JFrog (FROG) rose 193.2% over the five years to October 26, 2026, beating 123 of 126 Application Software peers, where the typical company fell 47.1%. The gain did not come from its industry: the S&P 500 climbed 67.8% over the same period, while the typical Information Technology company fell 21.9%, and application software ranked last of the sector's 12 industries. JFrog's revenue grew 24.3% a year on average over three years, versus 11.1% for the typical application software company, and cloud revenue rose 53% in fiscal Q2 2026. Management raised its 2026 revenue forecast to 22% growth at the midpoint; for the November 2026 report, the article points to revenue of $164 million to $166 million, implying growth of about 20%, down from 28.7% in fiscal Q2 2026.
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