JFrog Ltd. (FROG)
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 $97.82 with AI Score 35/100 (Grade D). JFrog Ltd. provides a DevOps platform that enables organizations to manage and automate their software development lifecycle. Market cap: $11.85B, Sector: Technology.
Price live · AI analysis from May 9, 2026FROG stock analysis for 2026: Analysts have set a consensus price target of $66.44 for JFrog Ltd., suggesting 32.1% downside from the current price of $97.82. The AI MoonshotScore is 35/100, indicating a bearish outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
FROG: 2/4 perspectives are bearish. Dominant signal: Izzy Englander bullish.
How is this calculated? →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 $11.85B 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. | $18.14 | +3.60% | $6.11B | — |
| CVLT Commvault Systems, Inc. | $151.83 | +1.23% | $6.29B | 71 |
| CLSK CleanSpark, Inc. | $13.48 | +6.85% | $3.46B | — |
| BULL Webull Corporation | $7.21 | +0.56% | $3.83B | — |
| NOW ServiceNow, Inc. | $108.69 | +2.23% | $112.09B | 71 |
| RSASF RESAAS Services Inc. | $0.30 | +2.76% | $25.04M | 69 |
| PDFS PDF Solutions, Inc. | $59.18 | -11.51% | $2.44B | 68 |
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.
- Insider selling — insiders were net sellers of roughly $20.7M recently.
- 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 Opportunities Does FROG Have?
- Expansion into new markets
- Increased adoption of DevOps practices
- Product innovation and development
- Strategic partnerships and integrations
What Threats Does FROG Face?
- Intense competition
- Economic downturn
- Security breaches
- Technological obsolescence
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.
F-Score 6/9Financial 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 15.59 places it in the safe zone, indicating low near-term bankruptcy risk.
ROE -7%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 $11.85B market cap, JFrog Ltd. sits in the large-cap segment of the market. Relative to its peer group, FROG's quantitative score of 35/100 is below the peer average of 62/100.
FY2026 estForward Outlook
Wall Street analysts project JFrog Ltd. revenue of about $632.8M for fiscal 2026, with EPS near $0.95. The estimate reflects 16 contributing analysts.
Net sellingInsider Activity
Over the past six months, JFrog Ltd. insiders filed 15 SEC Form 4 transactions — 15 sales and 0 purchases. On net that is roughly 253K shares disposed (about $20.7M), a signal worth weighing alongside the fundamentals.
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
FROG Latest News
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10 Information Technology Stocks Whale Activity In Today's Session
benzinga · Jun 17, 2026
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Infrastructure Software Stocks Look Strong. Snowflake Among Analyst's 'Fab Five' To Watch.
Investor's Business Daily · Jun 10, 2026
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Software Stocks Are Sinking In 2026, But These 'Fab Five' Are Up 30% — And BofA Says They're Just Getting Started
benzinga · Jun 10, 2026
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Shares of companies within the broader technology sector are trading lower amid overall market weakness as investors rotate out of growth stocks.
Benzinga · Jun 9, 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's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Latest News
10 Information Technology Stocks Whale Activity In Today's Session
Infrastructure Software Stocks Look Strong. Snowflake Among Analyst's 'Fab Five' To Watch.
Software Stocks Are Sinking In 2026, But These 'Fab Five' Are Up 30% — And BofA Says They're Just Getting Started
Shares of companies within the broader technology sector are trading lower amid overall market weakness as investors rotate out of growth stocks.
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 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 35/100 (low). Analysts target $66.44 (-32%). Not financial advice.
How frequently does FROG data refresh on this page?
FROG prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated 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?
Valuing JFrog Ltd. (FROG) requires multiple metrics. Analysts target $66.44 (-32%) — downside risk seen. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying FROG?
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) what Wall Street analysts recommend and their 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.