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The global defense landscape is undergoing a structural shift as nations prioritize AI-driven autonomy, non-line-of-sight sensing, and real-time battlefield awareness. Military spending has reached historic levels, but the real story lies in where that capital is flowing: edge AI, autonomous drones, RF sensing, and systems capable of operating without cloud dependence. VisionWave Holdings (NASDAQ: VWAV) is building exactly that capability stack. Its Evolved Intelligence™ platform is purpose-built for contested environments, enabling drones, vehicles, and sensing systems to perceive, decide, and act independently under extreme size, weight, and power constraints. This makes VWAV’s technology uniquely suited for modern warfare, where latency, power consumption, and survivability define mission success. Unlike many early-stage defense technology companies, VWAV has paired innovation with validation. The company’s Nasdaq listing unlocked access to institutional capital and government procurement pathways, while live defense pilots, third-party technical validation, and international demonstrations confirm real-world applicability. Strategic acquisitions have expanded VWAV’s reach across air, land, and infrastructure, while its RF-focused sensing stack addresses the blind spots of traditional camera, radar, and LiDAR systems. With seasoned military leadership guiding procurement strategy, capital in place to scale, and multiple catalysts converging into 2026, VWAV represents a small-cap defense-AI opportunity aligned with how modern militaries are actually deploying technology—not how they theorize about it. See how VWAV is building a multi-domain defense-AI platform designed for real combat conditions while building shareholder value at the same time
Exclusive Article Figma's Anthropic Integration Could Flip the SaaSpocalypse ScriptAuthor: Jeffrey Neal Johnson. Article Published: 2/19/2026. 
Quick Look - Figma reported accelerating fourth-quarter revenue growth that exceeded analyst estimates on both the top and bottom lines.
- A new strategic partnership with Anthropic allows developers to instantly turn generated code into editable designs directly on the platform.
- Large enterprise customers are increasing their spending and expanding usage across the platform rather than cutting their software budgets.
Figma (NYSE: FIG) delivered a fiscal fourth-quarter performance that beat expectations and challenged a prevailing market fear. For months, a narrative dubbed the "SaaSpocalypse" weighed on software stocks: if generative artificial intelligence (AI) can design interfaces and write code, companies might need fewer human workers and, consequently, fewer software subscriptions. Figma's latest results suggest the opposite. The company reported fourth-quarter revenue of $303.8 million, an accelerated year-over-year growth rate of 40%. This exceeded analyst estimates on both top and bottom lines and triggered a sharp after-hours rally. Before the release, the stock had struggled in 2026, trading near $24 per share—well below its IPO price. The report signals a potential reversal in sentiment: AI appears to be augmenting Figma, not replacing it, and is becoming a core engine for the company's expansion. From Design Tool to Developer Ecosystem Wall Street Insider's AI Flags Surprising Stock
Body: Whitney Tilson, the hedge fund veteran 60 Minutes called during the '08 crash, just unveiled a new AI strategy that ranks 6,000+ stocks. One unexpected name just scored near-perfect, and he's revealing the ticker for today's wild market. Click here. The most significant update for long-term investors is in the product roadmap. Figma announced a strategic integration with Anthropic, the creator of the Claude AI model. The new feature, dubbed Code to Canvas, lets developers generate user interfaces with Claude Code in a terminal and instantly import them into Figma as fully editable designs. That development directly rebuts the bearish argument that AI coding agents will make design software obsolete. Rather than bypassing Figma, AI agents are using it as their visual interface. Developers can quickly generate application structures via text prompts and then refine them in Figma. In other words, AI becomes a workflow accelerator, reinforcing Figma as the bridge between code and visual design. At the same time, Figma is expanding its total addressable market beyond professional designers. Management highlighted explosive growth for Figma Make, a rapid prototyping tool: weekly active users for the product increased by more than 70% from the prior quarter. Key Product Growth Stats: - Non-Designer Adoption: Nearly 60% of files created in Figma Make were generated by non-designers, such as product managers and developers.
- Cross-Pollination: Over 80% of Figma Make users also used the core Figma Design product, underscoring the suite's stickiness.
Those figures show the platform is becoming an organizational necessity for product teams, not just a niche tool for graphic artists. By integrating with developer workflows and reinforcing ties with platforms like GitHub, Figma is embedding itself deeper into the software development lifecycle. Why Customers Are Staying Put Beyond the product story, the financials provide concrete evidence for investors. While many software peers are slowing, Figma is accelerating. The 40% revenue growth in the fourth quarter validates strong demand for collaborative design tools. Perhaps the most notable metric was Net Dollar Retention (NDR). An NDR above 100% means existing customers are spending more over time. - NDR Performance: NDR rose to 136%, up 5 percentage points from the previous quarter.
- Customer Growth: The company now serves 1,405 customers with more than $100,000 in annual recurring revenue (ARR), a 46% year-over-year increase.
- International Reach: Revenue outside the U.S. grew 45% and now represents 54% of total revenue.
These metrics indicate large enterprise clients are expanding usage rather than cutting costs or churning—countering worries that macro tightening is forcing businesses to slash software budgets. Looking ahead, management issued bullish guidance for fiscal 2026, projecting revenue between $1.366 billion and $1.374 billion—implying roughly 30% growth. A major monetization catalyst arrives in March 2026, when Figma will enforce limits on AI credits and introduce pay-as-you-go plans for heavy users. That change shifts the company from a pure seat-based subscription model to a hybrid model including consumption-based revenue, which could boost revenue per user as AI adoption scales. Price vs. Value: Is the Sell-Off Over? Despite the strong fundamentals, Figma's stock has been volatile. Trading near $24 before the earnings release, it remained well below its IPO price of $33 and far off its post-IPO peak of roughly $143. That price dislocation frames the investment case. The decline reflected two main drivers: a sector-wide sell-off tied to AI fears, and heavy insider selling after the IPO lock-up expired in January 2026. Insider sales can alarm retail investors, but they are a routine liquidity event for newly public companies—often executives diversifying holdings rather than signaling a loss of confidence. That context matters when the business is still posting 40% growth. Crucially, Figma is not sacrificing profitability for growth. The company reported a healthy non-GAAP operating margin of 14% and generated $38.5 million in adjusted free cash flow. Balance Sheet Highlights: - Cash Position: The company ended the year with $1.7 billion in cash, cash equivalents, and marketable securities.
- Debt: The company maintains a healthy balance sheet with no material debt concerns.
This combination of strong growth, profitability, and a solid balance sheet suggests a sustainable model that is less dependent on external capital than many high-growth peers. At current valuations, the market may have priced in worst-case AI scenarios, potentially overlooking the upside from the Anthropic partnership and the upcoming monetization changes. A Beat-and-Raise Validating the AI Strategy Figma's fourth quarter was a classic beat-and-raise that validates management's strategy of embracing AI rather than resisting it. Deep integrations with developer workflows—illustrated by the Anthropic partnership—help build a defensive moat against competitors like Adobe (NASDAQ: ADBE) while also attracting non-designer users. Accelerating revenue, a sticky enterprise base with 136% retention, and new consumption-based revenue streams position the company well for 2026. Figma is evolving from a design tool into a central operating system for product development, making it a compelling growth story for investors who can look past short-term volatility.
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