JFrog (FROG) Hisse Özeti
JFrog Ltd. Amerika Birleşik Devletleri, İsrail, Hindistan ve uluslararası alanda yazılım tedarik zinciri platformu sağlamaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 0/6 |
| Gelecekteki Büyüme | 1/6 |
| Geçmiş Performans | 0/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 0/6 |
FROG Community Fair Values
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Analyst Price Targets
JFrog Ltd. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$80.16 |
| 52 Haftanın En Yüksek Seviyesi | US$99.22 |
| 52 Haftanın En Düşük Seviyesi | US$34.05 |
| Beta | 1.2 |
| 1 Aylık Değişim | -8.47% |
| 3 Aylık Değişim | 73.58% |
| 1 Yıllık Değişim | 92.97% |
| 3 Yıllık Değişim | 170.26% |
| 5 Yıllık Değişim | 82.93% |
| Halka arzdan bu yana değişim | 23.72% |
Son Haberler & Güncellemeler
Recent updates
Anlatı Güncellemesi • 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.
Yeni Anlatı • 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?Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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 AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.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 AlphaHissedar Getirileri
| FROG | US Software | US Pazar | |
|---|---|---|---|
| 7D | -9.5% | -4.4% | -1.0% |
| 1Y | 93.0% | -26.5% | 14.7% |
Getiri vs. Endüstri: FROG geçen yıl % -26.5 oranında getiri sağlayan US Software sektörünü aştı.
Getiri vs Piyasa: FROG geçen yıl % 14.7 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| FROG volatility | |
|---|---|
| FROG Average Weekly Movement | 10.9% |
| Software Industry Average Movement | 9.8% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.0% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: FROG son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: FROG 'nin haftalık oynaklığı ( 11% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2008 | 1,800 | Shlomi Haim | www.jfrog.com |
JFrog Ltd., Amerika Birleşik Devletleri, İsrail, Hindistan ve dünya çapında yazılım tedarik zinciri platformu sunmaktadır. Şirket, ekiplerin ve kuruluşların yazılım paketlerini depolamasına, güncellemesine ve yönetmesine olanak tanıyan bir paket deposu olan JFrog Artifactory'yi sunmaktadır; JFrog Curation, yazılım geliştirme sürecinin dışında bir koruyucu görevi görerek, açık kaynak veya genel depolardan bir kuruluşa paketlerin kabulünü kontrol eder; JFrog Xray, tüm yazılım paketlerinin güvenliğini sağlamak için JFrog Artifactory'yi tarar; JFrog Advanced Security, belirli JFrog abonelikleri için isteğe bağlı bir eklentidir; ve JFrog Runtime Security, diğer JFrog Güvenlik çözümleriyle birlikte çalışmak üzere belirli JFrog abonelikleri için isteğe bağlı bir eklentidir. Ayrıca, veri bilimi ve MLOps ekiplerinin verileri dönüştürmesi ve depolaması, modelleri oluşturması, eğitmesi ve devreye alması ile tüm Makine Öğrenimi sürecini izlemesi için tasarlanmış, platforma entegre bir çözüm olan JFrog ML’yi; şirketlerin yapay zeka teknolojilerini güvenli hale getirmesine, yönetmesine, kullanmasına ve devreye almasına olanak tanıyan JFrog Curation işlevselliğinin bir uzantısı olan JFrog AI Catalog’u; DevGovOps gereksinimlerine yönelik uygulama riski yönetişimi sunan isteğe bağlı bir bileşen olan JFrog AppTrust; yazılım paketi dağıtımı sağlayan JFrog Distribution; ve şirketlerin yazılım güncellemelerini yönetmelerine ve IoT cihaz filolarındaki performansı izlemelerine olanak tanıyan bir cihaz yönetimi çözümü olan JFrog Connect.
JFrog Ltd. Temel Bilgiler Özeti
| FROG temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$9.71b |
| Kazançlar(TTM) | -US$61.58m |
| Gelir(TTM) | US$563.41m |
17.2x
P/S Oranı-157.7x
F/K OranıFROG aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| FROG gelir tablosu (TTM) | |
|---|---|
| Gelir | US$563.41m |
| Gelir Maliyeti | US$126.87m |
| Brüt Kâr | US$436.54m |
| Diğer Giderler | US$498.12m |
| Kazançlar | -US$61.58m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
Aug 06, 2026
| Hisse başına kazanç (EPS) | -0.51 |
| Brüt Marj | 77.48% |
| Net Kâr Marjı | -10.93% |
| Borç/Özkaynak Oranı | 0% |
FROG uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/26 10:54 |
| Gün Sonu Hisse Fiyatı | 2026/07/24 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
JFrog Ltd. 29 Bu analistlerden 21, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Shrenik Kothari | Baird |
| Ryan MacWilliams | Barclays |
| Raimo Lenschow | Barclays |