DashboardPortfoliosWatchlistCommunityDiscoverScreener
  • Community
  • /
  • United States
  • /
  • Software
Author Program NEWCreate Narrative
FROG logo

JFrog Ltd. Stock Price

NasdaqGS:FROG Community·US$10.7b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 30 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

FROG Share Price Performance

US$87.18
37.82 (76.62%)
​
US$95.87
Fair Value
US$87.18
37.82 (76.62%)
9.1% undervalued intrinsic discount
US$95.87
Fair Value
Price US$87.18
AnalystLowTarget US$95.87
AnalystHighTarget US$108.18
AnalystConsensusTarget US$112.00
Tue, 18 Aug 26
Fair ValueUS$95.87
Share Pricen/a

FROG Community Narratives

AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$95.87 9.1% undervalued intrinsic discount

AI Code Expansion Will Eventually Pressure Cloud Usage And Security Upside

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$108.18 19.4% undervalued intrinsic discount

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

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$112 22.2% undervalued intrinsic discount

AI And Cloud Expansion Will Drive Platform Momentum And Market Reach

0users have liked this narrative
0users have commented on this narrative
15users have followed this narrative
FROG logo
JFrog
22.2% undervalued intrinsic discount

AI And Cloud Expansion Will Drive Platform Momentum And Market Reach

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 3 Sep
Read Narrative
FROG logo
JFrog
9.1% undervalued intrinsic discount

AI Code Expansion Will Eventually Pressure Cloud Usage And Security Upside

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 18 Aug
Read Narrative
FROG logo
JFrog
19.4% undervalued intrinsic discount

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

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Published 12 Jul
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystConsensusTarget
FROG logo

FROG: AI Software Supply Chain Security Will Support Richer Expectations

Fair Value: US$112 22.2% undervalued intrinsic discount
15 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
FROG logo

FROG: AI Security Momentum And Valuation Expectations Will Shape The Next Phase

Fair Value: US$95.87 9.1% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
FROG logo

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

Fair Value: US$108.18 19.4% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet with very low risk.

2 Risks
2 Rewards
View Full Analysis

JFrog Ltd. Key Details

US$600.0m

Revenue

US$132.8m

Cost of Revenue

US$467.1m

Gross Profit

US$511.2m

Other Expenses

-US$44.1m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-0.36
77.86%
-7.35%
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

Seeking Alpha • Sep 10

JFrog: Valuation At Risk As Yields Rise (Rating Downgrade)

Summary JFrog has surged over 40% YTD, but its valuation is now highly stretched relative to peers and fundamentals. I downgrade FROG to Sell, citing rich multiples—15.6x EV/FY26 revenue and 65x EV/FY26 FCF—despite strong growth and AI tailwinds. Q2 revenue growth accelerated to 29% y/y, with best-in-class 121% net retention, but GAAP margins remain negative due to heavy stock-based compensation. With ample value opportunities elsewhere in software and mounting dilution risks, I recommend locking in gains on FROG after the recent rally. Read the full article on Seeking Alpha
User avatar
Narrative Update • Sep 03

FROG: AI Software Supply Chain Security Will Support Richer Expectations

Analysts raised their fair value estimate for JFrog to $112 from $93.57, citing a higher average Street price target in the $105 to $120 range and recurring commentary around AI driven software development, cloud consumption, and security as key supports for the updated view. Analyst Commentary Street research on JFrog over the past several months has been active, with a cluster of price target increases and a narrow set of more cautious voices.

Recent updates

No updates

JFrog Ltd. Competitors

INTU logo

Intuit

Symbol: NasdaqGS:INTU
Market cap: US$85.9b
CDNS logo

Cadence Design Systems

Symbol: NasdaqGS:CDNS
Market cap: US$79.7b
DDOG logo

Datadog

Symbol: NasdaqGS:DDOG
Market cap: US$79.4b
SNPS logo

Synopsys

Symbol: NasdaqGS:SNPS
Market cap: US$76.2b
View more competitors

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide