Besides Wall Street's top-and-bottom-line estimates for JFrog (FROG), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended March 2026.
JFrog Ltd. is positioned as a mission-critical infrastructure platform benefiting from surging AI-generated code, cloud migration, and software supply chain security mandates. FROG posted FY2025 revenue of $531.8M (+24.1% YoY), with cloud revenue up 45%, $142M in free cash flow (27% margin), and $704M in cash, and zero debt. My blended 12-month price target is $65, implying 28.5% upside, based on a weighted DCF and EV/Sales analysis; I rate FROG as a buy.
JFrog Ltd. (FROG) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Yoav Landman sold 45,000 shares of Common Stock for a transaction value of approximately ~$2.47 million across Feb. 12 and Feb. 13, 2026. The transaction represented 0.76% of Mr.
JFrog Ltd. (FROG) Q4 2025 Earnings Call Transcript
While the top- and bottom-line numbers for JFrog (FROG) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
JFrog Ltd. (FROG) came out with quarterly earnings of $0.22 per share, beating the Zacks Consensus Estimate of $0.19 per share. This compares to earnings of $0.19 per share a year ago.
JFrog (FROG) is evolving into a mission-critical infrastructure platform, driving deeper enterprise adoption and expanding into governance, compliance, and AI. FROG's Q3 FY2025 revenue grew 26% to $137M, with cloud revenue up 50% and gross margin at 84%, highlighting accelerating operating leverage. The company targets a $40B+ core market, with adjacent opportunities in software security, release automation, and MLOps potentially adding $14B by 2030.
Subscribers to Schaeffer's Weekend Trader options recommendation service received this FROG commentary on Sunday night, along with a detailed options trade recommendation -- including complete entry and exit parameters.
New York City-based Shannon River Fund Management added 647,140 shares in JFrog during the third quarter. The move contributed to an increase in position value of about $31.38 million.
JFrog Ltd. (FROG) Presents at Barclays 23rd Annual Global Technology Conference Transcript
JFrog Ltd. (FROG) Presents at UBS Global Technology and AI Conference 2025 Transcript