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AI Adoption And Hybrid Cloud Will Unlock New Markets

Published
21 Mar 25
Updated
10 Oct 25
AnalystConsensusTarget's Fair Value
US$55.81
17.6% undervalued intrinsic discount
10 Oct
US$46.01
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1Y
48.2%
7D
-4.3%

Author's Valuation

US$55.8117.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on10 Oct 25
Fair value Increased 1.71%

JFrog's analyst price target increased modestly from $54.88 to $55.81, as analysts cite enhanced confidence in the company's outlook. This is driven by recent product momentum and AI-driven opportunities highlighted at industry conferences.

Shared on26 Sep 25
Fair value Increased 1.97%

Analysts have raised JFrog’s price target to $54.88, citing increased confidence in its expanding security and platform offerings, strong execution, and resilient recurring revenue growth. Analyst Commentary Increased confidence in JFrog’s market positioning driven by new product announcements, especially the AppTrust solution, expanding the platform’s scope and enhancing Enterprise Plus upgrade incentives.

Shared on11 Sep 25
Fair value Increased 2.87%

Analysts raised JFrog’s price target to $53.81, citing strong cloud growth, new product innovation (notably AppTrust), expanding cybersecurity initiatives, and greater confidence in its competitive positioning and exposure to AI trends. Analyst Commentary Bullish analysts point to JFrog’s accelerating cloud business, improved recurring revenue, and expanding annual cloud commitments as key drivers behind stronger fundamental performance.

Shared on10 Aug 25
Fair value Increased 14%

The notable increase in JFrog’s future P/E multiple, despite stable revenue growth forecasts, suggests higher investor confidence in future profitability and has driven the consensus analyst price target up from $46.06 to $51.81. What's in the News JFrog provided Q3 2025 revenue guidance of $127–$129 million and full-year guidance of $507–$510 million.

Shared on01 May 25
Fair value Increased 1.66%

Shared on24 Apr 25
Fair value Decreased 2.51%

Shared on17 Apr 25
Fair value Decreased 0.45%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 3.59%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 0.16%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.