JFrog

FROG

Market cap $9.63B

JFrog NASDAQ: FROG is seeing continued demand from enterprise artificial intelligence activity, with cloud usage benefiting from experimentation around coding agents and model development, Jeff Schreiner, the company's head of investor relations, said during a conference discussion with analyst Andrew Sherman.

From a technical perspective, JFrog Ltd. (FROG) is looking like an interesting pick, as it just reached a key level of support.

JFrog NASDAQ: FROG executives said the company's cloud business is benefiting from rising software usage tied in part to artificial intelligence experimentation, but management emphasized that it is maintaining a conservative forecasting approach because customer usage patterns remain uncertain.

SUNNYVALE, Calif.--(BUSINESS WIRE)---- $FROG #AI--JFrog delivers its 2026 Software Supply Chain Security State of the Union report, which details the hidden costs of AI at scale.

JFrog Ltd. (FROG) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript

Alex Sacerdote doesn't chase trends. He positions ahead of them, then waits for everyone else to catch up.

JFrog is outperforming peers, driven by clear AI tailwinds and robust usage-based growth. FROG's revenue rose 26% y/y in Q1, with net retention at 120% and pro forma margins above 21%. Valuation is stretched at 11.3x EV/FY26 revenue and 47.7x EV/FY26 FCF, with significant stock-based comp diluting cash flow quality.

SUNNYVALE, Calif.--(BUSINESS WIRE)---- $FROG #AI--JFrog leadership to present at upcoming investor conferences.

The headline numbers for JFrog (FROG) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

JFrog Ltd. (FROG) Q1 2026 Earnings Call Transcript