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JFrog Ltd. Stock Price

NasdaqGS:FROG Community·US$10.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 26 Fair Values set on narratives written by author

FROG Share Price Performance

US$84.52
42.50 (101.14%)
US$108.18
Fair Value
US$84.52
42.50 (101.14%)
21.9% undervalued intrinsic discount
US$108.18
Fair Value
Price US$84.52
AnalystHighTarget US$108.18
AnalystConsensusTarget US$93.57
AnalystLowTarget US$66.46

FROG Community Narratives

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Fair Value US$108.18 21.9% undervalued intrinsic discount

AI Software Supply Chain Tailwinds Will Support Stronger Long-Term Prospects

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1users have followed this narrative
·
Fair Value US$93.57 9.7% undervalued intrinsic discount

AI And Cloud Expansion Will Drive Platform Momentum And Market Reach

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15users have followed this narrative
·
Fair Value US$66.46 27.2% overvalued intrinsic discount

AI Code Expansion Will Eventually Pressure Cloud Usage And Security Upside

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Trending Discussion

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Updated Narratives

FROG logo

FROG: AI Security And Coding Demand Will Support Richer Expectations

Fair Value: US$93.57 9.7% undervalued intrinsic discount
15 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
FROG logo

AI Code Expansion Will Eventually Pressure Cloud Usage And Security Upside

Fair Value: US$66.46 27.2% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
FROG logo

AI Software Supply Chain Tailwinds Will Support Stronger Long-Term Prospects

Fair Value: US$108.18 21.9% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet with very low risk.

2 Risks
1 Reward

JFrog Ltd. Key Details

US$563.4m

Revenue

US$126.9m

Cost of Revenue

US$436.5m

Gross Profit

US$498.1m

Other Expenses

-US$61.6m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 06, 2026
-0.51
77.48%
-10.93%
0%
View Full Analysis

About FROG

Founded
2008
Employees
1800
CEO
Shlomi Haim
WebsiteView website
www.jfrog.com

JFrog Ltd. provides software supply chain platform in the United States, Israel, India, and internationally. The company offers JFrog Artifactory, a package repository that allows teams and organizations to store, update, and manage software packages; JFrog Curation functions as a guardian outside the software development pipeline, controlling the admission of packages into an organization, from open source or public repositories; JFrog Xray, scans JFrog Artifactory to secure all software packages; JFrog Advanced Security, an optional add-on for select JFrog subscriptions; and JFrog Runtime Security, an optional add-on for select JFrog subscriptions to work with other JFrog Security solutions. It also provides JFrog ML, a platform-integrated solution designed for data science and MLOps teams to transform and store data, build, train, and deploy models, and monitor the entire Machine Learning pipeline; JFrog AI Catalog, an extension of JFrog Curation functionality that allows companies to secure, govern, consume and deploy AI technologies; JFrog AppTrust, an optional component with application risk governance of DevGovOps requirements; JFrog Distribution that provides software package distribution; and JFrog Connect, a device management solution that allows companies to manage software updates and monitor performance in IoT device fleets. In addition, the company offers JFrog Pro that provides access to the universal version of JFrog Artifactory and ongoing updates, upgrades, and bug fixes; JFrog Pro X, a self-managed-only subscription; JFrog Enterprise X, offers cluster configuration, federated repositories, multi-region replication, larger enterprise-scale deployments, service-level agreement support, and deeper security; and JFrog Enterprise Plus, a full platform subscription option. It serves technology, financial services, retail, healthcare, and telecommunications organizations. JFrog Ltd. was incorporated in 2008 and is headquartered in Sunnyvale, California with additional office in Netanya, Israel.

Recent FROG News & Updates

Narrative Update Aug 04

FROG: AI Security And Coding Demand Will Support Richer Expectations

Analysts now set the JFrog fair value at about $93.57, up from roughly $88.38. They cite higher price targets across the Street that emphasize AI driven demand for its Artifactory platform, expanding security use cases, and growing interest from large enterprise and AI customers, while also flagging that expectations and valuation are increasingly demanding.
Seeking Alpha Jul 30

JFrog: Premium Multiple With Decelerating Reality

Summary JFrog (FROG) is rated Sell due to a disconnect between its median growth guidance (18.5% for FY 2026) and a premium 14.2x forward revenue multiple. Recent security vulnerabilities in self-hosted Artifactory, affecting key customers, present a reputational risk and challenge FROG’s trusted positioning. Guidance implies a sharp H2 deceleration, with implied H2 FY 2026 growth of 13.8% versus Q1’s 25.8%, raising concerns about sustainability of current valuation. Probability-weighted valuation is $47.50 per share, 35% below the current price; Q2 earnings and RPO growth versus revenue are key catalysts to watch. Read the full article on Seeking Alpha

Recent updates

No updates