JFrog 배당 및 자사주 매입
배당 기준 점검 0/6
JFrog 배당금을 지급한 기록이 없습니다.
핵심 정보
n/a
배당 수익률
-0.3%
자사주 매입 수익률
| 총 주주 수익률 | -0.3% |
| 미래 배당 수익률 | 0% |
| 배당 성장률 | n/a |
| 다음 배당 지급일 | n/a |
| 배당락일 | n/a |
| 주당 배당금 | n/a |
| 배당 성향 | n/a |
최근 배당 및 자사주 매입 업데이트
Recent 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.새로운 내러티브 • 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?내러티브 업데이트 • 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.
새로운 내러티브 • 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?내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.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.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.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 |
|---|
| 구분 | 배당 수익률 |
|---|---|
| 회사 (FROG) | n/a |
| 시장 하위 25% (US) | 1.4% |
| 시장 상위 25% (US) | 4.2% |
| 업계 평균 (Software) | 0.8% |
| 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
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/17 23:37 |
| 종가 | 2026/09/17 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
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 31명의 분석가가 다루고 있습니다. 이 중 22명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Shrenik Kothari | Baird |
| Ryan MacWilliams | Barclays |
| "Raimo Lenschow | Barclays |