FROG
NEUTRAL
$44.46
Live
JFrog Ltd. · NASDAQ
Target $69.65
(+56.7%)
$29.5
52W Range
$70.43
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Apr 10, 2026
Market cap
$5.39B
P/E
N/A
ROE
-8.6%
Profit margin
-13.5%
Debt/Equity
0.01
Dividend yield
N/A
AI Analysis
AI-powered fundamental assessment
Confidence
85%
FROG presents a dichotomy between strong growth fundamentals and concerning internal sentiment. The company maintains a stable financial health profile with a Piotroski F-Score of 5/9 and a pristine balance sheet (Debt/Equity of 0.01), though it remains GAAP unprofitable with a -13.50% profit margin. While revenue growth is robust at 25.20% and earnings consistently beat estimates, the bearish insider signal (CEO/CFO selling) and a 0/100 technical trend offset the 'Strong Buy' analyst consensus. The stock is currently valued as a high-growth asset, trading at a premium P/S ratio of 10.13.
Key Strengths
Strong top-line growth with 25.20% YoY revenue increase
Excellent gross margins of 76.79% indicating high scalability
Negligible debt levels (Debt/Equity 0.01) and healthy liquidity (Current Ratio 2.14)
Consistent track record of earnings surprises, beating estimates in 3 of the last 4 quarters
Strong analyst backing with a target price of $69.65 representing significant upside
Key Risks
Negative net profit margins (-13.50%) and ROE (-8.65%)
Aggressive insider selling, including transactions by the CEO and CFO
High valuation multiples (P/S of 10.13) making it sensitive to growth decelerations
Bearish technical trend (0/100) and recent 1-week price drop of 12.2%
Lack of dividend income or buyback support
AI Fair Value Estimate
Based on comprehensive analysis
$57.0
+28.2% above current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
51
Moderate
35
85
60
75
0
AI Verdict
Growth-driven speculation with fundamental stability but poor internal sentiment.
Key drivers: Revenue Growth, Balance Sheet Strength, Insider Selling, Negative Profitability
Confidence
90%
Value
35/100
Ref P/E, PEG, Graham Number
Positives
- Forward P/E of 40.59 is reasonable for high-growth SaaS
Watchpoints
- High Price/Sales (10.13)
- High Price/Book (5.99)
- No Graham Number available due to lack of positive earnings
Future
85/100
Ref Growth rates
Positives
- Consistent 25% revenue growth
- Strong history of EPS beats
- High analyst target price
Watchpoints
- Need to transition from growth to GAAP profitability
Past
60/100
Ref Historical trends
Positives
- Strong 1Y return (+40.9%)
- 3Y return (+114.2%)
Watchpoints
- Negative 5Y change (-13.2%)
Health
75/100
Ref Altman Z-Score, Piotroski F-Score
Positives
- Piotroski F-Score 5/9 (Stable)
- Extremely low debt
- Strong current and quick ratios
Watchpoints
- Negative ROA and ROE
Dividend
0/100
Ref Yield, Payout
Positives
No standout positives identified.
Watchpoints
- No dividend yield
- 0/100 dividend strength
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$44.46
Analyst Target
$69.65
Upside/Downside
+56.7%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for FROG and closest competitors.
Updated 2026-04-09
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
FROG
JFrog Ltd.
Primary
|
-13.2% | +114.2% | +40.9% | -7.1% | +8.7% | -12.2% |
|
BLSH
Bullish
Peer
|
-47.4% | -47.4% | -47.4% | -47.4% | -16.6% | -8.4% |
|
CIFR
Cipher Digital Inc.
Peer
|
+34.7% | +451.6% | +528.2% | -11.1% | -2.1% | +8.9% |
|
ALGM
Allegro MicroSystems, Inc.
Peer
|
+15.8% | -31.1% | +18.6% | +4.5% | -27.3% | -2.5% |
|
BMI
Badger Meter, Inc.
Peer
|
+72.2% | +51.7% | -22.0% | -11.8% | -7.1% | -1.3% |
FRO
JFrog Ltd.
Primary
5Y
-13.2%
3Y
+114.2%
1Y
+40.9%
6M
-7.1%
1M
+8.7%
1W
-12.2%
BLS
Bullish
Peer
5Y
-47.4%
3Y
-47.4%
1Y
-47.4%
6M
-47.4%
1M
-16.6%
1W
-8.4%
CIF
Cipher Digital Inc.
Peer
5Y
+34.7%
3Y
+451.6%
1Y
+528.2%
6M
-11.1%
1M
-2.1%
1W
+8.9%
ALG
Allegro MicroSystems, Inc.
Peer
5Y
+15.8%
3Y
-31.1%
1Y
+18.6%
6M
+4.5%
1M
-27.3%
1W
-2.5%
BMI
Badger Meter, Inc.
Peer
5Y
+72.2%
3Y
+51.7%
1Y
-22.0%
6M
-11.8%
1M
-7.1%
1W
-1.3%
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
N/A
Forward P/E
40.59
PEG Ratio
N/A
P/B Ratio
5.99
P/S Ratio
10.13
EV/Revenue
8.7
EV/EBITDA
-75.83
Market Cap
$5.39B
Profitability
Profit margins and return metrics
Profit Margin
-13.5%
Operating Margin
-13.68%
Gross Margin
76.79%
ROE
-8.65%
ROA
-4.32%
Growth
Revenue and earnings growth rates
Revenue Growth
+25.2%
Earnings Growth
N/A
Q/Q Revenue Growth
+25.18%
Q/Q Earnings Growth
N/A
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
0.01
Low debt
Current Ratio
2.14
Strong
Quick Ratio
2.02
Excellent
Cash/Share
$5.89
Financial Statement Flow
Interactive flow visualization showing how money moves through the company Q4 2025
Revenue
$0.1B
Gross Margin
77.9%
Op. Margin
-13.3%
Net Margin
-10.5%
Total Assets
$1.3B
Liabilities
$0.5B
Equity
$0.9B
Debt/Equity
0.51x
Operating CF
$0.1B
CapEx
$-0.0B
Free Cash Flow
$0.0B
FCF Yield
98%
Quarterly Earnings History
EPS performance vs analyst estimates
2026-05-07
$N/A
2026-02-12
$0.22
+16.2% surprise
2025-11-06
$0.22
+34.4% surprise
2025-08-07
$0.18
+10.1% surprise
Technology Sector Comparison
Comparing FROG against 220 companies in the Technology sector
(20 bullish, 85 neutral, 115 bearish)
Return on Equity (ROE)
-8.65%
This Stock
vs
-28.84%
Sector Avg
-70.0%
(Below Avg)
Profit Margin
-13.5%
This Stock
vs
-10.0%
Sector Avg
+35.0%
(Superior)
Debt to Equity
0.01
This Stock
vs
0.8
Sector Avg
-98.2%
(Less Debt)
Revenue Growth
25.2%
This Stock
vs
11159.19%
Sector Avg
-99.8%
(Slower)
Current Ratio
2.14
This Stock
vs
3.76
Sector Avg
-43.1%
(Weaker)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
FROG
JFrog Ltd.
|
NEUTRAL | $5.39B | - | -8.6% | -13.5% | $44.46 | |
|
BLSH
Bullish
|
BEARISH | $5.39B | - | -% | -30.7% | $35.75 | Compare |
|
CIFR
Cipher Digital Inc.
|
BEARISH | $5.68B | - | -108.3% | -% | $14.01 | Compare |
|
ALGM
Allegro MicroSystems, Inc.
|
BEARISH | $5.77B | - | -1.4% | -1.6% | $31.13 | Compare |
|
BMI
Badger Meter, Inc.
|
NEUTRAL | $5.0B | 36.77 | 21.5% | 15.4% | $169.52 | Compare |
FROG
JFrog Ltd.
NEUTRAL
Mkt Cap
$5.4B
P/E
-
ROE
-8.6%
Price
$44.46
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-04-02 | SIMON FREDERIC | Director | Sale | 80,000 | $3,917,504 |
| 2026-03-26 | ZWARENSTEIN BARRY | Director | Sale | 1,250 | $61,250 |
| 2026-03-26 | SIMON FREDERIC | Director | Sale | 20,000 | $941,832 |
| 2026-03-25 | HAIM SHLOMI BEN | Chief Executive Officer | Sale | 25,000 | $1,126,750 |
| 2026-03-25 | GRABSCHEID EDUARD | Chief Financial Officer | Sale | 9,043 | $406,935 |
| 2026-03-25 | SELA YOSEPH | Director | Sale | 25,000 | $1,130,000 |
| 2026-03-06 | HAIM SHLOMI BEN | Chief Executive Officer | Sale | 25,363 | $1,052,661 |
| 2026-03-05 | NOTMAN TALI | Officer | Sale | 21,097 | $870,791 |
| 2026-03-03 | GRABSCHEID EDUARD | Chief Financial Officer | Sale | 21,702 | $872,366 |
| 2026-03-03 | SIMON FREDERIC | Director | Sale | 35,000 | $1,425,300 |
| 2026-03-02 | HAIM SHLOMI BEN | Chief Executive Officer | Sale | 71,841 | $2,884,416 |
| 2026-03-02 | NOTMAN TALI | Officer | Sale | 35,856 | $1,490,892 |
| 2026-02-24 | STEELE ELISA A | Director | Sale | 684 | $23,796 |
| 2026-02-24 | WASSENAAR YVONNE | Director | Sale | 1,367 | $47,558 |
| 2026-02-13 | LANDMAN YOAV | Chief Technology Officer | Sale | 45,000 | $2,473,594 |
SIMON FREDERIC
Director
2026-04-02
80,000 shares
·
$3,917,504
ZWARENSTEIN BARRY
Director
2026-03-26
1,250 shares
·
$61,250
SIMON FREDERIC
Director
2026-03-26
20,000 shares
·
$941,832
HAIM SHLOMI BEN
Chief Executive Officer
2026-03-25
25,000 shares
·
$1,126,750
GRABSCHEID EDUARD
Chief Financial Officer
2026-03-25
9,043 shares
·
$406,935
SELA YOSEPH
Director
2026-03-25
25,000 shares
·
$1,130,000
HAIM SHLOMI BEN
Chief Executive Officer
2026-03-06
25,363 shares
·
$1,052,661
NOTMAN TALI
Officer
2026-03-05
21,097 shares
·
$870,791
GRABSCHEID EDUARD
Chief Financial Officer
2026-03-03
21,702 shares
·
$872,366
SIMON FREDERIC
Director
2026-03-03
35,000 shares
·
$1,425,300
HAIM SHLOMI BEN
Chief Executive Officer
2026-03-02
71,841 shares
·
$2,884,416
NOTMAN TALI
Officer
2026-03-02
35,856 shares
·
$1,490,892
STEELE ELISA A
Director
2026-02-24
684 shares
·
$23,796
WASSENAAR YVONNE
Director
2026-02-24
1,367 shares
·
$47,558
LANDMAN YOAV
Chief Technology Officer
2026-02-13
45,000 shares
·
$2,473,594
Insider transactions can signal confidence or concerns about company prospects
Wall Street Analysts
Professional analyst ratings and price targets
Consensus
STRONG_BUY
20 analysts
UBS
2026-03-24
Neutral
Buy
Guggenheim
2026-03-16
Buy
Stifel
2026-02-23
Buy
Buy
DA Davidson
2026-02-13
Buy
Buy
Canaccord Genuity
2026-02-13
Buy
Buy
TD Cowen
2026-02-13
Buy
Buy
Piper Sandler
2026-02-13
Neutral
Neutral
BTIG
2026-02-13
Buy
Buy
Cantor Fitzgerald
2026-02-04
Overweight
Overweight
Barclays
2026-01-12
Overweight
Overweight
Past News Coverage
Recent headlines mentioning FROG from our newsroom.
Newest → oldest
No matching news yet.