JFrog Ltd.

NasdaqGS:FROG Lagerbericht

Marktkapitalisierung: US$6.0b

JFrog Balance Sheet Health

Finanzielle Gesundheit Kriterienprüfungen 6/6

JFrog hat ein Gesamteigenkapital von $887.4M und eine Gesamtverschuldung von $0.0, was einen Verschuldungsgrad von 0% ergibt. Die Gesamtaktiva und Gesamtpassiva betragen $1.3B bzw. $453.9M.

Wichtige Informationen

0%

Verhältnis von Schulden zu Eigenkapital

US$0

Verschuldung

Zinsdeckungsgradn/a
BargeldUS$704.41m
EigenkapitalUS$887.45m
GesamtverbindlichkeitenUS$453.93m
GesamtvermögenUS$1.34b

Jüngste Berichte zur Finanzlage

Keine Aktualisierungen

Recent updates

FROG: AI Code Surge Will Cement Binary Governance As Core Security Layer

Narrative update on JFrog The updated fair value estimate for JFrog moves slightly lower to $67.80 from $69.65. This reflects recent cuts to Street price targets alongside analyst views that AI related volatility and competitive headlines have reset expectations without changing the core long term role of its binary management platform.

FROG: AI Code Surge Will Elevate Binary Governance And Security Importance

Analysts kept JFrog's fair value estimate steady at $69.65 while adjusting underlying assumptions, such as a slightly lower discount rate and modestly refined long term P/E outlook, citing recent AI driven volatility and renewed Buy ratings that highlight its role as a system of record for software artifacts and a potential beneficiary of increased AI generated code and enterprise security needs. Analyst Commentary Recent research focuses heavily on how AI related volatility and new security tools are feeding into JFrog's valuation, with several firms updating ratings and targets after a sharp selloff tied to Claude Code Security headlines.

JFrog: The Hidden Infrastructure Play Powering The AI Code Explosion

Apr 06

FROG: AI Binary Governance Will Benefit From Rising Agentic Code Volumes

JFrog's updated fair value estimate has been trimmed slightly to $69.65 as analysts balance a modest adjustment to long term profitability assumptions with fresh research highlighting the company's role as a system of record for software artifacts and a potential beneficiary of increased AI generated code volumes. Analyst Commentary Street research has been active on JFrog, with several firms reacting to recent volatility tied to AI security headlines and adjusting their views on the shares and long term positioning.

FROG: AI Binary Artifact Focus Will Benefit From Agentic Workload Expansion

Analysts have trimmed their consolidated JFrog price target to $52 from $64, reflecting a modestly higher discount rate and slightly adjusted profit and P/E assumptions after recent AI related volatility. They continue to point to JFrog's core focus on binaries and artifact management as the key rationale behind their updated views.

FROG: AI Driven Binary Management Demand Will Support 2026 Outlook

Analysts have nudged their JFrog price target slightly lower to $70 from about $72.50, as they factor in mixed reactions to Claude Code Security, reassess long term P/E assumptions, and continue to highlight JFrog's role in binary management along with its potential benefits from AI driven software development. Analyst Commentary Recent research shows a split view on JFrog, with some firms leaning into the AI driven upside for its core binary management platform, while others trim targets to reflect sector volatility and questions around how new AI security tools fit into the DevSecOps stack.

FROG: AI Security Demand And Larger Deals Will Support 2026 Outlook

Analysts have lifted their JFrog price targets, with recent moves from $67 to $70 and then to $80, citing a stronger 2026 setup for software, including expectations for larger deals and rising AI driven security demand. Analyst Commentary Bullish Takeaways Bullish analysts see the higher price targets as reflecting what they view as a constructive setup for software into 2026, with current stock valuations described as low and the sector out of favor.

FROG: Cloud And Security Momentum Will Support Stronger Outlook Through 2026

Analysts have nudged their JFrog fair value estimate to US$72.00, reflecting a modestly lower discount rate and slightly higher modeled profit margins in response to recent target hikes across the Street, tied to strong Q3 results, cloud and security momentum, and a more constructive multi year software outlook. Analyst Commentary Recent Street research on JFrog skews constructive, with several firms lifting price targets following Q3 results and updated sector views.

FROG: Cloud And Security Execution Will Support Stronger Outlook Through 2026

Analysts have raised their consolidated fair value estimate for JFrog to $72.00 per share, reflecting a series of higher Street price targets tied to stronger Q3 execution, growing cloud and security contributions, and constructive views on software and cybersecurity demand through 2026. Analyst Commentary Bullish Takeaways Bullish analysts are lifting fair value views into a US$70 to US$80 range, pointing to stronger Q3 execution, especially in cloud and security, as support for higher valuation.

FROG: Cloud And Security Momentum Will Support Balanced Long Term Outlook

Analysts have raised their price target for JFrog to $70 from $55, citing accelerating cloud momentum, growing security contributions, and converging enterprise growth initiatives that support a stronger long term outlook despite only modest tweaks to discount rate and margin assumptions. Analyst Commentary Recent Street research reflects a broadly positive reassessment of JFrog, with multiple firms lifting price targets following stronger than expected Q3 performance and improving confidence in the company’s cloud and security trajectory.

FROG: Cloud And Security Momentum Will Sustain Upside Into Next Year

JFrog's fair value estimate has increased significantly from $56.44 to $69.22. Analysts cite sustained Q3 outperformance, rising cloud and security momentum, and enhanced growth expectations as key drivers behind their higher price targets.

JFrog Ltd. (NASDAQ:FROG) Stock Rockets 30% As Investors Are Less Pessimistic Than Expected

Nov 09
JFrog Ltd. (NASDAQ:FROG) Stock Rockets 30% As Investors Are Less Pessimistic Than Expected

FROG: Cloud And Security Will Drive Continued Strong Upside Momentum

JFrog's analyst price target has risen sharply, increasing from $58 to $70 as analysts cite strong Q3 performance and growing confidence in the company's cloud and security-driven growth potential. Analyst Commentary Analyst opinions on JFrog's recent performance and outlook reflect a blend of growing optimism and some remaining caution.

AI And Cloud Expansion Will Drive Platform Momentum And Market Reach

JFrog's analyst price target has been raised slightly by $0.63, with analysts citing continued growth momentum, new product offerings, and confidence in the company's outlook as key factors in their updated valuation. Analyst Commentary In recent weeks, JFrog has received several price target increases from analysts, reflecting positive sentiment about the company’s strategic positioning, growth momentum, and product innovation.

AI Adoption And Hybrid Cloud Will Unlock New Markets

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.

AI Adoption And Hybrid Cloud Will Unlock New Markets

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.

AI Adoption And Hybrid Cloud Will Unlock New Markets

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.

AI Adoption And Hybrid Cloud Will Unlock New Markets

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.

Is Now An Opportune Moment To Examine JFrog Ltd. (NASDAQ:FROG)?

Jul 13
Is Now An Opportune Moment To Examine JFrog Ltd. (NASDAQ:FROG)?

Estimating The Fair Value Of JFrog Ltd. (NASDAQ:FROG)

Jun 16
Estimating The Fair Value Of JFrog Ltd. (NASDAQ:FROG)

Here's Why Shareholders Will Not Be Complaining About JFrog Ltd.'s (NASDAQ:FROG) CEO Pay Packet

May 13
Here's Why Shareholders Will Not Be Complaining About JFrog Ltd.'s (NASDAQ:FROG) CEO Pay Packet

JFrog Ltd.'s (NASDAQ:FROG) 26% Price Boost Is Out Of Tune With Revenues

May 09
JFrog Ltd.'s (NASDAQ:FROG) 26% Price Boost Is Out Of Tune With Revenues

JFrog's Operating Losses Remain High As Clients Continue A Slow Transition To Cloud

Apr 22
User avatar

AI Investments And Cloud Partnerships Will Strengthen Future Market Position

JFrog’s strategy focuses on enterprise subscriptions and cloud partnerships, driving consistent revenue growth through software supply chain tools and cloud services.

JFrog: A Tech Stock Leaps And Bounds Above Others

Mar 08

JFrog: The Market Is Starting To Catch On To This Excellent Growth Story

Feb 15

JFrog: Combination Of Pricing Power And Operating Leverage Should Bode Well

Jan 31

JFrog: Great Value In This Software Growth Story

Jan 14

Analyse der Finanzlage

Kurzfristige Verbindlichkeiten: FROGDie kurzfristigen Aktiva des Unternehmens ($873.0M) übersteigen seine kurzfristigen Passiva ($407.5M).

Langfristige Verbindlichkeiten: FROGDie kurzfristigen Vermögenswerte des Unternehmens ($873.0M) übersteigen seine langfristigen Verbindlichkeiten ($46.4M).


Geschichte und Analyse des Verhältnisses von Schulden zu Eigenkapital

Verschuldungsgrad: FROG ist schuldenfrei.

Schulden abbauen: FROG hat in den letzten 5 Jahren keine Schulden gemacht.


Bilanz


Liquiditätsreserve-Analyse

Bei Unternehmen, die in der Vergangenheit im Durchschnitt Verluste gemacht haben, wird geprüft, ob sie über einen Liquiditätsvorlauf von mindestens einem Jahr verfügen.

Stabile Start- und Landebahn für Bargeld: Obwohl FROG unrentabel ist, verfügt es über eine ausreichende Cash-Runway für mehr als 3 Jahre, wenn es seinen derzeitigen positiven freier Cashflow beibehält.

Vorhersage Cash Runway: FROG ist unrentabel, verfügt aber über eine ausreichende Liquiditätsreserve für mehr als drei Jahre, da der freie Cashflow positiv ist und um 41.5% pro Jahr wächst.


Entdecken Sie finanziell stabile Unternehmen

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/04 12:05
Aktienkurs zum Tagesende2026/05/04 00:00
Gewinne2025/12/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

JFrog Ltd. wird von 28 Analysten beobachtet. 20 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Shrenik KothariBaird
Raimo LenschowBarclays
Ryan MacWilliamsBarclays