JFrog (FROG)

• Market cap: $3.79B
• 1 day: -0.09%
• 5 days: -6.99%
• 1 month: -6.70%
• 3 months: 10.40%
• 6 months: 20.91%
• Year to date: 9.25%
• 1 year: -19.61%
• 5 years: -48.23%
• 10 years: -48.23%
• Sector: Information Technology
• Industry: Prepackaged Software

About: JFrog Ltd provides an end-to-end, hybrid, universal DevOps Platform that powers and controls the software supply chain, enabling organizations to continuously and securely deliver software updates across any system. Its product portfolio includes JFrog Artifactory; JFrog Pipelines; JFrog Xray; JFrog Distribution; JFrog Artifactory Edge; JFrog Mission Control and JFrog Insight. Geographically, it derives a majority of revenue from Israel and also has its presence in United States, India and other regions.

Employees: 1,600

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

24% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 70

15% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 34

5% more call options, than puts

Call options by funds: $12.2M | Put options by funds: $11.6M

3% more capital invested

Capital invested by funds: $2.3B [Q3] → $2.38B (+$72.5M) [Q4]

1% more funds holding

Funds holding: 242 [Q3] → 244 (+2) [Q4]

0.62% more ownership

Funds ownership: 71.79% [Q3] → 72.41% (+0.62%) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 9 [Q3] → 9 (+0) [Q4]

Research analyst outlook

8 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $38 13% upside
• Avg. target: $45 33% upside
• High target: $48 43% upside

8 analyst ratings

• positive: 8 100%
• neutral: 0 0%
• negative: 0 0%

Keybanc Jason Celino 38% 1-year accuracy 18 / 47 met price target	37% upside $46	Overweight Reiterated	14 Feb 2025
Stifel Brad Reback 35% 1-year accuracy 17 / 48 met price target	34% upside $45	Buy Maintained	14 Feb 2025
Truist Securities Miller Jump 46% 1-year accuracy 13 / 28 met price target	34% upside $45	Buy Maintained	14 Feb 2025
Barclays Ryan Macwilliams 32% 1-year accuracy 7 / 22 met price target	43% upside $48	Overweight Maintained	14 Feb 2025
Morgan Stanley Sanjit Singh 38% 1-year accuracy 6 / 16 met price target	31% upside $44	Overweight Maintained	14 Feb 2025