FROG · JFrog Ltd
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| net dollar retention rate | 121% | three months ended June 30, 2026 filing | — |
| Cloud revenue | $87.5M | Q2 2026 | +53.2% |
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| Customers adopting the end-to-end JFrog Platform Enterprise+ subscription (as % of total revenue | 59% | Q2 2026 | — |
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| Customers with ARR greater than $1 million | 97 | Q2 2026 | — |
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| Customers with greater than $100K ARR | 1,291 | Q2 2026 | — |
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| Free Cash Flow non-GAAP | $53.7M | Q2 2026 | — |
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GAAP → non-GAAP reconciliationGAAP Net cash provided by operating activities 57.06M
-3.31M Purchases of property and equipment
= Free cash flow 53.75M
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| Net Dollar Retention rate for the trailing four quarters | 121% | Q2 2026 | — |
| Remaining performance obligations | $659M | as of June 30, 2026 | — |
| Trailing four quarter Net Dollar Retention | 121% | Q2 2026 | — |
| Net Dollar Retention | 120% | trailing four quarters ended Q1 2026 | — |
| JFrog Security Core percent of ARR | 10% | fiscal year 2025 | — |
| JFrog Security Core percent of Revenue | 7% | fiscal year 2025 | — |
| JFrog Security Core percent of RPO | 16% | fiscal year 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
FROG
this stock
JFrog Ltd
|
$12.83B | +66.6% | +24.1% | — | 6.9% |
|
SAP
Sap SE
|
$254.76B | -8.9% | — | — | 0.7% |
|
SHOP
Shopify Inc.
|
$197.14B | -4.1% | +30.1% | 102.8 | 1.2% |
|
CRM
Salesforce, Inc.
|
$169.23B | -4.9% | +25.9% | 18.8 | 3.2% |
|
UBER
Uber Technologies, Inc
|
$160.99B | -5.8% | +18.3% | — | 2.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| FROG | +16.0% | +32.7% | +156.3% | +30.4% | +66.6% |
| SPY | +1.1% | +4.0% | +14.7% | +3.2% | +13.1% |
| vs SPY | +14.8% | +28.7% | +141.6% | +27.2% | +53.5% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.