JFrog 過去の業績
過去 基準チェック /06
JFrogの収益は年間平均-6.4%の割合で減少していますが、 Software業界の収益は年間 増加しています。収益は年間22.5% 22.8%割合で 増加しています。
主要情報
-6.37%
収益成長率
-0.94%
EPS成長率
| Software 業界の成長 | 17.33% |
| 収益成長率 | 22.80% |
| 株主資本利益率 | -6.66% |
| ネット・マージン | -10.93% |
| 前回の決算情報 | 31 Mar 2026 |
最近の業績更新
Recent updates
ナラティブの更新 • 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.Seeking Alpha • May 15
JFrog: Consumption Model Is Driving Healthy Revenue Gains (Upgrade)
Summary JFrog is outperforming peers, driven by clear AI tailwinds and robust usage-based growth. FROG's revenue rose 26% y/y in Q1, with net retention at 120% and pro forma margins above 21%. Valuation is stretched at 11.3x EV/FY26 revenue and 47.7x EV/FY26 FCF, with significant stock-based comp diluting cash flow quality. I upgrade shares to 'Neutral' amid strong execution, but the AI momentum is fully priced in, leaving little near-term upside amid sector caution. Read the full article on Seeking Alphaナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • Jul 13
Is Now An Opportune Moment To Examine JFrog Ltd. (NASDAQ:FROG)?
JFrog Ltd. ( NASDAQ:FROG ), might not be a large cap stock, but it led the NASDAQGS gainers with a relatively large...分析記事 • Jun 16
Estimating The Fair Value Of JFrog Ltd. (NASDAQ:FROG)
Key Insights JFrog's estimated fair value is US$43.99 based on 2 Stage Free Cash Flow to Equity With US$40.68 share...Seeking Alpha • Apr 22
JFrog's Operating Losses Remain High As Clients Continue A Slow Transition To Cloud
Summary JFrog Ltd.'s revenue growth is slowing, gross margins are dropping, and operating losses are increasing. Customer transition to its cloud offerings is reducing gross margins and extending sales cycles, impacting financial performance negatively. Despite a strong cash position, high stock-based compensation and negative free cash flow net of SBC are concerning. Valuation is at a premium compared to peers, but FROG's slowing topline revenue growth rate and higher cost of capital environment could lead to further stock price declines. I'm bearish on FROG stock in the near term. Read the full article on Seeking Alpha
新しいナラティブ • Mar 21
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.Seeking Alpha • Mar 08
JFrog: A Tech Stock Leaps And Bounds Above Others
Summary JFrog has leaped 20% over the past six months on robust growth and strategic partnerships, including Amazon Web Services. As the software supply chain platform hops higher in Seeking Alpha’s Quant Rankings, its rapid trajectory accompanies a broader rally in the systems software industry as the artificial intelligence boom. However, like many IT stocks impacted by tariffs and recent market volatility, its valuation has also become stretched, reflected in its Strong Buy Quant Rating on February 6, 2025, which. However, the higher valuation is juxtaposed by excellent momentum and long-term growth potential, as innovation and the next-generation of automation release. Read the full article on Seeking AlphaSeeking Alpha • Feb 15
JFrog: The Market Is Starting To Catch On To This Excellent Growth Story
Summary JFrog's strong Q4 results and bullish FY25 outlook validate its growth story, making it a great buy as the market catches on. The company released an attractive long-term outlook that calls for a mid-20s growth CAGR through FY27, alongside 200-300bps of annual margin expansion. JFrog's conservative valuation at 7.9x EV/FY25 revenue and potential to exceed the "Rule of 40" make it an attractive investment. Read the full article on Seeking Alpha収支内訳
収支内訳
JFrog の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Mar 26 | 563 | -62 | 313 | 199 |
| 31 Dec 25 | 532 | -72 | 303 | 191 |
| 30 Sep 25 | 503 | -80 | 290 | 182 |
| 30 Jun 25 | 475 | -86 | 282 | 174 |
| 31 Mar 25 | 451 | -79 | 269 | 164 |
| 31 Dec 24 | 428 | -69 | 258 | 157 |
| 30 Sep 24 | 410 | -57 | 250 | 146 |
| 30 Jun 24 | 389 | -48 | 236 | 137 |
| 31 Mar 24 | 370 | -49 | 224 | 131 |
| 31 Dec 23 | 350 | -61 | 214 | 127 |
| 30 Sep 23 | 329 | -73 | 204 | 126 |
| 30 Jun 23 | 313 | -83 | 198 | 123 |
| 31 Mar 23 | 296 | -91 | 193 | 119 |
| 31 Dec 22 | 280 | -90 | 185 | 112 |
| 30 Sep 22 | 263 | -90 | 175 | 104 |
| 30 Jun 22 | 244 | -87 | 166 | 96 |
| 31 Mar 22 | 225 | -76 | 157 | 85 |
| 31 Dec 21 | 207 | -64 | 149 | 74 |
| 30 Sep 21 | 190 | -45 | 140 | 62 |
| 30 Jun 21 | 175 | -30 | 128 | 51 |
| 31 Mar 21 | 163 | -17 | 109 | 44 |
| 31 Dec 20 | 151 | -9 | 95 | 40 |
| 30 Sep 20 | 139 | -6 | 81 | 36 |
| 30 Jun 20 | 128 | -4 | 72 | 34 |
| 31 Mar 20 | 114 | -5 | 67 | 31 |
| 31 Dec 19 | 105 | -5 | 61 | 29 |
| 31 Dec 18 | 64 | -26 | 53 | 26 |
質の高い収益: FROGは現在利益が出ていません。
利益率の向上: FROGは現在利益が出ていません。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: FROGは利益が出ておらず、過去 5 年間で損失は年間6.4%の割合で増加しています。
成長の加速: FROGの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。
収益対業界: FROGは利益が出ていないため、過去 1 年間の収益成長をSoftware業界 ( 11.7% ) と比較することは困難です。
株主資本利益率
高いROE: FROGは現在利益が出ていないため、自己資本利益率 ( -6.66% ) はマイナスです。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/24 19:57 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
JFrog Ltd. 20 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。28
| アナリスト | 機関 |
|---|---|
| Shrenik Kothari | Baird |
| Raimo Lenschow | Barclays |
| Ryan MacWilliams | Barclays |