JFrogFROG
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: 1,400
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
126% more call options, than puts
Call options by funds: $24.7M | Put options by funds: $10.9M
35% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 68
13% more funds holding in top 10
Funds holding in top 10: 8 [Q2] → 9 (+1) [Q3]
0.25% more ownership
Funds ownership: 70.18% [Q2] → 70.43% (+0.25%) [Q3]
8% less funds holding
Funds holding: 261 [Q2] → 241 (-20) [Q3]
21% less capital invested
Capital invested by funds: $2.86B [Q2] → $2.26B (-$598M) [Q3]
35% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 57
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
Barclays Ryan Macwilliams 55% 1-year accuracy 11 / 20 met price target | 23%upside $38 | Overweight Maintained | 11 Nov 2024 |
UBS Jeff Hickey 40% 1-year accuracy 2 / 5 met price target | 23%upside $38 | Buy Maintained | 8 Nov 2024 |
Truist Securities Miller Jump 48% 1-year accuracy 10 / 21 met price target | 13%upside $35 | Buy Reiterated | 8 Nov 2024 |
Scotiabank Nick Altmann 58% 1-year accuracy 7 / 12 met price target | 3%downside $30 | Sector Perform Maintained | 8 Nov 2024 |
Baird Shrenik Kothari 65% 1-year accuracy 30 / 46 met price target | 17%upside $36 | Outperform Maintained | 8 Nov 2024 |
Financial journalist opinion
