-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：FROG第一季業績強勁，營收達1.54億美元（年增26%），超出市場預期650萬美元，主要得益於雲端業務營收年增50%至7,890萬美元，佔總營收的51%。非GAAP每股收益為0.25美元，超出預期0.06美元；營業利潤率年增400個基點至21.4%，顯示公司展現了強勁的營運槓桿。企業客戶成長動能依然強勁，年經常性收入超過100萬美元的客戶數量年增48%至80家，淨留存率從116%提升至120%，反映出公司在DevSecOps平台上成功整合平台並推進了追加銷售計畫。管理階層將2026年營收預期從6.23億至6.28億美元上調至6.28億至6.32億美元，高於市場普遍預期的6.28億美元，並將每股收益預期上調至0.93至0.97美元，高於華爾街預期的0.90美元。我們認為，此次上調預期反映了管理層對FROG解決方案的潛在需求及其成長前景的信心，而強勁的現金流（3,730萬美元，毛利率24.2%）也為其成長提供了有力支撐。
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