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FRFROG

JFrog Ltd.

$FROG·$10B·Software - Application·Technology
$84.31-10.8%YTD+57.6%1Y+80.6%
Price updated 8h ago·X counts updated 5d ago
FRFROG
$FROGJFrog Ltd.
$84.31-10.82%253 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $FROG on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

253X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $FROG's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 55% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-13

The FROG Token sentiment is bullish among small-cap community holders citing an engagement platform, 350+ days of original art by the dev, and rug-resistance framing under the $FRUG anti-rug narrative at $100K market cap. Bulls acknowledge thin liquidity risk while highlighting the community stickiness through quiet stretches.

Read what X is saying about $FROG

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $FROG — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

DevOps infrastructure quietly delivering 25%+ EPS beats — a +52% YTD setup with insider selling to weigh.

JFrog is the enterprise-grade DevOps and software supply-chain platform — repositories, security, and binary management across the modern developer workflow. The 2026 story has been that AI-era release velocity drives more software build throughput, which translates directly into JFrog usage.

  • The P&L is quietly compounding: Q2 revenue grew 26% YoY to $154M at an operating margin of -8.4% GAAP (improving), with trailing EPS beats of 27% and 12% — these are consistent surprises on a growth business where profitability is still being prioritized.
  • The one honest hedge is the insider tape: the CEO sold ~$3.9M of stock in September, which pairs against the chart being at 86% of its 52-week range and 40% above the 200-day — this is where SaaS names historically see consolidation.

Nov 5 earnings is where the trajectory gets tested. A 25%+ revenue beat with net dollar retention holding above 115% and operating-margin trajectory improving is the trigger for the next leg; a soft NDR or sequential-flat revenue is where the overvaluation voices gain the data they need.

What to watch: Nov 5 Q3 earnings — revenue growth rate, net dollar retention, operating margin trajectory, and FY27 guide. 25%+ growth with NDR above 115% is the trigger; soft NDR is the first warning.

On the calendar: 2026-11-05 — Q3 earnings

event ahead 30dinsider sale

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $FROG

Partial — DevOps platform for binary artifact management, software release orchestration, and software supply chain security.; AI feature integration (Agentforce, AI Copilot) into core platform defends ARR while pricing for AI add-ons lifts ACV.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-7.5%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

3-year forecast · up to 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$651.7M$650.2M – $653.0M$0.98$0.95 – $1.0016
FY27$767.5M$746.6M – $783.8M$1.14$1.05 – $1.2917
FY28$908.8M$859.4M – $1.0B$1.43-$1.53 – $4.4010

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.2.8×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.70%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.-9.2%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.+20.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 109.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.2% 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.β1.245-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.

Recent transactions

SellOct 7Shlomi Ben HaimCEO15.0K sh$1.5MSellOct 5Yoav LandmanCTO45.0K sh$4.4MSellOct 1Frederic SimonDirector120.0K sh$11.7MSellSep 14Barry ZwarensteinDirector1.3K sh$110KSellSep 8Shlomi Ben HaimCEO45.7K sh$3.9MSellSep 8Tali NotmanCHIEF REVENUE OFFICER18.8K sh$1.6MSellSep 4Yoav LandmanCTO45.0K sh$4.0MSellSep 3Eduard GrabscheidCFO8.4K sh$773KSellSep 2Eduard GrabscheidCFO8.8K sh$795KSellSep 2Tali NotmanCHIEF REVENUE OFFICER19.2K sh$1.7M
1–10 of 42
+ 16 other (10 awards · 4 gifts · 1 exempt · 1 other) 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.

+ 6 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs) in window

Recent news

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

JFrog Announces Timing of Third Quarter 2026 Financial Resultsbusinesswire.com·3d agoHere's Why JFrog Ltd. (FROG) is a Strong Momentum Stockzacks.com·3d ago7,247 JFrog Ltd. $FROG Shares Acquired by Perpetual Ltddefenseworld.net·4d agoJFrog (NASDAQ:FROG) Stock: Insider Ben Haim Shlomi Sells 15,000 Sharesdefenseworld.net·6d agoWhere AI Competitive Moats Are Evaporating & Being Builtetftrends.com·17d 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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