JFrog Inkomsten in het verleden
Verleden criteriumcontroles 0/6
De winst van JFrog is gedaald met een gemiddeld jaarlijks percentage van -6.4%, terwijl de winst van de Software -industrie jaarlijks groeide met 27.2%. De inkomsten zijn groeide met een gemiddeld percentage van 22.8% per jaar.
Belangrijke informatie
-6.37%
Groei van de winst
-0.94%
Groei van de winst per aandeel
| Software Groei van de industrie | 17.33% |
| Inkomstengroei | 22.80% |
| Rendement op eigen vermogen | -6.66% |
| Nettomarge | -10.93% |
| Laatste winstupdate | 31 Mar 2026 |
Recente prestatie-updates uit het verleden
Recent updates
Narratiefupdate • 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 AlphaNarratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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
Nieuw narratief • 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 AlphaOpbrengsten en kosten
Opbrengsten en kosten
Hoe JFrog geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 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 |
Kwaliteitswinsten: FROG is momenteel verliesgevend.
Groeiende winstmarge: FROG is momenteel verliesgevend.
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: FROG is verliesgevend en de verliezen zijn de afgelopen 5 jaar toegenomen met een snelheid van 6.4% per jaar.
Versnelling van de groei: Het is niet mogelijk om de winstgroei van FROG over het afgelopen jaar te vergelijken met het gemiddelde over de afgelopen vijf jaar, omdat het bedrijf momenteel verliesgevend is.
Winst versus industrie: FROG is verlieslatend, waardoor het lastig is om de winstgroei van het afgelopen jaar te vergelijken met die van de Software industrie ( 11.8% ).
Rendement op eigen vermogen
Hoge ROE: FROG heeft een negatief Return on Equity ( -6.66% ), omdat het momenteel verliesgevend is.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/31 21:36 |
| Aandelenkoers aan het einde van de dag | 2026/05/29 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
JFrog Ltd. wordt gevolgd door 28 analisten. 20 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Shrenik Kothari | Baird |
| Raimo Lenschow | Barclays |
| Ryan MacWilliams | Barclays |