Figma vs LivePerson: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Figma, Inc. (FIG)

Q3 20268 Jul – 6 Aug 2026

▼3

Figma beats Q2 but AI costs and slowing growth spook investors

AI inference costs squeeze margins Figma's Q2 results beat estimates, but the cost of running AI features jumped 117% because the company pays for AI computing power on beta products that don't yet earn revenue. This near-term hit to profit margins, plus soft full-year operating income guidance, drove the stock down about 15%.
This is the main new reason FIG fell this period and directly explains the price move.
Growth is slowing and top executives are leaving Revenue rose 48% to over $370 million, but Q3 guidance implies growth slowing to about 36%. The CEO also announced the chief marketing officer and chief product officer are departing. Slower growth and leadership turnover make investors worry the best days of expansion may be behind it.
Slowing growth guidance and executive departures are new, concrete negatives that push the stock down.
Lock-up expiration could release millions of shares An upcoming lock-up expiration could let early investors and employees sell millions of Figma shares, adding selling pressure. Combined with the AI cost concerns and slowing growth, this creates a near-term headwind for the stock price.
The lock-up is a new, specific supply risk that can push the share price down.

July 20268 Jul – 6 Aug 2026

▼3

Figma beats Q2 but AI costs and slowing growth spook investors

AI inference costs squeeze margins Figma's Q2 results beat estimates, but the cost of running AI features jumped 117% because the company pays for AI computing power on beta products that don't yet earn revenue. This near-term hit to profit margins, plus soft full-year operating income guidance, drove the stock down about 15%.
This is the main new reason FIG fell this period and directly explains the price move.
Growth is slowing and top executives are leaving Revenue rose 48% to over $370 million, but Q3 guidance implies growth slowing to about 36%. The CEO also announced the chief marketing officer and chief product officer are departing. Slower growth and leadership turnover make investors worry the best days of expansion may be behind it.
Slowing growth guidance and executive departures are new, concrete negatives that push the stock down.
Lock-up expiration could release millions of shares An upcoming lock-up expiration could let early investors and employees sell millions of Figma shares, adding selling pressure. Combined with the AI cost concerns and slowing growth, this creates a near-term headwind for the stock price.
The lock-up is a new, specific supply risk that can push the share price down.

Latest8 Jul – 6 Aug 2026

▼3

Figma beats Q2 but AI costs and slowing growth spook investors

AI inference costs squeeze margins Figma's Q2 results beat estimates, but the cost of running AI features jumped 117% because the company pays for AI computing power on beta products that don't yet earn revenue. This near-term hit to profit margins, plus soft full-year operating income guidance, drove the stock down about 15%.
This is the main new reason FIG fell this period and directly explains the price move.
Growth is slowing and top executives are leaving Revenue rose 48% to over $370 million, but Q3 guidance implies growth slowing to about 36%. The CEO also announced the chief marketing officer and chief product officer are departing. Slower growth and leadership turnover make investors worry the best days of expansion may be behind it.
Slowing growth guidance and executive departures are new, concrete negatives that push the stock down.
Lock-up expiration could release millions of shares An upcoming lock-up expiration could let early investors and employees sell millions of Figma shares, adding selling pressure. Combined with the AI cost concerns and slowing growth, this creates a near-term headwind for the stock price.
The lock-up is a new, specific supply risk that can push the share price down.

LivePerson Inc (LPSN)

Q3 202628 Jul – 25 Aug 2026

▲4

SoundHound merger advances as vote nears, reshaping LivePerson's future

SoundHound merger vote scheduled SoundHound AI set a shareholder vote on its amended merger agreement with LivePerson for August 20, 2026. A successful vote moves the deal toward closing, giving LPSN holders a clearer path to a payout or SoundHound stock, which supports the share price.
This is the key new event that directly determines LivePerson's ownership and value.
SoundHound's strong Q2 and raised outlook SoundHound reported record Q2 revenue of $61.9 million, up 45%, and raised its 2026 revenue floor to $230 million. Its guidance excludes any LivePerson contribution, so the deal is pure upside. A healthier acquirer makes the pending merger more likely to close and more valuable to LPSN holders.
The acquirer's financial strength directly affects the deal's certainty and value for LPSN.
Deal expected to close by end of 2026 Multiple reports confirm SoundHound still expects to close the LivePerson acquisition before the end of 2026, with 2027 revenue guidance of $350–$400 million including LPSN. This timeline gives investors a concrete horizon, reducing uncertainty and supporting LPSN's price.
A firm closing timeline is new information that reduces deal risk for LPSN.
SoundHound seen as acquisition target itself Analysts named SoundHound a takeover candidate, with General Motors considered a clean fit. If SoundHound is acquired, its pending deal for LivePerson would likely still close or be assumed by the buyer, adding another layer of potential value for LPSN shareholders.
This new speculation adds a second possible path to value for LPSN beyond the current merger.

August 202628 Jul – 25 Aug 2026

▲4

SoundHound merger advances as vote nears, reshaping LivePerson's future

SoundHound merger vote scheduled SoundHound AI set a shareholder vote on its amended merger agreement with LivePerson for August 20, 2026. A successful vote moves the deal toward closing, giving LPSN holders a clearer path to a payout or SoundHound stock, which supports the share price.
This is the key new event that directly determines LivePerson's ownership and value.
SoundHound's strong Q2 and raised outlook SoundHound reported record Q2 revenue of $61.9 million, up 45%, and raised its 2026 revenue floor to $230 million. Its guidance excludes any LivePerson contribution, so the deal is pure upside. A healthier acquirer makes the pending merger more likely to close and more valuable to LPSN holders.
The acquirer's financial strength directly affects the deal's certainty and value for LPSN.
Deal expected to close by end of 2026 Multiple reports confirm SoundHound still expects to close the LivePerson acquisition before the end of 2026, with 2027 revenue guidance of $350–$400 million including LPSN. This timeline gives investors a concrete horizon, reducing uncertainty and supporting LPSN's price.
A firm closing timeline is new information that reduces deal risk for LPSN.
SoundHound seen as acquisition target itself Analysts named SoundHound a takeover candidate, with General Motors considered a clean fit. If SoundHound is acquired, its pending deal for LivePerson would likely still close or be assumed by the buyer, adding another layer of potential value for LPSN shareholders.
This new speculation adds a second possible path to value for LPSN beyond the current merger.

Latest28 Jul – 25 Aug 2026

▲4

SoundHound merger advances as vote nears, reshaping LivePerson's future

SoundHound merger vote scheduled SoundHound AI set a shareholder vote on its amended merger agreement with LivePerson for August 20, 2026. A successful vote moves the deal toward closing, giving LPSN holders a clearer path to a payout or SoundHound stock, which supports the share price.
This is the key new event that directly determines LivePerson's ownership and value.
SoundHound's strong Q2 and raised outlook SoundHound reported record Q2 revenue of $61.9 million, up 45%, and raised its 2026 revenue floor to $230 million. Its guidance excludes any LivePerson contribution, so the deal is pure upside. A healthier acquirer makes the pending merger more likely to close and more valuable to LPSN holders.
The acquirer's financial strength directly affects the deal's certainty and value for LPSN.
Deal expected to close by end of 2026 Multiple reports confirm SoundHound still expects to close the LivePerson acquisition before the end of 2026, with 2027 revenue guidance of $350–$400 million including LPSN. This timeline gives investors a concrete horizon, reducing uncertainty and supporting LPSN's price.
A firm closing timeline is new information that reduces deal risk for LPSN.
SoundHound seen as acquisition target itself Analysts named SoundHound a takeover candidate, with General Motors considered a clean fit. If SoundHound is acquired, its pending deal for LivePerson would likely still close or be assumed by the buyer, adding another layer of potential value for LPSN shareholders.
This new speculation adds a second possible path to value for LPSN beyond the current merger.