JFrog (FROGN) AI Stock Analysis

JFrog

(BMV:FROGN)

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Positive Factors

Cloud and Revenue GrowthStrong overall growth combined with faster cloud expansion indicates increasing adoption of JFrog’s platform and a durable shift toward recurring SaaS revenue. Continued cloud mix gains can support scalability, deeper customer usage, and more predictable long-term expansion.

Negative Factors

Continued GAAP LossesJFrog has improved its losses materially but has not yet demonstrated sustained GAAP profitability. Continued net losses can limit reported earnings quality and leave the company more dependent on maintaining strong growth, disciplined spending, and favorable cash conversion.

JFrog (FROGN) vs. SPDR S&P 500 ETF (SPY)

Market Cap: MXN 11.43B
Dividend Yield: ―
Average Volume (3M): 1,694
Price to Earnings (P/E): -255.9
Beta (1Y): 0.25
Revenue Growth: 26.37%
EPS Growth: 51.51%
Country: Mexico
Employees: 1,800
Sector: Technology
Sector Strength: 61
Industry: Software - Application

JFrog Business Overview & Revenue Model

Company Description

JFrog Ltd. delivers a comprehensive DevOps platform to businesses throughout the United States, providing a suite of tools designed to streamline software development and delivery. At the heart of their offerings is JFrog Artifactory, a flexible pack...

JFrog Earnings Call Summary

Earnings Call Date:Aug 05, 2026(Q2-2026)|% Change Since:7.12%|Next Earnings Date:Nov 04, 2026

Earnings Call SentimentPositive

The call highlighted strong, broad-based financial and operational execution: robust revenue growth (+29% YoY), rapid cloud expansion (+53% YoY cloud growth), improving margins, record free cash flow, sizable RPO growth (+38% YoY) and a raised full-year outlook. Security momentum, enterprise upsells and strategic AI partnerships were emphasized as durable growth engines. Offsetting risks include a self-hosted vulnerability incident, rising AI-powered supply-chain attack frequency, significant self-hosted exposure (~47%), and forecasting variability from consumption overages and derisked large deals. Overall, positive execution and financial trends outweigh the noted risks, which management positions as addressable and in some cases accelerants for security and cloud demand.

Positive Updates

Strong Revenue Growth

Total revenue of $163.8M in Q2 2026, up 29% year-over-year, exceeding the high end of guidance across all metrics.

Negative Updates

Self-Hosted Vulnerability Incident

A zero-day vulnerability in self-hosted Artifactory was discovered by an OpenAI model; although remediated quickly and cloud SaaS was not breached, the event highlights operational risk in self-hosted deployments and increased scrutiny from customers.

Company Guidance

JFrog’s guidance for 2026 called for a Q3 revenue range of $164–$166M, Q3 non‑GAAP operating profit of $27–$29M and Q3 non‑GAAP diluted EPS of $0.22–$0.24 (assuming ~130M shares); full‑year 2026 revenue was raised to $648–$652M (about 22% y/y at the midpoint) with full‑year non‑GAAP operating income of $116–$120M and non‑GAAP diluted EPS of $0.96–$1.00 (assuming ~129M shares). Management reiterated annual gross margin of 82%–83%, raised baseline cloud growth to 41%–43%, set a net‑dollar‑retention floor of 120% for 2026, and noted the outlook excludes any benefit from cloud usage above contractual commitments.

JFrog Risk Analysis

JFrog disclosed 71 risk factors in its most recent earnings report. JFrog reported the most risks in the "Finance & Corporate" category.

Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy

Latest Risks Added

1 New Risk

1.There are no guarantees that our share repurchase program will result in increased shareholder value.Q2, 2026

JFrog Peers Comparison

Overall Rating

UnderperformOutperform

Sector (61)

Financial Indicators

MX:FROGN against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
ESTC	82Outperform	$10.31B	26.92	35.31%	―	16.18%	―
PD	78Outperform	$1.33B	8.30	70.79%	―	2.30%	―
DT	76Outperform	$16.67B	113.47	5.72%	―	17.94%	-69.28%
GTLB	72Outperform	$9.01B	-171.50	-5.51%	―	22.99%	-1190.91%
FSLY	62Neutral	$3.68B	-43.61	-8.46%	―	20.35%	48.42%
Sector *	61Neutral	$37.18B	12.37	-10.20%	1.83%	8.50%	-7.62%

* Technology Sector Average

Performance Comparison

MX:FROGN and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
MX:FROGN	Jfrog Ltd.	1692.05	752.90	80.17%
ESTC	Elastic N.V.	97.28	6.55	7.22%
PD	Pagerduty, Inc.	16.94	0.83	5.15%
FSLY	Fastly, Inc	23.11	14.80	178.16%
DT	Dynatrace	57.69	7.21	14.28%
GTLB	Gitlab, Inc. Class A	54.09	3.05	5.98%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

JFrog AI Stock Analysis