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JFrog Q2 Non-GAAP Earnings, Revenue Rise; Shares Gain After Hours

JFrog (FROG) reported Q2 non-GAAP earnings late Thursday of $0.27 per diluted share, up from $0.18 a year earlier.Analysts polled by FactSet expected $0.24.Revenue in the three months ended June 30 rose to $163.8 million from $127.2 million a year earlier.Analysts projected $155.6 million.The company expects Q3 non-GAAP EPS of $0.22 to $0.24 on revenue of $164 million to $166 million. Analysts project EPS of $0.22 on revenue of $159 million.JFrog boosted full-year guidance to non-GAAP EPS of $0.96 to $1.00 on revenue of $648 million to $652 million. The prior forecast was EPS of $0.93 to $0.97 on revenue of $628 million to $632 million.Analysts expect EPS of $0.95 on revenue of $632.9 million.JFrog shares jumped 13% in after-hours trading.

JFrog Faces Strong Artifactory Consumption, Curation Demand, Oppenheimer Says

JFrog (FROG) faces strong Artifactory consumption, a robust pipeline, rising Curation demand, and growing AI customers, as Q2 checks suggest, supporting expectations for 4% to 5% revenue upside versus consensus, Oppenheimer said in a note Wednesday.The company is scheduled to report its Q2 results on Aug. 6.Artificial intelligence and agentic coding remain consumption catalysts, accelerating binary and package generation as well as Artifactory use, while node package manager breaches are aiding demand and security upsells, according to the note.JFrog's engagement with leading AI vendors as customers highlights its differentiation, easing concerns of AI disintermediation and showing potential for adding more AI-native customers, the brokerage said.Oppenheimer expects the positives to be reflected in Q3 guidance and a modest increase to full-year guidance, with the outlook continuing to be built only on committed consumption.Oppenheimer kept an outperform rating on JFrog and raised the price target to $105 from $80.Price: $81.28, Change: $-5.29, Percent Change: -6.11%

Research16d ago

Morgan Stanley Downgrades JFrog to Equalweight From Overweight, Raises Price Target to $95 From $80

JFrog (FROG) has an average rating of buy and mean price target of $89.10, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)

UBS Adjusts Price Target on JFrog to $110 From $92, Maintains Buy Rating

JFrog (FROG) has an average rating of hold and mean price target of $136.11, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $94.49, Change: $+4.10, Percent Change: +4.54%

Research42d ago

Benchmark Initiates JFrog at Buy With $100 Price Target

JFrog (FROG) has an average rating of buy and mean price target of $83.90, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)

BofA Securities Raises Price Target on JFrog to $100 From $85, Maintains Buy Rating

JFrog (FROG) has an average rating of buy and mean price target of $81.50, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $87.21, Change: $+3.21, Percent Change: +3.82%

Research86d ago

Research Alert: CFRA Maintains Buy Rating On Shares Of Jfrog Ltd.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our target price to $79 from $61. This is based on a forward EV/S multiple of 13x our 2027 sales projection of $741M, above its three-year average. We raise our 2026 EPS view to $0.97 from $0.92 and our 2027 EPS forecast to $1.12 from $1.10. FROG reported solid Q1 beats, with total revenue of $154M, up 26% Y/Y and exceeding expectations, driven by cloud revenue of $78.9M (up 50% Y/Y), which crossed 51% of total revenue for the first time. Self-managed revenue grew 8% to $75.1M. The company is benefitting from AI tailwinds through accelerating cloud adoption and expanding enterprise relationships, evidenced by 120% net dollar retention during the quarter. Despite competitive risks, we believe FROG's platform remains highly relevant in an AI environment as a system of record managing both legacy binaries and AI-generated artifacts. FROG also announced its first $300M share repurchase authorization.

JFrog's Q1 Cloud Revenue Beat Shows Strong Usage Trends, Meaningful AI Pull-Through, UBS Says

JFrog's (FROG) Q1 cloud revenue beat was above even the high end of investor expectations, demonstrating strong usage trends and meaningful artificial intelligence pull-through, UBS Securities said in a note Friday.Management has noted that a large AI-native customer from Q1 2025 renewed in Q1 this year while another pending "high-profile" AI-native win is believed to come with Q2 earnings and be a key upside catalyst for the stock, according to the note.The company is benefiting from multiple AI tailwinds, the brokerage said, adding it sees material room for further upward estimate revisions.UBS raised its price target on JFrog to $80 from $60, and maintained its buy rating.Shares of JFrog were down 3.5% in Tuesday trading.Price: $66.57, Change: $-2.45, Percent Change: -3.54%

JFrog's 2026 Guidance Still Appears 'Conservative,' Oppenheimer Says

JFrog's (FROG) increased fiscal 2026 guidance still appears "conservative," suggesting there is room for further upside, Oppenheimer said.The investment firm said in a Thursday note that the company's commentary on pipeline strength, artificial intelligence workloads driving increased cloud usage, and the growing contribution of security products was encouraging.Analysts said JFrog reported "strong" Q1 financial results, beating earnings and revenue estimates on broad-based demand across customer types, regions, and verticals, with cloud revenue growth standing out.Oppenheimer said multiple factors support the company's Q1 performance and full-year outlook, including software development tailwinds, emerging AI and automation opportunities, security cross-sell, and its expanding enterprise sales efforts.The firm maintained an outperform rating on the stock and increased its price target to $80 from $63.Shares of JFrog were up more than 21% in Friday afternoon trading.Price: $69.06, Change: $+12.04, Percent Change: +21.11%

JFrog Expects Cloud Business to Accelerate on Infrastructure Software Strength, Morgan Stanley Says

JFrog (FROG) expects its cloud business to accelerate to 50% as the infrastructure software industry exhibits fundamental strength, Morgan Stanley said Friday in a note.The brokerage expected Q1 to be seasonally softer, but segment results were overshadowed by the announcement of a 7-year, $1.8 billion cloud infrastructure commitment by Akamai Technologies (AKAM), the brokerage said.For Q2, management guided for revenue of $1.08 billion to $1.10 billion, modestly below Street's 6.1% growth estimate, while EPS guidance of $1.45 to $1.65 also came in below the $1.68 consensus as co-location, GPU, depreciation, and GTM investments ramp up, according to the note.For 2026, revenue guidance rose to $4.45 billion to $4.55 billion, while EPS was guided to $6.40 to $7.15. The key assumption change was CIS, where management expects at least 50% growth for the year, with momentum building in H2 as the $200 million contract contributes nearly $15 million and the new $1.8 billion contract adds about $20 million to 25 million in Q4, the brokerage said.Morgan Stanley sees the growing CIS business as a clear positive for the multi-year acceleration thesis, with double-digit total revenue growth now expected in 2027.Morgan Stanley kept an overweight rating on JFrog and raised the price target to $80 from $70.Shares of JFrog rose more than 18% in Friday trading.Price: $66.76, Change: $+9.74, Percent Change: +17.08%

UBS Adjusts Price Target on JFrog to $80 From $60, Maintains Buy Rating

JFrog (FROG) has an average rating of buy and mean price target of $78.70, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $64.52, Change: $+7.50, Percent Change: +13.15%

Research91d ago

Research Alert: Frog Outperforms With Q1 Beats Amid Robust Cloud Demand

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:FROG delivered strong Q1 results with revenue of $154M (+26% Y/Y), beating consensus by $6.5M, driven by accelerating cloud revenue growth of 50% Y/Y to $78.9M, now representing 51% of total revenue. Non-GAAP EPS of $0.25 exceeded estimates by $0.06, while operating margin expanded 400 bps Y/Y to 21.4% as the company demonstrated strong operating leverage. Enterprise customer momentum remained robust with customers generating ARR above $1M increasing 48% Y/Y to 80, and net dollar retention improving to 120% from 116%, reflecting successful platform consolidation and upselling initiatives across the DevSecOps platform. Management raised 2026 revenue guidance to $628-632M from $623-628M, above consensus of $628M, and lifted EPS projections to $0.93-0.97 vs Street estimates of $0.90. We view the guidance raise as reflecting management's confidence in underlying demand for FROG's solutions and its growth trajectory, supported by strong cash generation with free cash flow of $37.3M representing a 24.2% margin.

JFrog Q1 Non-GAAP Earnings, Revenue Rise; Lifts 2026 Guidance

JFrog (FROG) reported Q1 non-GAAP earnings late Thursday of $0.27 per diluted share, up from $0.20 a year earlier.Analysts polled by FactSet expected $0.21.Revenue for the quarter ended March 31 was $154.0 million, up from $122.4 million a year earlier.Analysts surveyed by FactSet expected $147.4 million.For Q2, the company expects non-GAAP EPS of $0.23 to $0.25 on revenue of $154 million to $156 million. Analysts expect $0.21 and $151.7 million, respectively.For 2026, JFrog now expects non-GAAP EPS of $0.93 to $0.97 on revenue of $628 million to $632 million, up from the prior forecast of non-GAAP EPS of $0.88 to $0.92 on revenue of $623 million to $628 million.Analysts expect $0.90 and $627.7 million, respectively.Shares of JFrog rose 15% in after-hours activity.

JFrog Poised to See Another 'Solid' Quarter With Steady Artifactory Use, Oppenheimer Says

JFrog (FROG) is expected to see another "solid" quarter aided by a steady Artifactory consumption, growing Curation adoption, and minimal operational disruption from the Iran conflict, Oppenheimer said in a note Thursday.The brokerage said it expects a 2% to 4% Q1 revenue upside to consensus estimate of $147.5 million, while the company's $300 million share repurchase program will see limited activity on account of the 30-day creditor objection period per Israeli regulation.Recent artificial intelligence-driven concerns related to the stock are "overly bearish," analysts said, adding that they continue to view AI as a strong 2026 Artifactory consumption driver for core enterprise expansion.JFrog hasn't experienced material operational impact from the Iran conflict and, if needed, has contingency plans in place, like relocation management and shifting R&D activity to other regions, according to the note.The company is scheduled to report its Q1 financial results on May 7.Oppenheimer has an outperform rating on the stock, and lowered its price target to $63 from $75.Shares of JFrog were down 6.5% in Thursday trading.Price: $43.78, Change: $-3.03, Percent Change: -6.47%

Oppenheimer Adjusts JFrog Price Target to $63 From $75, Maintains Outperform Rating

JFrog (FROG) has an average rating of Buy and mean price target of $67.80, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $43.92, Change: $-2.90, Percent Change: -6.18%

BofA Securities Adjusts Price Target on JFrog to $60 From $75, Maintains Buy Rating

JFrog (FROG) has an average rating of buy and mean price target of $68.40, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $47.06, Change: $+0.96, Percent Change: +2.08%

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