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JFrog Ltd. Stock Price

NasdaqGS:FROG Community·US$11.2b Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 25 Fair Values set on narratives written by author

FROG Share Price Performance

US$0
-42.05 (-100.00%)
US$85.52
Fair Value
US$0
-42.05 (-100.00%)
Price US$0

FROG Community Narratives

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Fair Value US$85.52 11.7% overvalued intrinsic discount

AI And Cloud Expansion Will Drive Platform Momentum And Market Reach

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Trending Discussion

Updated Narratives

FROG logo

FROG: AI Software Supply Chain Hype Will Outrun Fundamentals

Fair Value: US$85.52 11.7% overvalued intrinsic discount
16 users have set this as their fair value
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Snowflake Analysis

Flawless balance sheet with very low risk.

2 Risks
1 Reward

JFrog Ltd. Key Details

US$563.4m

Revenue

US$126.9m

Cost of Revenue

US$436.5m

Gross Profit

US$498.1m

Other Expenses

-US$61.6m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-0.51
77.48%
-10.93%
0%
View Full Analysis

About FROG

Founded
2008
Employees
1800
CEO
Shlomi Haim
WebsiteView website
www.jfrog.com

JFrog Ltd. provides software supply chain platform in the United States, Israel, India, and internationally. The company offers JFrog Artifactory, a package repository that allows teams and organizations to store, update, and manage software packages; JFrog Curation functions as a guardian outside the software development pipeline, controlling the admission of packages into an organization, from open source or public repositories; JFrog Xray, scans JFrog Artifactory to secure all software packages; JFrog Advanced Security, an optional add-on for select JFrog subscriptions; and JFrog Runtime Security, an optional add-on for select JFrog subscriptions to work with other JFrog Security solutions. It also provides JFrog ML, a platform-integrated solution designed for data science and MLOps teams to transform and store data, build, train, and deploy models, and monitor the entire Machine Learning pipeline; JFrog AI Catalog, an extension of JFrog Curation functionality that allows companies to secure, govern, consume and deploy AI technologies; JFrog AppTrust, an optional component with application risk governance of DevGovOps requirements; JFrog Distribution that provides software package distribution; and JFrog Connect, a device management solution that allows companies to manage software updates and monitor performance in IoT device fleets. In addition, the company offers JFrog Pro that provides access to the universal version of JFrog Artifactory and ongoing updates, upgrades, and bug fixes; JFrog Pro X, a self-managed-only subscription; JFrog Enterprise X, offers cluster configuration, federated repositories, multi-region replication, larger enterprise-scale deployments, service-level agreement support, and deeper security; and JFrog Enterprise Plus, a full platform subscription option. It serves technology, financial services, retail, healthcare, and telecommunications organizations. JFrog Ltd. was incorporated in 2008 and is headquartered in Sunnyvale, California.

Recent FROG News & Updates

Narrative Update 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.
Narrative Update 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.

Recent updates

No updates