JFrog Crescita futura
Criteri Future verificati 1/6
JFrog prevede che gli utili e i ricavi cresceranno rispettivamente di 48.8% e 16.7% all'anno. Si prevede che l'EPS crescerà di 42.3% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 17% in 3 anni.
Informazioni chiave
48.8%
Tasso di crescita degli utili
42.27%
Tasso di crescita dell'EPS
| Software crescita degli utili | 20.8% |
| Tasso di crescita dei ricavi | 16.7% |
| Rendimento futuro del capitale proprio | 16.95% |
| Copertura analitica | Good |
| Ultimo aggiornamento | 12 Aug 2026 |
Aggiornamenti recenti sulla crescita futura
Recent updates
Aggiornamento narrativa • Aug 18
FROG: AI Security Momentum And Valuation Expectations Will Shape The Next Phase
Analysts have lifted their implied fair value estimate for JFrog to about $95.87 from roughly $66.46, citing a series of higher Street price targets that highlight strong recent quarters, growing AI driven cloud consumption, and increased interest in the company's security offerings. Analyst Commentary Recent Street research on JFrog has leaned positively, with a series of higher price targets and supportive commentary around AI driven cloud usage, security demand, and the company’s role in software supply chain management.
Aggiornamento narrativa • 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 AlphaNuova narrativa • Jul 26
AI Code Expansion Will Eventually Pressure Cloud Usage And Security Upside
Catalysts About JFrog JFrog provides a platform for managing, securing and governing software binaries and related artifacts across the software supply chain. What are the underlying business or industry changes driving this perspective?Aggiornamento narrativa • Jul 21
FROG: AI Software Supply Chain Tailwinds Will Test Rich Expectations
JFrog's updated analyst price target edges higher to $88.38 from $85.52 as analysts highlight ongoing AI driven software development tailwinds, a slightly lower discount rate and modestly stronger modeled revenue growth supporting the revised fair value. Analyst Commentary Recent research on JFrog points to a split picture, with many firms lifting price targets on the back of AI related demand while a few high profile moves flag more balanced risk and reward after a strong share price run.
Nuova narrativa • Jul 12
AI Software Supply Chain Tailwinds Will Support Stronger Long-Term Prospects
Catalysts About JFrog JFrog provides a unified platform to manage, secure and govern software binaries and related artifacts across the software supply chain. What are the underlying business or industry changes driving this perspective?Aggiornamento narrativa • Jul 07
FROG: AI Software Supply Chain Hype Will Outrun Fundamentals
The analyst fair value estimate for JFrog has been raised from $83.15 to about $85.52, as analysts point to a series of higher price targets across the Street tied to AI related demand checks, cloud usage trends, and the company's role in managing more complex software supply chains. Analyst Commentary Recent Street research on JFrog shows a mix of optimism around the company’s positioning in AI driven software development and some pockets of caution as analysts adjust their focus lists and targets.Aggiornamento narrativa • Jun 23
FROG: AI Coding Agents And Cloud Security Will Shape Future Workflows
The analyst fair value estimate for JFrog has been nudged higher from $80.75 to $83.15, reflecting a series of upward price target revisions as analysts highlight AI related demand drivers, cloud opportunities, and a richer expected future P/E multiple of 131.11x. Analyst Commentary Recent research on JFrog points to a cluster of higher price targets and constructive commentary on the stock's role in AI driven software development and cloud adoption, alongside a smaller group of more cautious voices trimming expectations.Articolo di analisi • Jun 21
JFrog (FROG) Stock Looks Fully Priced After Earnings Beat And Anthropic Product Launch
JFrog (FROG) has been in focus after quarterly results exceeded analyst revenue expectations and guidance, alongside a product launch with Anthropic that ties its software supply chain platform into Claude Code. See our latest analysis for JFrog. Beyond the latest quarter, JFrog’s momentum has been strong, with a 90 day share price return of 94% and a 1 year total shareholder return of 103.34%. These figures suggest investors are reassessing its growth and risk profile as AI related products...Aggiornamento narrativa • Jun 06
FROG: AI Software Supply Chain Governance And Cloud Adoption Will Shape Future Workflows
Analysts have nudged the JFrog fair value estimate higher from $79.45 to $80.75, pointing to a series of recent price target increases that highlight expectations around the company's role in AI driven software development, cloud adoption, and software supply chain security. Analyst Commentary Recent Street research around JFrog centers on how AI driven software development, cloud adoption, and software supply chain security could affect the company’s execution and valuation.Aggiornamento narrativa • May 21
FROG: AI Binary Governance And AI Agent Registries Will Shape Future Security Workflows
Analysts have raised the JFrog price target from $67.80 to $79.45, citing recent broad based target increases across major firms as well as updated assumptions around margins, growth, and future P/E levels. Analyst Commentary Recent research shows a wide range of reactions around JFrog, with several firms lifting price targets while others trim them following AI related volatility in the cybersecurity and developer tooling space.Aggiornamento narrativa • Apr 28
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.Aggiornamento narrativa • Apr 12
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.Aggiornamento narrativa • Mar 29
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.Aggiornamento narrativa • Mar 12
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.Aggiornamento narrativa • Feb 26
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.Aggiornamento narrativa • Feb 11
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.Aggiornamento narrativa • Jan 27
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.Aggiornamento narrativa • Jan 13
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.Aggiornamento narrativa • Dec 14
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.Aggiornamento narrativa • Nov 28
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.Articolo di analisi • Nov 09
JFrog Ltd. (NASDAQ:FROG) Stock Rockets 30% As Investors Are Less Pessimistic Than Expected
JFrog Ltd. ( NASDAQ:FROG ) shares have continued their recent momentum with a 30% gain in the last month alone. Looking...Aggiornamento narrativa • Nov 07
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.Aggiornamento narrativa • Oct 24
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.Aggiornamento narrativa • Oct 10
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.Aggiornamento narrativa • Sep 26
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.Aggiornamento narrativa • Sep 11
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.Aggiornamento narrativa • Aug 10
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.Previsioni di crescita degli utili e dei ricavi
| Data | Ricavi | Utili | Flusso di cassa libero | Liquidità dell'operazione | Avg. Numero di analisti |
|---|---|---|---|---|---|
| 12/31/2028 | 915 | 18 | 266 | 239 | 9 |
| 12/31/2027 | 767 | -46 | 203 | 213 | 21 |
| 12/31/2026 | 652 | -45 | 162 | 171 | 21 |
| 6/30/2026 | 600 | -44 | 170 | 176 | N/A |
| 3/31/2026 | 563 | -62 | 151 | 155 | N/A |
| 12/31/2025 | 532 | -72 | 142 | 146 | N/A |
| 9/30/2025 | 503 | -80 | 141 | 144 | N/A |
| 6/30/2025 | 475 | -86 | 139 | 142 | N/A |
| 3/31/2025 | 451 | -79 | 119 | 122 | N/A |
| 12/31/2024 | 428 | -69 | 108 | 111 | N/A |
| 9/30/2024 | 410 | -57 | 91 | 94 | N/A |
| 6/30/2024 | 389 | -48 | 90 | 93 | N/A |
| 3/31/2024 | 370 | -49 | 90 | 93 | N/A |
| 12/31/2023 | 350 | -61 | 72 | 74 | N/A |
| 9/30/2023 | 329 | -73 | 47 | 49 | N/A |
| 6/30/2023 | 313 | -83 | 25 | 28 | N/A |
| 3/31/2023 | 296 | -91 | 12 | 15 | N/A |
| 12/31/2022 | 280 | -90 | 17 | 21 | N/A |
| 9/30/2022 | 263 | -90 | 27 | 32 | N/A |
| 6/30/2022 | 244 | -87 | 5 | 9 | N/A |
| 3/31/2022 | 225 | -76 | 19 | 24 | N/A |
| 12/31/2021 | 207 | -64 | 23 | 28 | N/A |
| 9/30/2021 | 190 | -45 | 18 | 23 | N/A |
| 6/30/2021 | 175 | -30 | 47 | 52 | N/A |
| 3/31/2021 | 163 | -17 | 36 | 40 | N/A |
| 12/31/2020 | 151 | -9 | 26 | 29 | N/A |
| 9/30/2020 | 139 | -6 | 18 | 21 | N/A |
| 6/30/2020 | 128 | -4 | 13 | 15 | N/A |
| 3/31/2020 | 114 | -5 | N/A | 9 | N/A |
| 12/31/2019 | 105 | -5 | N/A | 10 | N/A |
| 12/31/2018 | 64 | -26 | N/A | 9 | N/A |
Previsioni di crescita futura degli analisti
Guadagni vs tasso di risparmio: Si prevede che FROG rimarrà non redditizia nei prossimi 3 anni.
Guadagni vs Mercato: Si prevede che FROG rimarrà non redditizia nei prossimi 3 anni.
Guadagni ad alta crescita: Si prevede che FROG rimarrà non redditizia nei prossimi 3 anni.
Ricavi vs Mercato: Si prevede che il fatturato di FROG ( 16.7% all'anno) crescerà più rapidamente del mercato US ( 12.9% all'anno).
Ricavi ad alta crescita: Si prevede che il fatturato di FROG ( 16.7% all'anno) crescerà più lentamente di 20% all'anno.
Previsioni di crescita dell'utile per azione
Rendimento futuro del capitale proprio
ROE futuro: Si prevede che il Return on Equity di FROG sarà basso tra 3 anni ( 17 %).
Scoprire le aziende in crescita
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/24 07:15 |
| Prezzo dell'azione a fine giornata | 2026/08/21 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
JFrog Ltd. è coperta da 29 analisti. 21 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Shrenik Kothari | Baird |
| Raimo Lenschow | Barclays |
| Ryan MacWilliams | Barclays |