FROG

FROG

JFrog Ltd.

Company Information

SectorTechnology
IndustrySoftware - Application
Market Cap$12.23B
Analysts Rating2.1/5

Recommendation Details

PortfolioLargecap
DateNov 12, 2026
ForecastQ Daily Probabilities
62.4%
60.0%
53.7%

Company Description

JFrog Ltd. delivers a comprehensive DevOps platform to businesses throughout the United States, providing a suite of tools designed to streamline software development and delivery. At the heart of their offerings is JFrog Artifactory, a flexible package repository that enables teams and enterprises to effectively store, update, and manage their software packages regardless of scale. Accompanying this is JFrog Pipelines, a robust continuous integration and continuous delivery (CI/CD) engine that automates and orchestrates the movement of software packages. For security and quality assurance, JFrog Xray integrates to scan the Artifactory repositories, while JFrog Distribution ensures high-performance software package deployment, especially for enterprise-grade needs. The company's portfolio extends to specialized solutions such as JFrog Artifactory Edge, which cleverly utilizes metadata from Artifactory to facilitate the efficient transfer of only incremental changes in software packages. JFrog Mission Control serves as a central dashboard, providing a holistic overview of an organization's entire software supply chain workflow. Analytics are powered by JFrog Insight, a dedicated DevOps intelligence tool, and JFrog Connect provides a powerful device management solution, allowing companies to remotely manage software updates and monitor the performance of their IoT device fleets across the globe. JFrog also offers various product tiers, including JFrog Pro, Pro Team, Pro X, Enterprise, Enterprise X, and Enterprise Plus. These different levels ensure continuous support with ongoing updates, upgrades, and bug fixes, along with advanced capabilities like cluster configuration, multi-site replication, and dedicated service level agreement (SLA) support. JFrog's clientele spans diverse sectors, including technology, financial services, retail, healthcare, and telecommunications. The company was founded in 2008 and is headquartered in Sunnyvale, California.

Recent News & Events

Post-Q3 beat-and-raise momentum plus AI-trade tailwinds and a technical breakout to new highs support a constructive near-term bias, though the stock is extended after a multi-day surge.

POSITIVENov 5, 2026
Earnings Report

Q3 2026 beat-and-raise; shares surge

JFrog reported Q3 2026 revenue of $179.2M (+31% YoY) and non-GAAP EPS of $0.32, beating consensus of ~$165.8M and $0.23. Cloud revenue grew 60% to $101.5M, NDR rose to 124%, and FY2026 guidance of $680-682M revenue and $1.14-1.16 EPS came in well above consensus (~$650.7M and $0.98). The beat-and-raise drove a sharp positive reaction, with shares jumping over 20% after hours and in the following session.

JFrog Investor Relations (Business Wire)
POSITIVENov 5, 2026
Earnings Call Disclosure

$76M multiyear SaaS deal with major telecom

On the Q3 2026 earnings call, management disclosed a $76M multiyear SaaS agreement with a leading global telecommunications company, representing 167% growth in cloud data consumption versus the prior commitment, with expansion into AI security and governance. The large deal size and expansion signal durable enterprise demand, reinforcing the positive post-earnings narrative.

The Motley Fool (Earnings Call Transcript)
POSITIVENov 11, 2026
Sector Momentum / Technical Breakout

AI trade revival lifts FROG to new highs

Renewed momentum in the AI complex, following stronger-than-expected results from AI infrastructure names, drove a ~7.5% single-day gain on Nov 11, pushing FROG through its prior 52-week high of $108.59 to around $111.31. The breakout removes a near-term technical hurdle and reflects continued follow-through from the Q3 beat-and-raise, though the extended move raises pullback risk.

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