JFrog Overview
JFrog provides a comprehensive software supply chain platform designed to enhance DevOps, DevSecOps, and MLOps practices. Their platform includes tools for artifact management, continuous integration and continuous delivery (CI/CD), secure software distribution, and IoT device management. Key products include JFrog Artifactory for universal artifact management, JFrog Pipelines for CI/CD automation, and JFrog Xray for security vulnerability detection and remediation. The platform aims to provide end-to-end visibility, security, and control, helping organizations automate and secure their software release processes. JFrog's customers include Tesla, Twitter, Credit Suisse Bank, Oracle, Google, EMC, LinkedIn, Netflix, Costco, GAP, and ANSYS.
Cumulative Funding Raised Over Time ($)
$50.0MJan 2016
$57.0MJul 2014
$60.5MJun 2012
$225.5MOct 2018
Latest News
growth-positive
JFrog Named GitHub’s 2025 Tech Partner of the Year, Powering the Future of DevSecOps, and AI Together
JFrog Ltd. has been recognized as GitHubs 2025 Tech Partner of the Year for its exceptional performance and commitment to their partnership. At the GitHub Universe 2025 event, JFrog showcased its extensive integrations with GitHub, including JFrog Fly, an agentic artifact repository that integrates with AI-native IDEs like GitHub Copilot. These integrations enhance developer efficiency through AI-driven insights, robust security, and improved code quality. JFrogs solutions, such as AppTrust and Agentic Remediation, offer centralized compliance control and vulnerability management, respectively. The partnership enables developers to manage and release trusted software faster, leveraging AI-powered workflows.
PartnersProduct Stage
growth-positive
JFrog (FROG) Is Up 5.3% After Beating Revenue and EBITDA Expectations—Has the Bull Case Changed?
JFrog reported quarterly revenues that exceeded analyst expectations, showcasing strong operational execution and consistent demand for its software supply chain solutions. The companys ability to maintain double-digit annual revenue growth highlights its platform expansion and future growth prospects. JFrogs recent launch of the AI Catalog aligns with the growing demand for secure AI model management, expanding its security portfolio and platform capabilities. Despite the positive earnings report, there are risks of delayed or renegotiated AI-centric enterprise deals that could affect revenue stability. JFrog projects significant revenue and earnings growth by 2028, with a fair value estimate indicating potential upside to its current stock price.
growth-positive
How the Narrative Around JFrog Is Evolving Amid Analyst Upgrades and New Innovations
JFrogs stock has seen a slight increase in its Fair Value per Share, moving from $55.81 to $56.44, as analysts express a positive outlook on the companys growth initiatives. Several firms, including Barclays, BofA, DA Davidson, Cantor Fitzgerald, Baird, and KeyBanc, have raised their price targets for JFrog, citing its expanding product portfolio and strong industry positioning. The companys new offerings, such as AppTrust, and its momentum in security are highlighted as key growth drivers. Despite the overall positive sentiment, some analysts express caution regarding broader industry dynamics and growth assumptions. JFrog is also noted for its potential to benefit from AI trends, with a focus on software that organizes and secures code and data.
growth-negative
2 Small-Cap Stocks to Keep an Eye On and 1 We Turn Down
The article discusses three small-cap stocks, focusing on YETI, JFrog, and Pathward Financial. YETI, known for its durable outdoor goods, has experienced a modest annual revenue growth of 6.3% over the last two years, which is below expectations for the consumer discretionary sector. The companys capital intensity is expected to increase, and its profit engines are losing momentum. JFrog, on the other hand, has shown impressive market share growth with a 23.3% annual revenue increase and strong billings growth, indicating steady demand for its software platform. Pathward Financial, formerly Meta Financial, has demonstrated strong net interest income growth and a high-yielding loan book, positioning it for outperformance.
growth-positive
Q2 Earnings Outperformers: JFrog (NASDAQ:FROG) And The Rest Of The Software Development Stocks
JFrog reported a strong Q2 performance with revenues of $127.2 million, marking a 23.5% year-on-year increase and surpassing analysts expectations by 3.5%. The company has positioned itself as a leader in the AI ecosystem, focusing on DevOps, Security, and MLOps. The stock price has risen by 24.6% since the earnings report, reflecting market confidence in its performance. JFrogs platform aids organizations in securely managing software packages, contributing to its robust growth. The article also mentions Fastly and PagerDuty, highlighting their respective earnings performances.
| Sector | Business Software |
Funding
| Total funding | $735.5M |
| Last funding | $509M |
| Stage | Public |
| Rounds | 6 |
| Investors | 11 |
Team Members
9
Employees: 500+
Web & Social Links
| Website | jfrog.com |
| Careers | Careers page |
Locations
Sarona, Tel Aviv-Yafo, Israel
HaMahshev Street 3, Netanya, Israel
Eliezer Kaplan St 22, Tel Aviv-Yafo, Israel
Kirkland, WA, USA
Sunnyvale, CA, USA
Atlanta, GA, USA
Madrid, Spain
Toulouse, France
Bengaluru, Karnataka, India
Beijing, China
Tokyo, Japan
Photos & Videos
3 item(s)
JFrog Business
Business models
B2B
Product stage
Released
Employees
500+
Sector
Business SoftwareIT, R&D & Data SolutionsProduct Development ToolsSoftware Development ToolsData ArchitectureTarget Customer
Enterprise & Professional ServicesSoftware DevelopmentSMBs & SMEsCore Technology
Platforms & InterfacesSoftwareData StorageCloudTags (1)
unicorn-2018Geographic Markets
GlobalJFrog Financials
$735.5M
Total funding
Undisclosed
Capital raised
$509M
Last funding
Public
Funding stage
6
Total rounds
11
Investors
Cumulative Funding Raised Over Time ($)
$50.0MJan 2016
$57.0MJul 2014
$60.5MJun 2012
$225.5MOct 2018
Private Equity Funding
D Round
Oct 2018
$165M
Insight Partners, Vintage Investment Partners, Spark Capital, Dell Technologies Capital, Scale Venture Partners, Battery Ventures, Geodesic Capital, Sapphire Ventures
C Round
Jan 2016
$50M
Sapphire Ventures, Vintage Investment Partners, Qumra Capital, Battery Ventures, Scale Venture Partners
B Round
Jul 2014
$7M
Gemini, VMware
A Round
Jun 2012
$3.5M
Gemini
Non-Equity Funding
GrantEvent
Jan 2009
$1M
Public Offering / Exit
POEvent
Sep 2020
Undisclosed
Mergers & Acquisitions
MNAEvent
Jun 2024
$230M
MNAEvent
Sep 2021
Undisclosed
MNAEvent
Jul 2021
$300M
MNAEvent
Feb 2019
Undisclosed
MNAEvent
Feb 2019
Undisclosed
MNAEvent
Sep 2018
Undisclosed
MNAEvent
Jun 2017
Undisclosed
MNAEvent
May 2017
Undisclosed
MNAEvent
Nov 2016
Undisclosed
JFrog Lifecycle
Cumulative Funding Raised Over Time
$50.0MJan 2016
$57.0MJul 2014
$60.5MJun 2012
$225.5MOct 2018
All Events
D Round
Oct 2018
$165M
Insight Partners, Vintage Investment Partners, Spark Capital, Dell Technologies Capital, Scale Venture Partners, Battery Ventures, Geodesic Capital, Sapphire Ventures
C Round
Jan 2016
$50M
Sapphire Ventures, Vintage Investment Partners, Qumra Capital, Battery Ventures, Scale Venture Partners
B Round
Jul 2014
$7M
Gemini, VMware
A Round
Jun 2012
$3.5M
Gemini
GrantEvent
Jan 2009
$1M
POEvent
Sep 2020
Undisclosed
MNAEvent
Jun 2024
$230M
MNAEvent
Sep 2021
Undisclosed
MNAEvent
Jul 2021
$300M
MNAEvent
Feb 2019
Undisclosed
MNAEvent
Feb 2019
Undisclosed
MNAEvent
Sep 2018
Undisclosed
MNAEvent
Jun 2017
Undisclosed
MNAEvent
May 2017
Undisclosed
MNAEvent
Nov 2016
Undisclosed
JFrog News
370 articles
growth-positive
JFrog Named GitHub’s 2025 Tech Partner of the Year, Powering the Future of DevSecOps, and AI Together
JFrog Ltd. has been recognized as GitHubs 2025 Tech Partner of the Year for its exceptional performance and commitment to their partnership. At the GitHub Universe 2025 event, JFrog showcased its extensive integrations with GitHub, including JFrog Fly, an agentic artifact repository that integrates with AI-native IDEs like GitHub Copilot. These integrations enhance developer efficiency through AI-driven insights, robust security, and improved code quality. JFrogs solutions, such as AppTrust and Agentic Remediation, offer centralized compliance control and vulnerability management, respectively. The partnership enables developers to manage and release trusted software faster, leveraging AI-powered workflows.
PartnersProduct Stage
growth-positive
JFrog (FROG) Is Up 5.3% After Beating Revenue and EBITDA Expectations—Has the Bull Case Changed?
JFrog reported quarterly revenues that exceeded analyst expectations, showcasing strong operational execution and consistent demand for its software supply chain solutions. The companys ability to maintain double-digit annual revenue growth highlights its platform expansion and future growth prospects. JFrogs recent launch of the AI Catalog aligns with the growing demand for secure AI model management, expanding its security portfolio and platform capabilities. Despite the positive earnings report, there are risks of delayed or renegotiated AI-centric enterprise deals that could affect revenue stability. JFrog projects significant revenue and earnings growth by 2028, with a fair value estimate indicating potential upside to its current stock price.
growth-positive
How the Narrative Around JFrog Is Evolving Amid Analyst Upgrades and New Innovations
JFrogs stock has seen a slight increase in its Fair Value per Share, moving from $55.81 to $56.44, as analysts express a positive outlook on the companys growth initiatives. Several firms, including Barclays, BofA, DA Davidson, Cantor Fitzgerald, Baird, and KeyBanc, have raised their price targets for JFrog, citing its expanding product portfolio and strong industry positioning. The companys new offerings, such as AppTrust, and its momentum in security are highlighted as key growth drivers. Despite the overall positive sentiment, some analysts express caution regarding broader industry dynamics and growth assumptions. JFrog is also noted for its potential to benefit from AI trends, with a focus on software that organizes and secures code and data.
growth-negative
2 Small-Cap Stocks to Keep an Eye On and 1 We Turn Down
The article discusses three small-cap stocks, focusing on YETI, JFrog, and Pathward Financial. YETI, known for its durable outdoor goods, has experienced a modest annual revenue growth of 6.3% over the last two years, which is below expectations for the consumer discretionary sector. The companys capital intensity is expected to increase, and its profit engines are losing momentum. JFrog, on the other hand, has shown impressive market share growth with a 23.3% annual revenue increase and strong billings growth, indicating steady demand for its software platform. Pathward Financial, formerly Meta Financial, has demonstrated strong net interest income growth and a high-yielding loan book, positioning it for outperformance.
growth-positive
Q2 Earnings Outperformers: JFrog (NASDAQ:FROG) And The Rest Of The Software Development Stocks
JFrog reported a strong Q2 performance with revenues of $127.2 million, marking a 23.5% year-on-year increase and surpassing analysts expectations by 3.5%. The company has positioned itself as a leader in the AI ecosystem, focusing on DevOps, Security, and MLOps. The stock price has risen by 24.6% since the earnings report, reflecting market confidence in its performance. JFrogs platform aids organizations in securely managing software packages, contributing to its robust growth. The article also mentions Fastly and PagerDuty, highlighting their respective earnings performances.
growth-negative
Fastly, JFrog, Snowflake, DigitalOcean, and Amplitude Shares Plummet, What You Need To Know
The article discusses the impact of potential new restrictions on software exports to China by the Trump administration, which has led to a broad sell-off in the technology sector. This has affected several companies, including Amplitude, whose shares fell by 2.6%. The uncertainty surrounding US-China trade relations has contributed to declines in major indexes like the S&P 500 and Nasdaq. The proposed export controls could disrupt the global technology trade, impacting companies reliant on the Chinese market. The markets reaction indicates that while the news is significant, it may not fundamentally alter perceptions of Amplitudes business.
JFrog Announces Timing of Third Quarter 2025 Financial Results
growth-negative
PubMatic, Datadog, JFrog, The Trade Desk, and Upstart Stocks Trade Down, What You Need To Know
The article discusses the impact of President Trumps threat to increase import taxes on Chinese goods, which has reignited trade war fears and led to a decline in stock prices, particularly in the technology and retail sectors. The S&P 500 and Nasdaq Composite both fell, with several companies, including Upstart, experiencing significant stock price drops. The article suggests that the markets reaction to the news is significant but not fundamentally altering perceptions of the affected businesses. Additionally, Oracles cloud business faced profitability concerns, contributing to investor caution and a shift towards safer assets.
growth-positive
How Analysts See JFrog’s Narrative Shifting With New AI and Security Initiatives
JFrog has experienced a slight increase in its consensus analyst price target, indicating a positive sentiment towards the companys stock value. Analysts have mixed views, with bullish perspectives highlighting JFrogs consistent execution and new product offerings, particularly in security and compliance. The introduction of AppTrust and the companys focus on AI and MLOps are seen as growth drivers. However, some analysts express caution over the companys valuation and potential industry growth limitations due to AI efficiencies. Despite these concerns, JFrogs strategic momentum and transparency on long-term strategy are viewed positively, contributing to its growth narrative.
growth-negative
CrowdStrike, MongoDB, Cloudflare, Okta, and JFrog Stocks Trade Down, What You Need To Know
Oracles shares fell over 5% due to concerns about its cloud businesss profitability, which reported a gross profit margin of only 14%, lower than expected. This was attributed to the high costs of advanced chip infrastructure. The markets reaction was compounded by the ongoing U.S. government shutdown, leading investors to shift towards safer assets. Other tech stocks like CrowdStrike, MongoDB, Cloudflare, Okta, and JFrog also saw declines. Meanwhile, OpenAIs valuation reached $500 billion after a share sale involving Thrive Capital and SoftBank, boosting confidence in the AI sector and driving tech-heavy indices to record highs.
growth-positive
Here’s What Led JFrog Ltd’s (FROG) 37% Appreciation
TimesSquare Capital Managements U.S. Mid Cap Growth Strategy fund highlighted JFrog Ltd. as a key stock in its second-quarter 2025 investor letter. JFrog, a technology company providing a software supply chain platform, saw significant growth with a 75.71% increase in share value over the past year. The company reported a 23% year-over-year revenue increase to $127.2 million in Q2 2025. TimesSquare Capital increased its position in JFrog, citing strong revenue and earnings performance, boosted by customer usage beyond contractual commitments. Despite JFrogs growth, the letter suggests that certain AI stocks may offer greater upside potential.
Customers
growth-positive
JFrog Appoints Seasoned CIO and Digital Transformation Executive Sigal Zarmi to its Board of Directors
JFrog, a company known for its Liquid Software and Software Supply Chain Platform, has announced the appointment of Sigal Zarmi to its Board of Directors, effective November 1, 2025. Zarmi, with her extensive experience as a CIO and board member in various transformative companies, is expected to drive strategic enterprise growth for JFrog, particularly in the areas of DevOps, DevSecOps, and MLOps in the AI era. The appointment is seen as a positive move for JFrog as it aims to become the system of record for software and AI-driven models. The company is positioned to leverage Zarmis expertise to further its growth in the enterprise software market.
Management Changes
growth-positive
1 Mooning Stock Worth Your Attention and 2 We Turn Down
The article discusses the performance of three companies: Wynn Resorts, Hewlett Packard Enterprise, and JFrog. Wynn Resorts shows muted revenue growth and high debt, raising concerns about its financial health. Hewlett Packard Enterprise struggles with low sales growth and profitability, making it less attractive to investors. In contrast, JFrog demonstrates impressive revenue and billing growth, indicating strong market demand and liquidity. JFrogs ability to quickly recoup sales and marketing expenses allows it to invest in customer acquisition, positioning it as a growth-positive company. The article suggests that JFrog has the fundamentals to support its stock performance.
Customers
growth-positive
Software company takes 60% of East& Tower as part of a potential 13-year agreement, cementing its long-term presence in the city.
JFrog, an Israeli software company, has signed a significant lease agreement for 20,000 square meters in the East& Tower on Totzeret Haaretz Street, Tel Aviv. This deal, potentially worth NIS 650 million ($195M) over 13 years, will see JFrog establish its Israeli headquarters in the building, occupying 12 floors with options for additional space. The agreement marks a strategic expansion for JFrog, which is listed on Nasdaq with a valuation of $5.6 billion. This move follows JFrogs recent acquisition of the Israeli firm Qwak for $230 million, highlighting its growth trajectory. The lease agreement also benefits Blue Square Real Estate, achieving full occupancy for the tower.
AcquisitionExpand
growth-positive
עפ"י ההסכם עם רבוע כחול נדל"ן, חברת התוכנה תתפוס שטח של 15 אלף מ"ר בפרויקט, ותוכל להתרחב עד ל־20 אלף מ"ר • ההכנסות המוערכות לרבוע כחול נדל"ן בגין כל תקופת השכירות, כולל תקופות האופציה, הן כ־500 מיליון שקל
Jfrog, an international software company, has signed a rental agreement with Blue Square Real Estate to lease 15,000 square meters of office space in the East& project in eastern Tel Aviv, with an option to expand to 20,000 square meters. This agreement, confirmed by Blue Square Real Estate, is expected to generate approximately 500 million shekels in revenue over the lease term, with an additional 150 million shekels if the expansion option is exercised. The lease spans an initial period of 6.5 years, with options to extend up to 13 years. This move signifies Jfrogs growth and expansion in a prime location, amid a challenging office space market.
CustomersPartners
growth-positive
JFrog, Amplitude, Freshworks, Intuit, and Cloudflare Stocks Trade Up, What You Need To Know
The article discusses the impact of the Federal Reserves decision to cut its benchmark interest rate by 25 basis points, which led to a positive response in the stock market. Tech stocks, including Cloudflare, saw significant gains as investors reacted to the news. The Feds decision was influenced by signs of a weakening labor market, and the prospect of looser monetary policy has fueled optimism on Wall Street. Cloudflares stock jumped 4.4%, indicating that the market views the news as meaningful but not fundamentally altering its business perception. The article highlights the volatility of Cloudflares shares, noting that they have experienced significant price movements over the past year.
growth-negative
3 Unprofitable Stocks We’re Skeptical Of
The article discusses three unprofitable companies, including JFrog, PlayStudios, and RXO, highlighting their financial challenges and reasons to be cautious about investing in them. JFrog, named after an evolving amphibian, provides a platform for managing software packages but faces profitability issues with a trailing 12-month GAAP operating margin of -22%. PlayStudios, offering digital casino games, struggles with low demand and poor expense management, leading to a -12.8% operating margin. RXO, a logistics company, has seen its operating margin fall by 5.4 percentage points over five years. The article suggests these companies may not be the best investment choices due to their financial struggles.
growth-negative
3 Stocks Under $50 We Keep Off Our Radar
The article discusses three companies with stock prices under $50, highlighting concerns about their growth prospects. JFrog, a software management platform, is criticized for operating losses and expected contraction in free cash flow margin. BJs Restaurants faces challenges with disappointing same-store sales and low pricing power, affecting its profitability. Capital Southwest, a business development company, has shown flat earnings per share despite incremental sales. The article suggests caution when considering these stocks due to their current financial performance and growth challenges.
growth-positive
JFrog (FROG) Enhances Developer Experience With AI-Powered Innovations
JFrog has announced new product launches, including JFrog Fly and JFrog AI Catalog, focusing on AI integration and security enhancements. These innovations aim to improve the developer experience and align with the broader industry trend of digital transformation. The companys emphasis on AI and hybrid cloud capabilities positions it well within the expanding software development ecosystem. Despite a recent 19% share price increase, JFrogs shares are slightly below the consensus analyst price target, indicating potential for further growth. Analysts forecast robust revenue growth of 15.8% annually over the next three years, although profitability is not expected in that timeframe. The companys strategic direction and product advancements are likely to enhance customer retention and attract new partnerships.
Product StagePartners
growth-positive
JFrog Unveils AppTrust: "DevGovOps" Solution to Redefine Software Release Governance
JFrog Ltd. announced the release of JFrog AppTrust, a platform-native, secure release management solution designed to enhance software supply chain security, compliance, and integrity. The solution provides evidence-based insights and integrates with the ServiceNow AI Platform, offering a unified experience for DevOps and Security teams. JFrog AppTrust aims to automate audit and compliance requirements, reduce risk, and increase trust in applications. It features governance, risk, and compliance capabilities, complete application context, trust control with promotion gates, and an evidence system of record. This release is positioned to address the growing need for compliance in the fast-paced software release environment, especially in the era of AI.
Product StagePartners
growth-positive
JFrog Unveils Industry’s First Agentic Repository, Revolutionizing How Developers Deliver AI-Native Software
JFrog Ltd. has announced the release of JFrog Fly, a new product designed to enhance the developer experience by integrating AI-driven agentic workflows into software delivery. This new offering aims to streamline the software lifecycle by introducing AI agents that facilitate artifact orchestration, enabling developers to focus on delivering software efficiently. JFrog Fly integrates with platforms like GitHub Copilot and Claude Code, ensuring context-aware decision-making across systems. The product is designed to support small developer teams in achieving scalable software delivery through features like centralized management of artifacts and semantic release management.
growth-positive
DevSecOps in the AI Era: JFrog Powers Agentic Remediation with Self-Healing Software Supply Chain
JFrog Ltd. announced new AI agent-based capabilities integrated with GitHub Copilot to automate software vulnerability remediation. This integration aims to shift developers from reactive to proactive security management by automatically identifying and fixing vulnerabilities as they code. The collaboration with GitHub Copilot enhances JFrogs Software Supply Chain Platform, allowing developers to safeguard against unsafe packages and immunize code for future development. This development is expected to boost developer productivity, reduce risks, and accelerate secure software delivery, marking a significant growth-positive impact for JFrog.
Partners
growth-positive
JFrog Extends its System of Record Solution, Empowering Application Delivery Governance with Evidence from World-Leading Companies
JFrog Ltd. announced the launch of JFrog AppTrust, a platform designed to unify proof from various sources like GitHub and ServiceNow, providing a single source of truth for software releases. This initiative is aimed at enhancing software delivery by ensuring compliance and security in the AI-driven era. The platform allows customers to create a centralized audit trail, increasing visibility and reducing risks. JFrog has partnered with several companies to deliver this solution, which is expected to simplify auditing and compliance tracking. The announcement was made at the swampUP 2025 event, highlighting the importance of automation in governance, risk, and compliance (GRC) in the fast-paced world of AI.
PartnersCustomers
growth-positive
JFrog Launches AI Catalog to Secure and Govern AI Model Delivery
JFrog Ltd. has announced the release of an enhanced AI model catalog as part of its JFrog Platform. This new offering, called the JFrog AI Catalog, is designed to help organizations discover, govern, and deploy AI models with speed, security, and compliance. It provides access to open-source AI models, including NVIDIA Nemotron models, and aims to address challenges in AI governance and security. The catalog serves as a centralized hub for managing AI models and related resources, ensuring enterprise-grade security and compliance. This development is expected to accelerate AI adoption and innovation within enterprises.
Product Stage
growth-positive
JFrog to Host Investor and Analyst Event at swampUP 2025
JFrog Ltd, a company known for its Liquid Software and Software Supply Chain Platform, announced it will host an investor and analyst event on September 9, 2025, during its annual swampUP user conference. The event will feature presentations from JFrogs management team, highlighting the companys latest product innovations, customer use cases, and providing a financial update. JFrogs platform supports DevOps, DevSecOps, and MLOps, and is utilized by millions of users and over 7,000 customers globally, including many Fortune 100 companies. The event will be held at the Meritage Resort & Spa in Napa, California, and will be available for virtual attendance.
growth-negative
3 Volatile Stocks with Warning Signs
The article discusses the volatility of certain stocks, highlighting JFrog, Microchip Technology, and T. Rowe Price as examples. JFrog, known for its software management platform, is facing challenges due to historical operating margin losses and a projected decline in free cash flow margin, attributed to increased investments to maintain its market position. Microchip Technology, a provider of microcontrollers, has seen a decline in sales and operating margins over the past five years, indicating unfavorable market trends. T. Rowe Price, an investment management firm, has experienced muted revenue and earnings growth, underperforming compared to its peers. The article suggests caution for investors considering these stocks.
growth-positive
1 Cash-Heavy Stock Worth Your Attention and 2 We Find Risky
Alignment Healthcare, founded in 2013, is a company focused on transforming healthcare for seniors through Medicare Advantage health plans. The company has shown impressive customer growth, averaging 40.2% over the past two years, and has achieved a break-even free cash flow profile. Its earnings per share have grown by 45.5% annually over the last four years, outperforming its peers. This growth trajectory suggests that Alignment Healthcare is well-positioned to continue expanding its market presence and offerings, making it a potentially strong investment opportunity.
Customers
growth-positive
Datadog, JFrog, Atlassian, Bandwidth, and Confluent Shares Skyrocket, What You Need To Know
MongoDB reported impressive earnings, leading to a nearly 40% jump in its stock price. The companys strong revenue performance and optimistic outlook for the upcoming quarter indicate robust demand for its cloud-based database services. This positive news had a ripple effect across the data storage and SaaS sectors, with companies like DigitalOcean and Snowflake also experiencing significant stock gains. The broader market sentiment was further buoyed by favorable inflation data, which increased the likelihood of a Federal Reserve interest rate cut, benefiting growth-oriented technology stocks. Additionally, a delay in higher tariffs on Chinese goods reduced trade-related uncertainty for the tech sector.
JFrog to Host Investor and Analyst Event at swampUP 2025
growth-positive
2 Growth Stocks to Add to Your Roster and 1 Facing Headwinds
The article discusses three companies with varying growth prospects. JFrog, known for its software management platform, faces challenges due to historical operating margin losses and anticipated capital intensity. Insulet, a company revolutionizing diabetes care with its Omnipod insulin delivery systems, shows strong global expansion and financial performance, making it a growth-positive stock. Houlihan Lokey, a global investment bank, demonstrates impressive revenue and earnings growth, indicating increased market share and capital strength. Insulets consistent revenue growth and improved free cash flow margin highlight its potential for sustainable long-term growth.
growth-negative
2 Reasons to Sell FROG and 1 Stock to Buy Instead
The article discusses JFrogs current financial performance and market position. Despite a 7.1% return over the last six months, concerns are raised about JFrogs high cost structure and negative operating margin, which stands at an average of -22% over the past year. Analysts predict a decline in JFrogs free cash flow margin from 29.2% to 21.2% over the next year. The article suggests that while JFrog is not a poor business, it does not meet the quality criteria preferred by the analysts, who recommend considering other companies with better fundamentals.
growth-positive
The Top 5 Analyst Questions From JFrog’s Q2 Earnings Call
JFrog reported strong second-quarter results, with significant growth in cloud and security offerings. The company saw a 45% year-over-year increase in cloud revenue and improved customer retention, with 1,076 customers paying over $100,000 annually. JFrogs annual recurring revenue reached $509.2 million, and the company raised its full-year revenue guidance. CEO Shlomi Ben Haim highlighted the importance of hybrid deployments and AI-driven infrastructure decisions. The company is benefiting from increased adoption of its security products and partnerships with cloud providers, which enhance deal flow and cost optimization. JFrogs platform is becoming more integral to customer workflows as AI and security needs grow.
CustomersPartners
growth-positive
Raymond James Raises PT on JFrog Ltd. (FROG) to $55; Maintains ‘Outperform’ Rating
JFrog Ltd. (NASDAQ:FROG) has been identified as a hot software stock to buy, with Raymond James raising its price target from $50 to $55 and maintaining an Outperform rating. This decision follows JFrogs strong Q2 results, where revenue and forward guidance exceeded expectations, driven by increased cloud and subscriber growth. The cloud segments revenue grew by 45% year-over-year, contributing to a total revenue increase of 23% YoY, reaching $127.2 million. Despite conservative guidance, there is optimism about JFrogs growth momentum, especially with the upcoming SwampUp user conference. The article also mentions potential investment opportunities in AI stocks.
Customers
growth-negative
3 Software Stocks with Open Questions
The article discusses the challenges faced by three software companies: JFrog, Dropbox, and Zeta Global. JFrog, with a market cap of $4.92 billion, is criticized for its operating margin losses due to its growth-focused strategy. Dropbox, valued at $7.25 billion, struggles with flat billings and a projected sales decline. Zeta Global, with a market cap of $4.29 billion, faces high servicing costs and operating losses. The article highlights the broader industry trend of declining valuations due to potential AI disruptions, contrasting with the S&P 500s gains. It advises caution in investing in these companies due to their current financial challenges.
growth-positive
FROG Q2 Deep Dive: Cloud, Security, and AI Drive Expansion Amid Hybrid Demand Shift
JFrog reported strong Q2 CY2025 results, surpassing Wall Streets revenue expectations with a 23.5% year-on-year increase to $127.2 million. The company also provided a positive revenue guidance for the next quarter, exceeding analysts estimates. JFrogs success is attributed to its expanding cloud commitments and enterprise adoption of its unified platform, particularly in security product adoption. The company has 1,076 customers paying more than $100,000 annually, with a net revenue retention rate of 118%. JFrogs focus on hybrid deployment and AI model management positions it well for future growth as enterprises navigate AI-driven infrastructure choices. The market responded positively to these results, reflecting strong execution in both cloud and security offerings.
Customers
growth-negative
AI Won’t Kill Software. It Will Simply Give It New Life.
The article discusses the impact of AI on software companies like Salesforce, ServiceNow, and Adobe. These companies are experiencing a retreat in their stock prices due to the rise of AI technology. However, the article suggests that this situation could present an opportunity for these companies to innovate and adapt, potentially giving new life to their software offerings. The key theme revolves around the influence of AI on the software industry and the potential for growth despite current challenges.
growth-positive
JFrog Second Quarter 2025 Earnings: Beats Expectations
JFrog reported a revenue of $127.2 million, marking a 24% increase from the previous quarter. Despite a net loss of $21.7 million, which widened by 52% from the previous quarter, the companys earnings per share surpassed analyst estimates. Revenue is expected to grow at an average of 14% annually over the next three years, outpacing the US software industrys forecasted growth of 13%. The companys shares have risen by 4.1% over the past week. The article highlights the companys financial performance and future growth prospects, while also noting some risks associated with JFrog.
growth-positive
JFrog (FROG) Reports Q2 Earnings: What Key Metrics Have to Say
JFrog Ltd. reported a revenue of $127.22 million for the quarter ended June 2025, marking a 23.5% increase year-over-year and surpassing the Zacks Consensus Estimate of $122.84 million. The company also reported an EPS of $0.18, exceeding the consensus estimate of $0.16. Key metrics such as customers with over $100k in ARR and various revenue streams also showed positive growth compared to analyst estimates. Despite these positive financial results, JFrogs stock has returned -4.4% over the past month. The company holds a Zacks Rank #3 (Hold), suggesting it may perform in line with the broader market in the near term.
Customers
growth-positive
Software Stocks: JFrog Rallies, Twilio Tumbles On Q2 Earnings
The article discusses the financial performance of software companies JFrog and Twilio following their second quarter earnings reports. JFrogs stock was positively received by investors, indicating strong financial results, while Twilios stock faced a negative reaction. The article highlights the contrasting investor responses to these companies earnings, emphasizing the impact of financial performance on stock market behavior. The focus is on the software sector, with JFrog experiencing a growth-positive impact due to favorable earnings results.
growth-positive
JFrog Ltd (FROG) Q2 2025 Earnings Call Highlights: Strong Revenue Growth Amid Strategic Shifts
JFrog Ltd reported a 23% year-over-year increase in total revenue for Q2 2025, reaching $127.2 million. Cloud revenue grew by 45%, contributing significantly to the total revenue. The company saw an increase in high-spending customers and improved its net dollar retention rate. JFrog is recognized as a key partner in Nvidias enterprise AI initiatives, enhancing its position in the AI ecosystem. Despite strong performance, JFrog remains cautious due to macroeconomic uncertainties and potential challenges in closing large deals. The company is focusing on security and cloud migration, integrating with CI/CD players like GitHub to improve market collaboration.
CustomersPartners
growth-positive
Why Are JFrog (FROG) Shares Soaring Today
JFrog, a software development tools maker, saw its shares rise by 7.2% following the announcement of strong second-quarter financial results that exceeded analyst expectations. The company reported a 23% year-over-year revenue increase to $127.2 million and an adjusted earnings per share of $0.18. A significant contributor to this growth was a 45% surge in cloud revenue. JFrog also raised its revenue guidance for the full year, prompting several Wall Street firms to increase their price targets for the stock. The company is leveraging its cloud and generative AI capabilities to drive future growth. Despite the positive news, JFrogs shares remain volatile, with significant price movements over the past year.
growth-positive
JFrog (NASDAQ:FROG) Posts Better-Than-Expected Sales In Q2, Stock Jumps 13.3%
JFrog, a software development tools maker, reported better-than-expected financial results for Q2 CY2025. The company achieved a 23.5% year-on-year revenue growth to $127.2 million, surpassing analyst estimates. JFrogs guidance for the next quarters revenue is also above expectations, and its non-GAAP profit per share exceeded consensus estimates by 10.1%. The company has 1,076 customers paying over $100,000 annually, with a net revenue retention rate of 118%. JFrogs market capitalization stands at $4.81 billion. The company is focused on DevOps, Security, and MLOps, positioning itself as a leader in the AI ecosystem. Despite a slight deceleration in projected revenue growth, the outlook remains positive.
Customers
growth-positive
JFrog Ltd. (FROG) Tops Q2 Earnings and Revenue Estimates
JFrog Ltd. reported quarterly earnings of $0.18 per share, surpassing the Zacks Consensus Estimate of $0.16 per share, marking a 12.50% earnings surprise. The company also reported revenues of $127.22 million, exceeding the consensus estimate by 3.57%. This performance reflects consistent outperformance over the last four quarters in both earnings and revenue estimates. JFrogs stock has risen by 42.9% since the start of the year, significantly outperforming the S&P 500s 7.9% gain. Despite the positive earnings report, the stock holds a Zacks Rank #3 (Hold), indicating expected performance in line with the market. Future stock movements will depend on managements commentary and changes in earnings estimates.
growth-positive
JFrog Announces Second Quarter 2025 Results
JFrog Ltd. reported strong financial results for the second quarter of 2025, with total revenues of $127.2 million, marking a 23% year-over-year increase. The companys cloud revenues grew by 45% to $57.1 million. JFrog has expanded its customer base, with 61 customers having an ARR greater than $1 million, up 45% from the previous year. The company released a remote AI MCP server and deepened its partnership with NVIDIAs Enterprise AI Factory, positioning itself as a leader in the AI ecosystem. JFrogs focus on DevOps, Security, and MLOps has contributed to its sustainable growth.
CustomersPartnersProduct Stage
growth-positive
JFrog (FROG) To Report Earnings Tomorrow: Here Is What To Expect
JFrog, a software development tools maker, is set to announce its earnings results. The company reported a strong previous quarter with revenues of $122.4 million, a 22% year-on-year increase, and added 33 enterprise customers. Analysts expect a 19.3% revenue growth for the upcoming quarter. Despite missing revenue estimates twice in the past two years, JFrogs stock price has remained stable, with an average analyst price target of $46.06. The broader software development sector has underperformed recently, but JFrogs performance remains solid. The company is also hiring for equity analyst and marketing roles.
Customers
growth-positive
Countdown to JFrog (FROG) Q2 Earnings: A Look at Estimates Beyond Revenue and EPS
JFrog Ltd. is expected to report quarterly earnings of $0.16 per share, a 6.7% increase from the previous year, with revenues forecasted at $122.84 million, marking a 19.2% year-over-year growth. Analysts have not revised their earnings estimates over the past 30 days, indicating stable expectations. The companys revenue from various segments, including self-managed licenses and SaaS subscriptions, is projected to grow significantly. Despite a slight decrease in stock price over the past month, JFrog is expected to perform in line with the market. The article highlights the importance of earnings estimates and their revisions as indicators of potential investor behavior.
growth-positive
Will JFrog (FROG) Beat Estimates Again in Its Next Earnings Report?
JFrog Ltd., a company in the Zacks Internet - Software industry, has shown a strong history of beating earnings estimates. In the last two quarters, the company reported earnings surprises of 25% and 35.71%, respectively. This trend has led to a favorable change in earnings estimates for JFrog. The companys Earnings ESP (Expected Surprise Prediction) is currently positive, indicating a potential earnings beat in the upcoming report. JFrogs next earnings report is expected on August 7, 2025. The combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) suggests that JFrog is well-positioned for continued positive performance.
growth-neutral
Calculating The Fair Value Of JFrog Ltd. (NASDAQ:FROG)
The article discusses the valuation of JFrog Ltd. (NASDAQ:FROG) using a Discounted Cash Flow (DCF) model. The estimated fair value of JFrog is US$46.63, while the current share price is US$45.14, indicating that the stock is trading close to its fair value. The analysis uses a 2-stage model to project future cash flows, with higher growth in the initial phase and slower growth in the latter phase. The present value of the 10-year cash flow is estimated at US$1.7 billion. The article does not mention any significant changes or events impacting JFrogs growth trajectory.
growth-positive
JFrog Ltd. (FROG) Earnings Expected to Grow: Should You Buy?
Wall Street anticipates JFrog Ltd. to report a year-over-year increase in earnings and revenue for the quarter ending June 2025. The earnings report, expected on August 7, could influence the stock price depending on whether the actual results meet or exceed expectations. JFrog is projected to post quarterly earnings of $0.16 per share, a 6.7% increase from the previous year, and revenues of $122.84 million, up 19.2%. The Zacks Earnings ESP model suggests a positive earnings surprise is likely, especially if combined with a strong Zacks Rank. This could potentially lead to a positive impact on JFrogs stock price.
growth-positive
CORRECTING and REPLACING JFrog to Present at Upcoming Investor Conferences
JFrog Ltd., a company known for its Liquid Software and Software Supply Chain Platform, announced its participation in upcoming investor conferences in the third quarter of 2025. The company will present at the KeyBanc Technology Leadership Forum in Salt Lake City on August 11th and the Canaccord Genuity Growth Conference in Boston on August 12th. JFrogs platform helps organizations manage and distribute software securely and efficiently, integrating security features to protect against threats. The platform supports AI application development and is available as both self-hosted and SaaS services. JFrog serves millions of users and over 7,000 customers worldwide, including many Fortune 100 companies.
growth-positive
JFrog Gathers Tech Industry Giants at swampUP 2025 to Unveil Major Advances in Secure Software Supply Chain and AI Development
JFrog Ltd, a company known for its Software Supply Chain Platform, is hosting its annual swampUP user conference from September 8-10, 2025, in Napa, California. The event will focus on advancements in secure software supply chains and AI development, featuring speakers from tech giants like NVIDIA, ServiceNow, GitHub, and Dell. The conference aims to address the challenges and opportunities in the AI-driven era, emphasizing best practices for secure, scalable software delivery. JFrogs CEO, Shlomi Ben Haim, highlights the importance of compliance and productivity in the evolving software landscape. The event is expected to be a significant gathering for industry experts, partners, and community innovators.
growth-positive
Q1 Earnings Highs And Lows: JFrog (NASDAQ:FROG) Vs The Rest Of The Software Development Stocks
JFrog, a software-as-a-service platform provider, reported a strong Q1 with revenues of $122.4 million, marking a 22% year-on-year increase and exceeding analysts expectations by 4.4%. The companys platform, which integrates DevOps, DevSecOps, and AI/MLOps, has become a critical tool for organizations, enhancing software creation and delivery. Following the earnings report, JFrogs stock rose by 18%, trading at $41.55. The positive performance highlights the growing demand for software development tools, aligning with the broader trend of softwares increasing role across industries.
Customers
growth-positive
JFrog Enables AI-Driven Developer Workflows with Robust MCP Server
JFrog Ltd. has launched a new Model Context Protocol (MCP) Server, enhancing its platform by enabling seamless integration of AI-agents and Large Language Models (LLMs) with its tools and data sources. This development aims to boost developer productivity and streamline workflows by allowing natural language commands and secure interactions within the JFrog Platform. The MCP Server is designed with security in mind, addressing potential vulnerabilities like CVE-2025-6514. This release marks a significant step in integrating AI into software development, offering developers the ability to build smarter, more secure applications faster.
growth-positive
Google's Massive Windsurf Play Heats Up DevSecOps
Google has acquired Windsurfs AI code-generation tools in a $2.4 billion deal, significantly impacting the DevSecOps landscape. This acquisition puts pressure on competitors like GitLab and JFrog to enhance their AI capabilities. The deal highlights the growing importance of AI in application development, security, and operations, with companies racing to improve security around their code pipelines. GitLab has introduced AI-driven code suggestions to its plans, while JFrog faces challenges from AI workflows. The acquisition is expected to increase DevSecOps budgets as platforms integrate advanced code-generation into secure workflows. The article suggests that strategic moves by GitLab or JFrog could reshape leadership in this evolving space.
Acquisition
growth-positive
Is Couchbase (BASE) Stock Outpacing Its Computer and Technology Peers This Year?
Couchbase, Inc. (BASE) has shown impressive performance in the Computer and Technology sector, with a year-to-date return of 55.9%, significantly outperforming the sectors average return of 7.5%. The company is currently ranked #2 (Buy) by Zacks, indicating a strong earnings outlook. The Zacks Consensus Estimate for Couchbases full-year earnings has increased by 6.7% in the past quarter, reflecting positive analyst sentiment. Couchbase is part of the Internet - Software industry, which has gained an average of 14.1% this year. The article highlights Couchbases strong performance and suggests that it could continue to be a solid investment choice for those interested in the sector.
growth-positive
JFrog Announces Timing of Second Quarter 2025 Financial Results
JFrog Ltd., a company known for its Liquid Software and Software Supply Chain Platform, announced it will report its second quarter 2025 financial results on August 7, 2025. The company will host a conference call to discuss these results. JFrogs platform is designed to streamline software updates and enhance security, supporting millions of users and over 7,000 customers, including many Fortune 100 companies. The platform integrates machine learning models into software development processes, facilitating faster and more secure AI application releases. JFrogs services are available as both self-hosted and SaaS across major cloud providers.
growth-positive
1 Growth Stock with Exciting Potential and 2 to Be Wary Of
The article discusses the growth potential of three companies: JFrog, Lindblad Expeditions, and Natera. JFrog, a software-as-a-service platform, is facing challenges with profitability and is expected to consume more capital. Lindblad Expeditions, offering cruising experiences, has shown less profitable growth and negative returns on capital. In contrast, Natera, a company specializing in genetic tests, is experiencing significant growth with a 51.5% increase in revenue over the past year. Nateras steady demand and improved operating margins indicate efficient scaling and positive cash flow, marking a key inflection point for the company.
growth-positive
The Top 5 Analyst Questions From JFrog’s Q1 Earnings Call
JFrog reported strong first-quarter results for 2025, driven by robust cloud revenue growth and increased enterprise adoption of its software supply chain platform. The company exceeded analyst expectations with revenue of $122.4 million and an adjusted EPS of $0.20. JFrogs strategic partnerships and platform enhancements contributed to its success, with a notable increase in customer consumption across its cloud offerings. The company highlighted the integration of MLOps to manage both software and AI models, positioning itself for future growth. JFrogs market capitalization stands at $5.03 billion, and it has 1,051 customers paying over $100,000 annually. The GitHub partnership has positively impacted customer acquisition, although specific impacts are yet to be quantified.
growth-positive
Robert W. Baird Raised the PT on JFrog (FRGO), Keeps a Buy Rating
JFrog Ltd. (NASDAQ:FROG) has been identified as a promising tech stock, with Robert W. Baird analyst Shrenik Kothari maintaining a Buy rating and raising the price target from $42 to $45. This upgrade is attributed to JFrogs enterprise-focused strategies, which aim to secure larger customers and multi-year contracts, enhancing profitability. The companys integration with Hugging Face marks a significant step in its AI and machine learning strategy, improving the security of open-source ML models. Despite challenges in cloud growth, JFrogs revised annual cloud growth target is deemed achievable, supported by positive partner and customer feedback. The company reported a 22% year-over-year revenue increase in the fiscal first quarter of 2025, with expectations of 31% to 33% cloud growth for the full year.
CustomersPartners
growth-negative
JFrog Ltd. (FROG): A Bull Case Theory
JFrog Ltd. recently reported Q2 earnings that met expectations but were accompanied by a lowered full-year revenue guidance, leading to a 30% decline in stock value. The company attributed this to macroeconomic pressures and volatile usage among SMB customers. Despite this, key customer metrics remained solid, with an increase in customers generating significant ARR. JFrog is transitioning to more predictable annual contracts and has a strong partnership with GitHub, which strengthens its long-term prospects. The company is seen as an attractive acquisition candidate due to its dominance in artifact management and potential for FCF expansion. The current valuation offers downside protection, and the company could reach $30 per share by 2028.
CustomersPartners
growth-positive
Is There Now An Opportunity In JFrog Ltd. (NASDAQ:FROG)?
JFrog Ltd. has experienced a significant 48% rise in its share price on the NASDAQGS, bringing it closer to its yearly peak. The stock is currently trading around 5.8% below its intrinsic value, suggesting it is fairly valued. JFrogs earnings growth is expected to be in the teens in the coming years, indicating a solid future and robust cash flows. While the stock appears to be trading at its fair value, its high beta suggests potential buying opportunities if the market turns bearish. Investors are encouraged to consider the companys balance sheet strength and management track record for future investment decisions.
growth-negative
JFrog (FROG): Buy, Sell, or Hold Post Q1 Earnings?
The article discusses JFrogs recent stock performance, noting a 38.9% increase over the past six months. Despite this growth, the article expresses skepticism about the companys profitability due to its high operating costs and negative operating margin. Analysts predict a decrease in JFrogs free cash flow margin, raising concerns about its financial health. The article suggests that while JFrog has shown fast revenue growth, its expensive cost structure and reliance on stock-based compensation may pose risks. The article concludes by recommending investors consider other software stocks with potentially better opportunities.
growth-negative
2 Unpopular Stocks that Should Get More Attention and 1 to Avoid
The article discusses Wall Streets bearish price targets for JFrog, TJX, and Butterfield Bank, highlighting concerns about JFrogs rapid expansion strategy, which has impacted its operating margin profitability. JFrogs free cash flow margin is expected to shrink, indicating increased capital consumption to remain competitive. Despite trading at a forward price-to-sales ratio of 9.3x, JFrogs stock is not considered exciting due to these financial challenges. In contrast, TJXs store expansion strategy is supported by healthy same-store sales, while Butterfield Bank shows strong net interest income growth and capital strength.
growth-positive
FROG Q1 Earnings Call: Cloud Usage, Security Platform, and AI Drive Outlook
JFrog reported a strong financial performance in Q1 CY2025, with a 22% year-on-year revenue increase to $122.4 million, surpassing analyst estimates. The company also provided a positive revenue outlook for the next quarter and the full year. JFrogs growth was driven by increased cloud adoption and platform usage among large enterprises, with over 1,050 customers paying more than $100,000 annually. The company highlighted its role in software delivery and noted significant growth in cloud revenue and customer retention. JFrogs leadership anticipates further growth from its security offerings and cloud platform expansion, as well as the launch of JFrog ML for machine learning model management. The company is cautious about macroeconomic uncertainties but remains optimistic about the gradual monetization of new AI capabilities.
CustomersPartners
growth-negative
GitLab (GTLB) Reports Q1: Everything You Need To Know Ahead Of Earnings
GitLab, a software development tools maker, is set to report its earnings. The company previously beat revenue expectations by 2.6% with $211.4 million, a 29.1% year-on-year increase. However, its full-year EPS guidance missed analysts expectations. For the upcoming quarter, analysts expect a 25.9% year-on-year revenue growth to $213 million. Despite positive sentiment in the software development segment, GitLabs shares are down 5.4% over the last month. The company is leveraging generative AI capabilities, positioning itself for future growth. Analysts have maintained their estimates, indicating stability heading into earnings.
growth-positive
JFrog Appoints Sunny Rao as Senior Vice President of Asia Pacific to Drive Next Phase of Growth and Innovation Across the Region
JFrog Ltd. has appointed Sunny Rao as Senior Vice President of Asia Pacific sales to drive growth and innovation in the region. Reporting to Chief Revenue Officer Tali Notman, Rao will focus on expanding JFrogs market share and fostering innovation across APAC. With extensive experience in enterprise sales and business development, Rao aims to help organizations accelerate growth by enhancing security and innovation using the JFrog Platform. This strategic move is part of JFrogs commitment to expanding its footprint and supporting business transformation goals in APAC.
Management Changes
growth-negative
3 Unpopular Stocks with Questionable Fundamentals
The article discusses Wall Streets bearish forecasts for three companies: JFrog, Adtalem Global Education, and Astec. JFrog, a software-as-a-service platform provider, faces operating losses and a projected decline in free cash flow margin due to increased investments to maintain its market position. Adtalem Global Education, a provider of educational services, shows lackluster revenue growth and a decline in free cash flow margin, indicating challenges in finding profitable growth opportunities. Astec, a manufacturer of construction equipment, has seen a significant drop in backlog and weak sales growth, suggesting it is losing orders to competitors. The article suggests caution in investing in these companies.
Investment
growth-positive
JFrog Strengthens AI Innovation with NVIDIA Enterprise AI Factory Integration
JFrog Ltd. announced a strategic partnership with NVIDIA Enterprise AI Factory, positioning itself as a key software artifact repository for AI applications. This collaboration aims to enhance scalable and secure deployment using NVIDIAs Blackwell platform, expanding JFrogs influence in MLOps and DevSecOps. The integration is designed to improve latency reduction, efficiency, and AI scalability, supporting advanced AI workflows and real-time data analysis. This partnership underscores JFrogs commitment to secure AI development and innovation management. While JFrog is seen as a promising investment, the article suggests that other AI stocks might offer higher returns.
Partners
growth-positive
JFrog Partners with NVIDIA to Accelerate Agentic AI, Integrating the JFrog Platform with NVIDIA Enterprise AI Factory
JFrog Ltd has announced a significant partnership with NVIDIA to integrate its DevSecOps tools with the NVIDIA Enterprise AI Factory validated design. This collaboration aims to enhance AI/ML model engineering, security, operations, and delivery for AI-powered enterprises. JFrogs platform will serve as a secure model registry and software artifact repository, providing a single source of truth for software components within the NVIDIA Enterprise AI Factory. This partnership is expected to accelerate the deployment of AI-powered applications, ensuring scalable and secure operations. The integration is designed to manage AI models and datasets efficiently, supporting the future of AI innovation.
Partners
growth-negative
2 Growth Stocks with Explosive Upside and 1 to Turn Down
The article discusses the growth potential of three companies: JFrog, Atlassian, and Comfort Systems. JFrog, known for its software-as-a-service platform, is facing challenges due to its rapid expansion strategy, which has impacted its operating profitability. The company is projected to see a decline in its free cash flow margin as it plans to increase investments to maintain its market position. Atlassian, on the other hand, shows steady demand for its products with strong billings growth and a solid cash flow position. Comfort Systems, formed through a merger, has a strong backlog and impressive earnings growth, indicating a positive outlook.
Product StageInvestment
growth-positive
Is JFrog Ltd. (FROG) the Unstoppable Growth Stock to Invest in Now?
The article discusses the position of JFrog Ltd. among other growth stocks, highlighting the impact of AI and investment trends on the companys performance. BlackRock remains positive on US stocks due to the AI mega force, despite economic disruptions from US-China trade conflicts. The article notes that leading technology companies, including JFrog, are benefiting from increased AI-driven demand and are planning to raise AI-focused investments. Franklin Templeton emphasizes the potential for small-cap leadership and growth stocks ability to increase earnings faster than average businesses. The article underscores the resilience of growth stocks like JFrog in volatile markets.
growth-positive
Compared to Estimates, JFrog (FROG) Q1 Earnings: A Look at Key Metrics
JFrog Ltd. reported a revenue of $122.41 million for the quarter ended March 2025, marking a 22% year-over-year increase. The companys EPS was $0.20, surpassing the previous years $0.16 and exceeding the Zacks Consensus Estimate of $0.16 by 25%. JFrogs revenue also exceeded analyst expectations by 4.45%. The company saw growth in customers with annual recurring revenue over $100k, totaling 1,051, slightly above the average estimate. Despite these positive financial results, JFrogs stock has a Zacks Rank #4 (Sell), suggesting potential underperformance in the near term. Over the past month, JFrogs shares have returned 16%, outperforming the Zacks S&P 500 composites 13.7% change.
Customers
growth-positive
JFrog First Quarter 2025 Earnings: Beats Expectations
JFrog reported a revenue of $122.4 million for the latest quarter, marking a 22% increase from the previous year. Despite this growth, the company experienced a net loss of $18.5 million, which widened by 111% compared to the previous year. The loss per share also deteriorated to $0.16. However, revenue and earnings per share exceeded analyst estimates by 3.6% and 11%, respectively. Looking forward, JFrogs revenue is expected to grow at an average rate of 14% annually over the next three years, outpacing the US software industrys forecasted growth of 12%. The companys shares have risen by 12% over the past week.
growth-positive
Why Is JFrog (FROG) Stock Rocketing Higher Today
JFrog, a software development tools maker, experienced a significant positive impact on its stock price, which jumped 10.2% after reporting a strong first quarter 2025 performance. The company achieved a beat and raise quarter with a 22% increase in sales, driven by a 42% growth in cloud revenue. The number of $1 million+ customers increased by 35% compared to the previous year. JFrogs full-year sales, adjusted operating income, and EPS guidance surpassed analysts expectations, leading to a positive market reaction. Despite past volatility, this performance indicates a strong market perception of JFrogs growth potential.
Customers
growth-positive
JFrog Ltd (FROG) Q1 2025 Earnings Call Highlights: Strong Revenue Growth Amid Macroeconomic ...
JFrog Ltd reported a strong Q1 2025 with a 22% increase in total revenue, reaching $122.4 million. Cloud revenue grew by 42%, and the company saw a 35% increase in customers spending over $1 million annually. JFrog launched JFrog ML, unifying DevOps and MLOps, and partnered with Hugging Face to secure open-source ML models. Despite strong performance, JFrog remains cautious due to macroeconomic uncertainties and longer sales cycles. The company maintained a high gross retention rate of 97%, but gross margin decreased slightly due to an increased mix of cloud revenues. JFrog is cautious about the sustainability of recent cloud consumption overages.
CustomersPartners
growth-positive
JFrog Ltd. (FROG) Q1 Earnings and Revenues Surpass Estimates
JFrog Ltd. reported quarterly earnings of $0.20 per share, surpassing the Zacks Consensus Estimate of $0.16 per share, marking a 25% earnings surprise. The company also reported revenues of $122.41 million for the quarter ended March 2025, exceeding the consensus estimate by 4.45%. JFrog has consistently outperformed earnings expectations over the past four quarters. Despite the positive earnings report, the companys stock is currently ranked #4 (Sell) by Zacks due to unfavorable estimate revisions, suggesting potential underperformance in the near future. JFrogs shares have increased by 17.5% since the beginning of the year, outperforming the S&P 500s decline.
growth-positive
JFrog (NASDAQ:FROG) Beats Q1 Sales Targets, Quarterly Revenue Guidance Slightly Exceeds Expectations
JFrog, a software development tools maker, reported strong financial results for Q1 CY2025, surpassing market expectations with a 22% year-on-year revenue increase to $122.4 million. The company also provided a positive revenue outlook for the next quarter, exceeding analysts estimates. JFrogs non-GAAP profit per share was significantly higher than expected, and the company slightly raised its full-year revenue guidance. Despite a decrease in operating and free cash flow margins, JFrogs platform continues to be a critical tool for organizations, integrating DevOps, DevSecOps, and AI/MLOps. The company has 1,051 customers paying over $100,000 annually, with a net revenue retention rate of 116%.
Customers
growth-positive
JFrog Announces First Quarter 2025 Results
JFrog Ltd. reported strong financial results for the first quarter of 2025, with total revenues reaching $122.4 million, marking a 22% increase year-over-year. Cloud revenues grew by 42%, contributing significantly to the companys growth. JFrog also announced the release of JFrog ML, a unified platform integrating DevOps, DevSecOps, and MLOps, and formed a partnership with Hugging Face to enhance the security of machine learning models. The company saw an increase in customers with annual recurring revenue (ARR) greater than $1 million, indicating strong customer adoption. Despite macroeconomic uncertainties, JFrog remains optimistic about its growth prospects.
CustomersPartnersProduct Stage
growth-positive
What To Expect From JFrog’s (FROG) Q1 Earnings
JFrog, a software development tools maker, is set to report its earnings after market hours. The company recently exceeded analysts revenue expectations by 1.5%, with revenues of $116.1 million, marking a 19.3% year-on-year increase. JFrog added 52 enterprise customers, bringing the total to 1,018. Analysts expect a 16.9% year-on-year revenue growth for the upcoming quarter, with adjusted earnings projected at $0.16 per share. Despite missing revenue estimates three times in the past two years, JFrogs stock has risen 24.4% over the last month, outperforming the average 17.2% increase in the software development segment. The company is heading into earnings with a positive outlook and an average analyst price target of $43.56.
Customers
growth-positive
JFrog Redefines Universal Artifact Management with Industry’s Widest Native Support for Software Packages, ML Models and AI Artifacts
JFrog Ltd. has announced a significant milestone by delivering the worlds first universal artifact management solution that supports 40 unique package types, solidifying its position as a leader in cloud-native artifact management. The company reported that its SaaS customers added over seven million new software packages to their enterprise environments in 2024. JFrogs platform is designed to enhance reliability, security, and performance across DevOps pipelines, enabling organizations to manage a wide range of technologies seamlessly. The company has also expanded its support to include nine new technologies, showcasing its commitment to innovation and addressing the growing trend of software proliferation across industries.
Customers
growth-positive
Countdown to JFrog (FROG) Q1 Earnings: A Look at Estimates Beyond Revenue and EPS
The article discusses the upcoming earnings report for JFrog Ltd., with Wall Street analysts expecting quarterly earnings of $0.16 per share, unchanged from the previous year. Revenues are projected to be $117.18 million, a 16.8% increase from the prior year. Despite a 1% downward revision in the consensus EPS estimate over the last 30 days, the companys revenue from License- self-managed and Subscription- self-managed and SaaS is expected to grow by 10% and 17.1%, respectively. The number of customers with over $100k in ARR is projected to increase from 911 to 1,037. JFrog shares have risen by 19.8% in the past month, although it holds a Zacks Rank #4 (Sell), indicating potential underperformance in the near term.
Customers
growth-negative
Fortive (FTV) Meets Q1 Earnings Estimates
Fortive reported quarterly earnings of $0.85 per share, matching the Zacks Consensus Estimate, but slightly higher than the $0.83 per share from the previous year. Despite this, the companys revenue of $1.47 billion fell short of expectations by 1.22% and was lower than the $1.52 billion from the same quarter last year. Fortive has consistently missed revenue estimates over the past four quarters. The companys stock has declined by 7.1% since the start of the year, underperforming the S&P 500s 5.3% decline. The earnings outlook remains unfavorable, with a Zacks Rank of #4 (Sell), indicating potential underperformance in the near future.
growth-positive
JFrog Ltd. (FROG) Q1 Earnings Preview: What's in the Cards?
JFrog Ltd. is expected to report its earnings for the quarter ended March 2025 on May 8. The market anticipates flat earnings of $0.16 per share compared to the year-ago quarter, but with a revenue increase of 16.8% to $117.18 million. The consensus EPS estimate has been slightly revised down by 0.96% over the last 30 days. The companys stock price may be influenced by whether the actual results exceed or fall short of these expectations. The Zacks Earnings ESP model suggests that a positive Earnings ESP reading, especially when combined with a strong Zacks Rank, could indicate an earnings beat, which historically occurs nearly 70% of the time.
JFrog to Present at Upcoming Investor Conferences
growth-negative
JFrog price target lowered to $36 from $40 at Scotiabank
Scotiabank analyst Nick Altmann has lowered the price target for JFrog from $40 to $36, maintaining a Sector Perform rating on the shares. This adjustment is part of a broader update on U.S. Software system stocks due to a recent pull-back in the sector. The firm anticipates that tariff impacts will become more apparent in the second quarter and the latter half of the year. The article highlights the markets current focus on these tariff impacts and the general uncertainty in the market. Other analysts have also adjusted their price targets for JFrog, reflecting a cautious outlook.
growth-positive
Raymond James Sees Strong Growth Ahead for These 2 Software Stocks
JFrog, a software company specializing in DevOps and IT operations, is experiencing significant growth. The company, which has been operational since 2008, ended 2024 with 7,300 unique customers, including a majority of Fortune 100 firms. JFrogs cloud-based DevOps platform has seen an increase in annual recurring revenue (ARR), with 1,018 customers having more than $100,000 ARR, up from 886 the previous year. Financially, JFrog reported $116.1 million in revenue for Q4 2024, a 19% increase year-over-year, and a non-GAAP EPS of 19 cents, exceeding forecasts by 5 cents. The software sector is expected to continue growing, with JFrog well-positioned to benefit.
Customers
growth-negative
Software Development Stocks Q4 Recap: Benchmarking PagerDuty (NYSE:PD)
PagerDuty, a software-as-a-service platform, reported Q4 revenues of $121.4 million, a 9.3% increase year-over-year, exceeding analysts expectations by 1.4%. Despite this revenue growth, the company faced challenges as its EPS guidance for the next quarter fell short of expectations. This mixed performance resulted in the companys stock remaining flat post-earnings, trading at $15.52. The broader software development industry saw a mixed Q4, with an average stock decline of 24.8% among tracked companies. PagerDutys customer growth accelerated, but the markets reaction was muted due to the disappointing EPS guidance.
Customers
growth-positive
Raymond James Bets on Two Software Stocks to Ride Cloud and Data Boom
The article discusses the positive outlook for JFrog and Confluent, two software companies highlighted by Raymond James for their potential long-term growth. JFrog, which specializes in DevOps and software automation, reported significant financial performance in Q4 2024, including a 19% increase in revenue and a strong customer base with over 7,300 clients, including many Fortune 100 companies. Confluent, known for real-time data streaming, also showed impressive growth with a 22.5% increase in revenue. Both companies are well-positioned to benefit from the rising demand for data, cloud, and AI integration, with their stocks rated as Outperform by analysts.
Customers
growth-negative
Software Development Stocks Q4 Recap: Benchmarking JFrog (NASDAQ:FROG)
The article reviews the Q4 performance of software development companies, focusing on JFrog, F5, and Akamai. JFrog reported a 19.3% increase in revenue to $116.1 million, exceeding analysts expectations by 1.5%. However, despite beating EBITDA estimates, it missed annual recurring revenue estimates, leading to a 17.8% drop in stock price. F5 had a strong quarter with a 10.7% revenue increase, outperforming expectations by 7.2%, but its stock fell by 1.1%. Akamai reported a 2.5% revenue increase, meeting expectations, but provided a softer full-year guidance. Overall, the software development sector experienced mixed results, with an average stock price decline of 23.6%.
growth-positive
JFrog Announces Timing of First Quarter 2025 Financial Results
JFrog Ltd., a company known for its Liquid Software and Software Supply Chain Platform, announced that it will report its financial results for the first quarter of 2025 on May 8, 2025. The company will host a conference call to discuss these results. JFrogs platform is designed to facilitate secure and efficient software delivery, with integrated security features to protect against vulnerabilities. The platform is available as both self-hosted and SaaS services across major cloud providers. JFrog has a significant customer base, including many Fortune 100 companies, and is focused on enabling digital transformation securely.
growth-negative
JFrog Enables Trusted AI - Uncovers Critical Security Threats Emerging from AI’s Expansion in the Software Supply Chain
The Software Supply Chain State of the Union 2025 report by JFrog Ltd highlights significant security challenges in the software supply chain, exacerbated by the increasing use of AI and ML models. The report identifies a quad-fecta of security vulnerabilities, including CVEs, malicious packages, and human errors, that threaten software integrity. It also notes the growing risk of AI/ML model attacks and the reliance on manual governance, which increases security risks. The report emphasizes the need for automated governance processes to maintain security and innovation. Despite the adoption of AI technologies, many organizations still face blind spots in security scanning, leaving them vulnerable to threats.
growth-positive
JFrog Ltd. (NASDAQ:FROG) is largely controlled by institutional shareholders who own 74% of the company
The article discusses the ownership structure of JFrog Ltd., highlighting that institutional investors hold a significant 74% stake in the company. This high level of institutional ownership implies that JFrogs stock price is sensitive to their trading actions. The largest shareholder is The Vanguard Group, Inc., with 7.8% of shares, followed by Yoav Landman, a key executive, and Shlomi Haim, the CEO, who also hold substantial shares. The presence of institutional investors is generally seen as a positive attribute, indicating confidence in the companys growth potential. However, it also introduces risks associated with crowded trades if multiple institutions decide to sell simultaneously.
growth-positive
ThoughtSpot Appoints Micheline Nijmeh as Chief Marketing Officer
ThoughtSpot, an AI-native intelligence platform, has appointed Micheline Nijmeh as its new Chief Marketing Officer. Nijmeh, known for her data-driven marketing expertise, joins ThoughtSpot to drive global marketing strategy and enhance brand awareness. Her appointment is part of ThoughtSpots strategy to disrupt traditional business intelligence methods and empower decision-makers with data. Nijmehs previous experience includes roles at ZScaler, Salesforce, and JFrog, where she contributed to significant growth and market expansion. ThoughtSpot has recently experienced substantial growth, with a 40% year-over-year increase in SaaS and a significant expansion of its AI capabilities. The company aims to leverage AI and data to provide actionable insights and democratize intelligence across organizations.
Management Changes
growth-positive
JFrog Ltd. (FROG): Unifying DevOps, DevSecOps & MLOps with New AI Platform
The article discusses the impact of artificial intelligence (AI) on various industries and the workforce, with a focus on JFrog Ltd. (NASDAQ:FROG) as a trending AI stock. AI is transforming industries by automating tasks, which could lead to significant job reductions, as projected by Goldman Sachs. The firm estimates that 300 million jobs may be affected globally, but also suggests that AI could boost global GDP by 7% annually by fostering innovation and creating new job categories. The article highlights the potential for AI to cause income inequality, as automation has been a major factor in wage fluctuations in the U.S. over the past four decades.
growth-positive
JFrog Becomes an AI System of Record, Launches JFrog ML – Industry's First End-to-End DevOps, DevSecOps & MLOps Platform for Trusted AI Delivery
JFrog Ltd has launched JFrog ML, an MLOps solution integrated into its Software Supply Chain Platform, aimed at enhancing the development and deployment of AI applications. This release follows the acquisition of QWAK.ai in 2024 and addresses the growing demand for secure and scalable AI application delivery. JFrog ML integrates machine learning practices with DevSecOps processes, ensuring models are securely deployed and maintained. The platform includes partnerships with Hugging Face, AWS Sagemaker, MLflow, and NVIDIA NIM. JFrog ML aims to simplify the complex process of making ML models production-ready, supporting data scientists, data engineers, and DevSecOps teams in delivering reliable AI solutions.
AcquisitionPartners
growth-positive
JFrog Unveils Secure AI Model Delivery Accelerated by NVIDIA NIM Microservices
JFrog Ltd has announced the general availability of its integration with NVIDIA NIM microservices, part of the NVIDIA AI Enterprise software platform. This integration allows for the rapid deployment of GPU-optimized machine learning models and large language models with enterprise-grade security and governance controls. The collaboration with NVIDIA aims to address the growing demand for secure AI implementations and to overcome challenges related to the security of open-source AI models. The integration is expected to help developers create AI-powered applications more efficiently, with increased transparency and traceability. The partnership is seen as a strategic move to enhance JFrogs offerings in the AI and DevSecOps space.
Partners
growth-negative
2 Growth Stocks to Add to Your Roster and 1 to Avoid
The article discusses three growth stocks: Roku, JFrog, and Dynatrace. Roku, spun out from Netflix, is experiencing challenges due to its focus on user growth over monetization, leading to a decline in average revenue per user and a significant drop in EBITDA margin. JFrog, known for its software-as-a-service platform, shows strong growth with a high net revenue retention rate and solid free cash flow margin. Dynatrace, offering performance monitoring software, demonstrates strong ARR growth and profitability, making it a potential winner. The article highlights the importance of sustaining growth and the risks associated with prioritizing growth over profitability.
growth-positive
JFrog and Hugging Face Team to Improve Machine Learning Security and Transparency for Developers
JFrog Ltd has announced a partnership with Hugging Face to enhance the security of machine learning models hosted on the Hugging Face Hub. This collaboration aims to improve the trustworthiness of open-source ML models by integrating JFrogs advanced security features, which will scan and certify models for safety. The partnership addresses the growing need for secure ML models as they become integral to business applications, helping prevent potential breaches and data leaks. JFrogs security tools will be used to scan models for threats, ensuring safer AI application development. This initiative marks a significant step in securing the ML supply chain and enhancing the reliability of AI technologies.
Partners
growth-positive
JFrog Ltd. (FROG): Among the Best Performing Software Stocks to Buy According to Analysts
The article discusses the position of JFrog Ltd. among the best-performing software stocks according to analysts. The global software market is experiencing significant growth, driven by digital transformation, mobile technology adoption, and innovations in AI. The demand for cybersecurity solutions is also rising due to increasing cyber threats. The software market is projected to grow from $737 billion in 2024 to $2.25 trillion by 2034. Michael Wilson from Morgan Stanley highlights the recent outperformance of software stocks over semiconductors, attributing it to AI diffusion and application layer expansion. Despite semiconductor sector volatility, advancements like the DeepSeek AI-model could refocus attention on software infrastructure.
growth-positive
JFrog to Present at Upcoming Investor Conferences
JFrog Ltd., known for its Liquid Software vision and Software Supply Chain Platform, announced its participation in upcoming investor conferences in the first quarter of 2025. The company will present at the Morgan Stanley Technology, Media & Telecom Conference and the Cantor Fitzgerald Global Technology Conference. JFrogs platform, which is available as both self-hosted and SaaS services, is utilized by millions of users and over 7,000 customers worldwide, including many Fortune 100 companies. The platform ensures secure, traceable, and tamper-proof software delivery. The announcement highlights JFrogs commitment to engaging with investors and showcasing its innovative solutions.
growth-negative
Here’s Why Madison Small Cap Fund Sold JFrog Ltd (FROG)
The Madison Small Cap Funds fourth-quarter 2024 investor letter highlighted its strong performance, outperforming benchmarks significantly. However, the fund decided to sell its position in JFrog Ltd., a software supply chain platform provider, due to concerns about managements credibility and visibility into its business. Despite JFrogs revenue growth of 22% in 2024, the companys stock performance was disappointing, with a 52-week loss of 11.22%. The fund expressed a preference for AI stocks, which they believe offer higher returns in a shorter timeframe. JFrogs market capitalization stood at $4.44 billion as of February 14, 2025.
Customers
growth-positive
JFrog Ltd. (NASDAQ:FROG) Just Reported And Analysts Have Been Lifting Their Price Targets
JFrog Ltd. experienced an 11% increase in its share price following the release of its full-year results, despite reporting larger-than-expected losses of US$0.63 per share. The company reported revenues of US$428 million, aligning with expectations. Analysts have updated their forecasts, predicting a 17% revenue growth to US$501.8 million in 2025, although losses are expected to increase to US$0.73 per share. The average price target for JFrogs stock rose by 21%, suggesting that the increased losses are seen as temporary. Despite a slowdown in growth compared to its historical rate, JFrog is still expected to outpace the industry average.
growth-positive
Why Is JFrog (FROG) Stock Soaring Today
JFrogs stock soared by 15.3% in pre-market trading following the release of strong fourth-quarter 2024 results. The company exceeded Wall Streets revenue and operating profit estimates, driven by significant new large contract wins and robust cloud revenue growth, which now accounts for 43% of total revenue. Despite in-line full-year revenue guidance, the operating income guidance was ahead, indicating better profitability. The market reacted positively, with shares closing up 5.5% at $39.81. JFrogs shares have been volatile, with significant movements over the past year, including a notable drop six months ago due to disappointing earnings. The company is up 29.8% year-to-date but remains below its 52-week high. The article also mentions the broader impact of generative AI on business, highlighting the potential for growth in the semiconductor sector.
Customers
growth-positive
JFrog Ltd (FROG) Q4 2024 Earnings Call Highlights: Strong Cloud Growth and Strategic Shifts
JFrog Ltd reported a strong financial performance for fiscal year 2024, with total revenue reaching $428.5 million, a 22% increase year-over-year. The companys cloud revenue saw significant growth of 41%, amounting to $168 million. JFrogs enterprise-focused strategy led to an increase in high-value customers, with 1,018 customers having an ARR over $100,000. Despite this growth, the company faces a conservative macroeconomic environment, leading to a focus on higher-value enterprise customers and a decrease in overall customer count. The guidance for 2025 reflects cautious expectations, with anticipated revenue growth of 17% and a lower free cash flow margin of 19%.
Customers
growth-positive
Amazon.com, Inc. (AMZN) Web Services Strengthens Cloud Migration and DevOps Capabilities with New Partnership
The article discusses the position of Amazon.com, Inc. in the context of AI stocks and the broader AI regulatory landscape. U.S. Vice President JD Vance argues against heavy regulation of AI, suggesting that it could stifle innovation. The U.S. and UK have declined to sign an international AI declaration, emphasizing competition over regulation. The article highlights the interest of hedge funds in AI stocks, suggesting that following their picks could lead to market outperformance. The discussion reflects the ongoing debate over AI regulation, with the U.S. opposing the EUs strict regulatory approach.
growth-positive
Here's What Key Metrics Tell Us About JFrog (FROG) Q4 Earnings
JFrog Ltd. reported a revenue of $116.08 million for the quarter ended December 2024, marking a 19.4% increase year-over-year. The company achieved an EPS of $0.19, surpassing the consensus estimate of $0.14, resulting in a 35.71% EPS surprise. JFrogs revenue also exceeded the Zacks Consensus Estimate by 1.69%. The company reported 1,018 customers with over $100k in annual recurring revenue, surpassing the average estimate of 999. The stock has returned 11.1% over the past month, outperforming the Zacks S&P 500 composites 3.9% change. JFrogs performance indicates a positive growth trajectory, with key metrics exceeding analyst expectations.
Customers
growth-positive
3 Software Stocks with Big Upside
The article discusses three software companies—GitLab, JFrog, and HashiCorp—that are poised for significant growth in the software industry. GitLab, with a market cap of $11.33 billion, shows strong ARR growth and customer loyalty, making it a promising investment. JFrog, valued at $4.12 billion, demonstrates steady demand and profitability, enhancing its investment appeal. HashiCorp, with a $7 billion market cap, plays a crucial role in multi-cloud environments, showing efficiency and profitability. The article highlights the potential risks of AI commoditizing software products but emphasizes the growth potential of these companies. The focus is on their financial metrics, customer retention, and market positioning.
Customers
growth-positive
JFrog Ltd. (FROG) Surpasses Q4 Earnings and Revenue Estimates
JFrog Ltd. reported quarterly earnings of $0.19 per share, surpassing the Zacks Consensus Estimate of $0.14 per share, marking an earnings surprise of 35.71%. The company also reported revenues of $116.08 million, exceeding the consensus estimate by 1.69%. Over the last four quarters, JFrog has consistently surpassed consensus EPS estimates. The companys shares have increased by about 25.6% since the beginning of the year, outperforming the S&P 500s gain of 2.9%. The sustainability of the stocks price movement will depend on managements commentary and future earnings expectations. The current consensus EPS estimate for the next quarter is $0.14 on $117.53 million in revenues.
growth-positive
JFrog Announces Fourth Quarter and Fiscal 2024 Results
JFrog Ltd. reported strong financial results for fiscal year 2024, with total revenues reaching $428.5 million, marking a 22% increase year-over-year. The companys cloud revenues surged by 41%, driven by migrations and significant customer acquisitions. JFrogs security core products contributed 3% to total revenue and 12% to the ending remaining performance obligations (RPO). The company saw a 41% increase in customers with annual recurring revenue (ARR) greater than $1 million, totaling 52 customers. JFrogs CEO highlighted the evolving landscapes of DevOps, DevSecOps, and MLOps, emphasizing the demand for comprehensive solutions that unify and secure the software supply chain. JFrog aims to continue its momentum into 2025, focusing on cloud expansion, platform adoption, and security growth.
Customers
growth-positive
JFrog (NASDAQ:FROG) Surprises With Q4 Sales, Large Customer Wins Accelerate
JFrog, a software development tools maker, reported impressive Q4 CY2024 results, surpassing Wall Streets revenue expectations with a 19.4% year-on-year increase to $116.1 million. The companys non-GAAP profit per share was 36.7% above analysts consensus estimates. JFrogs management provided revenue guidance for FY2025 at $501 million, indicating a 16.9% growth. The company has 1,018 customers paying more than $100,000 annually, demonstrating strong customer retention and growth. Despite a slight decline in the net revenue retention rate, JFrogs financial performance and market capitalization of $4.12 billion reflect its robust position in the software industry.
Customers
growth-negative
Countdown to JFrog (FROG) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS
Wall Street analysts expect JFrog Ltd. to report quarterly earnings of $0.14 per share, indicating a 26.3% year-over-year decline. However, revenues are projected to rise by 17.4% to $114.16 million. The consensus EPS estimate has been revised downward by 2% in the past 30 days. Analysts predict Revenue- License- self-managed to decrease by 2.3% year-over-year, while Revenue- Subscription- self-managed and SaaS is expected to increase by 18.5%. The number of customers with over $100k in ARR is estimated at 999, up from 886 the previous year. JFrog shares have increased by 12.2% in the past month, compared to the S&P 500s 2.1% rise. The company holds a Zacks Rank #3 (Hold), indicating it may closely follow market performance.
growth-negative
FORM's Q4 Earnings Miss Estimates, Stock Declines on Cautious Outlook
FormFactor reported its fourth-quarter 2024 earnings, with adjusted earnings per share of 27 cents, missing the Zacks Consensus Estimate by 6.90%. Revenues of $189.5 million also missed estimates by 19% but increased 12.7% year over year, driven by strong demand in the DRAM probe-card business. However, there was an 8.9% sequential decline in revenues due to reduced Foundry & Logic probe-card sales. Following the results, KLAC shares fell 27.07% in after-hours trading due to weak demand in high-volume markets and anticipated sequential declines in non-HBM DRAM probe cards and Systems. The company saw revenue growth in regions like Malaysia and Taiwan but declines in the US and Japan.
Customers
growth-positive
JFrog Climbs 14% in a Month: Is it the Right Time to Buy the Stock?
JFrog Ltd. has experienced a 13.6% rise in its shares over the past month, outperforming industry benchmarks. The company, a leader in open-source, self-managed SaaS services, boasts strong customer loyalty with a gross retention rate of 97% and a Net Dollar Retention of 117%. JFrog has launched new solutions like JFrog ML and JFrog Runtime Security, which are expected to gain traction among customers. The company is also seeing significant growth in cloud revenues, projected to increase by 40% in 2024. JFrog has formed partnerships with major players like Microsoft Azure, AWS, Google Cloud, NVIDIA, and GitHub, enhancing its cloud offerings and software development platforms.
CustomersPartners
growth-positive
What Makes JFrog Ltd. (FROG) an Attractive Investment?
Baron Funds, an investment management company, discussed its Baron Small Cap Funds performance in its fourth-quarter 2024 investor letter. The fund underperformed compared to the Russell 2000 Growth Index and Russell 3000 Index for the quarter but showed better long-term results. The letter highlighted JFrog Ltd., a company providing a hybrid software supply chain platform, as a new investment. JFrogs flagship product, Artifactory, helps developers manage software binaries, crucial for complex applications. The company also offers security tools like JFrog Xray to ensure safe software deployment. JFrogs stock showed a positive return, and its market capitalization was $3.94 billion as of January 30, 2024.
Investment
growth-negative
JFrog Ltd.'s (NASDAQ:FROG) Intrinsic Value Is Potentially 22% Below Its Share Price
The article discusses the intrinsic value estimation of JFrog Ltd. using the Discounted Cash Flow (DCF) model. The analysis suggests that JFrogs current share price of US$35.30 is 28% overvalued compared to its projected fair value of US$27.68. This fair value estimate is also 25% lower than the analyst price target of US$36.98. The DCF model used considers a two-stage growth model, with higher growth in the initial period and stable growth in the later stage. The article provides a detailed breakdown of projected cash flows and their present values, highlighting the importance of discounting future cash flows to todays value.
growth-positive
JFrog (FROG): Buy, Sell, or Hold Post Q3 Earnings?
JFrog, a software-as-a-service company, has experienced a 14% decline in its share price over the past six months, underperforming the S&P 500. Despite this, the company reported strong Q3 billings of $132 million, with a year-on-year growth average of 27.5%, indicating robust customer demand. JFrogs net revenue retention rate was 118%, showcasing customer satisfaction and increased spending over time. Although the company has a negative operating margin of 19.8% due to high expenses aimed at capturing market share, its aggressive growth strategy appears successful, with expectations of reaching profitability as it scales.
Customers
growth-negative
Software Development Stocks Q3 Results: Benchmarking Bandwidth (NASDAQ:BAND)
Bandwidth (NASDAQ:BAND) reported strong Q3 earnings with revenues of $193.9 million, a 27.5% increase year-on-year, surpassing analysts expectations by 6.5%. Despite the positive financial performance, including record revenue and profitability, the companys stock fell by 14.8% post-announcement, indicating that investor expectations were higher than the reported results. The company provides a software platform for phone numbers, voice, and text connectivity, leveraging its global network. The broader software development sector also showed strong performance, with revenues exceeding analysts estimates. JFrog, another company in the sector, reported a 23% revenue increase, also beating expectations. The article suggests a mixed sentiment towards Bandwidths future prospects despite its strong quarterly performance.
Customers
growth-negative
Q3 Earnings Roundup: GitLab (NASDAQ:GTLB) And The Rest Of The Software Development Segment
GitLab, a leading software development tools platform, reported its Q3 earnings with revenues of $196 million, marking a 31% year-on-year increase and exceeding analysts expectations by 4.1%. Despite the strong performance, investor expectations were higher, leading to a 12.1% drop in GitLabs stock price, which currently trades at $58.10. The broader software development segment also showed strong results, with revenues beating consensus estimates by 3.3% and next quarters guidance up by 0.7%. However, GitLabs stock performance suggests that the market had anticipated even better results. The article also mentions JFrog, another company in the segment, which reported a 23% revenue increase but saw its stock decline by 6.1%.
growth-positive
JFrog Announces Timing of Fourth Quarter and Fiscal 2024 Financial Results
JFrog Ltd., a company known for its Liquid Software and Software Supply Chain Platform, announced that it will report its financial results for the fourth quarter and fiscal year 2024 on February 13, 2025. The company will host a conference call to discuss these results. JFrogs platform is designed to help organizations build, manage, and distribute software efficiently and securely, with integrated security features to protect against threats. The platform is available as both self-hosted and SaaS services across major cloud providers. JFrog serves millions of users and over 7,000 customers worldwide, including many Fortune 100 companies.
growth-positive
Software Development Stocks Q3 Teardown: Cloudflare (NYSE:NET) Vs The Rest
Cloudflare, a software-as-a-service platform, reported a strong Q3 with revenues of $430.1 million, marking a 28.2% year-on-year increase and exceeding analysts expectations by 1.4%. The company also surpassed EBITDA estimates and full-year EPS guidance. Cloudflare added a record 219 large customers, with 35% of the Fortune 500 now paying customers. The stock rose 18.4% post-reporting, trading at $113.32. The article contrasts Cloudflares performance with JFrog, another software company, which also reported strong revenue growth but saw its stock decline by 6.8%. Overall, the software development sector showed robust performance in Q3, with revenues beating consensus estimates.
Customers
growth-positive
Software Development Stocks Q3 Earnings: JFrog (NASDAQ:FROG) Best of the Bunch
JFrog, a software-as-a-service platform provider, reported strong Q3 earnings with revenues of $109.1 million, marking a 23% year-on-year increase and surpassing analysts expectations by 3.3%. The company demonstrated significant growth in large customers and strong execution despite a challenging budgetary environment. Although JFrogs stock is down 3.1% since the earnings report, the companys performance is considered robust, with impressive billings and enterprise wins. Bandwidth, another software platform provider, also reported a strong quarter with revenues of $193.9 million, up 27.5% year-on-year, but its stock fell 7.3% post-reporting.
Customers
growth-positive
JFrog to Present at Upcoming Investor Conference
JFrog Ltd., a company known for its Liquid Software vision and Software Supply Chain Platform, announced that its Co-Founder and CEO, Shlomi Ben Haim, along with CFO Ed Grabscheid, will present at the 27th Annual Needham Growth Conference on January 16, 2025. JFrogs platform, which is available as both self-hosted and SaaS services, is used by millions of users and over 7,000 customers worldwide, including many Fortune 100 companies. The platform helps organizations build, manage, and distribute software securely and efficiently. The announcement highlights JFrogs ongoing commitment to digital transformation and secure software delivery.
growth-negative
JFrog Ltd. (FROG) Slid Due to Lowered Guidance
Wasatch Global Investors released its third-quarter 2024 investor letter, highlighting the performance of its Small Cap Growth Strategy, which gained 9.45% and outperformed the Russell 2000® Growth Index. JFrog Ltd., a company providing a hybrid software supply chain platform, was noted as a significant detractor from the strategys performance due to its lowered earnings guidance. Despite reporting a 23% year-over-year revenue increase to $109.1 million, JFrogs stock price declined, raising concerns about its growth potential. The letter expressed skepticism about JFrogs ability to capitalize on AI trends, despite its initial promise. JFrogs market capitalization was $3.425 billion as of January 2, 2025.
Customers
growth-positive
Q3 Earnings Outperformers: F5 (NASDAQ:FFIV) And The Rest Of The Software Development Stocks
F5 (NASDAQ:FFIV) reported strong Q3 earnings, with revenues of $746.7 million, marking a 5.6% year-on-year increase and exceeding analysts expectations by 2.2%. The companys stock has risen by 15.6% since the earnings report, trading at $252.44. F5s software revenue grew by 19% year-over-year, contributing to a 6% overall revenue growth in the fourth quarter. The positive performance reflects the increasing demand for software development tools, as highlighted by the broader software development sectors revenue beat. JFrog (NASDAQ:FROG) also reported strong earnings, with a 23% year-on-year revenue increase, but its stock fell by 6.6% post-reporting. Akamai (NASDAQ:AKAM) was also mentioned as a peer in the software development space.
growth-negative
Software Development Stocks Q3 Teardown: PagerDuty (NYSE:PD) Vs The Rest
The article compares the Q3 performance of software development stocks, focusing on PagerDuty and JFrog. PagerDuty reported a 9.4% year-on-year revenue increase to $118.9 million, exceeding analysts expectations by 2.2%. Despite this, the stock fell by 12.8% due to a miss in analysts billings estimates. JFrog, on the other hand, reported a 23% revenue increase to $109.1 million, outperforming expectations by 3.3%. However, its stock also declined by 11.3%. Both companies showed customer growth, but market reactions were negative. The article highlights the importance of software tools in various industries and the steady performance of software stocks in Q3.
Customers
growth-positive
Software Development Stocks Q3 Teardown: Twilio (NYSE:TWLO) Vs The Rest
The article reviews the Q3 performance of software development companies, highlighting Twilios strong results. Twilio reported a 9.7% year-on-year revenue increase to $1.13 billion, surpassing analysts expectations by 3.7%. The companys stock rose by 57.6% following the earnings report, trading at $111.20. The article also mentions JFrog and Akamai, noting JFrogs 23% revenue growth and Akamais 4.1% increase. Despite JFrogs strong performance, its stock fell by 6.3%. Overall, the software development sector showed resilience, with average share prices up 6.1% since the earnings results.
growth-negative
At US$30.56, Is JFrog Ltd. (NASDAQ:FROG) Worth Looking At Closely?
JFrog Ltd. has experienced a 12% increase in its share price on the NASDAQGS over recent months, though it has traded higher in the past year. Despite this growth, the stock is currently trading around 12.83% above its intrinsic value, suggesting it is fairly valued. Analysts expect JFrog to deliver a negative earnings growth of -3.9%, indicating a high risk of future uncertainty. This negative outlook suggests that now may not be the optimal time to invest, as the stocks fair value and negative growth outlook increase the risk of holding it. Investors should consider the fundamentals and potential changes in the companys valuation before making investment decisions.
growth-positive
Q3 Earnings Roundup: HashiCorp (NASDAQ:HCP) And The Rest Of The Software Development Segment
HashiCorp reported strong Q3 earnings with revenues of $173.4 million, marking an 18.7% year-over-year increase and exceeding analysts expectations by 6.1%. The company also saw an 8% growth in $100,000 customers year-over-year. Despite the positive financial performance, HashiCorps stock is down 1.2% since the earnings report, currently trading at $33.23. The software development segment as a whole performed well, with the 11 tracked stocks reporting a 3.3% revenue beat over analysts estimates. JFrog, another company in the segment, also reported strong earnings but saw a 5.1% decline in stock price post-reporting.
growth-positive
Q3 Earnings Highs And Lows: Datadog (NASDAQ:DDOG) Vs The Rest Of The Software Development Stocks
Datadog, a software-as-a-service platform specializing in cloud infrastructure monitoring, reported a strong Q3 with revenues of $690 million, marking a 26% year-over-year increase. This performance exceeded analysts expectations by 3.8%, and the companys stock rose by 21% post-reporting, trading at $155.29. The positive earnings report highlights Datadogs continued platform expansion to support customers in observing and securing cloud applications. In contrast, JFrog, another software development company, also reported a strong quarter with revenues of $109.1 million, up 23% year-on-year. However, despite outperforming analysts expectations, JFrogs stock fell by 5.3%.
growth-negative
Jfrog Ltd. (FROG) Retreated By -23% Despite Results in Line with Projections
TimesSquare Capital Managements U.S. Small Cap Growth Strategy highlighted JFrog Ltd. in its Q3 2024 investor letter. Despite a 23% year-over-year revenue increase to $109.1 million, JFrogs stock retreated by 23% due to reduced guidance for the rest of 2024. This caution was attributed to longer sales cycles among clients concerned about the macroeconomic environment. Although there were delays in signing new contracts, they were not cancellations. JFrogs shares closed at $31.00 per share with a market capitalization of $3.458 billion on December 5, 2024. TimesSquare Capital trimmed its position in JFrog, highlighting the potential of AI stocks for higher returns.
Customers
growth-positive
HashiCorp Earnings: What To Look For From HCP
HashiCorp, a cloud infrastructure automation platform, is set to report its earnings after market close. In the previous quarter, HashiCorp exceeded analysts revenue expectations by 5.1%, with revenues of $165.1 million, marking a 15.3% year-on-year increase. The company added 16 enterprise customers, each paying over $100,000 annually, bringing the total to 934. Analysts expect a revenue growth of 11.8% year-on-year to $163.4 million for the upcoming quarter. HashiCorp has consistently surpassed Wall Streets revenue estimates over the past two years. Despite positive investor sentiment in the software development sector, HashiCorps stock price remained unchanged, with an average analyst price target of $34.86. The article suggests a positive outlook for HashiCorps earnings.
Customers
growth-positive
GitLab (GTLB) Reports Q3: Everything You Need To Know Ahead Of Earnings
GitLab is set to announce its Q3 earnings results, with analysts expecting a 25.8% year-on-year revenue growth to $188.3 million. The company has consistently exceeded Wall Streets expectations, with a history of beating revenue estimates by an average of 4.9% over the past two years. Last quarter, GitLab reported revenues of $182.6 million, marking a 30.8% year-on-year increase. Positive sentiment among investors in the software development segment has seen GitLabs share price rise by 16.3% over the last month. Analysts have maintained their estimates, suggesting confidence in GitLabs performance. The article also highlights the impact of generative AI on business, with a focus on semiconductor stocks benefiting from AI growth.
JFrog to Present at Upcoming Investor Conferences
growth-negative
JFrog Ltd. (NASDAQ:FROG) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?
JFrog Ltd. recently released its third-quarter results, which led to a 4.3% increase in its share price to $31.10. Despite this, the company reported a 25% increase in statutory losses to $0.21 per share. Revenues of $109 million exceeded expectations by 3.3%, but analysts have mixed views on the companys future. They predict revenues of $500.1 million in 2025, reflecting a 22% improvement, but also expect losses to increase to $0.55 per share. The consensus price target remains at $35.10, indicating that the company is performing in line with expectations despite higher forecast losses. JFrogs revenue growth is expected to slow to 17% annually until 2025, though it will still outpace the industry average of 12%.
growth-positive
JFrog (FROG) Reports Q3 Earnings: What Key Metrics Have to Say
JFrog Ltd. reported a revenue of $109.06 million for the quarter ending September 2024, marking a 23% increase from the previous year. The earnings per share (EPS) were $0.15, matching the previous years figure but surpassing the consensus estimate of $0.10 by 50%. The revenue also exceeded the Zacks Consensus Estimate by 3.34%. Key metrics such as customers with over $100k in annual recurring revenue (ARR) slightly surpassed expectations, and self-managed license revenue showed a significant year-over-year increase of 23.6%. Despite these positive results, JFrogs stock has a Zacks Rank #4 (Sell), suggesting potential underperformance in the near term.
Customers
growth-positive
JFrog Ltd (FROG) Q3 2024 Earnings Call Highlights: Strong Revenue Growth and Cloud Expansion
JFrog Ltd reported a strong Q3 performance with a total revenue of $109.1 million, marking a 23% year-over-year increase. The cloud revenue saw a significant rise of 38%, reaching $42.4 million. The company experienced growth in its customer base, with those having an ARR over $100,000 increasing to 966 from 848 the previous year. Despite a slight decrease in gross margin to 82.8%, JFrog maintained a high gross retention rate of 97%. The company remains cautious about large migration deals due to macroeconomic challenges affecting budgetary commitments. The overperformance in Q3 was attributed to closing significant projects that were previously delayed.
Customers
growth-negative
JFrog Ltd. (FROG) Beats Q3 Earnings and Revenue Estimates
JFrog Ltd. reported quarterly earnings of $0.15 per share, surpassing the Zacks Consensus Estimate of $0.10 per share, marking a 50% earnings surprise. The company also reported revenues of $109.06 million, exceeding expectations by 3.34%. Despite these positive earnings and revenue figures, JFrog shares have declined by about 8.4% since the beginning of the year, underperforming the S&P 500s 24.3% gain. The companys earnings outlook remains a concern, with an unfavorable estimate revisions trend leading to a Zacks Rank #4 (Sell). This suggests that JFrog shares are expected to underperform the market in the near future. The current consensus EPS estimate for the next quarter is $0.14 on $113.75 million in revenues.
growth-positive
JFrog Announces Third Quarter 2024 Results
JFrog Ltd. reported strong financial results for Q3 2024, with total revenues of $109.1 million, marking a 23% year-over-year increase. Cloud revenues rose by 38%, driven by cloud migrations and security. The company expanded its platform with MLOps and Runtime Security, and announced collaborations with GitHub and NVIDIA. JFrogs customer base grew significantly, with customers having ARR greater than $1 million increasing by 53% year-over-year. The company also integrated Qwak AI MLOps technologies into its offerings. These developments highlight JFrogs focus on expanding its platform and enhancing its offerings in DevOps, DevSecOps, and MLOps, positioning it for future growth.
CustomersExpandPartnersAcquisition
growth-positive
JFrog (NASDAQ:FROG) Surprises With Q3 Sales, Contract Wins Accelerate
JFrog, a software development tools maker, exceeded Wall Streets revenue expectations for Q3 CY2024, reporting a 23% year-on-year increase to $109.1 million. The companys non-GAAP profit per share was $0.15, surpassing analysts estimates by 41.7%. JFrog anticipates Q4 revenue to be around $114 million, aligning closely with analyst predictions. The company raised its full-year revenue guidance to $426 million, slightly above expectations. Despite a decrease in gross and operating margins, JFrogs free cash flow margin improved significantly. The company has 966 customers paying over $100,000 annually, reflecting strong enterprise engagement. JFrogs market capitalization stands at $3.50 billion. The results indicate robust execution in a challenging budgetary environment, with significant enterprise wins.
Customers
growth-negative
What To Expect From JFrog’s (FROG) Q3 Earnings
JFrog, a software development tools maker, is set to announce its earnings results. The company reported a 22.4% year-on-year revenue increase last quarter, meeting analysts expectations with $103 million in revenue. However, it provided underwhelming guidance for the next quarter, indicating decelerating growth in large customers. JFrog added 17 enterprise customers, bringing the total to 928. Analysts expect a 19.1% year-on-year revenue growth to $105.6 million this quarter, a slowdown compared to the previous years 23.1% increase. Despite missing Wall Streets revenue estimates twice in the last two years, JFrogs stock has risen 13.1% in the past month. The company is heading into earnings with an average analyst price target of $34.26. The broader software development segment has seen positive investor sentiment, with share prices up 7% on average.
Customers
growth-negative
Exploring Analyst Estimates for JFrog (FROG) Q3 Earnings, Beyond Revenue and EPS
JFrog Ltd. is expected to report quarterly earnings of $0.10 per share, a 33.3% decline from the previous year. However, revenues are forecasted to increase by 19.1% to $105.54 million. Analysts have maintained their EPS estimates over the past 30 days, indicating a reevaluation of initial estimates. The report highlights the importance of earnings projections in predicting investor reactions. Analysts estimate Revenue- Subscription- self-managed and SaaS to grow by 20.1%, while Revenue- License- self-managed is expected to slightly decline. The number of customers with ARR over $100k is predicted to increase to 958 from 848. Despite a recent 3.7% increase in share price, JFrog holds a Zacks Rank #4 (Sell), suggesting underperformance in the near term.
Customers
growth-positive
Despite takeover denials, JFrog’s market value climbed to over $3.4 billion amid private equity interest.
JFrog, an Israeli software company, is attracting takeover interest from private equity firms Permira and Hellman & Friedman, despite denying any current discussions regarding mergers and acquisitions. The speculation has positively impacted JFrogs market value, which has climbed to over $3.4 billion. The companys stock rose by 4.5% after a previous decline. JFrogs recent acquisition of Qwak for $230 million aims to enhance its AI capabilities, although this has not yet been reflected in financial results. The company forecasts annual revenues of $422-$424 million, slightly below expectations but still indicating a 20% growth compared to 2023. JFrog faces challenges with slow sales cycles due to tighter budgets among customers.
Acquired-byAcquisition
growth-positive
JFrog attracting takeover interest, says not in talks, Bloomberg reports
JFrog, an Israeli-American technology company known for its software development tools, has attracted preliminary takeover interest from several private equity firms, including Permira and Hellman & Friedman. Despite this interest, a JFrog spokesperson stated that the company is not currently in discussions with any private equity or financial advisers regarding mergers and acquisitions. The news was first reported by Bloomberg and highlighted in the Betaville blog. Additionally, KeyBanc has raised JFrogs price target from $30 to $32, indicating a positive outlook for the companys stock. The article suggests a potential growth-positive impact on JFrog due to the takeover interest and increased price target.
Acquired-by
growth-positive
Why JFrog Stock Flew Nearly 5% Higher on Friday
A Bloomberg article suggests that software tools specialist JFrog might be a target for acquisition by several private equity firms, including Permira and Hellman & Friedman. This speculation led to a nearly 5% increase in JFrogs stock price, outperforming the S&P 500 index. Despite the rumors, JFrog has stated that it is not currently in discussions regarding mergers or acquisitions. The companys upcoming third-quarter results, scheduled for release on November 7, could influence the potential acquisition narrative. Until more concrete information is available, investors are advised to approach the stock with caution.
Acquired-by
growth-negative
Software Tools Maker JFrog Attracts Takeover Interest
JFrog Ltd., a technology company specializing in tools for software developers, has attracted preliminary takeover interest from private equity firms such as Permira and Hellman & Friedman. Despite this interest, JFrog has stated that it is not currently in discussions regarding mergers or acquisitions. The companys shares have fallen 14% this year, resulting in a market value of $3.28 billion. JFrog recently lowered its revenue guidance for fiscal 2024, citing a challenging macroeconomic environment. This has further impacted its stock, which dropped nearly 28% following the announcement. The company was co-founded in 2008 by Shlomi Ben Haim, who continues to serve as CEO.
Acquired-by
growth-positive
JFrog shares gain on report of takeover interest
JFrog, a software development tools company, has attracted interest from private equity firms, including Permira and Hellman&Friedman, as reported by Bloomberg. This news led to a rise in JFrogs stock by over 5% on Thursday and more than 4% in premarket trading on Friday. Despite the interest, JFrog stated that it is not currently in discussions regarding mergers or acquisitions. The company, which operates in the DevOps space, has faced challenges this year, including a 14% drop in shares and a revised financial guidance for fiscal 2024, lowering revenue expectations due to macroeconomic challenges. JFrogs market capitalization is noted at $3.28 billion.
Acquired-by
growth-positive
Software Tools Maker JFrog Attracts Takeover Interest
JFrog Ltd., a technology company specializing in DevOps tools, has attracted preliminary takeover interest from private equity firms including Permira and Hellman & Friedman. Despite JFrogs denial of any ongoing discussions regarding mergers and acquisitions, the news led to a 7.4% rise in its share price, closing at $31.05 and giving the company a market value of $3.4 billion. This interest comes amid a challenging macroeconomic environment that has led JFrog to lower its fiscal 2024 revenue guidance to $422 million to $424 million. The company, co-founded by CEO Shlomi Ben Haim in 2008, has seen its shares fall by 14% this year, but the recent takeover interest has provided a positive boost.
Acquired-by
growth-positive
JFrog Stock Hops On Report Of Potential Takeover Interest
JFrogs stock saw a significant increase following reports that the software platform has attracted interest from several private equity firms. This potential takeover interest suggests a positive outlook for the company as it could lead to strategic investments or acquisition, enhancing its growth prospects. The news has generated excitement among investors, reflecting in the stocks performance. The involvement of private equity firms indicates a strong belief in JFrogs business model and future potential.
Acquired-by
JFrog Announces Timing of Third Quarter 2024 Financial Results
JFrog-Sponsored IDC Study Shows Growing Developer Focus on Software Security, Impacting Companies’ Competitive Advantage
growth-positive
Q2 Earnings Outperformers: F5 (NASDAQ:FFIV) And The Rest Of The Software Development Stocks
The article discusses the Q2 earnings performance of several software development companies, highlighting F5 (NASDAQ:FFIV) as a key player. F5 reported revenues of $695.5 million, exceeding analysts’ expectations by 1.4%, although it was a slower quarter with a miss on billings estimates. Despite this, F5s stock is up 23.2% since reporting. The article also mentions GitLab, which had the fastest revenue growth, and PagerDuty, which had the weakest performance. Overall, software development stocks have shown resilience with an average share price increase of 6.2% since the latest earnings results.
Customers
growth-negative
Reflecting On Software Development Stocks’ Q2 Earnings: JFrog (NASDAQ:FROG)
JFrog (NASDAQ:FROG) reported Q2 revenues of $103 million, marking a 22.4% year-on-year increase, which was in line with analysts expectations. However, the company provided underwhelming revenue guidance for the next quarter and showed decelerating growth in large customers. JFrog added 17 enterprise customers, bringing the total to 928, but the stock has dropped 14.1% since the earnings report. The broader software development sector showed resilience with an average share price increase of 6.3% post-earnings. The article also highlights the performance of other companies like GitLab, PagerDuty, F5, and Cloudflare.
Customers
growth-positive
TimesSquare Capital Management U.S. Small Cap Growth Strategy Added JFrog Ltd. (FROG) on Dip
TimesSquare Capital Management released its Q2 2024 investor letter, highlighting its U.S. Small Cap Growth Strategy. The fund returned -1.59% (gross) and -1.83% (net), outperforming the Russell 2000 Growth Indexs -2.92% return. Among its top holdings is JFrog Ltd., which provides an end-to-end hybrid software supply chain platform. JFrogs stock saw a one-month return of 3.57% and a 52-week gain of 6.15%, closing at $28.12 per share with a market cap of $3.105 billion on September 17, 2024. Despite trimming its position initially, TimesSquare Capital added back to JFrog after a 15% share price drop. JFrog reported $103 million in Q2 revenues, up 22% year-over-year.
Investment
growth-negative
JFrog Ltd. (FROG): A Bull Case Theory
The article discusses a bullish investment thesis on JFrog Ltd. (FROG) despite recent challenges. JFrogs stock dropped 30% following its Q2 earnings report, which met expectations but led to a downward revision of full-year guidance due to macroeconomic pressures and unpredictable cloud revenue. The company is transitioning cloud customers to annual contracts for more predictable revenue. Despite deceleration in growth, customer metrics remain positive, with 42 customers generating over $1 million in ARR. The security segment is not expected to drive significant revenue until 2025. JFrogs net dollar retention rate is 118%, indicating strong customer loyalty. The company is trading at attractive multiples with a $2.3 billion enterprise value, presenting a potential long-term investment opportunity.
CustomersInvestment
growth-positive
Q2 Software Development Earnings: GitLab (NASDAQ:GTLB) Impresses
GitLab (NASDAQ:GTLB) reported strong Q2 earnings, with revenues of $182.6 million, up 30.8% year on year, surpassing analysts expectations by 3.1%. The company also achieved the fastest revenue growth and highest full-year guidance raise among its peers. Consequently, GitLabs stock has risen by 23.4% since the earnings report. The article also mentions other companies in the software development industry, such as PagerDuty, JFrog, Cloudflare, and HashiCorp, comparing their performance in Q2. GitLabs performance stands out as the best among them.
Customers
growth-negative
Insider Sale: Chief Revenue Officer Tali Notman Sells 10,699 Shares of JFrog Ltd (FROG)
On September 9, 2024, Tali Notman, Chief Revenue Officer of JFrog Ltd, sold 10,699 shares at $28.29 per share. This transaction was filed on September 11, 2024. Over the past year, Notman has sold a total of 166,072 shares, and there have been 77 insider sells with no insider buys at JFrog Ltd. The companys market cap is approximately $3.06 billion, and the intrinsic value of the stock is estimated at $35.94, suggesting it is modestly undervalued. This insider sale may interest investors tracking insider behaviors.
Public Trading
growth-negative
Insider Sale: CEO Ben Shlomi Sells 16,714 Shares of JFrog Ltd (FROG)
On September 6, 2024, Ben Shlomi, CEO of JFrog Ltd, sold 16,714 shares at $28.21 per share, as documented in an SEC filing. This sale is part of a broader trend of insider selling at JFrog, with 76 insider sells and no buys over the past year. The company specializes in software development tools and has a market cap of approximately $3.07 billion. The stock is considered modestly undervalued with a price-to-GF-Value ratio of 0.78. This insider sale may interest investors tracking insider behaviors as indicators of company performance and valuation.
Public Trading
JFrog Collaborates with NVIDIA to Deliver Secure AI Models With NVIDIA NIM
JFrog and GitHub Expand Partnership, Deliver Single Pane of Glass for Security and Copilot Chat to Empower Developers
JFrog Unveils First Runtime Security Solution to Deliver Complete Software Integrity and Lineage from Code to Cloud
growth-negative
With 72% ownership, JFrog Ltd. (NASDAQ:FROG) boasts of strong institutional backing
The article discusses the ownership structure of JFrog Ltd., highlighting that institutional investors hold a significant 72% stake in the company. This high level of institutional ownership implies that JFrogs stock price is sensitive to their trading actions. Insiders, including top executives, have been selling shares recently, which could be a negative signal. The largest shareholder is The Vanguard Group, Inc., with 7.2% of shares. The article also notes that the general public holds a 13% stake. The overall sentiment suggests caution due to insider selling and the potential volatility from institutional trading.
Investment
growth-negative
Unpacking Q2 Earnings: PagerDuty (NYSE:PD) In The Context Of Other Software Development Stocks
PagerDuty (NYSE:PD) reported its Q2 earnings, revealing revenues of $115.9 million, a 7.7% year-on-year increase, which met analysts expectations. However, the company provided weak revenue guidance for the next quarter and experienced decelerating customer growth, losing 76 customers to end with a total of 15,044. Consequently, the stock price dropped by 2.2% to $17.88. This performance was the weakest among its peers in the software development industry, which had a mixed Q2 overall.
Customers
growth-positive
Top Analyst Pounds the Table on 2 Software Stocks — Here’s Why You Should Follow
The article discusses the positive outlook for the software sector, particularly highlighting GitLab and JFrog as promising investment opportunities. GitLab, an open-source software company specializing in DevSecOps, has seen significant growth with over 30 million users and more than $579 million in revenue for fiscal year 2024. Analyst Shrenik Kothari from Baird recommends GitLab due to its robust security integration and potential for further expansion, especially with its high-value Ultimate tier. JFrog, another software firm, focuses on DevOps and has millions of users, including a majority of Fortune 100 companies. Despite a recent dip in stock due to underwhelming revenue guidance, Kothari sees potential in JFrogs strategic shift towards larger enterprise customers.
Customers
JFrog to Host Investor and Analyst Event at swampUP 2024
JFrog Secures Prestigious Department of Defense Enterprise Software Initiative, Streamlining Procurement and Accelerating Adoption of Advanced Security Tools
growth-negative
US$34.69: That's What Analysts Think JFrog Ltd. (NASDAQ:FROG) Is Worth After Its Latest Results
JFrog Ltd. experienced a significant selloff in shares following its recent quarterly report, with the stock dropping 25% to $26.14. The company reported revenues of $103m, meeting expectations, but statutory losses per share were higher than anticipated at $0.13. Analysts have since updated their earnings model for the company, with forecasts suggesting revenues of $422.9m in 2024, an 8.6% improvement compared to the last 12 months. However, per-share losses are expected to increase, reaching $0.52. The consensus price target fell 26% to $34.69 per share due to concerns over increasing losses.
Public Trading
growth-positive
JFrog (FROG) Reports Q2 Earnings: What Key Metrics Have to Say
JFrog Ltd. reported a 22.4% YoY increase in revenue for Q2 2024, reaching $103.04 million. The companys EPS was $0.15, up from $0.11 a year ago. However, the revenue fell slightly short of the Zacks Consensus Estimate of $103.53 million. The number of customers with over $100k in ARR was 928, slightly below the average estimate of 936. Subscription revenue for self-managed and SaaS was $98.40 million, and license revenue for self-managed was $4.64 million. JFrogs shares have declined by 3.5% over the past month.
Customers
Growth-Negative
JFrog Shares Slump After Oppenheimer Downgrade, Q2 Revenue Miss
The article discusses a downgrade of JFrog by Oppenheimer, which has resulted in a slump in the companys shares. The downgrade comes after JFrog missed its Q2 revenue target. The article does not provide further details.
Public Trading
Growth-Negative
Why JFrog (FROG) Shares Are Falling Today
Shares of software development tools maker JFrog fell by 31.9% following the companys Q2 earnings report. The companys full-year revenue guidance was lowered by 1% and fell below expectations. Revenue guidance for the next quarter also missed estimates. Adjusted operating income for the next quarter and full year is expected to be below consensus. The company cited a challenging macro environment, project delays, a stricter budget environment, and a rigid procurement process as reasons for the weak quarter. The companys shares have been very volatile over the past year, with 11 moves greater than 5%.
Management Changes
JFrog Stock Is Tumbling 30%. It’s ‘Taking It on the Chin’ After Guidance Cut.
Growth-Positive for Eli Lilly, Robinhood, Monster Beverage; Growth-Negative for Warner Bros. Discovery, Bumble, Fastly, Zillow
These Stocks Are Moving the Most Today: Eli Lilly, Warner Bros. Discovery, Robinhood, Bumble, Fastly, Zillow, Monster Beverage, and More
The article discusses the movement of various stocks including Eli Lilly, Warner Bros. Discovery, Robinhood, Bumble, Fastly, Zillow, and Monster Beverage. Eli Lilly has beaten earnings estimates and raised its full-year guidance. Warner Bros. Discovery posted a second-quarter loss of nearly $10 billion. Robinhood posted record revenue. Bumbles stock sank after the dating app slashed its revenue outlook for the year.
CustomersManagement Changes
growth-negative
JFrog (NASDAQ:FROG) Misses Q2 Sales Targets, Stock Drops 23.6%
Software development tools maker JFrog missed Q2 CY2024 sales targets, causing its stock to drop by 23.6%. The companys revenue was up 22.4% YoY to $103 million, falling short of analysts estimates. The revenue guidance for the next quarter also disappointed, coming in 2.2% below estimates. Despite these misses, the company made a non-GAAP profit of $0.15 per share, an improvement from the previous year. The company also reported 928 customers paying more than $100,000 annually. However, the companys full-year revenue guidance was lowered by 1% and came in below expectations.
Customers
Growth-Positive
JFrog Ltd. (FROG) Beats Q2 Earnings Estimates
JFrog Ltd. reported quarterly earnings of $0.15 per share, surpassing the Zacks Consensus Estimate of $0.14 per share. This is an increase from earnings of $0.11 per share a year ago. The company, which belongs to the Zacks Internet - Software industry, posted revenues of $103.04 million for the quarter ended June 2024, slightly missing the Zacks Consensus Estimate by 0.47%. This compares to year-ago revenues of $84.17 million. Despite the positive earnings, JFrog shares have lost about 1.3% since the beginning of the year.
CustomersPublic Trading
JFrog Announces Second Quarter 2024 Results
growth-negative
Earnings To Watch: JFrog (FROG) Reports Q2 Results Tomorrow
Software development tools maker JFrog is set to announce its Q2 earnings results. The company beat analysts revenue expectations by 1.7% last quarter, reporting revenues of $100.3 million, a 25.7% YoY increase. However, it was a slower quarter for the company, with a miss of analysts billings estimates and decelerating growth in large customers. This quarter, analysts are expecting JFrogs revenue to grow 23.1% YoY to $103.6 million, slowing from the 24.1% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.14 per share.
Customers
growth-positive
Stay Ahead of the Game With JFrog (FROG) Q2 Earnings: Wall Street's Insights on Key Metrics
JFrog Ltd. is expected to report quarterly earnings of $0.14 per share, a 27.3% increase from the previous year. Analysts predict revenues of $103.53 million, a 23% increase year over year. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. Analysts project that the Revenue- Subscription- self-managed and SaaS will reach $98.83 million, a 24.4% increase from the previous year. The average prediction for Revenue- License- self-managed is $4.74 million, a 0.9% increase year over year. Analysts estimate Customers >$100k in ARR of 936, compared to 813 in the same quarter last year.
Customers
JFrog to Present at Upcoming Investor Conference
growth-negative
Director Frederic Simon Sells 35,000 Shares of JFrog Ltd (FROG)
Frederic Simon, a director at JFrog Ltd, sold 35,000 shares of the company on July 23, 2024. This transaction was filed with the SEC two days later. Simon now owns 4,549,432 shares of JFrog Ltd. Over the past year, he has sold a total of 570,000 shares and has not purchased any. This is part of a broader trend within the company, where there have been 80 insider sells and no insider buys over the past year. On the day of the transaction, JFrog Ltds shares were trading at $38.75. The companys market cap is approximately $4.15 billion.
Management Changes
JFrog Appoints Seasoned Cloud & Security Executive Leader Luis Felipe Visoso to its Board of Directors
JFrog Research Uncovers Weak Links in MLOps & Security Usage within Enterprise Software Supply Chains
growth-negative
Insider Sale: Chief Technology Officer Yoav Landman Sells 40,000 Shares of JFrog Ltd (FROG)
Yoav Landman, the Chief Technology Officer of JFrog Ltd, sold 40,000 shares of the company on July 15, 2024, according to a recent SEC filing. The transaction occurred at a stock price of $36.92 per share. Following this transaction, Landman now owns 6,657,242 shares of JFrog Ltd. Over the past year, Landman has sold a total of 582,469 shares and has not purchased any shares. This recent transaction is part of a broader trend observed within JFrog Ltd, where there have been 83 insider sells and no insider buys over the past year.
Public Trading
Neutral
Calculating The Intrinsic Value Of JFrog Ltd. (NASDAQ:FROG)
JFrog Ltd.s estimated fair value is US$30.83 based on a 2 Stage Free Cash Flow to Equity model. The current share price of US$36.07 suggests JFrog is potentially trading close to its fair value. The US$46.50 analyst price target for FROG is 51% more than the estimate of fair value. The intrinsic value of JFrog Ltd. was estimated by taking the expected future cash flows and discounting them to todays value. The total value, or equity value, is the sum of the present value of the future cash flows, which in this case is US$3.3b.
Investment
JFrog Announces Timing of Second Quarter 2024 Financial Results
growth-positive
Datadog (NASDAQ:DDOG): Strongest Q1 Results from the Software Development Group
Datadog (NASDAQ:DDOG) reported strong Q1 results, with revenues of $611.3 million, up 26.9% year on year, topping analysts expectations by 3.3%. The company also saw accelerating growth in large customers. The stock is up 4.3% since the results and currently trades at $132.4. In contrast, other software development companies like Bandwidth, F5, JFrog, and Akamai reported mixed results, with some missing analysts expectations and others seeing their stock prices fall.
Customers
Growth-Positive
Is JFrog Ltd (FROG) Well Positioned for a Takeoff?
Next Century Growth Investors, LLC, an investment management company, has released its Q1 2024 investor letter, highlighting its small-cap strategy. The strategy returned 9.35% net of fees in the quarter, outperforming the Russell 2000 Growth Index. The letter highlighted stocks like JFrog Ltd., which provides a software supply chain platform and has seen significant growth. JFrogs one-month return was 21.60%, and its shares gained 37.97% of their value over the last 52 weeks. The companys total revenue for Q1 2024 was $100.3 million, a 26% increase year over year.
Investment
growth-positive
Barclays Says Buy These Software Stocks as Organizations Start to Deploy Generative AI
JFrog, a DevOps software firm, is set to acquire Qwak AI, an AI and MLOps platforms creator, for $230 million. This acquisition will enhance JFrogs machine learning capabilities and streamline its development models. Barclays analyst Ryan MacWilliams has given JFrog a Strong Buy consensus rating. Another company, monday.com, a cloud-based software firm, has also received a Strong Buy consensus rating from MacWilliams. monday.com uses AI to power its automation systems, improving office workflows.
AcquisitionInvestment
Insider Sale: Chief Technology Officer Yoav Landman Sells 31,373 Shares of JFrog Ltd (FROG)
JFrog to Acquire Qwak AI to Streamline AI Models from Development to Production
growth-negative
Software Development Stocks Q1 Teardown: JFrog (NASDAQ:FROG) Vs The Rest
JFrog, a software-as-a-service platform provider, reported Q1 revenues of $100.3 million, up 25.7% YoY, slightly beating analysts expectations. However, the company missed analysts billings estimates and saw decelerating growth in large customers. The companys stock is down 17% since the results. Other software development stocks also reported slower Q1, with average revenues beating analyst consensus estimates by 1.7%. The share prices of these stocks have fallen 7.6% on average since the previous earnings results.
Customers
growth-positive
JFrog Acquires Qwak to Meld MLOps and DevOps Worflows - DevOps.com
JFrog has acquired Qwak to add a machine learning operations (MLOps) platform to its existing portfolio of DevOps tools and platforms. The acquisition will allow JFrog to manage the workflows used to build and deploy AI models, with the companys CTO, Yoav Landman, predicting a convergence of MLOps and DevOps processes as more applications are infused with AI models. Despite the acquisition, JFrog will continue to provide integrations with other MLOps platforms such as AWS Sagemaker and MLflow from DataBricks.
Acquisition
Growth-Positive
Accelerated Cloud Revenue Growth Pushed JFrog Ltd. (FROG) in Q1
TimesSquare Capital Management, an equity investment management company, has released its U.S. Small Cap Growth Strategy for the first quarter of 2024. Despite a decline in many equity markets in January, they rebounded over the following two months, resulting in a robust first quarter. The fund returned 5.77% (net), compared to a 7.58% return for the Russell 2000 Growth Index. The company highlighted stocks like JFrog Ltd., which provides a software supply chain platform. JFrog Ltd. reported strong results, with a solid acceleration in cloud revenue growth and a doubling of its large customer count.
Investment
growth-negative
Director Frederic Simon Sells 35,000 Shares of JFrog Ltd (FROG)
Frederic Simon, Director at JFrog Ltd, sold 35,000 shares of the company at an average price of $33 per share on June 18, 2024, according to the SEC Filing. This sale is part of a broader trend of insider selling at JFrog Ltd, with 83 insider sells and no insider buys over the past year. The company, which specializes in software release automation solutions, was trading at $33 per share on the day of the transaction, giving it a market cap of approximately $3.55 billion.
Public Trading
Growth-Positive
“Too many young companies are looking to scale business before their product wins technologically” | CTech
JFrogs CEO Shlomi Ben Haim and Citrusxs CEO Noa Srebrnik discussed overcoming entrepreneurial challenges and the resilience necessary to succeed in Israels competitive high-tech industry. The conversation was part of the Growth+ project of Calcalist and Poalim Tech, aimed at providing advice, support, and knowledge on entrepreneurship, creativity, managing start-ups, and building companies for growth. They shared their experiences and lessons learned, emphasizing the importance of resilience, product readiness, and belief in ones uniqueness.
CustomersPartners
growth-negative
Insider Sale: Chief Revenue Officer Tali Notman Sells 34,748 Shares of JFrog Ltd (FROG)
Tali Notman, the Chief Revenue Officer of JFrog Ltd, sold 34,748 shares of the company on June 13, 2024, according to a recent SEC Filing. This leaves Notman with 559,034 shares of JFrog Ltd. The company specializes in software release automation solutions. Over the past year, Notman has sold a total of 134,860 shares of the companys stock. The broader insider transaction history for JFrog Ltd reveals a trend of more sales than purchases. On the date of the latest transaction, shares of JFrog Ltd were priced at $33.96, giving the company a market cap of approximately $3.65 billion.
Management Changes
Growth-Positive
When Should You Buy JFrog Ltd. (NASDAQ:FROG)?
JFrog Ltd. has seen a share price growth of 11% on the NASDAQGS over the last few months. The companys stock has traded much higher in the past year. According to a valuation model, JFrog seems to be fairly priced at around 16.77% above its intrinsic value. The companys profit is expected to grow by 26% over the next couple of years, indicating a bright future. However, the market has already priced in JFrog’s positive outlook, with shares trading around its fair value.
Investment
growth-negative
Insider Sale: Chief Technology Officer Yoav Landman Sells 15,000 Shares of JFrog Ltd (FROG)
Yoav Landman, the Chief Technology Officer of JFrog Ltd, sold 15,000 shares of the company on June 7, 2024. The transaction was filed on June 10, 2024. Following this transaction, Landman now owns 6,747,142 shares of JFrog Ltd. Over the past year, the insider has sold a total of 587,569 shares and has not made any purchases. This recent sale is part of a broader trend observed over the last year, where there have been 83 insider sells and no insider buys at JFrog Ltd. The companys shares were priced at $32.35 on the day of the sale and it has a market cap of approximately $3.56 billion.
Management Changes
growth-negative
Insider Sale: CEO Ben Shlomi Sells 57,550 Shares of JFrog Ltd (FROG)
On June 7, 2024, Ben Shlomi, CEO of JFrog Ltd, sold 57,550 shares of the company at $32.32 per share, as documented in a recent SEC Filing. Post this sale, Shlomi owns 5,048,099 shares of JFrog Ltd. Over the past year, Shlomi has sold a total of 634,429 shares and has not made any purchases of the companys stock. The companys shares were trading at $32.32 on the day of the transaction, giving the company a market cap of approximately $3.555 billion.
Management Changes
growth-negative
Insider Sale: CEO Ben Shlomi Sells 38,924 Shares of JFrog Ltd (FROG)
Ben Shlomi, CEO of JFrog Ltd, sold 38,924 shares of the company on June 3, 2024, leaving him with 5,105,649 shares. This follows a trend within the company of insider selling, with 86 insider sells and no insider buys over the past year. On the day of the sale, shares of JFrog Ltd were trading at $31.15, giving the company a market cap of approximately $3.34 billion. The stock is currently considered modestly undervalued, with potential for price appreciation.
Management Changes
Growth-Negative
Insider Sale: Chief Revenue Officer Tali Notman Sells 20,308 Shares of JFrog Ltd (FROG)
Tali Notman, Chief Revenue Officer of JFrog Ltd, sold 20,308 shares of the company on June 3, 2024, according to a recent SEC Filing. This leaves Notman with 593,782 shares of JFrog Ltd. The company specializes in software release automation solutions. Over the past year, there have been 86 insider sells and no insider buys at JFrog Ltd. On the day of the sale, shares of JFrog Ltd were priced at $31.15, giving the company a market cap of approximately $3.34 billion.
Management Changes
JFrog & GitHub Partner to Integrate Best of Breed Platforms, Unifying Software Supply Chain Management & Security
growth-negative
Software Development Stocks Q1 Highlights: Twilio (NYSE:TWLO)
The article discusses Q1 earnings for software development stocks including Twilio, Datadog, F5, Akamai, and JFrog. On average, these companies beat analyst consensus estimates by 1.5% with revenues, but share prices have fallen by 7% on average since the previous earnings results. Twilio reported revenues of $1.05 billion, up 4% year on year, but its stock is down 6.6% since the results. Datadog reported revenues of $611.3 million, up 26.9% year on year, but its stock is down 2.5% since the results. F5, Akamai, and JFrog also reported their revenues but their stocks have also fallen since the results.
Customers
JFrog to Present at Upcoming Investor Conference
Growth-Positive
Shopify, Kraft Heinz upgraded: Wall Street's top analyst calls
Several companies including Shopify, Kraft Heinz, Stryker, Tandem Diabetes, and Edwards Lifesciences have been upgraded by various Wall Street firms such as Goldman Sachs, Piper Sandler, Needham, and Citi. On the other hand, companies like Middleby, Hims & Hers, Generac, Box, and Digi International have been downgraded by firms including JPMorgan, Citi, Oppenheimer, and Morgan Stanley. FBN Securities and UBS have initiated coverage on JFrog, Couchbase, DigitalOcean, Aon plc, and Elastic.
InvestmentPublic Trading
JFrog and Datadog Partner to Deliver Comprehensive App Utilization Insights and Accelerate Cloud Migration
growth-negative
We Think Shareholders Are Less Likely To Approve A Pay Rise For JFrog Ltd.'s (NASDAQ:FROG) CEO For Now
JFrog Ltd. is set to hold its Annual General Meeting on 20th May, where shareholders will vote on resolutions including executive compensation. CEO Shlomi Haims total compensation, which includes a salary of US$500.0k, is comparable to the industry average. However, over the past three years, JFrogs EPS fell by 13% and the total loss to shareholders was 7.0%. This has led to dissatisfaction among shareholders, who may be hesitant about approving a raise in executive compensation. The companys revenue has grown by 25% over the last year.
Management Changes
growth-negative
Insider Sale: Yoav Landman Sells 15,100 Shares of JFrog Ltd (FROG)
On May 10, 2024, Yoav Landman, the CTO of JFrog Ltd, sold 15,100 shares of the company, as documented in a recent SEC Filing. Over the past year, Landman has sold a total of 627,569 shares and has not purchased any. On the day of the sale, shares of JFrog Ltd were priced at $33.27, resulting in a market cap of approximately $3.694 billion. There have been no insider buys and 87 insider sells at JFrog Ltd over the past year.
Management Changes
Growth-Positive
JFrog First Quarter 2024 Earnings: US$0.082 loss per share (vs US$0.20 loss in 1Q 2023)
JFrog has reported its first quarter 2024 results, showing a revenue of US$100.3m, up 26% from the first quarter of 2023. The company also reported a net loss of US$8.79m, a 58% improvement from the same period in 2023. The loss per share also improved from US$0.20 in 1Q 2023 to US$0.082 in 1Q 2024. Looking ahead, JFrogs revenue is forecasted to grow 17% per annum on average over the next three years. Despite these positive results, the companys shares are down 17% from a week ago.
Customers
growth-negative
JFrog Stock Is Slumping. Earnings Failed to Impress.
JFrog, a provider of software-development tools, posted its first-quarter results which failed to impress investors, leading to a sharp drop in its shares on Friday, May 10, 2024.
Public Trading
growth-negative
Why Is JFrog Stock Having a Bad Day Today?
Shares of software delivery company JFrog plunged after the company reported its Q1 2024 financial results. Despite surpassing expectations and raising its full-year guidance, the increase was not as much as investors had hoped for, leading to a drop in the companys stock. JFrogs Q1 revenue was $100 million, a 26% increase year over year. The companys full-year revenue guidance was raised to between $425.5 million and $429.5 million, compared to the previous guidance of $424 million to $428 million. Despite the stock drop, JFrog is in a good financial position with close to $600 million in cash, cash equivalents, and short-term investments.
Management Changes
growth-negative
JFrog Ltd. (NASDAQ:FROG) Q1 2024 Earnings Call Transcript
JFrog Ltd. reported its Q1 2024 earnings, missing expectations with a reported EPS of $-0.08213, compared to the expected $0.14. Despite this, the company reported strong growth, with total revenue of $100.3 million, up 26% year-over-year. Cloud revenue showed positive momentum, equaling $36.9 million, a growth of 47% year-over-year. The company also reported growth in customers, with those with ARR greater than $100,000 growing to 911, a 16% increase year-over-year. The company also announced new partnerships and plans for future expansion.
CustomersPartnersManagement Changes
growth-positive
JFrog Ltd (FROG) Q1 2024 Earnings: Surpasses Revenue Estimates with Strong Cloud Growth
JFrog Ltd reported a 26% YoY increase in revenue for Q1 2024, reaching $100.3 million and surpassing the estimated $98.66 million. The company also saw a 47% YoY increase in cloud revenue, reaching $36.9 million. The number of customers with annual recurring revenue (ARR) over $1 million increased by 90% YoY to 40. JFrog also announced strategic integrations with MLflow and Qwak MLOps platforms and a new partnership with Carahsoft. For Q2 2024, the company anticipates revenues between $103 million and $104 million.
CustomersPartnersExpand
Growth-Positive
These Stocks Are Moving the Most Today: Novavax, Akamai, Tesla, Taiwan Semi, Moderna, Array, SoundHound, JFrog, and More
Novavax stock has surged after the vaccine maker signed a $1.2 billion licensing deal with France’s Sanofi. Meanwhile, Akamai Technologies guidance missed estimates. Elon Musk has announced that Tesla plans to spend over $500 million to expand its Supercharger network.
PartnersInvestmentExpand
Growth-Negative
Why JFrog (FROG) Stock Is Nosediving
Shares of software development tools maker JFrog fell 18.7% after the company reported first quarter earnings results that missed analysts expectations by roughly 3%. The companys new large contract wins also shrunk. Management highlighted that its a time of “digestion” for customers as they re-evaluate spend and budgets for the year. The market interpreted this as a signal that growth could be uneven for the rest of 2024. Despite this, JFrog narrowly topped analysts revenue expectations this quarter. The companys shares have been very volatile over the last year, with 10 moves greater than 5%.
Customers
growth-positive
JFrog Ltd. (FROG) Surpasses Q1 Earnings and Revenue Estimates
JFrog Ltd. reported quarterly earnings of $0.16 per share, surpassing the Zacks Consensus Estimate of $0.14 per share. This is an increase from earnings of $0.06 per share a year ago. The company also reported revenues of $100.31 million for the quarter ended March 2024, surpassing the Zacks Consensus Estimate by 1.70% and showing an increase from year-ago revenues of $79.82 million. JFrogs shares have increased about 17.7% since the beginning of the year. The companys future performance will depend on managements commentary on the earnings call and earnings expectations.
Investment
growth-positive
JFrog (FROG) Reports Q1 Earnings: What Key Metrics Have to Say
JFrog Ltd. reported a 25.7% YoY increase in revenue for Q1 2024, totaling $100.31 million, beating the Zacks Consensus Estimate of $98.63 million. The companys EPS also increased to $0.16, up from $0.06 a year ago, and exceeding the consensus estimate of $0.14. The number of customers contributing more than $100k in ARR was 911, slightly below the estimated 922. Revenue from self-managed licenses decreased by 7.1% to $4.91 million, while revenue from self-managed and SaaS subscriptions increased by 28% to $95.41 million.
CustomersPublic Trading
growth-negative
JFrog (NASDAQ:FROG) Posts Better-Than-Expected Sales In Q1 But Stock Drops 10.2%
Software development tools maker JFrog reported better-than-expected sales for Q1 CY2024, with revenue up 25.7% YoY to $100.3 million. However, the companys stock dropped by 10.2% following the announcement. JFrog also reported a non-GAAP profit of $0.16 per share, an improvement from $0.06 per share in the same quarter last year. The company expects next quarters revenue to be around $103.5 million, in line with analysts estimates. JFrog also slightly raised its revenue guidance for the full year to $427.5 million. The company reported 911 customers paying more than $100,000 annually.
Customers
JFrog Announces First Quarter 2024 Results
growth-positive
JFrog Earnings: What To Look For From FROG
Software development tools maker JFrog is set to report its earnings, with analysts expecting a 23.6% year-on-year revenue growth to $98.62 million. The company beat revenue expectations by 4.7% last quarter, reporting revenues of $97.26 million, a 27.1% increase year on year. It also added 38 enterprise customers paying more than $100,000 annually, reaching a total of 886. However, the companys share price has fallen 3.7% over the last month, with an average analyst price target of $49.4.
Customers
JFrog Announces All Star Speaker Line-Up to Define the Next Frontier for DevOps, DevSecOps and MLOps at swampUP 2024
JFrog Announces All Star Speaker Line-Up to Define the Next Frontier for DevOps, DevSecOps and MLOps at swampUP 2024
growth-positive
Ahead of JFrog (FROG) Q1 Earnings: Get Ready With Wall Street Estimates for Key Metrics
Wall Street analysts predict that JFrog Ltd. will report a year-over-year increase of 133.3% in its quarterly earnings, amounting to $0.14 per share. Revenues are expected to reach $98.63 million, a 23.6% increase from the previous year. The companys Revenue- License- self-managed is expected to be $4.94 million, a decrease of 6.5% year-over-year. However, Revenue- Subscription- self-managed and SaaS is forecasted to reach $93.68 million, a 25.7% increase from the previous year. The number of customers with over $100k in ARR is expected to be 922, up from 785 last year.
Customers
JFrog Empowers a Secure AI Journey for Developers, Integrates with Databricks’ MLflow for a Seamless Machine Learning Lifecycle
Growth-Negative
Director Frederic Simon Sells 35,000 Shares of JFrog Ltd (FROG)
Frederic Simon, a director at JFrog Ltd, sold 35,000 shares of the company on April 23, 2024, according to an SEC filing. The shares were sold at an average price of $38.97, totaling $1,363,950. Over the past year, Simon has sold 700,000 shares of JFrog and made no purchases. On the day of the recent sale, JFrogs shares were trading at $38.97, giving the company a market cap of $4.315 billion. The company specializes in software development tools, including software update management and distribution.
Management Changes
growth-negative
Insider Sell: JFrog Ltd (FROG) CTO Yoav Landman Disposes of 40,000 Shares
JFrog Ltds Chief Technology Officer, Yoav Landman, has sold 40,000 shares of the company, according to a recent SEC filing. This is part of a pattern of insider selling at the company, with 87 insider sells and no insider buys over the past year. On the day of the recent sell, JFrog Ltds shares were trading at $38.7, giving the company a market cap of $4.085 billion. The companys stock is considered fairly valued based on its GF Value.
Management Changes
growth-negative
Q4 Earnings Outperformers: HashiCorp (NASDAQ:HCP) And The Rest Of The Software Development Stocks
HashiCorp, a software development company, reported Q4 revenues of $155.8 million, a 14.7% increase year on year, exceeding analyst expectations by 4.3%. However, the companys full-year revenue guidance fell short of analysts expectations. HashiCorp added 20 enterprise customers paying more than $100,000 annually, bringing the total to 897. Despite these mixed results, the companys stock has risen 9.2% since the announcement. Other software development companies such as Bandwidth, Akamai, JFrog, and Twilio also reported their Q4 earnings, with varying results.
Customers
JFrog Announces Timing of First Quarter 2024 Financial Results
growth-negative
Chief Revenue Officer Tali Notman Sells Shares of JFrog Ltd (FROG)
JFrog Ltds Chief Revenue Officer, Tali Notman, has sold 6,000 shares of the company according to a recent SEC filing. This continues a trend of insider selling at JFrog, with a total of 88 insider sells and no insider buys over the past year. On the day of the sale, shares of JFrog were trading at $42.6, giving the company a market capitalization of $4.573 billion. The stocks price-to-GF-Value ratio stands at 1.2, indicating that JFrog is modestly overvalued according to the GF Value metric.
Management Changes
growth-positive
These IBD 50 Stocks Set For Triple-Digit Earnings Gains, With Nvidia Looking At 450% Growth
Nvidia is projected to report a profit growth of over 450% in its next earnings report scheduled for May 22, 2024. The performance of Nvidias stock will be closely monitored.
growth-positive
The Frog That Gives Princely Returns Nears Buy Point
JFrogs stock is nearing a buy point of 48.81, forming a cup base. This follows a bullish earnings report on February 15, which resulted in the strongest volume in at least one year. The companys stock is currently a selection for IBD 50 Stocks To Watch.
growth-positive
These 2 DevOps Stocks Are Must-Owns for Software Investors, Says Wall Street Analyst
The DevOps sector, which combines software development and IT operations, is projected to grow by $25 billion between 2022 and 2027, according to Technavio. KeyBancs analyst Jason Celino recommends investing in GitLab and JFrog, two companies in the DevOps field. GitLab recently acquired Oxeye, a cloud-native application security and risk management firm, to enhance its software composition analysis and compliance capabilities. JFrog, which focuses on creating a seamless path of regular and invisible software updates, has a customer base of 7,400 as of December 31, 2023.
AcquisitionCustomers
Growth-Positive
Spotting Winners: JFrog (NASDAQ:FROG) And Software Development Stocks In Q4
JFrog, a software-as-a-service platform, reported Q4 revenues of $97.26 million, a 27.1% increase year on year, surpassing analyst expectations by 4.7%. The companys stock has risen 19% since the results were announced. The article also mentions other software development companies such as Bandwidth, Akamai, GitLab, and F5, comparing their Q4 results. Bandwidth had the best Q4, with revenues of $165.4 million, up 5.4% year on year, and its stock is up 45.9% since the results. Akamai had the weakest Q4, with revenues of $995 million, up 7.2% year on year, and its stock is down 13.3% since the results.
Customers
Growth-Positive
JFrog Ltd. (FROG) Gained 36% in Q4
TimesSquare Capital Management, an equity investment management company, has released its U.S. Small Cap Growth Strategy fourth-quarter investor letter. The fund returned 9.15% (net) in the quarter, compared to a 12.75% return for the Russell 2000 Growth Index. For the year, the fund returned 15.96% (net) compared to 18.66% for the index. The letter featured stocks like JFrog Ltd., which provides a universal DevOps Platform. JFrog Ltd. was the strategy’s greatest contributor, with a 36% gain, due to higher-than-anticipated revenues and earnings.
Investment
Dow Jones Futures Rise, Extend Fed-Led Rally, Micron Soars; 7 Stocks In Buy Areas
growth-positive
JFrog Ltd. (NASDAQ:FROG) is a favorite amongst institutional investors who own 67%
Institutional investors hold around 67% of shares in JFrog Ltd., implying they have significant influence over the companys share price. The largest shareholder is The Vanguard Group, Inc. with 6.6% of shares outstanding. Yoav Landman is the second largest shareholder owning 6.2% of common stock, and Frederic Simon holds about 4.3% of the company stock. The companys CEO Shlomi Haim directly holds 4.3% of the total shares outstanding. The general public holds a 17% stake in JFrog.
Investment
Growth-Negative
Director Frederic Simon Sells 35,000 Shares of JFrog Ltd (FROG)
Frederic Simon, a director at JFrog Ltd, has sold 35,000 shares of the company on March 19, 2024, according to a recent SEC filing. The shares were sold at an average price of $42.59 each, totaling $1,490,650. Over the past year, Simon has sold a total of 725,000 shares of JFrog Ltd and has not made any share purchases. This continues a trend of insider selling at the company, with a total of 88 insider sells and no insider buys over the past year. On the day of the recent sale, JFrog Ltd shares were trading at $42.59, giving the company a market capitalization of $4.746 billion.
Management Changes
JFrog Software Supply Chain Report Shows Most Critical Vulnerabilities Scores Are Misleading
growth-positive
Buy GitLab and JFrog, Analyst Says. They Are Poised to Beat Growth Estimates.
KeyBanc Capital Markets analysts have started coverage on GitLab and JFrog stocks with an Overweight or Buy equivalent rating, indicating that these companies are poised to beat market growth estimates. The analysts believe there is a high demand for tools and platforms that enable faster software development. However, stocks of other DevOps companies, Atlassian and HashiCorp, were assigned a SectorWeight or Neutral rating.
Partners
Growth-Negative
Insider Sell: JFrog Ltd (FROG) CTO Yoav Landman Disposes of 40,000 Shares
JFrog Ltds Chief Technology Officer, Yoav Landman, has sold 40,000 shares of the company on March 8, 2024, according to a recent SEC filing. The shares were sold at a price of $42.47 each, totaling approximately $1.698 million. Over the past year, Landman has sold a total of 602,469 shares and made no purchases. This continues a trend of insider selling at JFrog, with 88 insider sells and no insider buys reported over the same period. The companys market capitalization stands at $4.435 billion.
Management Changes
Growth-Negative
Insider Sell: Chief Revenue Officer Tali Notman Sells 4,178 Shares of JFrog Ltd (FROG)
JFrog Ltds Chief Revenue Officer, Tali Notman, has sold 4,178 shares of the company, according to a SEC filing. This is part of a larger trend of insider selling at JFrog, with 87 insider sells and no insider buys over the past year. On the day of the recent sale, shares of JFrog were trading at $43.89, giving the company a market capitalization of $4.540 billion. The companys stock is considered modestly overvalued, with a price-to-GF-Value ratio of 1.26. Investors are advised to consider these factors when making investment decisions.
Management Changes
Growth-Positive
GitLab (GTLB) To Report Earnings Tomorrow: Here Is What To Expect
Software development tools maker GitLab is set to announce its earnings results. Last quarter, the company reported revenues of $149.7 million, a 32.5% YoY increase, beating analyst revenue expectations by 6.1%. This quarter, analysts are expecting GitLabs revenue to grow 28.8% YoY to $158.3 million. The company has a history of exceeding Wall Streets expectations, beating revenue estimates every single time over the past two years on average by 7.5%. GitLabs stock has been up 4% over the last month, heading into the earnings with an analyst price target of $75.1, compared to a share price of $74.8.
Public Trading
growth-negative
Director Yossi Sela Sells Shares of JFrog Ltd (FROG)
JFrog Ltd, a software development tools company, has seen a recent insider transaction where Director Yossi Sela sold 4,797 shares of the company on February 26, 2024. Over the past year, the insider has sold a total of 162,411 shares and has not made any purchases of the companys stock. This continues the trend of insider sales at JFrog Ltd, with a total of 89 insider sells and no insider buys reported over the same period. The companys shares were trading at $43.82 on the day of the sale, valuing the company at a market cap of $4.762 billion.
Public Trading
JFrog and Qwak Create Secure MLOps Workflows for Accelerating the Delivery of AI Apps at Scale
JFrog to Present at Upcoming Investor Conference
growth-negative
Director Frederic Simon Sells 35,000 Shares of JFrog Ltd
Frederic Simon, a director at JFrog Ltd, sold 35,000 shares of the companys stock on February 20, 2024, as reported in a recent SEC Filing. The shares were sold at $42.39 each, resulting in a total sale value of $1,483,650. Over the past year, the insider has sold a total of 720,000 shares and has not made any purchases of the companys stock. JFrog Ltd specializes in software release automation and has a market capitalization of $4.656 billion.
Public Trading
JFrog and Carahsoft Partner to Better Secure the Public Sector’s Software Supply Chain
growth-positive
JFrog Full Year 2023 Earnings: Beats Expectations
JFrog has reported its full year 2023 results, with revenue of $349.9m, up 25% from FY 2022. The companys net loss narrowed by 32% to $61.3m, and its loss per share improved from $0.91 in FY 2022 to $0.59. Both revenue and earnings per share exceeded analyst estimates. Over the next three years, revenue is expected to grow at an average rate of 17% per annum. The companys shares are up 26% from a week ago. However, an analysis based on six different valuation metrics suggests that JFrog might be overvalued.
Public Trading
growth-positive
JFrog Ltd. (NASDAQ:FROG) Q4 2023 Earnings Call Transcript
JFrog Ltd. reported its Q4 2023 earnings, with total revenue of $349.9 million, up 25% year-over-year. The companys Q4 revenue was $97.3 million, reflecting 27% year-over-year growth. Cloud revenues continued to show momentum in Q4, equaling $36 million, a growth of 59% year-over-year. JFrog customers with ARR greater than $100,000 grew to 886 compared to 736 in the prior year, increasing 20% year-over-year. Customers with ARR greater than $1 million increased to 37, up from 19 in the year-ago period, growing 95% year-over-year.
CustomersInvestment
growth-positive
Why JFrog Stock Hopped Higher Today
JFrogs shares rose by 29.1% following the announcement of better-than-expected Q4 2023 results and impressive forward guidance. The companys revenue grew by 27% YoY to $97.3 million, surpassing analysts expectations. The growth was attributed to solid execution across strategic pillars, including growth in the cloud, leveraging software supply chain capabilities, and enhancing security offerings. Cloud revenue soared 59% YoY, representing 37% of the total revenue. For 2024, JFrog expects revenue between $424 million and $428 million, higher than analysts estimates.
Customers
growth-positive
JFrog Ltd. (FROG) Reports Q4 Earnings: What Key Metrics Have to Say
JFrog Ltd. reported a revenue of $97.26 million for the quarter ended December 2023, a 27.1% increase from the same period last year. The companys EPS was $0.19, compared to $0.04 in the year-ago quarter. The reported revenue was higher than the Zacks Consensus Estimate of $93.07 million, representing a surprise of +4.50%. The companys EPS also surpassed the consensus estimate of $0.13, delivering a surprise of +46.15%. The companys shares have returned +7.7% over the past month, outperforming the Zacks S&P 500 composites +3.7% change.
Customers
These Stocks Are Moving the Most Today
Growth-Positive
JFrog hits $5 billion market cap for the first time since 2021 on back of promising 2024 outlook | CTech
JFrog, a software company, reported strong results for Q4 2023 and a promising outlook for 2024, which led to a surge in its shares and a market cap of over $5 billion. The companys revenues grew by 28% in 2023, reaching $350 million, and are expected to increase by 22% in 2024. JFrog also reported a net dollar retention rate of 119%, indicating that existing customers are expanding their use of the companys solutions. The number of customers paying over $100,000 a year increased to 886, and those paying over a million dollars a year doubled to 37. Despite a GAAP operating loss of $15.4 million, the company showed an improvement in profitability.
CustomersPublic Trading
growth-positive
Why Is JFrog (FROG) Stock Soaring Today
Shares of software development tools maker JFrog soared by 29.8% following the companys Q1 results, which exceeded Wall Streets expectations for key topline metrics including revenue, billings, and remaining performance obligations. The companys profitability ratios also came in strong with gross margin and adjusted operating income surpassing expectations, leading to a strong EPS beat. The company also provided solid guidance for the next quarter and full year, exceeding Wall Streets estimates. The company attributed its impressive performance to the sustained strength of its cloud business and the expansion of its customer base.
CustomersInvestment
These Stocks Are Moving the Most Today: Fastly, JFrog, Shake Shack, AppLovin, Deere, Super Micro, Coinbase, and More
Mixed
Dow Jones Futures Rise After Stock Market Rebounds; Nvidia Discloses Investments
The article discusses the performance of several companies including Twilio, AppLovin, JFrog, Upwork, Fastly, and Cisco Systems in the stock market. AppLovin and JFrog saw a surge in their stocks after beating earnings expectations. Upwork also saw a rise in its stock after modestly beating earnings and sales views. However, Twilio and Fastly saw a drop in their stocks after giving mixed guidance and reporting a surprise fiscal Q3 profit but missing revenue respectively. Cisco Systems also saw a drop in its stock after guiding low on fiscal Q3 and announcing a 5% staff cut.
CustomersPartnersLayoffs
Jfrog Posts Beat-and-Raise Quarter. It’s Business as Usual in the Face of War.
JFrog Announces Fourth Quarter and Fiscal 2023 Results
Growth-Positive
JFrog Ltd. (FROG) Beats Q4 Earnings and Revenue Estimates
JFrog Ltd. reported quarterly earnings of $0.19 per share, surpassing the Zacks Consensus Estimate of $0.13 per share. This represents an earnings surprise of 46.15%. The company, which belongs to the Internet - Software industry, posted revenues of $97.26 million for the quarter ended December 2023, surpassing the Zacks Consensus Estimate by 4.50%. This compares to year-ago revenues of $76.55 million. The companys shares have added about 3.3% since the beginning of the year. The companys earnings outlook is favorable, translating into a Zacks Rank #2 (Buy) for the stock.
InvestmentPublic Trading
growth-positive
JFrog (NASDAQ:FROG) Exceeds Q4 Expectations, Stock Jumps 11.8%
JFrog, a software development tools maker, exceeded Q4 FY2023 expectations with a 27.1% YoY revenue increase to $97.26 million, beating analysts estimates. The companys guidance for the next quarters revenue was also higher than expected at $98.5 million. JFrog made a non-GAAP profit of $0.19 per share, improving from its profit of $0.04 per share in the same quarter last year. The companys revenue guidance for the upcoming financial year 2024 is $426 million, implying a 21.8% growth. JFrogs stock jumped 11.8% following the announcement.
CustomersExpand
Growth-Positive
JFrog (FROG) To Report Earnings Tomorrow: Here Is What To Expect
Software development tools maker JFrog is set to report its earnings after market hours. In the last quarter, the company reported revenues of $88.64 million, a 23.1% YoY increase, beating analyst expectations by 1.2%. The company also added 35 enterprise customers, each paying more than $100,000 annually, bringing the total to 848. Analysts expect JFrogs revenue to grow 21.3% YoY to $92.85 million this quarter. The companys stock has risen 12.4% over the last month, and it is heading into the earnings with an analyst price target of $37.6, compared to its current share price of $37.3.
Customers
Growth-Positive
JFrog Ltd. (FROG) Hit a 52 Week High, Can the Run Continue?
Shares of JFrog Ltd. have been on the rise, with the stock up 13.2% over the past month and hitting a new 52-week high of $40.4. The company has an impressive record of positive earnings surprises, not missing any earnings consensus estimate in the last four quarters. For the current fiscal year, JFrog Ltd. is expected to post earnings of $0.52 per share on $345.68 million in revenues. For the next fiscal year, the company is expected to earn $0.67 per share on $420.86 million in revenues. The stock currently trades at a premium to the peer industry average.
Nvidia Is King, But This Frog May Turn Into A Prince
Neutral
Insider Sell: CEO Ben Shlomi Sells 123,701 Shares of JFrog Ltd (FROG)
On February 2, 2024, Ben Shlomi, CEO of JFrog Ltd, sold 123,701 shares of the companys stock at $35 each, totaling $4,329,535. This continues a trend of insider selling at the company, with 84 insider sells and no insider buys reported over the past year. JFrog Ltd is a technology company specializing in software release automation. The market capitalization of JFrog Ltd stands at $3.754 billion. According to GuruFocus, with a stock price of $35 and a GuruFocus Value of $34.51, JFrog Ltd is currently fairly valued.
Management Changes
growth-negative
Is JFrog Ltd. (NASDAQ:FROG) Expensive For A Reason? A Look At Its Intrinsic Value
JFrog Ltd. is potentially overvalued by 29% according to a valuation method that estimates the attractiveness of the company as an investment opportunity. The method uses the Discounted Cash Flow (DCF) model to estimate the present value of expected future cash flows. The fair value estimate for JFrog is US$25.20, while the current share price is US$32.53. The analyst price target for JFrog is US$37.20, which is 48% more than the estimate of fair value. The DCF does not consider the possible cyclicality of an industry, or a companys future capital requirements, so it does not give a full picture of a companys potential performance.
Investment
growth-positive
Light Street Capital Returned 46% in 2023: Top 15 Picks
Light Street Capital, a tech-focused hedge fund based in Silicon Valley, returned 46% in 2023. The fund, founded by Glen Kacher, invests in the technology sector, particularly in software, internet services, and media. Despite facing losses in 2021 and 2022 due to soaring inflation, Russia’s war with Ukraine, and rising interest rates, the fund made a strong comeback in 2023, largely due to excitement around AI in tech stocks. Kacher believes that AI presents a massive opportunity for leaders in the technology sector and recommends semiconductor stocks like NVIDIA Corp, Advanced Micro Devices, Inc., and Broadcom Inc as good investment opportunities.
InvestmentManagement Changes
Growth-Negative
Director Frederic Simon Sells 35,000 Shares of JFrog Ltd (FROG)
On January 23, 2024, Frederic Simon, a director at JFrog Ltd, sold 35,000 shares of the company, as reported in a recent SEC Filing. This transaction has drawn attention due to Simons trading history. Over the past year, Simon has sold a total of 580,000 shares and has not made any purchases. This latest transaction continues the trend of insider sales for the company. On the date of the recent sale, shares of JFrog Ltd were trading at $34.33, giving the company a market capitalization of $3.518 billion.
Management Changes
JFrog and AWS Accelerate Secure Machine Learning Development
growth-negative
Insider Sell: JFrog Ltd's CTO Yoav Landman Disposes of 10,000 Shares
Yoav Landman, the CTO of JFrog Ltd, sold 10,000 shares of the company on January 12, 2024, as per an SEC filing. Over the past year, Landman has sold a total of 484,233 shares and has not made any purchases of the companys stock. This continues a trend observed over the past year, where there have been no insider buys and 84 insider sells for JFrog Ltd. On the date of the recent sale, shares of JFrog Ltd were trading at $33.03, giving the company a market capitalization of $3.462 billion.
Management Changes
growth-positive
Winners And Losers Of Q3: JFrog (NASDAQ:FROG) Vs The Rest Of The Software Development Stocks
JFrog (NASDAQ:FROG), a software-as-a-service platform provider, reported Q3 revenues of $88.64 million, up 23.1% year on year, beating analyst expectations by 1.2%. The company saw accelerating growth in large customers but its net revenue retention rate is in jeopardy. The stock is up 52% since the results and currently trades at $34.24. Other software development companies such as GitLab, F5 Networks, Akamai, and HashiCorp also reported their Q3 results.
Customers
JFrog Announces Timing of Fourth Quarter and Fiscal 2023 Financial Results
Growth-Negative
JFrog Ltd Chief Revenue Officer Tali Notman Sells 6,000 Shares
Tali Notman, the Chief Revenue Officer of JFrog Ltd, sold 6,000 shares of the company on January 5, 2024, according to a SEC Filing. Over the past year, the insider has sold a total of 103,412 shares and has not made any purchases of the companys stock. The insider transaction history for JFrog Ltd indicates a pattern of sales by insiders, with 84 insider sells and no insider buys over the past year. On the date of the recent sale, shares of JFrog Ltd were trading at $31.34, resulting in a market capitalization of $3.377 billion.
Management Changes
growth-positive
Q3 Earnings Highs And Lows: Cloudflare (NYSE:NET) Vs The Rest Of The Software Development Stocks
The article discusses the Q3 earnings of software development stocks, including Cloudflare, GitLab, F5 Networks, JFrog, and Datadog. Cloudflare reported revenues of $335.6 million, up 32.2% year on year, but gave underwhelming revenue guidance for the next quarter. GitLab reported revenues of $149.7 million, up 32.5% year on year, and gave optimistic revenue guidance for the next quarter. F5 Networks reported flat revenues of $707 million year on year. JFrog reported revenues of $88.64 million, up 23.1% year on year, and added 35 enterprise customers. Datadog reported revenues of $547.5 million, up 25.4% year on year, and added 140 enterprise customers.
CustomersPublic Trading
JFrog to Present at the 26th Annual Needham Growth Conference
These IBD 50 Stocks Flash Sell Signals
Growth-Positive
Is Now The Time To Look At Buying JFrog Ltd. (NASDAQ:FROG)?
JFrog Ltd. has seen a significant rise in share price of 47% in the past couple of months on the NASDAQGS. Despite this, the company still falls short of its yearly peak. According to a valuation model, the stock is currently overvalued by about 31%, trading at $31.45 compared to an intrinsic value of $24.03. JFrogs earnings over the next few years are expected to increase by 29%, indicating a highly optimistic future. However, the current share price has surpassed its true value, suggesting it may not be the best time to invest in the stock.
growth-negative
JFrog Ltd CEO Ben Shlomi Sells 48,099 Shares
Ben Shlomi, CEO of JFrog Ltd, sold 48,099 shares in the company on December 28, 2023, according to an SEC Filing. This continues a trend of insider sales at JFrog Ltd, with a total of 81 insider sells and no insider buys reported over the same period. On the date of the sale, shares of JFrog Ltd were trading at $35.02, resulting in a market capitalization of $3.630 billion. The company specializes in software development tools, including software update management and distribution automation.
Management Changes
growth-negative
JFrog Ltd's CTO Yoav Landman Sells 14,792 Shares
Yoav Landman, the Chief Technology Officer of JFrog Ltd, sold 14,792 shares of the company on December 27, 2023, according to a recent SEC Filing. Over the past year, the insider has sold a total of 487,756 shares and has not made any purchases of the companys stock. On the day of the insiders recent sale, shares of JFrog Ltd were trading at $35.09, giving the company a market cap of $3.658 billion.
Management Changes
growth-negative
JFrog Ltd CEO Ben Shlomi Sells 67,744 Shares
Ben Shlomi, CEO of JFrog Ltd, sold 67,744 shares in the company on December 21, 2023, as per an SEC Filing. Over the past year, the insider has sold a total of 288,855 shares and has not made any purchases. This is part of a trend observed over the past year, where there have been no insider buys and 77 insider sells for JFrog Ltd. On the day of the sale, shares of JFrog Ltd were trading at $35, resulting in a market capitalization of $3.637 billion.
Public Trading
Growth-negative
Director Frederic Simon Sells 35,000 Shares of JFrog Ltd
On December 19, 2023, Frederic Simon, a director at JFrog Ltd, sold 35,000 shares of the companys stock, according to a SEC Filing. Over the past year, Simon has sold a total of 590,000 shares and has not made any purchases of the companys stock. The insider transaction history for JFrog Ltd indicates a trend of insider sales, with 75 insider sells recorded over the past year and no insider buys during the same period. On the day of the insiders recent sale, shares of JFrog Ltd were trading at $32.16, giving the company a market cap of $3.663 billion.
Public Trading
growth-positive
JFrog introduces native integrations with developer tools at KubeCon - SD Times
JFrog, a software update automation company, has announced native integrations with developer tools such as Atlassian, Datadog, and Splunk at KubeCon + CloudNativeCon North America 2023 Chicago. The company has also enhanced its platform to support secure application development in the cloud. The new integrations aim to address concerns about software supply chain security. JFrog has also introduced JFrog Security within Jira Cloud and JFrog Workers, both of which are currently available in beta. Other capabilities include PagerDuty Security Incident Alerts as part of the integration of JFrog Xray with PagerDuty, Datadog Log Analytics, and out-of-the-box log streaming for JFrog SaaS Customers to Datadog and Splunk.
PartnersExpand
Growth-Negative
Earnings To Watch: JFrog (FROG) Reports Q3 Results Tomorrow
Software development tools maker JFrog is set to announce its Q3 earnings results. Last quarter, the company reported revenues of $84.2 million, a 24.1% YoY increase, beating analyst revenue expectations by 1.41%. However, it was a slower quarter for JFrog, with decelerating growth in large customers and its net revenue retention rate in jeopardy. The company added 28 enterprise customers paying more than $100,000 annually, bringing the total to 813. Analysts are expecting JFrogs revenue to grow 21.6% YoY to $87.6 million this quarter, slowing down from the 34.1% YoY increase in revenue the company had recorded in the same quarter last year.
Customers
JFrog to Present at Upcoming Investor Conferences
Growth-Negative
Should You Invest in JFrog Ltd. (FROG)?
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” third-quarter 2023 investor letter, highlighting stocks like JFrog Ltd. The fund declined 6.1% compared to a 5.1% decline for the Russell 2000 Index. JFrog Ltd., a DevOps Platform provider, saw its stock close at $23.02 per share on October 24, 2023, with a one-month return of -10.53%. The company has a market capitalization of $2.389 billion. Madison Investments added JFrog Ltd. to its portfolio in the third quarter, citing the companys profitability, recurring revenues, and strong balance sheet.
Investment
growth-negative
Insider Sell: JFrog Ltd CEO Ben Shlomi Sells 45,860 Shares
On October 18, 2023, Ben Shlomi, the CEO of JFrog Ltd, sold 45,860 shares of the company, continuing a trend of insider selling over the past year. This has raised questions about the companys valuation and future prospects. On the day of the sale, JFrogs shares were trading at $23.11, giving it a market cap of $2.336 billion. This is significantly lower than its GuruFocus Value of $37.48, suggesting the stock is undervalued. However, the insider selling could indicate that insiders believe the stock is accurately valued or overvalued.
Management Changes
CFO Yakov Shulman Sells 8,000 Shares of JFrog Ltd
growth-positive
Software Development Stocks Q2 Earnings Review: GitLab (NASDAQ:GTLB) Shines
GitLab (NASDAQ:GTLB) reported strong Q2 earnings, with revenues of $139.6 million, up 38.2% year on year, beating analyst expectations by 7.55%. The companys strong quarter is attributed to its focus on creating a differentiated and innovative DevSecOps platform. Despite the impressive earnings, the stock is down 1.12% since the results and currently trades at $49.25. Other software development companies such as PagerDuty, Datadog, JFrog, and Bandwidth also reported their Q2 earnings, with mixed results.
Customers
JFrog Announces Timing of Third Quarter 2023 Financial Results
Growth-Negative
Insider Sell: Tali Notman Sells 6,000 Shares of JFrog Ltd
On October 5, 2023, Tali Notman, the Chief Revenue Officer of JFrog Ltd, sold 6,000 shares of the company. This is part of a larger trend of insider selling at JFrog Ltd. Notman is responsible for driving the companys revenue growth and overseeing its global sales operations. JFrog Ltd is a leading software company that specializes in developing tools for software developers and DevOps teams. The high number of insider sells at JFrog Ltd over the past year could be a red flag for potential investors. Despite the insiders decision to sell shares, the stocks low price-to-GF-Value ratio suggests that it could still be a good investment opportunity.
Management Changes
JFrog Announces CFO Transition
JFrog Announces CFO Transition
growth-negative
Institutional owners may ignore JFrog Ltd.'s (NASDAQ:FROG) recent US$102m market cap decline as longer-term profits stay in the green
Institutional investors hold a 63% stake in JFrog Ltd., making them the group most likely to benefit from stock price increases or suffer from decreases. However, these investors have recently seen their holdings value drop by 3.6%. Despite this, the 30% one-year gains may have helped mitigate their overall losses. Insiders, including the companys Top Key Executive Yoav Landman, hold a significant amount of the companys stock, with Landman holding 6.6%. The top 16 shareholders have a combined ownership of 51%, suggesting that no single shareholder has a majority.
Investment
Growth-Negative
What Makes JFrog Ltd. (FROG) a Good Investment Option?
TimesSquare Capital Management, an equity investment management company, has released its Q2 2023 investor letter for its U.S. Small Cap Growth Strategy. The strategy underperformed the Russell 2000 Growth Index, returning 2.50% (net), compared to the indexs return of 7.05%. The funds top five holdings were highlighted, including JFrog Ltd., a universal DevOps Platform provider. Despite a one-month return of -3.56%, JFrogs shares gained 30.46% of their value over the last 52 weeks. TimesSquare steadily increased its position in JFrog over the quarter.
Investment
Growth-Negative
Director Frederic Simon Sells 35,000 Shares of JFrog Ltd
On September 19, 2023, Frederic Simon, a director at JFrog Ltd, sold 35,000 shares of the company. This is part of a larger trend of insider selling at the company, with Simon having sold a total of 620,000 shares over the past year. On the day of the recent sell, shares of JFrog Ltd were trading for $26.44 each, giving the company a market cap of $2.749 billion. The stock is considered modestly undervalued, with a price-to-GF-Value ratio of 0.71. The article suggests that the insider selling may indicate uncertainty about the companys future prospects.
Management Changes
Growth-Negative
Insider Sell: Yoav Landman Sells 12,352 Shares of JFrog Ltd
On September 14, 2023, Yoav Landman, the CTO of JFrog Ltd, sold 12,352 shares of the company. This is part of a trend observed over the past year where Landman has sold a total of 451,569 shares. The companys stock was trading for $28.03 per share on the day of the recent sell, giving the company a market cap of $2.805 billion. Despite the insiders selling activity, the companys stock is considered modestly undervalued based on its GuruFocus Value, suggesting potential for investors.
Management Changes
growth-positive
JFrog Unveils Industry’s First End-to-End Platform for Accelerating the Build and Release of Secure Software
JFrog Ltd. has unveiled new capabilities for its Software Supply Chain Platform, aimed at enhancing the quality, security, MLOps and integrity of software releases. The new features include AI and ML Model Security, Static Application Security Testing (SAST), and an Open-Source Software (OSS) Catalog. The companys platform infuses security at every stage of the software development lifecycle, ensuring applications are traceable, reliable, compliant, and secure. The new capabilities are designed to meet customers’ needs for comprehensive, DevOps-centric security and automation, driving a true shift-left strategy.
CustomersInvestment
growth-positive
JFrog Introduces Native Integration for Hugging Face, Delivering Robust Support for ML Models to Harmonize DevOps, Security and AI
JFrog Ltd. has introduced ML Model Management capabilities to its Software Supply Chain Platform. The new functionality is designed to streamline the management and security of Machine Learning models, bringing AI deliveries in line with an organization’s existing DevOps and DevSecOps practices. The move is expected to accelerate, secure, and govern the release of ML components. The new capabilities will allow organizations to proxy the popular public ML repository Hugging Face, detect and block use of malicious ML models, scan ML model licenses to ensure compliance with company policies, and store home grown or internally-augmented ML models with robust access controls and versioning history.
CustomersExpand
growth-positive
Turn $1,000 Into $1 Million: Invest in These 3 Growth Stocks Now
The article discusses three companies - Bel Fuse, InterDigital, and JFrog - that are poised for significant growth. Bel Fuse has seen seven consecutive quarters of year-over-year gross margin improvement, reflecting effective cost management and product mix improvement. InterDigital has expanded its licensing portfolio and secured new agreements, contributing to its growth. JFrog has seen consistent revenue growth, driven by its focus on security solutions. All three companies are identified as potential investments that could deliver substantial returns.
InvestmentCustomersPartners
Neutral
Insider Sell: JFrog Ltd's CTO Yoav Landman Sells 44,217 Shares
On September 8, 2023, Yoav Landman, the CTO of JFrog Ltd, sold 44,217 shares of the company. This is part of a series of insider sell transactions that have been happening over the past year. Despite the high number of insider sells, it does not necessarily indicate a lack of confidence in the company. On the day of the recent sell, shares of JFrog Ltd were trading at $27.94, giving the company a market cap of $2.72 billion. The stock is considered modestly undervalued with potential for growth.
Management Changes
growth-positive
JFrog Announces "Customer First" Channel Partner Program
JFrog Ltd., a software supply chain platform, has announced a new global channel program aimed at easing customer adoption of JFrog solutions through third parties and creating new revenue streams for both JFrog and its partners. The program is designed around a co-sell motion, enabling partners to work closely with JFrogs solutions engineering, professional services, marketing, and support teams. The program also offers new incentives and deal structures, dedicated partner managers, and sales and technical enablement. JFrog partner, ReleaseTEAM, has expressed confidence in the quality of JFrog products and the responsiveness of the JFrog team.
PartnersExpand
growth-negative
Insider Sell: Tali Notman Sells 7,346 Shares of JFrog Ltd
On September 7, 2023, Tali Notman, the Chief Revenue Officer of JFrog Ltd, sold 7,346 shares of the company. This is part of a larger trend of insider selling at JFrog, with no insider buys over the past year. Despite this, the companys stock is considered modestly undervalued with a market cap of $2.84 billion. JFrog Ltd is a leading software company that develops tools for software developers and DevOps teams. The companys recent insider trading activity raises questions about its current valuation and future prospects.
Management Changes
growth-negative
Insider Sell: Tali Notman Sells 4,062 Shares of JFrog Ltd
On September 5, 2023, Tali Notman, the Chief Revenue Officer of JFrog Ltd, sold 4,062 shares of the company, adding to a total of 69,857 shares sold over the past year. This could be seen as a bearish signal, especially considering the overall insider trading trend at JFrog Ltd. However, the stocks current valuation suggests that it could be a good buy for value investors. The sell-off could be motivated by personal financial planning needs rather than a lack of confidence in the companys prospects.
Management Changes
growth-positive
JFrog Appoints Shanti Ariker as Chief Legal Officer
JFrog Ltd., a software company, has announced the appointment of Shanti Ariker as the companys Chief Legal Officer (CLO). Ariker will report directly to the CEO and co-founder, Shlomi Ben Haim, and will oversee corporate governance, risk, and compliance initiatives, including ESG activities. She will also support strategic growth initiatives and partnerships. Ariker has over 20 years of experience in the software industry, having worked with companies like Salesforce, Autodesk, and Twilio. She most recently served as General Counsel, Chief Privacy Officer and Corporate Secretary for Zendesk.
Management ChangesPartners
N/A
10 Stocks That Could 10X Over the Next 10 Years
The article discusses 10 stocks that have the potential to increase in value by 10 times over the next 10 years. It highlights the importance of investing in transformational technologies and sectors such as information technology, electric vehicles, and cybersecurity. Some of the mentioned stocks include NIO Inc., Beam Therapeutics Inc., AbCellera Biologics Inc., HCP Inc., and JFrog Ltd. The stocks were selected based on the number of hedge funds holding stakes in them. The article provides brief information about each company and mentions the analysts ratings and price targets for some of the stocks. Overall, the article aims to provide investors with potential investment opportunities for the next decade.
growth-positive
JFrog to Host Investor and Financial Analyst Event at swampUp 2023
JFrog Ltd. will host an investor and financial analyst event during its annual swampUp user conference. The event will feature a presentation from the JFrog management team discussing the companys newest announcements. JFrog is a Liquid Software company that aims to power all the worlds software updates. Their DevOps Platform enables software creators to build, secure, distribute, and connect any source with any production environment. The companys hybrid, universal, multi-cloud DevOps platform is used by millions of users and thousands of customers worldwide. JFrog is focused on enabling secure digital transformation.
Investment
growth-negative
Are JFrog Ltd. (NASDAQ:FROG) Investors Paying Above The Intrinsic Value?
The article discusses an analysis of JFrog Ltd.s intrinsic value using the Discounted Cash Flow (DCF) model. The analysis suggests that JFrogs share price might be overvalued by 32%, with an estimated fair value of $21.44, compared to its current share price of $28.37. The DCF model estimates the present value of the companys future cash flows, which in JFrogs case is $2.2 billion. However, the article cautions that this is a rough estimate and does not account for possible industry cyclicality or future capital requirements.
Investment
Growth-Positive
JFrog Ltd. (FROG) Surpasses Q2 Earnings and Revenue Estimates
JFrog Ltd. reported quarterly earnings of $0.11 per share, surpassing the Zacks Consensus Estimate of $0.05 per share. This is a significant improvement from a loss of $0.02 per share a year ago. The companys revenues for the quarter ending June 2023 were $84.17 million, exceeding the Zacks Consensus Estimate by 1.43% and showing growth from the previous years revenues of $67.81 million. JFrogs shares have increased by about 38.9% since the start of the year, outperforming the S&P 500s gain of 19.2%. The companys future performance will largely depend on managements commentary on the earnings call and the earnings outlook.
Investment
growth-positive
JFrog Announces Second Quarter Fiscal 2023 Results
JFrog Ltd. has reported a 24% YoY increase in total revenues to $84.2 million for Q2 2023, driven by higher customer usage. Cloud revenues were up 44% YoY. The company also launched JFrog Curation, a security tool designed to prevent malicious packages from entering software supply chains. A commissioned Forrester study found nearly 400% ROI with the JFrog Platform. The company also reported GAAP Gross Profit of $65.7 million and Non-GAAP Gross Profit of $70.4 million.
Customers
Growth-Positive
JFrog to Present at Upcoming Investor Conferences
JFrog Ltd., a software company, has announced its participation in several investor conferences during the third quarter of 2023. These include the KeyBanc Technology Leadership Conference, the Canaccord Genuity Growth Conference, and the Piper Sandler Growth Frontiers Conference. The companys Software Supply Chain Platform, which is designed to help organizations build, manage, and distribute software quickly and securely, is used by millions of users and over 7,000 customers worldwide, including a majority of the Fortune 100.
Customers
growth-positive
JFrog Curation Redefines "Shift Left" Security for Enterprise Software Supply Chains
JFrog Ltd. has introduced JFrog Curation, an automated DevSecOps solution designed to vet and block malicious open source or third-party software packages before they enter an organization’s software development environment. The product is integrated with JFrog Artifactory binary repository and uses binary metadata for identification of malicious packages. The solution aims to reduce a company’s overall attack surface without compromising on speed or the developer experience. It also validates incoming software packages against JFrog’s Security Research library of recorded Critical Vulnerabilities Exposures (CVE) and publicly available information.
CustomersPartners
Neutral
JFrog Announces Timing of Second Quarter 2023 Financial Results
JFrog Ltd., a software company, has announced that it will report its financial results for the second quarter of 2023 on August 2, 2023. The company will host a conference call on the same day to discuss the results. JFrogs Software Supply Chain Platform allows organizations to build, manage, and distribute software quickly and securely. The companys platform is used by millions of users and over 7,000 customers worldwide, including a majority of the Fortune 100.
Public Trading
growth-positive
IPO Stock Of The Week: Software Leader JFrog Breaks Out Past Latest Buy Point
Software leader JFrog is breaking out past its latest buy point during this weeks stock market action.
Public Trading
growth-positive
Netflix, Google, Facebook, AWS And More Rely On This DevOps IPO
The article discusses how JFrog, a DevOps IPO, is collaborating with tech giants like Google, Facebook, Netflix, and Amazon. This collaboration is seen as a growth-positive impact on the company. The key theme of the article is the reliance of major companies on JFrogs DevOps IPO. The key issues discussed in the article are partners and public trading. The article does not mention any specific customers, valuation amount, acquisition amount, investment amount, layoffs, or date of the event. The confidence level of the answer is 8.
PartnersPublic Trading
growth-positive
IPO Stock Of The Week: Software Leader JFrog Eyes Buy Point With 417% Growth
JFrog, a software leader, is approaching a new buy point and has strong earnings growth potential. The article discusses the companys IPO plans and highlights its positive growth prospects.
Public TradingExpand
JFrog Unveils All-Star Speaker Roster for swampUP 2023 in Silicon Valley
JFrog Software Supply Chain Platform Delivers 393% ROI According to Total Economic Impact Study
JFrog to Present at Upcoming Investor Conference
growth-positive
Market Participants Recognise JFrog Ltd.'s (NASDAQ:FROG) Revenues
JFrog Ltd.s price-to-sales (P/S) ratio of 7.2x is higher than the average for the software industry in the United States, which is around 4.3x. However, this high P/S ratio could be justified by the companys strong revenue growth. Over the past year, JFrogs revenue has increased by 31%, and it has grown by 159% over the past three years. Analysts predict that the companys revenue will continue to grow by 22% per year over the next three years, which is significantly higher than the industry average of 13%.
Customers
Why JFrog Stock Jumped This Week
growth-positive
JFrog Ltd. (FROG) Q1 Earnings and Revenues Top Estimates
JFrog Ltd. reported quarterly earnings of $0.06 per share, beating expectations. The companys revenues for the quarter also surpassed estimates. However, JFrog Ltd. shares have lost about 14.5% since the beginning of the year. The article discusses the companys future outlook and the correlation between earnings estimate revisions and stock movements. The current consensus EPS estimate for JFrog Ltd. is $0.04 for the coming quarter. The article also mentions Snowflake Inc., another company in the same industry, which is yet to report its quarterly results.
Public Trading
JFrog Announces First Quarter Fiscal 2023 Results
With 57% ownership of the shares, JFrog Ltd. (NASDAQ:FROG) is heavily dominated by institutional owners
JFrog Announces Timing of First Quarter 2023 Financial Results
JFrog Welcomes Seasoned Technology and Security Leader Aran Azarzar as Chief Information Officer
Investors in JFrog (NASDAQ:FROG) have unfortunately lost 25% over the last year
JFrog Releases Self-Hosted Advanced Security Solution, Enabling Hybrid Software Supply Chain Protection
JFrog to Present at Upcoming Investor Conferences
growth-negative
JFrog Full Year 2022 Earnings: EPS Misses Expectations
JFrog has reported its full year 2022 results, revealing a revenue of US$280.0m, up 36% from FY 2021. However, the company also reported a net loss of US$90.2m, which is a 41% increase from the previous year. The loss per share also deteriorated from US$0.68 in FY 2021 to US$0.91. The companys earnings per share missed analyst estimates by 7.6%, although revenue was in line with expectations. Looking ahead, JFrogs revenue is forecast to grow 19% per annum on average over the next three years.
Customers
Why JFrog Stock Was Down This Week
JFrog Proves FORTUNE 100 Companies Are Getting IoT-Ready and Increasing Their Focus on Securing the Software Supply Chain
growth-positive
IPO Stock Of The Week: Software Leader JFrog Is Breaking Out Today Past Latest Buy Point
Software leader JFrog is breaking out today past its latest buy point and is considered one of the top IPO stocks to watch in the strengthening stock market uptrend.
Public Trading
growth-negative
JFrog: Strong Earnings Performance, Waiting Price Stabilization
JFrog Ltd. (NASDAQ:FROG) is a DevOps software company that reported positive results and provided detailed guidance in its earnings release. The companys stock initially saw a bullish breakout, but later returned to a downtrend. Despite strong prospects for revenue growth through customer retention and new customers, market sentiment and the companys lack of profitability have impacted its stock price. JFrogs valuation has decreased significantly since its IPO. The companys guidance for Q3 and the full fiscal year suggests good visibility in the business, with a focus on the cloud business and cost control. JFrog is investing in research and development projects and rolling out its Advanced Security Package. The market is still uncertain about the price it wants to pay for JFrogs high potential business. The article advises patience before adding to existing positions.
CustomersInvestment
growth-positive
JFrog Aligns With AWS to Improve Cloud Application Security
JFrog has integrated its JFrog Xray software composition analysis tool with AWS Security Hub, streamlining cybersecurity alerts for IT teams. They are also participating in a preview of AWS Marketplace Vendor Insights, which provides risk assessments of third-party software on the AWS marketplace. These services aim to enhance cloud security and promote DevSecOps best practices. The integration with AWS Security Hub will centralize the delivery of alerts, making it easier for IT teams to embrace DevSecOps. The focus on cloud security and securing software supply chains is increasing due to high-profile breaches. JFrog Xray helps identify issues before application deployment. While the overall security of cloud applications is expected to improve with DevSecOps practices, it may take years to see significant improvements.
PartnersCustomers
Growth-Positive
JFrog launches new DevOps innovation program for early-stage companies | CTech
DevOps platform JFrog has launched a new technology fostering program for early-stage startups that have raised up to $1 million in funding and have 10 employees or less. The JFrog Innovation Program will consider companies from around the world focused in the areas of DevOps, cybersecurity, and IoT, with limited spots for non-profit organizations. The program offers mentoring, design partnerships, and funds. Participation in the program is free of charge and does not involve any equity commitments. The first cycle of JFrog’s Hub will open during the fourth quarter of 2022.
PartnersInvestment
growth-positive
Office Tour: Jfrog 8th Floor Offices - Tel Aviv
Switchup created a modern and dynamic workspace for Jfrogs 8th floor offices in Tel Aviv, Israel. The office design aims to provide a creative environment for employees and clients, with modular furniture, meeting areas, and working spaces. The space features a comfortable reception area, a large central sitting area for meetings and breaks, a well-designed kitchen, and functional workspaces. The design reflects JFrogs values as a young and innovative technology company. The article includes images of the office design.
Expand
growth-negative
מנכ"ל גיי פרוג ואחד ממייסדיה מכר מניות בכ-12.7 מיליון דולר
Shlomi Ben Haim, CEO and co-founder of JFrog, sold stocks worth $12.7 million in a blind sale. The sale resulted in a decrease in the number of shares held by Ben Haim to 5.4 million, with a current value of $197 million. The main reason for the sale was tax considerations related to restricted stocks. JFrog provides technology solutions for continuous software updates and recently acquired two Israeli startups, Vdoo and Upswift, for a total estimated amount of tens of millions of dollars. The companys current valuation is $3.5 billion.
Investment
growth-positive
JFrog acquires Upswift in all-Israeli deal
JFrog, a DevOps platform, has announced its acquisition of Upswift, an Israeli company that develops connected device management software. The acquisition aims to create a complete development-to-device platform that bridges the gap between IoT software silos and DevOps processes. JFrog, with a market cap of $3.5 billion, believes that the combined companies can deliver innovative solutions for managing fleets of devices and edge applications remotely. The acquisition follows JFrogs recent purchase of Vdoo, another Israeli company, for approximately $300 million. The deal with Upswift is expected to amplify JFrogs product roadmap and open new market opportunities.
Acquisition
growth-positive
JFrog appoints Sagi Dudai as EVP of Product and Engineering
JFrog has appointed Sagi Dudai as Executive Vice President of Product and Engineering. Dudai brings over 25 years of global experience in software Platform as a Service, AI, and machine learning. He was previously the Chief Technology Officer at Vonage and led a global organization of approximately 1,000 employees. Dudai will lead JFrogs product and R&D efforts, driving the companys growth and accelerating DevOps innovation. JFrogs CEO, Shlomi Ben Haim, expressed excitement about Dudai joining the team and his ability to bring value to the DevOps community, customers, and partners. Dudai also shared his enthusiasm for JFrogs vision and plans to build and scale their DevOps platform and deliver innovative products.
Management Changes
growth-positive
JFrog Completes Acquisition of Vdoo
JFrog Ltd., a liquid software company, has announced the completion of its acquisition of product security company Vdoo Connected Trust Ltd. The acquisition, valued at approximately $300 million, is expected to fuel JFrogs security and runtime technology expansion, aiming to deliver a holistic security solution as part of JFrogs DevOps Platform. The deal includes approximately $210 million in cash and 1,934,198 in JFrog ordinary shares. JFrog will share financial and operational updates during its second quarter earnings call on August 5th, 2021.
AcquisitionInvestment
growth-positive
DevOps platform JFrog bolsters security with $300M Vdoo acquisition
JFrog, a developer operations company, plans to acquire Israeli product security company Vdoo in a $300 million deal. The acquisition will bolster JFrogs in-house security experts personnel and integrate Vdoos technology into its platform to provide a continuous, holistic security analysis platform. Vdoos existing SaaS product will remain standalone for now. The joint solution will offer deeper coverage of different security risks and improved prioritization and mitigation capabilities.
Acquisition
growth-positive
JFrog expanding Tel Aviv office, hiring 300 worldwide
JFrog, an Israeli automatic software update platform developer, is expanding its Tel Aviv office and plans to hire 300 people worldwide. The company has leased three floors in the H-Tower Recital in Tel Aviv and is looking to recruit employees in areas such as DevOps, business intelligence, information systems, marketing, and sales. JFrog held its IPO on Nasdaq in September 2020, raising $352 million. The expansion in Tel Aviv aims to reach more potential employees and offer flexibility to the existing workforce. JFrog employees have returned to the office on a hybrid format, and the company plans to hold the Yalla DevOps conference in July.
Expand
growth-positive
JFrog Announces Strong Fourth Quarter and Fiscal Year 2020 Results
JFrog Ltd., a liquid software company, has reported a 39% increase in Q4 2020 revenue and a 44% increase in fiscal 2020 revenue. The company also reported record operating cash flow of $12.8 million and record free cash flow of $11.9 million for Q4 2020. The results were driven by increased demand for JFrogs hybrid, universal DevOps platform, expansion by current customers, and accelerating growth in its multi-cloud business. The company had approximately 6,050 paying customers as of December 31, 2020, up from approximately 5,600 a year earlier.
CustomersInvestment
growth-positive
JFrog and Docker announce partnership to improve quality and performance in app development
JFrog has announced a partnership with Docker to provide developers using JFrog Cloud with unlimited access to Docker Hub. This partnership aims to simplify cloud-native application development and streamline the developer experience. JFrog Artifactory users will have secure and central access to public and private container images hosted on Docker Hub. The partnership will also offer SaaS subscribers to JFrogs DevOps platform access to content on Docker Hub and dedicated channels for customers. The partnership is expected to enable high-velocity cloud-native application development for joint customers. JFrog is currently listed on the NASDAQ and valued at over $4 billion.
Partners
growth-positive
JFrog's first post-IPO results beat analysts
Israeli technology company JFrog released its third quarter financials, its first as a public company. JFrog reported positive earnings per share and higher revenue than analysts estimates. The companys share price has risen by 63% since its IPO, and its market cap stands at $6.4 billion. JFrog sees revenue and profit higher than analysts estimates for the fourth quarter.
Public Trading
growth-positive
JFrog Launches Free Subscription to Multi-Cloud DevOps Platform with Built-in Open Source Security Scanning
JFrog, the liquid software company, has announced the general availability of a free subscription of its universal, hybrid, and multi-cloud DevOps Platform. The free subscription includes JFrog Artifactory, JFrog Xray, and JFrog Pipelines, providing users with enterprise-grade end-to-end DevOps capabilities. The JFrog Platform is used by large enterprises worldwide and is available on major public cloud providers. The free subscription offers up to 2GB of storage, 10GB of monthly data transfer, and 2,000 CI/CD pipeline minutes per month. This move aims to provide the developer community with a powerful and free DevOps solution. JFrog is a trusted company with over 5,800 customers globally.
CustomersPartners
growth-positive
JFrog up 68% since IPO, Oppenheimer sees 21% upside
Oppenheimer has initiated coverage of JFrog, an Israeli software management platform company, with an Outperform recommendation and a price target of $90 per share. Since its IPO, JFrogs share price has risen 68%, giving it a market cap of $6.6 billion. The company provides a solution for updating software without disrupting the users experience and is expected to benefit from the shift to digital operations. However, there are technological risks and strong competition in the DevOps market. Oppenheimer believes that JFrog is well-positioned for rapid growth and has a strong differentiation in the industry.
Public TradingCustomers
growth-positive
JFrog exceeds expected range with $3.9b IPO valuation
Israeli software updating company JFrog is raising $352 million through its initial public offering (IPO) on Nasdaq. The companys shares are priced at $44 each, higher than the initial range of $33-37. The IPO could raise an additional $72 million if underwriters exercise their option to buy more shares. Existing shareholders are also selling shares worth $157 million. The company, founded in 2008, is valued at $3.9 billion and will trade under the ticker symbol FROG.
Public TradingInvestment
growth-positive
JFrog IPO Raises $509 Million, Stock Jumps As Trading Begins
JFrog raised $509 million in its initial public offering (IPO), exceeding expectations and resulting in a market valuation of about $4 billion. The companys stock jumped by double digits and closed at $64.79, a 47.3% increase. JFrogs leading product enables organizations to continuously deliver software updates and uses a software-as-a-service business model. Dell Technologies is an investor in the company with a 9.3% stake. The JFrog IPO was multiple times oversubscribed, indicating high demand for shares. JFrog reported revenue of $69.25 million for the six-month period ended June 30, with a net loss of $426,000. The article also mentions the successful IPO of Snowflake, which raised $3.4 billion and set a record as the largest U.S. software deal ever.
Public Trading
growth-positive
JFrog upsizes IPO to $3.6b valuation
JFrog, an Israeli automatic software updating company, has raised the price range for its upcoming Nasdaq IPO. The revised prospectus reflects a company valuation of between $3.5 billion and $3.7 billion. If the share price is fixed at the mid-range of $40, JFrog will raise $292 million, rising to $357 million if underwriters exercise their full rights. The IPO will include a sale of shares by the companys founders and investors. After the IPO, the founders and key stakeholders will retain significant stakes in the company. JFrogs lead underwriters for the IPO are Morgan Stanley, J.P. Morgan, and Bank of America Securities. Other shareholders who are not selling in the IPO include Gemini, Sapphire, Insight Partners, and Dells investment fund. JFrogs revenue has been growing, reaching $105 million in 2019 and $69 million in the first half of 2020.
Public Trading
growth-positive
JFrog sets terms for Nasdaq IPO at valuation of over $3b
JFrog, an Israeli software company, has set terms for its Wall Street IPO. The company is valued between $3 billion and $3.3 billion, with shares priced in the $33-37 range. JFrog plans to raise $255 million, with the net raise possibly amounting to $312 million. The companys founders will sell shares for about $50 million, while investment funds with stakes in JFrog will sell shares for about $37-38 million. JFrog intends to use the capital raised for general business purposes, working capital, and possible acquisitions and investments. According to JFrogs prospectus, revenue grew 65% to $105 million in 2019, and revenue in the first half of 2020 was $69 million, up 50% from the corresponding period of 2019. JFrog is still not profitable but has been narrowing its losses.
Public TradingInvestmentManagement Changes
growth-positive
Israel's JFrog files to raise $100m in Wall Street IPO
Israeli software company JFrog has filed a prospectus with the US Securities and Exchange Commission (SEC) to raise up to $100 million in an Initial Public Offering (IPO) on Wall Street. The company, which allows companies to regularly update their software, saw revenue grow 65% in 2019 to $105 million and a further 50% in the first half of 2020 to $69 million. JFrog is still not profitable but its losses have been narrowing, with losses of just $400,000 in the first half of 2020. The company has $170 million cash in its coffers and has raised $162 million since it was founded.
Public TradingInvestment
growth-positive
With new platform, JFrog pitches end-to-end DevOps tooling - SiliconANGLE
JFrog Ltd., a startup known for its development tools, has launched JFrog Platform, an end-to-end toolkit for managing enterprise software projects. The platform integrates JFrogs existing products, including Artifactory and JFrog Pipelines, which was acquired from startup Shippable Inc. last year. The platform also includes JFrog Distribution and JFrog Xray, a tool that scans software projects for vulnerabilities. The platform is designed to simplify management and procurement of JFrogs products for enterprises.
CustomersAcquisition
growth-positive
Software Developer JFrog Hires Banks for 2020 IPO
JFrog Inc. has hired Morgan Stanley and JPMorgan Chase & Co. to lead its IPO next year. The company could seek a valuation of $2 billion or more. Plans for the IPO are not final, and JFrog may decide to remain private. JFrog was co-founded in 2008 and raised $165 million in a funding round last year. Software companies have had successful IPOs this year, while consumer-facing internet-related companies have struggled.
Public Trading
growth-positive
JFrog Artifactory to Be Released in New Community Edition for Docker & Helm Users
JFrog, a DevOps technology leader, announced the launch of JFrog Container Registry, a Docker container registry. The registry is a fully-hybrid solution, free and available to developers and DevOps engineers. It offers a robust Docker container registry, hybrid model, advanced automation, full support for Helm, and secure registry technology. The registry and management tools for container images are scalable, reliable, and protect Docker images from security vulnerabilities. The registry can be used self-hosted or in a SaaS model. JFrog plans to update the registry with free security capabilities and OCI compatibility.
CustomersPartnersExpand
growth-positive
Software update solutions co JFrog plans New York IPO
Netanya-based JFrog is planning an IPO in New York in 2020. The company has held meetings with investment banks to prepare for the IPO and put together a prospectus. JFrog, founded in 2008, has raised $220 million in funding, with its most recent round raising $165 million led by Insight Venture Partners. The companys mission is to facilitate continuous software updates with their Enterprise+ solution. JFrog did not comment on the IPO rumors.
Public Trading
JFrog acquires Shippable, adding continuous integration and delivery to its DevOps platform
growth-positive
JFrog Kindles DevOps Flames, Wins Firestarter Award for Shaping Invisible Infrastructure in IT
JFrog, a leader in DevOps technology, has been recognized as a 451 Firestarter by industry analyst firm 451 Research. The award is given to organizations contributing significantly to innovation in the IT industry. The recognition comes after JFrog announced a $165 million Series D funding round. The funds will be used to further DevOps innovation and accelerate growth. JFrogs solutions are a vital part of the application development and release process, particularly for distributed teams and divisions.
Investment
growth-positive
DevOps platform JFrog raises $165 million with valuation 'way north' of $1 billion
DevOps platform JFrog has raised $165 million in a series D funding round led by Insight Venture Partners. Other participants included Battery Ventures, Spark Capital, Sapphire Ventures, Scale Venture Partners, Dell Technologies Capital, Vintage Investment Partners, and Geodesic Capital. The company, which has not revealed its valuation following the raise, is now worth way north of $1 billion, according to CEO Shlomi Ben Haim. JFrog plans to use the funding to expand into new markets and accelerate both organic and inorganic growth.
InvestmentExpand
growth-positive
JFrog buys DevOps consultant Trainologic
JFrog, an Israeli DevOps technology company, has announced the acquisition of Trainologic, an Israeli DevOps consultancy company. The financial details of the acquisition were not disclosed. JFrog plans to accelerate the adoption of its recently announced platform with the help of Trainologic. Alongside the acquisition, JFrog is establishing a new elite DevOps consulting unit within the company. Gal Marder, CEO of Trainologic, will join JFrog as the head of this unit and VP of DevOps Consulting. Both companies aim to become the hub for all universal software updates.
Partners
growth-positive
JFrog Appoints Seasoned Financial Expert, Jacob Shulman, as Chief Financial Officer
JFrog, the creator of a universal DevOps platform, has announced the appointment of Jacob Shulman as its new Chief Financial Officer. Shulman brings over 25 years of financial experience to the role, having previously held leadership positions at Mellanox Technologies Ltd, Atrica, Thyssenkrupp AG, Matav Cable Systems and Ernst & Young. Shulmans appointment is the second addition to JFrogs executive team this year. The companys CEO, Shlomi Ben Haim, said Shulmans experience with public technology companies would be a significant add-on as the company continues to grow.
Management Changes
growth-positive
JFrog Launches Xray 2.0 with High Availability to Bolster DevSecOps
JFrog, a DevOps company, has announced the launch of Xray 2.0, a tool designed to provide high-availability to the continuous security and open source license compliance market. Xray 2.0 provides DevOps engineers and developers with early visibility into potential problems in their software releases, allowing them to trust their pipeline from development to deployment. The tool also integrates with JFrog Artifactory, and is the only high-availability tool in the DevOps domain that analyzes images and artifacts to ensure fast, reliable and secure software releases.
Customers
growth-positive
JFrog Brings the First Kubernetes Registry with Helm, Docker, npm, and Universal Repository to the AWS Marketplace
DevOps technology leader, JFrog, has introduced the first Kubernetes registry with Helm, Docker, and universal repository to the Amazon Web Services Marketplace. The registry supports all major packages and acts as a Kubernetes Registry. AWS customers can now immediately benefit from JFrog Artifactory Cloud to deliver reliable, higher quality software faster and without any additional procurement steps. The offering includes a universal repository with automated artifact management, integration with leading CI servers, checksum-based storage, repository replication, and more.
CustomersPartners
growth-positive
JFrog Democratizes DevOps for C and C++ Communities, With Free Conan Support in Artifactory
JFrog announces the release of a free community edition of JFrog Artifactory, the companys universal software repository, for the C and C++ communities. This offering is the first repository available to the C and C++ communities that manages packages at scale for free. The release aims to automate C and C++ code and apply continuous integration in the DevOps flow. Conan, the leading open source packaging manager for C and C++ communities, is supported by Artifactory Community Edition. JFrog is embracing the C and C++ communities to help millions of developers release binaries continuously and automatically. The release is seen as a huge step forward for Conan users and aims to democratize DevOps for C and C++ developers.
Customers
JFrog acquires Seattle startup CloudMunch as the market for DevOps tools stays hot
growth-positive
Dimon Joins JFrog's Mission to Liquify Software
JFrog, a DevOps enabler and creator of solutions for managing binaries, has announced that the Dimon team, experts in CI/CD and Bot Automation, will be joining the company. This follows JFrogs acquisition of Conan.io, the providers of the C++ package manager, late last year. The move is part of JFrogs strategy to expand its platform of tools for the management and distribution of binaries, moving DevOps closer to its vision for Liquid Software. Dimons CTO and co-founder, Noam Shemesh, along with his team, will join JFrogs company and work with JFrogs R&D to develop the next generation of Artifactory, Universal Artifact Repository; Bintray, Universal Distribution Platform; Xray, Universal Artifact Analysis and Mission Control, Universal Repository Manager.
AcquisitionExpand
growth-positive
JFrog Named to JMP Securities Hot 100 List of Best Software Companies
JFrog has been named to the JMP Securities Hot 100 list of the Best Privately Held Software Companies. JFrogs software products provide transparency and efficiency in software management, ensuring security and compliance. The company is recognized for its fast, reliable, and secure software release process. JFrog will hold its annual user conference, swampUP, where it will discuss best practices for implementing DevOps tools in financial institutions. JFrog has also received other accolades, including being named among Silicon Valleys fastest-growing private companies and the Deloitte Technology Fast 50.
Customers
growth-positive
JFrog Jumpstarts Asian Expansion in China
DevOps accelerator, JFrog, is expanding into the Chinese market with the launch of Jiewa Technology, which will provide local technical support and DevOps services. The company is also launching a Chinese-language website, jfrogchina.com, to support the local community. JFrog has already begun working with some of Chinas top companies, including Huawei Technologies, China Merchants Bank, Tencent, and Didi Chuxing. The company received $50 Million in funding at the beginning of 2016, which is being deployed into its hyper growth.
CustomersInvestmentExpand
growth-positive
JFrog Acquires Conan, Bringing DevOps to C/C++
JFrog, the leading DevOps accelerator, has announced the acquisition of Conan, the fast-growing open source C/C++ package manager. The acquisition represents a strategic move by JFrog to expand the functionality of its platform and support the C/C++ market. JFrog recently raised $50 million in funding, part of which was earmarked for rapid growth and development. The incorporation of Conans team and intellectual property will enhance JFrogs existing and new products. C/C++ is one of the worlds most popular programming languages, and the acquisition of Conan will provide a software automation and DevOps solution for the C/C++ community. Diego Rodriguez-Losada and Luis Martínez de Bartolomé, primary OSS contributors, will join the JFrog team to build new C/C++ capabilities.
Acquisition
growth-positive
JFrog talks about Artifactory and Bintray for DevOps and developers App Developer Magazine
JFrog, a company that provides infrastructure for software build, management and delivery in open-source, on-premise and SaaS cloud solutions, has seen significant growth. The companys platform is used by over 2,000 paying customers, including Netflix, Amazon, Google, LinkedIn, Cisco, IBM, Oracle, Intel and VMware. JFrogs technology is revolutionizing the way companies and individuals develop, release, and distribute software, accelerating their software development cycles. The company has also grown to more than 100 employees worldwide and has recently raised $50 million in Series C funding.
CustomersPartnersInvestmentExpand
growth-positive
JFrog Expands In Israel, California
JFrog is hiring 100 new employees for its offices in Israel and Silicon Valley.
Expand
growth-positive
Israeli DevOps startup JFrog raises $50m
Israeli DevOps startup JFrog has raised $50 million in a funding round that included new investors Scale Venture Partners, Sapphire Ventures, Battery Ventures, Vintage Investment Partners and Qumra Capital, as well as participation from existing investors. The company plans to use the funds to invest in talent, technology advancements and global expansion to meet the growing demand for its DevOps and software automation platform. JFrog, which develops products for managing and distributing software, has 110 employees and has raised $62 million to date.
InvestmentExpand
JFrog Raises $7M to Remake Software Development and Distribution
JFrog Team
Keren Massad
Chief Human Resources Officer
Employee Info
| Employees (range) | 500+ |
| Exact count | 2202 |
| Team members | 10 |
Similar Companies
Similar companies data is computed dynamically and not stored in the entity profile. This section requires implementing a similarity query (e.g. by classification overlap, sector, district).
This entity has 13 classification IDs that could be used for matching.
JFrog Internal
Recent Updates
No update log entries.
Note: Free-text notes visible in the original Finder "Internal" tab are not present in the imported profile data. Only the update audit log is available.
Admin Info
| Confidence | 93/100 |
| Missing | tags, markets |
| BI Verification | Jenny Sotnik-Talisman |
| Registrar ID | 514130491 |
| Crunchbase | jfrog-ltd |
| Phone | +97298941444 |
| Creator | Raz Zohar |
| Creator email | raz@platterz.ca |
| Last updater | Dana Arnon |
| Updater email | dana.arnon@mail.huji.ac.il |
| Last update | 2023-12-17T00:00:00.000Z |
| Created | 2014-03-11T00:00:00.000Z |
| Claimed | Yes |
| Status detail | Public on NASDAQ on Sep, 2020<br> |