JFrogFROG
FROG
About: JFrog Ltd provides an end-to-end, hybrid, universal DevOps Platform that powers and controls the software supply chain, enabling organizations to continuously and securely deliver software updates across any system. Its product portfolio includes JFrog Artifactory; JFrog Pipelines; JFrog Xray; JFrog Distribution; JFrog Artifactory Edge; JFrog Mission Control and JFrog Insight. Geographically, it derives a majority of revenue from Israel and also has its presence in United States, India and other regions.
Employees: 1,600
0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
222% more call options, than puts
Call options by funds: $36.2M | Put options by funds: $11.2M
94% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 31
37% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 71
22% more funds holding in top 10
Funds holding in top 10: 9 [Q4 2024] → 11 (+2) [Q1 2025]
13% more capital invested
Capital invested by funds: $2.32B [Q4 2024] → $2.61B (+$297M) [Q1 2025]
11% more funds holding
Funds holding: 244 [Q4 2024] → 270 (+26) [Q1 2025]
0.64% more ownership
Funds ownership: 70.61% [Q4 2024] → 71.26% (+0.64%) [Q1 2025]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$36
10%
downside
Avg. target
$44
9%
upside
High target
$50
26%
upside
6 analyst ratings
5 positive
83%
1 neutral
17%
0 negative
0%
Raymond James Mark Cash | 26%upside $50 | Outperform Maintained | 1 Jul 2025 |
Morgan Stanley Sanjit Singh | 5%upside $42 | Overweight Maintained | 9 May 2025 |
DA Davidson Gil Luria | 13%upside $45 | Buy Maintained | 9 May 2025 |
Barclays Ryan Macwilliams | 5%upside $42 | Overweight Maintained | 9 May 2025 |
Cantor Fitzgerald Jonathan Ruykhaver | 15%upside $46 | Overweight Reiterated | 5 May 2025 |
Financial journalist opinion
Neutral
Business Wire
2 days ago
JFrog Announces Timing of Second Quarter 2025 Financial Results
SUNNYVALE, Calif.--(BUSINESS WIRE)--JFrog Ltd. (“JFrog”) (Nasdaq: FROG), the Liquid Software company and creators of the JFrog Software Supply Chain Platform, today announced it will report financial results for the second quarter 2025 on Thursday, August 7, 2025, following the market close. JFrog will host a conference call to discuss the results at 2:00 p.m. PT on the same day. Event: JFrog's Second Quarter 2025 Financial Results Conference Call Date: Thursday, August 7, 2025 Time: 2:00 p.m.
Positive
Seeking Alpha
2 weeks ago
JFrog: Low Competion And Resilient Growth
JFrog deserves its premium valuation due to its critical role in the software supply chain and negligible competition, making it a compelling buy. The company's unified platform secures and manages artifacts, with strong partnerships and opportunities in MLOps and AI model security. Despite lower gross margins from cloud transition, JFrog generates robust free cash flow and benefits from high net revenue retention among enterprise clients.
Positive
Benzinga
1 month ago
Which Software Stocks Is BofA Securities Bullish On?
The BofA Securities software research team hosted 18 public and 10 private companies at the BofA Global Technology Conference in San Francisco on June 3-5.
Positive
Seeking Alpha
1 month ago
JFrog: Still Positioned To Leap Higher, Even After A Fierce Rally
JFrog continues to deliver strong revenue growth and improving margins, supporting my ongoing buy rating, despite a higher valuation. The company's sticky platform and high net revenue retention make it a critical, hard-to-replace tool for enterprise clients. Relative insulation from macro headwinds and proximity to the 'Rule of 40' threshold highlight JFrog's operational excellence.
Neutral
Business Wire
1 month ago
JFrog Appoints Sunny Rao as Senior Vice President of Asia Pacific to Drive Next Phase of Growth and Innovation Across the Region
SYDNEY--(BUSINESS WIRE)--JFrog Ltd. (“JFrog”) (NASDAQ: FROG), the Liquid Software company and creators of the award-winning JFrog Software Supply Chain Platform, today announced Sunny Rao has joined the company as Senior Vice President (SVP) of Asia Pacific (APAC) sales. Reporting directly to JFrog's Chief Revenue Officer (CRO), Tali Notman, Rao will spearhead the company's growth initiatives across APAC, helping customers achieve their business transformation goals utilizing the JFrog Platform.
Neutral
Business Wire
1 month ago
JFrog Partners with NVIDIA to Accelerate Agentic AI, Integrating the JFrog Platform with NVIDIA Enterprise AI Factory
SUNNYVALE, Calif.--(BUSINESS WIRE)---- $FROG #AI--The JFrog Platform will serve as the cornerstone software artifact repository and secure ML model registry for the new NVIDIA Enterprise AI Factory.
Positive
Zacks Investment Research
2 months ago
Compared to Estimates, JFrog (FROG) Q1 Earnings: A Look at Key Metrics
Although the revenue and EPS for JFrog (FROG) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Neutral
Seeking Alpha
2 months ago
JFrog Ltd. (FROG) Q1 2025 Earnings Conference Call Transcript
JFrog Ltd. (NASDAQ:FROG ) Q1 2025 Earnings Conference Call May 8, 2025 5:00 PM ET Company Participants Jeffrey Schreiner - VP, IR Shlomi Ben Haim - Co-founder and CEO Ed Grabscheid - CFO Conference Call Participants Pinjalim Bora - JPMorgan Sanjit Singh - Morgan Stanley Brad Reback - Stifel Kingsley Crane - Canaccord Miller Jump - Truist Securities Eamon Coughlin - Barclays Mark Cash - Raymond James Koji Ikeda - Bank of America Andrew Sherman - TD Cowen Shrenik Kothari - Baird Jason Celino - Keybanc Capital Markets Jonathan Ruykhaver - Cantor Fitzgerald Operator Ladies and gentlemen, thank you for joining us and welcome to JFrog's First Quarter 2025 Financial Results Conference Call. After today's prepared remarks, we will host a question-and-answer session.
Positive
Zacks Investment Research
2 months ago
JFrog Ltd. (FROG) Q1 Earnings and Revenues Surpass Estimates
JFrog Ltd. (FROG) came out with quarterly earnings of $0.20 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.16 per share a year ago.
Neutral
Business Wire
2 months ago
JFrog Announces First Quarter 2025 Results
SUNNYVALE, Calif.--(BUSINESS WIRE)---- $FROG #AI--JFrog Announces First Quarter 2025 Results: Total Revenues of $122.4 million; up 22% Year-over-Year.
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