JFrog Ltd.
$98.74-5.1%YTD+36.9%1Y+97.2%
Mentions · last 7 days
755+3%
Price updated 2d ago·X counts updated 8d ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $FROG, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
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
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
Neutral — DevOps platform for binary artifact management, software release orchestration, and software supply chain security; limited read-through from software - application macro dynamics to this specific revenue mix.
Top industry ETF
$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+0.4%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
Q2 2026Aug 6, 2026$0.27$0.24+12.3%
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%
Next earningsThu, Nov 5·consensus EPS $0.23
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
FYRevenueRangeEPSRangeAnalysts
FY26$632.9M$631.8M – $633.8M$0.95$0.93 – $0.9616
FY27$743.5M$724.7M – $764.4M$1.12$1.03 – $1.2616
FY28$893.8M$831.6M – $1.0B$1.44-$3.37 – $6.247
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.1.2×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.90%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.+12.4%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.+52.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatMid float · 106.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.255-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
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
+ 11 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
JFrog Introduces the Software Supply Chain Traffic Controller: One Trusted Path for Every Software PackageJFrog Introduces the Software Supply Chain Traffic Controller: One Trusted Path for Every Software PackageHere Are Wednesday’s Top Wall Street Analyst Research Calls: Atlassian, Dick’s Sporting Goods, EPAM Systems, GoDaddy, Intuit, Jersey Mike’s Subs, JFrog, Lattice Semiconductor, and MoreJFrog to Host Investor and Financial Analyst Event at swampUP 2026Here's Why JFrog Ltd. (FROG) is a Strong Momentum Stock
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