News about JFrog

JFrog (FROG) reported third-quarter 2025 revenue of $136.91 million, above the $128.30 million consensus, and its shares rose more than 25% that day. KeyBanc and Morgan Stanley raised price targets to $71 and $70, while Oppenheimer upgraded the stock to Outperform with a $75 target. Shares then fell sharply in February 2026 amid a software sell-off and stayed below the $47.26 level from February into late April. JFrog has since beaten EPS and revenue estimates in four consecutive reports, with cloud revenue up 53% in the second quarter, and shares trade at $91.02. The article calls the third-quarter guidance of $164 million to $166 million the next test.

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.

JFrog announced the global winners of its inaugural Software Supply Chain Excellence Awards, nine honorees across the Americas, Europe, and Asia-Pacific, including Ford, NVIDIA, S&P Global, Rakuten Symphony, Singapore Airlines, and TSB Bank. The honorees span three categories: Unified Platform, Trusted AI Adoption, and Software Supply Chain Security. A cross-functional panel of industry leaders and experts judged entries on strength of vision and quality of metrics. The Convergence Award recognizes teams that moved from fragmented tools to a single governed platform shared by developers and security teams, while the Guardian Award honors teams that stop threats at the point of entry. JFrog said it identified over 900 malicious AI agent skills in the past year carrying high-impact payloads.