Update shared on10 Aug 2025
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.
- Launched the Model Context Protocol (MCP) Server, enabling secure integration of Large Language Models and AI agents across the JFrog Platform, with emphasis on secure authorization, automatic updates, and production-grade monitoring.
- Announced integration of JFrog’s DevSecOps tools with NVIDIA Enterprise AI Factory validated design, establishing JFrog as the core software artifact repository and secure model registry for agentic AI infrastructure on the NVIDIA Blackwell platform.
Valuation Changes
Summary of Valuation Changes for JFrog
- The Consensus Analyst Price Target has significantly risen from $46.06 to $51.81.
- The Future P/E for JFrog has significantly risen from 80.23x to 89.21x.
- The Consensus Revenue Growth forecasts for JFrog remained effectively unchanged, moving only marginally from 15.2% per annum to 15.0% per annum.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.