Two Scorching Market Opportunities Emerging in 2026: CoreWeave and Figma Lead the Charge

Why These Growth Engines Matter Right Now

Despite macroeconomic uncertainty and volatile market conditions, certain sectors continue to demonstrate resilience and explosive expansion. Among them, two names stand out for their exposure to artificial intelligence infrastructure and design automation: CoreWeave and Figma. Both are experiencing red-hot revenue acceleration and commanding increasingly important positions in their respective markets.

CoreWeave: The AI Infrastructure Play That’s Reshaping Cloud Computing

CoreWeave’s transformation from an Ethereum mining operation into a specialized AI infrastructure provider represents one of the most compelling pivots in recent tech history. Today, it operates 33 strategically located data centers across North America and Europe, all built around Nvidia’s cutting-edge GPU architecture designed for enterprise-scale machine learning workloads.

The numbers tell a striking story. In 2024, CoreWeave’s revenue rocketed 738% to $1.92 billion. Analysts project continued acceleration, with revenue expected to expand at a 116% compound annual growth rate through 2027, reaching $19.2 billion and achieving profitability by year-end 2027. What’s driving this scorching trajectory? Major partnerships with Microsoft, OpenAI, and other artificial intelligence software leaders have locked CoreWeave into long-term infrastructure contracts.

The competitive advantage runs deep. CoreWeave’s dedicated AI infrastructure processes tasks roughly 35 times faster and 80% more cost-effectively than traditional cloud providers. As the company expands its footprint with additional data centers, gross margins should benefit substantially from operational leverage and declining per-unit costs. Trading at three times projected 2026 sales, the market appears to be discounting near-term headwinds—elevated debt levels and shareholder dilution necessary to fund aggressive expansion. Yet if execution succeeds, valuations could meaningfully re-rate higher.

Figma: Disrupting the Design Software Establishment

Figma represents a different flavor of growth—one built on superior user experience and network effects rather than hardware scale. The company’s cloud-based design platform enables multiple collaborators to work simultaneously on user interface and user experience projects, accessible directly through web browsers without requiring software installation.

The 2024 performance metrics were impressive: customers generating at least $10,000 in annual recurring revenue grew 45% year-over-year to 10,517 accounts. Net dollar retention expanded 12 basis points to 134%, signaling strong upsell dynamics among existing customers. Total revenue climbed 48% to $749 million.

Figma’s lightweight, browser-native architecture represents a fundamental advantage over legacy desktop tools from Adobe and competitors. The company’s free-to-premium tier model has proven effective at customer acquisition. Looking ahead, revenue is forecast to expand at a 27% compound annual growth rate through 2027, reaching $1.53 billion. Meanwhile, the net loss trajectory improves significantly—narrowing from $732 million to $331 million over the same period.

Several tailwinds should sustain this growth: expanded AI-powered creative tools, third-party platform integrations, and accelerating adoption in overseas markets. Though trading at 15 times 2026 sales might appear premium, the growth rate and improving profitability trajectory appear to justify the valuation.

The Broader Picture: Why These Companies Matter in 2026

Both CoreWeave and Figma exemplify a broader investment thesis: companies capturing long-term secular trends with reasonable valuations relative to their growth potential. While near-term market volatility and macroeconomic concerns persist, longer-term investors with multi-year time horizons have opportunities to accumulate stakes in high-growth franchises positioned at the intersection of AI expansion and software infrastructure modernization.

The red-hot nature of these growth stories shouldn’t be confused with speculative excess—both companies are generating substantial revenues and demonstrating clear paths to profitability and market leadership.