and Figma Buzz, allowing the company to significantly grow its customer base, Zacks noted. By the end of the third quarter of 2025, approximately 30% of Figma's large customers with annual spend of $100,000 or more were using the Figma Make tool regularly - at least once a week, the company said in a previous report. That trend is likely to continue in the fourth quarter, which the company will release on Feb. 18, Zacks said.

In addition, Figma has strengthened its position in AI-driven image generation and editing by integrating Gemini 3 Pro with Google's Nano Banana Pro feature into its workflows, the analyst firm noted. Figma has also started a partnership with OpenAI, allowing users to create visual content via ChatGPT and refine it in Figma Buzz.

The service also acquired Weavy to give users access to leading AI models and editing tools within a single online space.

This article was AI-translated and verified by a human editor

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