JFrog

FROG

Market cap $5.28B

SUNNYVALE, Calif.--(BUSINESS WIRE)---- $FROG #AI--JFrog will report financial results for the first quarter 2026 on Thursday, May 7, 2026, following the market close.

US stocks have entered April following a period of significant volatility from geopolitical friction and shifting sector leadership. The US-Iran war weighed heavily on market sentiment last month, driving and sustaining oil prices handily above $100 per barrel due to supply chain disruptions.

JFrog Ltd. is positioned as a mission-critical infrastructure platform benefiting from surging AI-generated code, cloud migration, and software supply chain security mandates. FROG posted FY2025 revenue of $531.8M (+24.1% YoY), with cloud revenue up 45%, $142M in free cash flow (27% margin), and $704M in cash, and zero debt. My blended 12-month price target is $65, implying 28.5% upside, based on a weighted DCF and EV/Sales analysis; I rate FROG as a buy.

Investors looking for bargains across the technology sector have a number of places to look, according to a new report from UBS.

SUNNYVALE, Calif.--(BUSINESS WIRE)---- $FROG #AI--JFrog Brings Enterprise-Grade Software Supply Chain Security to Over 1M AI Developers with New Cursor AI Coding Agent.

LOS ANGELES, March 26, 2026 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises JFrog, Ltd. , (“ JFrog " or the "Company") ( NASDAQ : FROG ) investors that the firm has initiated an investigation into possible securities fraud, and may file a class action on behalf of investors.

Microsoft is one software company that William Blair analyst Jason Ader has called out as a likely winner in the age of artificial intelligence.

SUNNYVALE, Calif.--(BUSINESS WIRE)---- $FROG #AI--JFrog Unveils Universal MCP Registry, Delivering a Secure System of Record for the AI-Driven Software Supply Chain.

SUNNYVALE, Calif.--(BUSINESS WIRE)---- $FROG #AI--The new JFrog Agent Skills Registry will support NVIDIA Agent Toolkit, including NVIDIA OpenShell.

Nine of the portfolio's 10 equity sectors made a positive impact on performance, with Health Care, Industrials, and Materials making the largest positive contributions. Palvella's shares appreciated significantly in 2025 as investors grew more confident in the company's pipeline following a grant from the FDA, patent wins, and a positive Phase II readout. Impinj is a long time holding in the portfolio with a very large total addressable market expansion opportunity, a strong patent portfolio, and an increasingly diversified customer base.