JFrog is the plumbing for software releases—its Artifactory repository and Pipelines CI/CD tools let developers store, automate, and ship code packages reliably, like a FedEx for software updates.
Money comes from subscription tiers (Pro, Enterprise, etc.) with recurring fees; gross margin sits near 78%, but operating losses persist—net loss was USD 0.07B in 2025, so growth is funded by investors, not profits.
Deep integration into developer workflows creates switching costs—teams don't casually abandon their package manager. But GitLab and GitHub Actions offer overlapping CI/CD, and cloud-native registries from AWS and Azure weaken the lock-in.
Hold (sector percentile 39) — value D, growth B, profitability B-, momentum A-, revisions C-. Updated daily, sector-relative, identical for every user.
Key events, in time order
Multiple sources post-earnings highlight JFrog's Q2 beat, 53% cloud revenue growth, and raised guidance, sustaining attention.
Institutional investor establishes new position, signaling confidence despite recent share decline.
Company to present at two investor conferences in Q3, potentially providing business updates.
Partnership aims to help Canadian public sector organizations rapidly respond to evolving software transparency standards
Q1 2026 total revenue reached $154 million, representing 26% year-over-year growth, exceeding guidance
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JFrog is included in two stock scans, indicating it's being watched for potential trends. The discussion focuses on its valuation relative to growth, with some seeing it as trading at a premium.
Main discussion
📈Qullamaggie Stock Scan 🧙 Question for followers: Do you like the breakdown by Sector and Theme above the lists or ... just give me the names!!! 🤨 17 Stocks $SNOW $FIVN $FCX $SCCO $NEO $ILMN $SLS $ADPT $ORKA $TVTX $BFLY $ELVN $NAVN $FRHC $CBRL $NWL $FROG Badges 🛡️ KQ = Qullamaggi
SaaS Valuations: Forward PE vs. NTM Revenue Growth Estimates On this basis, $RBRK, $ORCL, $APP, $ZETA, $GOOGL and $DOCN looks undervalued. $NET, $VRNS, $CRWD, $AMPL, $SNOW, $RBRK and $FROG trades at a premium. It is important to note that earlier-stage growth companies often look
📈Minervini "Trend Template" Stock Scan 🧙 21 Stocks $SLS $SCCO $FCX $MRX $DK $BFLY $ILMN $FROG $ORKA $HNGE $TVTX $VIRT $ADPT $GH $PRAX $KRYS $PTGX $PCVX $CGON $SRRK $EWTX Badges 🛡️ KQ = Qullamaggie MM = Minervini ON = O'Neil DB = Darvas Breakout SB4 = Stockbee 4% daily gainer SBW
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