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FINWIRES

奧本海默表示,JFrog有望在穩定的人工製品使用量下迎來另一個「穩健」季度。

-- 奧本海默週四在一份報告中表示,JFrog (FROG) 預計將迎來另一個「穩健」的季度,這得益於 Artifactory 的穩定消費、Curation 功能日益普及以及伊朗衝突對運營造成的干擾微乎其微。 該券商表示,預計 JFrog 第一季營收將比市場普遍預期的 1.475 億美元高出 2% 至 4%。同時,由於以色列法規規定債權人需在 30 天內提出異議,該公司 3 億美元的股票回購計畫將受到限制。 分析師表示,近期與人工智慧相關的擔憂“過於悲觀”,並補充說,他們仍然認為人工智慧將是 2026 年 Artifactory 消費成長的強勁驅動力,從而推動企業核心業務的擴張。 報告指出,JFrog 尚未受到伊朗衝突的實質營運影響,並且已製定緊急應變計畫,例如搬遷管理和將研發活動轉移到其他地區。 該公司計劃於5月7日公佈第一季財務業績。 奧本海默公司維持對該股的「跑贏大盤」評級,並將目標價從75美元下調至63美元。 JFrog股價週四下跌6.5%。

Price: $43.78, Change: $-3.03, Percent Change: -6.47%

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