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FRFROG

JFrog Ltd.

$FROG·$11B·Software - Application·Technology
$87.65+1.3%YTD+37.4%1Y+114.7%
Mentions · last 7 days
2026-07-09: 540 posts2026-07-10: 330 posts2026-07-11: 137 posts2026-07-12: 98 posts2026-07-13: 129 posts2026-07-14: 76 posts2026-07-15: 83 posts1,740-17%
Price updated 9m ago·X counts updated 2d ago
FRFROG
$FROGJFrog Ltd.
$87.65+1.29%1.7k posts-17%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $FROG, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeAcceleratingAI verdict · as of 2026-07-17

The move is getting stronger, with heavier trading behind it.

The DevOps package-registry incumbent riding the AI-infra story — the $32M of insider selling is the load-bearing check.

JFrog runs the artifact and package repository layer that every enterprise engineering org uses to move code from build to production — the specific plumbing AI-model deployment is now stressing. The stock is up 115% over twelve months on that story, and insider positioning is the countersignal.

What both sides are voting on:

  • The demand narrative is real: AI adoption is materially increasing infrastructure-software usage, and JFrog is a credibility-neutral platform scaling with any model choice — Truist's move to $105 from $80 captures the dynamic.
  • Fundamentals haven't caught up: 77% gross margin but 14% negative operating margin — even at scale JFrog is investing ahead of monetization, which is why the 18x TTM sales multiple is a growth-forward bet.
  • The insider signal cuts hard: $31.9M of officer sales in the last two weeks including $10.9M by director Frederic Simon — concentrated distribution into strength that says executives think the AI tailwind is fully priced.
  • The tape supports the momentum: sitting at 81% of the 52-week range, 9% above the 50-day, 47% above the 200-day — a defined uptrend with room to extend on narrative confirmation.

What keeps the leg extending is Aug 6 earnings printing above the ARR bar with margin turning. What breaks it is exactly what insiders are positioning for — a soft print showing AI-monetization hasn't translated into cash flow yet.

Agrees with X sentimentX is bullish on the Truist target raise and the AI-infrastructure demand story, and the top-line thesis is credible. The specific data point the corpus isn't weighting is $31.9M of officer/director sales in two weeks — including a $10.9M director sale — into the same rally the community is celebrating.

What to watch: The Aug 6 print — ARR growth trajectory, operating margin trend versus prior quarter, and any AI-specific product revenue disclosure. Above ARR bar plus margin turning extends the leg; a soft ARR print validates the insider positioning.

On the calendar: 2026-08-06 — Q2 earnings

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X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment20 posts analyzed · as of 2026-07-15

JFrog chatter is bullish infrastructure-software conviction. Truist raised its price target to $105 from $80 and maintained Buy, citing AI adoption lifting infrastructure-software demand. Community frames JFrog as a credibility-neutral platform for calling any model. FROG appears on Rising Risk-On sentiment lists alongside HOOD/BULL/ACM/JOBY. Some allocators increased FROG positions alongside CRWD and NTAP. Whale-holder tier is being tracked (0.42%+ holders). There is also a smaller $FROG memecoin thread on Sei Network with the community praising 'no rug' behavior. Community is decidedly long.

Read the AI verdict + X sentiment for $FROG

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

DevOps platform for binary artifact management, software release orchestration, and software supply chain security.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $FROG.

Software - Application · Technology

No material change from last week — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..

What this means for $FROG

Partial — DevOps platform for binary artifact management, software release orchestration, and software supply chain security; exposure exists but is diluted by diverse end markets and revenue mix.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.0%YTD
-14.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-163.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-8.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-14.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
18.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-7.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
77.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 7, 2026$0.27$0.21+26.6%
Q4 2025Feb 12, 2026$0.22$0.19+15.8%
Q3 2025Nov 6, 2025$0.22$0.16+34.4%
Q2 2025Aug 7, 2025$0.18$0.16+12.5%
Next earningsThu, Aug 6·consensus EPS $0.24

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$154.0M+25.8%78.2%-8.4%$-0.07$37.3M
Q4 FY25$145.3M+25.2%77.9%-13.3%$-0.13$49.9M
Q3 FY25$136.9M+25.5%77.4%-15.8%$-0.14$28.8M
Q2 FY25$127.2M+23.5%76.3%-20.0%$-0.19$35.5M

Forward consensus

3-year forecast · up to 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$632.8M$631.7M – $633.7M$0.95$0.93 – $0.9616
FY27$743.3M$724.6M – $764.2M$1.12$1.02 – $1.2516
FY28$893.8M$893.8M – $893.9M$1.44-$2.95 – $5.826

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.81%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+8.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+46.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 8Shlomi Ben HaimCEO15.0K sh$1.4MSellJul 7Yoav LandmanCTO700 sh$69KSellJul 1Eduard GrabscheidCFO561 sh$52KSellJul 1Frederic SimonDirector120.0K sh$10.9MSellJun 29Yoav LandmanCTO150.0K sh$13.5MSellJun 29Shlomi Ben HaimCEO66.0K sh$5.9MSellJun 12Yoav LandmanCTO45.0K sh$3.5MSellJun 8Shlomi Ben HaimCEO93.1K sh$7.9MSellJun 8Barry ZwarensteinDirector1.3K sh$105KSellJun 5Tali NotmanCHIEF REVENUE OFFICER22.0K sh$1.8M
1–10 of 46
+ 17 other (14 awards · 3 gifts) in window

See when $FROG insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteMay 228-K — Item 5.07: Shareholder vote
AI summary

JFrog Ltd. (FROG) filed an 8-K on May 20, 2026 reporting annual shareholder meeting vote results (Item 5.07). JFrog is a Sunnyvale, California-based Israeli software company specializing in DevOps and software supply chain platforms listed on Nasdaq. Annual meeting results are routine governance disclosures.

+ 12 other (2 earnings 8-Ks · 2 13Gs · 2 proxys · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

JFrog Announces Timing of Second Quarter 2026 Financial Resultsbusinesswire.com·2d agoFROG Expands Canadian Public Sector Reach Through DCI Partnershipzacks.com·3d agoJFrog and DCI Enable Canadian Public Sector Organizations to Rapidly Respond to Evolving Software Transparency Standardsbusinesswire.com·4d agoJFrog (FROG) Surges 11.1%: Is This an Indication of Further Gains?zacks.com·18d agoHere Are Thursday's Best Wall Street Analyst Research Calls: Brown-Forman, CoreWeave, Intel, JFrog, Keurig Dr. Pepper, Klarna Group, Qualcomm, Shift 4 Payments, and More247wallst.com·23d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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