FROG

JFrog Ltd. (FROG) | Rumor.io

JFrog

FROG

Attention (50-day avg)0%

Attention rank (50-day avg)#967

Bullish sentiment (50-day avg)76%

Price to earnings ratio-143.2

Market capitalization11B

Earnings per share-0.38

Dividend yield (TTM)—

Revenue (annual)531.8M

Net income (annual)-71.8M

Social

What share of all stock conversation is about FROG?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% +0	0% 0	0% +0

May 8

JFrog Ltd. (FROG) reported Q1 2026 earnings with $0.27 per share, excluding non-recurring items, beating the FactSet Consensus of $0.21, and revenues rose 25.8%.
Analysts see AI coding agents driving a new software infrastructure cycle, with JFrog as a key player, and multiple price target raises, including from Guggenheim to $80 and KeyBanc to $83.
JFrog's strong Q1 2026 performance was driven by a 50% surge in cloud revenues, robust momentum in their security business, and increased adoption of the Enterprise+ subscription model, with a solid 120% net dollar retention rate.

Generated by AI

Sentiment

Of the messages about FROG that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	100% new	5% -94.78	95.73% +2.37
Bearish	—	0% -100	95% +94.78	4.27% -2.37

Bullish· May 8

JFrog Ltd. (FROG) has reported upbeat Q1 CY2026 earnings, with revenues rising 25.8% and guiding FY26 EPS and revenues above consensus.
The company's stock has shown significant strength, setting a new 52-week high and increasing by 75% in just two months, with many analysts maintaining a bullish stance and raising price targets.
JFrog's board has authorized a $300M share repurchase program, which could help drive the stock price higher and potentially exceed $2000.

Bearish· May 8

The author believes $FROG's price will be manipulated by the company, leading to a potential pop in price.
The author expects $FROG to experience a significant price drop, potentially to $50, due to a lack of fundamental value.
The author is concerned that $FROG's recent price run-up, driven by a $300M share repurchase program, will lead to a pullback or a price correction.

Generated by AI

Topics

Of the messages about FROG that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	—	—	100%	26.47%
Announcements	—	—	0%	20.04%
Analysts	—	—	0%	39.11%
Earnings	—	—	0%	7.15%
Controversies	—	—	0%	0.03%
Macro	—	—	0%	7.19%

Earnings· Feb 13

$FROG reported Q4 2024 earnings with Adj. EPS of $0.19, beating the estimate of $0.14, and revenue of $116.1M, also beating the estimate of $114.2M.
JFrog's Q4 2024 revenue grew 19% YoY, driven by strong cloud expansion and platform adoption, with cloud revenue increasing 37% YoY to $49.4M.
JFrog guided Q1 2025 EPS to $0.15-$0.17 and revenue to $116M-$118M, and FY25 EPS to $0.67-$0.69 and revenue to $499M-$503M.

Analysts· Oct 12

KeyBanc initiated coverage on JFrog with an Overweight rating and a price target of $86 per share.
Oppenheimer initiated coverage on JFrog with an Outperform rating and a price target of $90 per share.
Morgan Stanley initiated coverage on JFrog with an Equal Weight rating and a price target of $67 per share.

Announcements· Feb 11

JFrog Ltd. (FROG) is included in JP Morgan's list of AI-Resilient Software companies.
The inclusion indicates JFrog's software is considered resilient to AI-related disruptions.
The recognition from JP Morgan may enhance JFrog's market reputation and potential investment appeal.

Generated by AI

Community

Of the messages about FROG, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	36.36%	71.61%	38.67%
Newcomers	—	63.64%	28.39%	61.33%

Regulars· Nov 7

The regulars are focusing on the stock's strong performance after its earnings report, with one post noting it has "jumped" out of its base and another post discussing its pivot.
JFrog Ltd. has reached a 52-week high, according to one post, and another post provides a call to action to get the finance card for the stock.
The stock's 25% rally, despite a bad day for the Nasdaq, is the main subject of another post, which aims to provide a finance card for the stock.

Newcomers· Feb 11

A $1.2 million options trade in JFrog (FROG) suggests a potential bet on the company's upside going into earnings, with the investor possibly expecting volatility and a calculated move to capture it.
The valuation of JFrog is uncertain, with one user questioning whether the company is undervalued, while another agrees with the sentiment.
JFrog is seen as potentially benefiting from its resilience, with one user asking if there are equivalent companies that offer similar advantages.

Generated by AI

JFrog (NASDAQ:FROG) has outperformed the market over the past 5 years by 13.66% on an annualized basis producing an average annual return of 25.94%. Currently, JFrog has a market capitalization of $10.90 billion.

20h agoBenzinga

JFrog, Commerce, ZoomInfo, Upstart, and monday.com Shares Plummet, What You Need To Know

1d agoBarchart.com

JFrog (FROG) Stock Looks Pricey On Its Cash Flow Outlook

JFrog has delivered a powerful multi year share price run, and the question now is whether the current valuation is adequately supported by the cash flows the business can generate. With the stock pulling back in the near term while still carrying very strong longer term gains, investors are asking how much of its cash flow story is already reflected in the price. Over the past 3 years, JFrog has returned about 251.7%, which puts a lot of pressure on the underlying cash flows to justify that...

2d agoYahoo Finance

Q2 Earnings Highlights: JFrog (NASDAQ:FROG) Vs The Rest Of The Software Development Stocks

5d agoYahoo Finance

Analysts Offer Insights on Technology Companies: JFrog (FROG), BK Technologies (BKTI) and Allient (ALNT)

Detailed price information for Allient Inc (ALNT-Q) from The Globe and Mail including charting and trades.

12d agoThe Globe and Mail

JFrog (FROG): 3 Reasons We Love This Stock

13d agoBarchart.com

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JFrog Ltd.

Technology
Software - Application

JFrog Ltd. is a software company that provides a universal software supply chain platform for managing, securing, and distributing applications across the development lifecycle. JFrog Ltd. offers products for artifact management, package repository control, vulnerability scanning, software distribution, and governance of binaries, containers, and machine learning models. Its platform is used by enterprises to support DevOps, DevSecOps, and MLOps workflows, helping teams maintain visibility and control over software releases from code to production. The company serves organizations across technology, financial services, telecommunications, healthcare, public sector, and other enterprise markets. Headquartered in Sunnyvale, California, JFrog Ltd. operates globally with customers using its software delivery and security tools in hybrid and multi-cloud environments.

Website

Location

270 East Caribbean Drive

Sunnyvale, CA, 94089

United States

Social

What share of all stock conversation is about FROG?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% +0	0% 0	0% +0

May 8

JFrog Ltd. (FROG) reported Q1 2026 earnings with $0.27 per share, excluding non-recurring items, beating the FactSet Consensus of $0.21, and revenues rose 25.8%.
Analysts see AI coding agents driving a new software infrastructure cycle, with JFrog as a key player, and multiple price target raises, including from Guggenheim to $80 and KeyBanc to $83.
JFrog's strong Q1 2026 performance was driven by a 50% surge in cloud revenues, robust momentum in their security business, and increased adoption of the Enterprise+ subscription model, with a solid 120% net dollar retention rate.

Generated by AI

Sentiment

Of the messages about FROG that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	100% new	5% -94.78	95.73% +2.37
Bearish	—	0% -100	95% +94.78	4.27% -2.37

Bullish· May 8

JFrog Ltd. (FROG) has reported upbeat Q1 CY2026 earnings, with revenues rising 25.8% and guiding FY26 EPS and revenues above consensus.
The company's stock has shown significant strength, setting a new 52-week high and increasing by 75% in just two months, with many analysts maintaining a bullish stance and raising price targets.
JFrog's board has authorized a $300M share repurchase program, which could help drive the stock price higher and potentially exceed $2000.

Bearish· May 8

The author believes $FROG's price will be manipulated by the company, leading to a potential pop in price.
The author expects $FROG to experience a significant price drop, potentially to $50, due to a lack of fundamental value.
The author is concerned that $FROG's recent price run-up, driven by a $300M share repurchase program, will lead to a pullback or a price correction.

Generated by AI

Topics

Of the messages about FROG that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	—	—	100%	26.47%
Announcements	—	—	0%	20.04%
Analysts	—	—	0%	39.11%
Earnings	—	—	0%	7.15%
Controversies	—	—	0%	0.03%
Macro	—	—	0%	7.19%

Earnings· Feb 13

$FROG reported Q4 2024 earnings with Adj. EPS of $0.19, beating the estimate of $0.14, and revenue of $116.1M, also beating the estimate of $114.2M.
JFrog's Q4 2024 revenue grew 19% YoY, driven by strong cloud expansion and platform adoption, with cloud revenue increasing 37% YoY to $49.4M.
JFrog guided Q1 2025 EPS to $0.15-$0.17 and revenue to $116M-$118M, and FY25 EPS to $0.67-$0.69 and revenue to $499M-$503M.

Analysts· Oct 12

KeyBanc initiated coverage on JFrog with an Overweight rating and a price target of $86 per share.
Oppenheimer initiated coverage on JFrog with an Outperform rating and a price target of $90 per share.
Morgan Stanley initiated coverage on JFrog with an Equal Weight rating and a price target of $67 per share.

Announcements· Feb 11

JFrog Ltd. (FROG) is included in JP Morgan's list of AI-Resilient Software companies.
The inclusion indicates JFrog's software is considered resilient to AI-related disruptions.
The recognition from JP Morgan may enhance JFrog's market reputation and potential investment appeal.

Generated by AI

Community

Of the messages about FROG, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	36.36%	71.61%	38.67%
Newcomers	—	63.64%	28.39%	61.33%

Regulars· Nov 7

The regulars are focusing on the stock's strong performance after its earnings report, with one post noting it has "jumped" out of its base and another post discussing its pivot.
JFrog Ltd. has reached a 52-week high, according to one post, and another post provides a call to action to get the finance card for the stock.
The stock's 25% rally, despite a bad day for the Nasdaq, is the main subject of another post, which aims to provide a finance card for the stock.

Newcomers· Feb 11

A $1.2 million options trade in JFrog (FROG) suggests a potential bet on the company's upside going into earnings, with the investor possibly expecting volatility and a calculated move to capture it.
The valuation of JFrog is uncertain, with one user questioning whether the company is undervalued, while another agrees with the sentiment.
JFrog is seen as potentially benefiting from its resilience, with one user asking if there are equivalent companies that offer similar advantages.

Generated by AI

JFrog

Social

May 8

Bullish· May 8

Bearish· May 8

Earnings· Feb 13

Analysts· Oct 12

Announcements· Feb 11

Regulars· Nov 7

Newcomers· Feb 11

Here’s How Much You Would Have Made Owning JFrog Stock In The Last 5 Years - JFrog (NASDAQ:FROG)

JFrog, Commerce, ZoomInfo, Upstart, and monday.com Shares Plummet, What You Need To Know

JFrog (FROG) Stock Looks Pricey On Its Cash Flow Outlook

Q2 Earnings Highlights: JFrog (NASDAQ:FROG) Vs The Rest Of The Software Development Stocks

Analysts Offer Insights on Technology Companies: JFrog (FROG), BK Technologies (BKTI) and Allient (ALNT)

JFrog (FROG): 3 Reasons We Love This Stock

Also Discussed

JFrog Ltd.

Company Information

Location

Here’s How Much You Would Have Made Owning JFrog Stock In The Last 5 Years - JFrog (NASDAQ:FROG)

JFrog, Commerce, ZoomInfo, Upstart, and monday.com Shares Plummet, What You Need To Know

JFrog (FROG) Stock Looks Pricey On Its Cash Flow Outlook

Q2 Earnings Highlights: JFrog (NASDAQ:FROG) Vs The Rest Of The Software Development Stocks

Analysts Offer Insights on Technology Companies: JFrog (FROG), BK Technologies (BKTI) and Allient (ALNT)

JFrog (FROG): 3 Reasons We Love This Stock

Also Discussed

Social

May 8

Bullish· May 8

Bearish· May 8

Earnings· Feb 13

Analysts· Oct 12

Announcements· Feb 11

Regulars· Nov 7

Newcomers· Feb 11