Beyond analysts' top -and-bottom-line estimates for JFrog (FROG), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2025.
JFrog's strong Q4 results and bullish FY25 outlook validate its growth story, making it a great buy as the market catches on. The company released an attractive long-term outlook that calls for a mid-20s growth CAGR through FY27, alongside 200-300bps of annual margin expansion. JFrog's conservative valuation at 7.9x EV/FY25 revenue and potential to exceed the "Rule of 40" make it an attractive investment.
JFrog, Ltd. FROG reported better-than-expected fourth-quarter results after Thursday's closing bell.
JFrog Ltd. (NASDAQ:FROG ) Q4 2024 Earnings Conference Call February 13, 2025 5:00 PM ET Company Participants Jeffrey Schreiner - VP, Investor Relations Shlomi Ben Haim - Co-founder and CEO Ed Grabscheid - Chief Financial Officer Conference Call Participants Pinjalim Bora - JPMorgan Chase Michael Cikos - Needham Sanjit Singh - Morgan Stanley Kingsley Crane - Canaccord Ryan MacWilliams - Barclays Andrew Sherman - TD Cowen Shrenik Kothari - Baird Koji Ikeda - Bank of America Billy Mandl - KeyBanc Capital Markets Operator Ladies and gentlemen, thank you for joining us, and welcome to JFrog's Fourth Quarter and Fiscal 2024 Financial Results Conference Call. After today's prepared remarks we will host a question-and-answer session.
Although the revenue and EPS for JFrog (FROG) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
JFrog Ltd. (FROG) came out with quarterly earnings of $0.19 per share, beating the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.19 per share a year ago.
Evaluate the expected performance of JFrog (FROG) for the quarter ended December 2024, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
FROG's products are gaining traction due to secure, traceable and unified nature, aiding the company to grow the top line at an impressive rate.
Shares of JFrog are an excellent “growth at a reasonable price” investment, offering ~20% revenue growth at a 6x revenue multiple. The company trades at a sharp discount to direct rival GitLab, which compensates for JFrog's ~10 point lower growth rate. JFrog is moving upmarket into larger enterprise deals, and has already courted huge customers like GM and Netflix.
NEW YORK, NY / ACCESSWIRE / November 22, 2024 / Pomerantz LLP is investigating claims on behalf of investors of JFrog Ltd. ("JFrog" or the "Company") (NASDAQ:FROG).
NEW YORK, NY / ACCESSWIRE / November 20, 2024 / Pomerantz LLP is investigating claims on behalf of investors of JFrog Ltd. ("JFrog" or the "Company") (NASDAQ:FROG).
NEW YORK, NY / ACCESSWIRE / November 17, 2024 / Pomerantz LLP is investigating claims on behalf of investors of JFrog Ltd. ("JFrog" or the "Company") (NASDAQ:FROG).