JFrog Ltd. (FROG) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
JFrog Ltd. (FROG) trades at $89.48 with AI Score 34/100 (Grade D). JFrog Ltd. provides a DevOps platform that enables organizations to manage and automate their software development lifecycle. Market cap: $10.8B, Sector: Technology.
Price as of Aug 20, 2026 · Last analyzed: May 9, 2026FROG stock analysis for 2026: Analysts have set a consensus price target of $66.44 for JFrog Ltd., suggesting 25.7% downside from the current price of $89.48. The AI MoonshotScore is 34/100, indicating a bearish outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
FROG: 1/3 scored disciplines lean bearish. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
JFrog Ltd. (FROG) Technology Profile & Competitive Position
JFrog Ltd. delivers a DevOps platform for managing the software development lifecycle, offering tools for package management, CI/CD, and security scanning. Serving technology, financial services, retail, healthcare, and telecommunications, JFrog streamlines software delivery at scale. The company's solutions cater to enterprises seeking efficient and secure software workflows.
What Is the Investment Thesis for FROG?
JFrog presents a compelling investment case based on its position in the growing DevOps market. The increasing complexity of software development and deployment drives demand for JFrog's solutions, particularly its Artifactory platform. With a gross margin of 77.5%, JFrog demonstrates strong pricing power and efficient service delivery. Key growth catalysts include the expansion of its product offerings, penetration into new markets, and the increasing adoption of DevOps practices across industries. However, the company's negative profit margin of -10.9% warrants attention, highlighting the need for improved operational efficiency and a path to profitability. The company's beta of 1.14 suggests higher volatility compared to the market.
Based on FMP financials and quantitative analysis
FROG Key Highlights
Market capitalization of $10.8B reflects investor confidence in JFrog's growth potential.
- Gross margin of 77.5% indicates strong pricing power and efficient service delivery.
- JFrog Artifactory is a key product, serving as a universal package repository for managing software packages.
- JFrog Pipelines automates and orchestrates the continuous integration and continuous delivery (CI/CD) process.
- The company serves diverse industries, including technology, financial services, retail, healthcare, and telecommunications.
Who Are FROG's Competitors?
FROG is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| CWAN Clearwater Analytics Holdings, Inc. | $24.56 | +0.00% | $7.30B | 52 |
| S SentinelOne, Inc. | $20.82 | -2.35% | $7.01B | — |
| CVLT Commvault Systems, Inc. | $131.63 | -4.14% | $5.46B | 70 |
| CLSK CleanSpark, Inc. | $12.60 | +7.97% | $3.23B | — |
| BULL Webull Corporation | $8.64 | +8.95% | $4.59B | — |
| PAYC Paycom Software, Inc. | $225.17 | +1.35% | $10.2B | 85 |
| DOCU DocuSign | $62.11 | +3.50% | $11.9B | 82 |
| MANH Manhattan Associates, Inc. | $205.99 | +3.84% | $12.0B | 93 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are FROG's Key Strengths?
Comprehensive DevOps platform
- Strong brand reputation
- Established customer base
- Integrated product suite
What Are FROG's Weaknesses?
Negative profit margin
- Reliance on subscription-based revenue
- High competition in the DevOps market
- Potential security vulnerabilities
What Could Drive FROG Stock Higher?
Increasing adoption of DevOps practices across industries.
- Expansion of JFrog Connect for IoT device management.
- Strategic partnerships and integrations with other technology vendors.
- Potential acquisitions to expand product offerings and market reach.
- New product releases and feature enhancements.
What Are the Key Risks for FROG?
Negative return on equity (-7.0%) — the business is not currently generating profit on shareholder capital.
- Intense competition in the DevOps market.
- Economic downturn impacting IT spending.
- Security breaches compromising customer data.
- Technological obsolescence of JFrog's platform.
- Negative profit margin requiring improved operational efficiency.
What Are the Growth Opportunities for FROG?
- Expansion of JFrog Connect for IoT Device Management: The increasing adoption of IoT devices presents a significant growth opportunity for JFrog. JFrog Connect enables companies to manage software updates and monitor performance across IoT device fleets from anywhere in the world. As the number of connected devices continues to grow, the demand for device management solutions like JFrog Connect will increase, driving revenue growth for JFrog.
- Penetration into New Markets: JFrog has the opportunity to expand its geographic reach and penetrate new markets. By targeting emerging economies and regions with growing software development activity, JFrog can increase its customer base and revenue streams. This expansion can be achieved through strategic partnerships, targeted marketing campaigns, and localized product offerings.
- Increased Adoption of DevOps Practices: The increasing adoption of DevOps practices across industries presents a significant growth opportunity for JFrog. As more organizations embrace DevOps methodologies, the demand for tools and platforms that streamline the software development lifecycle will increase. JFrog's comprehensive DevOps platform positions it well to capitalize on this trend.
- Product Innovation and Development: Continued investment in product innovation and development is crucial for JFrog to maintain its competitive advantage. By developing new features, enhancing existing products, and expanding its platform capabilities, JFrog can attract new customers and retain existing ones. This includes exploring AI-driven DevOps solutions to further automate and optimize the software delivery process.
- Strategic Partnerships and Integrations: Forming strategic partnerships and integrations with other technology vendors can expand JFrog's reach and enhance its platform capabilities. By integrating with popular development tools, cloud platforms, and security solutions, JFrog can provide a more seamless and integrated experience for its customers. These partnerships can also open up new sales channels and market opportunities.
What Are FROG's Competitive Advantages?
- Comprehensive DevOps platform
- Universal package repository (Artifactory)
- Strong brand reputation
- Established customer base
- Integrated product suite
What Does FROG Do?
JFrog Ltd., founded in 2008 and headquartered in Sunnyvale, California, provides a comprehensive DevOps platform designed to streamline the software development lifecycle. The company's flagship product, JFrog Artifactory, serves as a universal package repository, enabling teams to store, manage, and secure all types of software packages at any scale. Complementing Artifactory, JFrog Pipelines automates and orchestrates the continuous integration and continuous delivery (CI/CD) process, while JFrog Xray performs security scanning to identify vulnerabilities in software packages. JFrog Distribution enables the efficient delivery of software releases to geographically dispersed locations. JFrog's product suite also includes Artifactory Edge, which optimizes software package transfers, Mission Control for managing software supply chain workflows, Insight for DevOps intelligence, and Connect for managing software updates on IoT devices. The company offers various product tiers, including JFrog Pro, Pro Team, Pro X, Enterprise, Enterprise X, and Enterprise Plus, providing tailored solutions for different organizational needs. These tiers include ongoing updates, upgrades, bug fixes, cluster configuration, multi-site replication, and SLA support. JFrog serves a diverse range of industries, including technology, financial services, retail, healthcare, and telecommunications, helping organizations accelerate software delivery and improve overall efficiency.
What Products and Services Does FROG Offer?
- Provides a DevOps platform for managing the software development lifecycle.
- Offers JFrog Artifactory, a universal package repository.
- Automates continuous integration and continuous delivery (CI/CD) with JFrog Pipelines.
- Scans for security vulnerabilities with JFrog Xray.
- Enables software package distribution with JFrog Distribution.
- Offers solutions for managing software updates on IoT devices with JFrog Connect.
How Does FROG Make Money?
- Subscription-based revenue model.
- Offers various product tiers with different features and pricing.
- Generates revenue from ongoing updates, upgrades, and support services.
- Targets technology, financial services, retail, healthcare, and telecommunications organizations.
What Industry Does FROG Operate In?
JFrog operates in the rapidly expanding DevOps market, driven by the increasing need for organizations to accelerate software delivery and improve efficiency. The market is characterized by intense competition, with companies like CWAN: Clearwater Analytics Holdings, Inc., S: SentinelOne, Inc., and CVLT: Commvault Systems, Inc. offering competing solutions. The adoption of cloud-native technologies and microservices architectures further fuels the demand for DevOps tools. JFrog's comprehensive platform and focus on package management position it well to capitalize on these trends.
Who Are FROG's Key Customers?
- Technology companies
- Financial services organizations
- Retail companies
- Healthcare organizations
- Telecommunications organizations
Company Profile
JFrog Ltd. operates in the Software - Application industry within the Technology sector. It is headquartered in Sunnyvale, US. The company is led by CEO Shlomi Ben Haim. FROG has traded publicly since 2020.
Key Financial Metrics
Return on equity for JFrog Ltd. stands at -7.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is -4.5%, showing how much profit it generates from its asset base. Its free cash flow yield is 1.4%, a gauge of the cash the business throws off relative to its market value. A current ratio of 2.20 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is -0.6%, the inverse of the P/E and a quick read on earnings relative to price.
FROG Valuation & Market Position
With a $10.8B market cap, JFrog Ltd. sits in the large-cap segment of the market. Relative to its peer group, FROG's quantitative score of 34/100 is below the peer average of 61/100.
Quarterly Financial Performance: JFrog Ltd.
Revenue for JFrog Ltd. came in at $163.8M during Q2 2026, a 6.4% improvement versus the preceding quarter. The company recorded a net loss of $4.2M, with diluted EPS of $-0.03. Revenue has increased across the last three reported quarters, suggesting sustained momentum for this large-cap Technology company. Across the four most recent quarters, FROG averaged $-0.09 in diluted EPS.
Financial Health
JFrog Ltd.'s Piotroski F-Score is 6/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 12.87 places it in the safe zone, indicating low near-term bankruptcy risk.
Earnings Track Record
JFrog Ltd. has beaten Wall Street's EPS estimate in 8 of its last 8 reported quarters — a consistent record of delivering on expectations. Reported results have landed about 26.5% above estimates on average.
Forward Outlook
Wall Street analysts project JFrog Ltd. revenue of about $632.9M for fiscal 2026, with EPS near $0.95. The estimate reflects 16 contributing analysts.
FROG Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in JFrog's future, indicating that executives believe in the company's growth potential.
- Community sentiment has shifted positively, with discussions highlighting the company's innovative products and their increasing adoption in software development.
- JFrog's strategic partnerships announced in the last month have garnered attention, reinforcing its position in the DevOps market.
- Market perception is buoyed by a growing demand for software solutions, positioning JFrog favorably in a competitive landscape.
Bear Case
- Despite recent positive sentiment, some analysts express concerns over JFrog's profitability, indicating that the company may struggle to maintain margins.
- The tech sector's volatility has led to increased skepticism among investors, with some community members questioning the sustainability of JFrog's growth.
- Recent comments from industry experts hint at potential challenges in scaling operations effectively, which could impact future performance.
- There is a general caution in the market regarding tech stocks, with many investors adopting a wait-and-see approach amid economic uncertainties.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q2 2026 | $164M | -$4M | -$0.03 |
| Q1 2026 | $154M | -$8M | -$0.07 |
| Q4 2025 | $145M | -$15M | -$0.13 |
| Q3 2025 | $137M | -$16M | -$0.14 |
Based on FMP financials and quantitative analysis
FROG Latest News
-
JFrog (FROG) Is Up 7.4% After Raising Guidance On AI-Fueled Cloud Security Demand - Has The Bull Case Changed?
Simply Wall St. · Aug 14, 2026
-
10 Information Technology Stocks Whale Activity In Today’s Session
benzinga · Aug 13, 2026
-
CodeRabbit raises $143m Series C at $1.5bn valuation
Verdict · Aug 13, 2026
-
AI Titans Unite at JFrog swampUP 2026 to Define the Future of the Software Supply Chain
Business Wire · Aug 12, 2026
FROG Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for FROG.
Price Targets
Consensus target: $66.44
FROG MoonshotScore
What does this score mean?
The MoonshotScore rates FROG 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Latest News
JFrog (FROG) Is Up 7.4% After Raising Guidance On AI-Fueled Cloud Security Demand - Has The Bull Case Changed?
10 Information Technology Stocks Whale Activity In Today’s Session
CodeRabbit raises $143m Series C at $1.5bn valuation
AI Titans Unite at JFrog swampUP 2026 to Define the Future of the Software Supply Chain
Leadership: Shlomi Ben Haim
CEO
Shlomi Ben Haim is the CEO of JFrog. His career spans various leadership roles in technology companies, focusing on software development and DevOps solutions. He has extensive experience in building and scaling technology businesses. Shlomi's expertise lies in driving innovation and delivering value to customers through cutting-edge software solutions. He is responsible for the overall strategic direction and execution of JFrog's business plan.
Track Record: Under Shlomi Ben Haim's leadership, JFrog has experienced significant growth and expansion. He has overseen the development and launch of key products, including JFrog Connect. Shlomi has also been instrumental in forging strategic partnerships and expanding JFrog's global presence. His leadership has contributed to JFrog's position as a leading provider of DevOps solutions.
FROG Technology Stock FAQ
What does the AI Score mean for FROG?
FROG holds an AI Score of 34/100 (Grade: D). This is an educational research signal, not a buy or sell recommendation. JFrog Ltd. provides a DevOps platform that enables organizations to manage and automate their software development lifecycle. Their products include tools for package management, continuous …
What does JFrog Ltd. do?
JFrog Ltd. provides a comprehensive DevOps platform designed to streamline the software development lifecycle. Its flagship product, JFrog Artifactory, serves as a universal package repository, enabling teams to store, manage, and secure all types of software packages. Complementing Artifactory, JFrog Pipelines automates the CI/CD process, while JFrog Xray performs security scanning. JFrog Distribution enables efficient software releases. JFrog serves diverse industries, helping organizations accelerate software delivery and improve efficiency.
What do analysts say about FROG stock?
Analyst consensus on FROG stock reflects a generally positive outlook, driven by the company's strong position in the DevOps market and its potential for growth. Valuation metrics suggest a premium valuation, reflecting investor expectations for future growth. Key considerations include the company's ability to maintain its growth trajectory, improve profitability, and navigate competitive pressures. Analyst ratings and price targets vary, reflecting different perspectives on the company's prospects.
What are the main risks for FROG?
The main risks for JFrog include intense competition in the DevOps market, which could put pressure on pricing and market share. An economic downturn could negatively impact IT spending, reducing demand for JFrog's solutions. Security breaches could compromise customer data, damaging the company's reputation and leading to financial losses. Technological obsolescence of JFrog's platform could also pose a threat, requiring continuous innovation and adaptation.
What are the key factors to evaluate for FROG?
JFrog Ltd. (FROG) holds an AI score of 34/100 (low). Analysts target $66.44 (-26%). JFrog presents a compelling investment case based on its position in the growing DevOps market. Not financial advice.
How frequently does FROG data refresh on this page?
FROG's price was last updated on Aug 20, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven FROG's recent stock price performance?
JFrog Ltd. (FROG) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Comprehensive DevOps platform. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider FROG overvalued or undervalued right now?
JFrog Ltd. (FROG) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Analysts target $66.44 (-26%) — downside risk seen. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research FROG before investing?
Before investing in JFrog Ltd. (FROG), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on available data and may be subject to change.
- Financial metrics are based on the most recent available data.