JFrog Ltd.

NasdaqGS:FROG 주식 리포트

시가총액: US$9.0b

JFrog 배당 및 자사주 매입

배당 기준 점검 0/6

JFrog 배당금을 지급한 기록이 없습니다.

핵심 정보

n/a

배당 수익률

-0.2%

자사주 매입 수익률

총 주주 수익률-0.2%
미래 배당 수익률0%
배당 성장률n/a
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향n/a

최근 배당 및 자사주 매입 업데이트

Recent updates

내러티브 업데이트 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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
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새로운 내러티브 • 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 Alpha
Seeking 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

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: 과거에 FROG 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.

배당금 증가: FROG 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.

배당 수익률 vs 시장

JFrog 배당 수익률 vs 시장
FROG의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (FROG)n/a
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.2%
업계 평균 (Software)0.9%
분석가 예측 (FROG) (최대 3년)0%

주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 FROG 의 배당 수익률을 평가할 수 없습니다.

고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 FROG 의 배당 수익률을 평가할 수 없습니다.

주주 대상 이익 배당

수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 FROG 의 지급 비율을 계산하기에는 데이터가 부족합니다.

주주 현금 배당

현금 흐름 범위: FROG 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.

높은 배당을 제공하는 우량 기업 찾기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/25 17:58
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

JFrog Ltd.는 28명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Shrenik KothariBaird
Raimo LenschowBarclays
Ryan MacWilliamsBarclays