JFrog Temettüler ve Geri Alımlar
Temettü kriter kontrolleri 0/6
JFrog şirketinin temettü ödeme geçmişi bulunmamaktadır.
Anahtar bilgiler
n/a
Temettü verimi
-0.3%
Geri Alım Getirisi
| Toplam Hissedar Getirisi | -0.3% |
| Gelecekteki Temettü Verimi | 0% |
| Temettü Büyümesi | n/a |
| Bir sonraki temettü ödeme tarihi | n/a |
| Eski temettü tarihi | n/a |
| Hisse başına temettü | n/a |
| Ödeme oranı | n/a |
Son temettü ve geri alım güncellemeleri
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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Yeni Anlatı • 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?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.Anlatı 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.Ödemelerde İstikrar ve Büyüme
Temettü verilerini getirme
İstikrarlı Temettü: FROG şirketinin hisse başına düşen temettülerinin geçmişte istikrarlı olup olmadığını belirlemek için yeterli veri yok.
Büyüyen Temettü: FROG şirketinin temettü ödemelerinin artıp artmadığını belirlemek için yeterli veri yok.
Piyasaya Karşı Temettü Getirisi
| JFrog Piyasaya Karşı Temettü Getirisi |
|---|
| Segment | Temettü Verimi |
|---|---|
| Şirket (FROG) | n/a |
| Pazarın Alt %25'i (US) | 1.4% |
| Pazarın En İyi %25'i (US) | 4.2% |
| Sektör Ortalaması (Software) | 0.8% |
| Analist tahmini (FROG) (3 yıla kadar) | 0% |
Önemli Temettü: FROG şirketinin temettü getirisi, şirketin yakın zamanda herhangi bir ödeme bildirmemesi nedeniyle, temettü ödeyenlerin en alttaki %25'lik dilimine göre değerlendirilemiyor.
Yüksek Temettü: Şirketin yakın zamanda herhangi bir ödeme bildirmemesi nedeniyle, FROG şirketinin temettü getirisi, temettü ödeyenlerin en üst %25'ine göre değerlendirilemiyor.
Hissedarlara Ödenen Kazanç
Kazanç Kapsamı: FROG şirketinin temettü ödemelerinin kazançlarla karşılanıp karşılanmadığını belirlemek için ödeme oranını hesaplamak üzere yeterli veri yok.
Hissedarlara Nakit Ödeme
Nakit Akışı Kapsamı: FROG herhangi bir ödeme bildirmediğinden temettülerin sürdürülebilirliği hesaplanamıyor.
Güçlü temettü ödeyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/17 23:37 |
| Gün Sonu Hisse Fiyatı | 2026/09/17 00:00 |
| Kazançlar | 2026/06/30 |
| 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 |
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| 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 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. 31 Bu analistlerden 22, 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 |