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FROG · JFrog Ltd

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$113.60 +3.00 (+2.71%) At close · Nov 13
Russell 2000 member Rebalance outlook locked
Market Cap
$14.16B
Shares
124.62M
Volume · Nov 13 2.28M Avg daily vol (3M) 1.98M

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$113.60 Open$111.83 Day$107.62–114.44 52W close$34.75–113.60 Avg vol 30d2.1M Short int7.7M · 6.1% of shares · 4.5d Short vol68% Last earningsNov 5, 2026 DataSep 2020–Nov 2026 Filing10-Q · Nov 6

Up next

Next earnings call
Feb 11, 2027 Est · unconfirmed · in 13 wks
Q3 2026 earnings call transcript
call held Nov 5, 2026
Play latest call

Latest documents

2026
Nov 6
Quarterly report 10-Q FY2026 Q3, ended Sep 30
Revenue grew 31% as net income turned positive

JFrog generated revenue of $179.2 million for the three months ended September 30, 2026, representing 31% growth, and reported net income of $6.6 million versus a $16.4 million net loss a year earlier.

Revenue $179.17M ▲ 30.9% Net income $6.55M Diluted EPS $0.05
Read from the MD&A section
3 source passages
JFrog provides a foundational platform for managing and securing the software supply chain. We generated revenue of $179.2 million and $136.9 million for the three months ended September 30, 2026 and 2025, respectively, representing 31% growth, and $496.9 million and $386.5 million for the nine months ended September 30, 2026 and 2025, respectively, representing 29% growth. We generated net income of $6.6 million for the three months ended September 30, 2026, compared to a net loss of $16.4 million for the three months ended September 30, 2025. Open the document at this passage
Nov 5
Earnings call
Cloud revenue grows 60% as 2026 guidance rises

JFrog reported third-quarter revenue of $179.2 million, up 31% year-over-year; cloud revenue rose 60% to $101.5 million, and full-year 2026 revenue guidance increased to $680 million to $682 million.

3 source passages
During the third quarter, total revenues equaled $179.2 million, up 31% year-over-year. Cloud revenues in the third quarter accelerated to $101.5 million, up 60% year-over-year, now representing 57% of total revenues versus 46% in the prior year. For the full year of 2026, we are again raising our revenue guidance, now anticipating a range of $680 million to $682 million, representing 28% year-over-year growth at the midpoint. Open the document at this passage
Nov 5
Current report 8-K
Revenue grows 31% as cloud revenue surges 60%

JFrog reported third-quarter revenue of $179.2 million, up 31% year-over-year, and cloud revenue of $101.5 million, up 60%. Net dollar retention was 124%, while customers with ARR greater than $1 million reached 112.

Financial results
5 source passages
JFrog Ltd. (Nasdaq: FROG), the Liquid Software company and creators of the JFrog Software Supply Chain Platform, the system of record for software artifacts, binaries, and AI assets, today announced financial results for its third quarter 2026 ended September 30, 2026. Revenue for the third quarter of 2026 was $179.2 million, an increase of 31% year-over-year. Cloud revenue was $101.5 million, an increase of 60% year-over-year. Net Dollar Retention rate for the trailing four quarters was 124%, driven by growing demand for software supply chain security solutions and cloud consumption. Customers with greater than $1 million ARR increased to 112, up from 71 in the year-ago period. Open the document at this passage
All documents

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$642.23M
Trailing 12 months
Net income (TTM)
−$21.09M
Trailing 12 months
Revenue growth YoY
+30.9%
Year over year
Operating margin
-7.7%
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
1.5%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
$880.89M
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
+10.4%
Year over year · more shares
Price change (1Y)
+90.7%
Trailing year
Short interest
6.1%
Latest settlement · 4.5 days to cover
View all 125 metrics

Quarterly results

Revenue Net income Net loss
▲19.3% $116.08M −$23.20M '24 Q4* ▲22% $122.41M −$18.50M '25 Q1 ▲23.5% $127.22M −$21.68M '25 Q2 ▲25.5% $136.91M −$16.43M '25 Q3 ▲25.2% $145.31M −$15.21M '25 Q4* ▲25.8% $153.98M −$8.27M '26 Q1 ▲28.7% $163.77M −$4.17M '26 Q2 LATEST ▲30.9% $179.17M $6.55M '26 Q3

* Q4 derived as the full year minus Q1 to Q3.

AI Brief

Q3 FY26 earnings call · Nov 5, 2026
Q3 FY26

TL;DR. JFrog delivered 31% revenue growth and 60% cloud growth, while expanding operating margin, improving retention and cash flow, and raising full-year revenue guidance. Non-GAAP gross margin declined modestly, GAAP remained loss-making at the operating line, and the outlook excludes some opportunities because of timing uncertainty.

Bullish
  • + Q3 revenue exceeded the high end of guidance, reaching $179.2 million and growing 31% year-over-year.
  • + Cloud revenue accelerated 60% year-over-year to $101.5 million and increased to 57% of total revenue.
  • + Trailing four-quarter net dollar retention improved to 124%, up six percentage points year-over-year and three points sequentially.
  • + Non-GAAP operating margin expanded to 22.7% from 18.7% in the prior-year quarter.
  • + Free cash flow increased to $66.5 million, or a 37% margin, from $28.8 million and a 21% margin in the prior-year quarter.
  • + Full-year 2026 revenue guidance was raised again to $680 million-$682 million, representing 28% year-over-year growth at the midpoint.
Bearish
  • − Non-GAAP gross margin declined to 83.6% from 83.9% in the prior-year quarter.
  • − GAAP operating loss remained at $1.8 million, equal to a negative 1.0% operating margin.
  • − Management excluded its largest opportunities from the outlook because of timing uncertainties.
  • − JFrog remains exposed to the risk of security breaches, product vulnerabilities, and interruptions or performance problems.
  • − The company continues to face risks from its history of losses and its ability to sustain future profitability.

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Strong Buy Momentum Very Strong Sentiment Neutral Fundamentals Excellent Quant / Vol Very High
Market backdrop VIX 19.3 · elevated Equity put/call 0.63
Technical
price trend
Strong Buy
50 / 200-day cross No cross
Price vs 200-day avg +54%
above
Price vs 50-day avg +20%
above
RSI (14) 62
neutral
MACD trend Positive
52-week position 100%
near high
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Strong
1-month return +35%
trailing
6-month return +56%
trailing
YTD return +82%
this year
Relative strength +55%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $95 › 200d $74 — 50d above 200d
Institutional flow Accumulating
379 of 422 funds reported for Sep 30 · net +43.0K sh shares · +70 new
Insider flow Distributing
Net -$5.1M over 90 days · 100% sells
Short interest Rising
6.15% of shares out · ▲ +7.0% MoM · 4.5 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
422 holders — near 3-yr high, broad support
Squeeze score 75
high risk · 0–100
Fundamentals
Excellent
Revenue growth +24%
Y/Y
Gross margin 77%
contracting
EPS growth +2%
Y/Y
Free cash flow $142.3M
Buyback $298.0M
remaining
Balance sheet $75.8M
net cash
Quant / Vol
risk profile
Very High
Volatility 81%
annualized · 1-yr
Max drawdown −50%
past year
ATR 7.3%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Beat or met 8 of last 8
Latest guidance · from the Earnings Call filed Aug 6, 2026
2026
Annual gross margins Maintained 82% – 83%
May 7, 2026 82% – 83% changed to Aug 6, 2026 82% – 83%
full-year 2026
Estimated full-year 2026 baseline cloud growth Raised 41% – 43%
May 7, 2026 33% – 35% changed to Aug 6, 2026 41% – 43%
full year of 2026
Revenue Raised $648M – $652M
May 7, 2026 $628M – $632M changed to Aug 6, 2026 $648M – $652M
prior FY $531.84M midpoint +22.2% Y/Y
Year-over-year growth Raised 22%
May 7, 2026 18.5% changed to Aug 6, 2026 22%
Non-GAAP diluted earnings per share Non-GAAP Raised $0.96 – $1.00
May 7, 2026 $0.93 – $0.97 changed to Aug 6, 2026 $0.96 – $1.00
Non-GAAP operating income Non-GAAP Raised $116M – $120M
May 7, 2026 $112M – $116M changed to Aug 6, 2026 $116M – $120M
Prior guidance period ended · from the Earnings Call filed Aug 6, 2026
Revenues · Q3 $164M – $166M
Non-GAAP operating profit · Q3 $27M – $29M
Non-GAAP earnings per diluted share · Q3 $0.22 – $0.24
Guided vs delivered · last 8 settled
Revenues Q3
guided $164M – $166M
$179.17M Beat +8.6%
Revenues Q2
guided $154M – $156M
$163.77M Beat +5.7%
Revenue First Quarter 2026
guided $146M – $148M
$153.98M Beat +4.7%
Revenue Fourth Quarter 2025
guided $136.5M – $138.5M
$145.31M Beat +5.7%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Strong Buy
0 · 3 · 4
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+54% Bullish
Price vs 50-day avg
+20% Bullish
RSI (14)
62 Neutral
MACD trend
Positive Bullish
52-week position
100% Bullish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $95 › 200d $74 — 50d above 200d
Institutional flow Accumulating
379 of 422 funds reported for Sep 30 · net +43.0K sh shares · +70 new
Insider flow Distributing
Net -$5.1M over 90 days · 100% sells
Short interest Rising
6.15% of shares out · ▲ +7.0% MoM · 4.5 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
422 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $35 Now $114 · 100% Range high $114
vs 200-day avg +54% vs 50-day avg +20%

Illustrative 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
Gross margin 80% three months ended September 30, 2026 filing —
Revenue from Enterprise Plus subscription 61% three months ended September 30, 2026 filing —
Revenue from SaaS subscriptions 57% three months ended September 30, 2026 filing —
Cloud Revenues 87.5M Q2 2026 —
Customers adopting the end-to-end JFrog Platform Enterprise+ subscription as percent of total re 59% Q2 2026 —
Customers with ARR greater than $1 million 97 Q2 2026 —
Customers with greater than $100K ARR 1,291 Q2 2026 —
Free cash flow non-GAAP 91.04M Six Months Ended June 30, 2026 —
Non-GAAP gross margin non-GAAP 83.5% Six Months Ended June 30, 2026 —
Non-GAAP gross profit non-GAAP 265.16M Six Months Ended June 30, 2026 —
Non-GAAP net income non-GAAP 68.5M Six Months Ended June 30, 2026 —
Non-GAAP operating income non-GAAP 65.53M Six Months Ended June 30, 2026 —
Non-GAAP operating margin non-GAAP 20.6% Six Months Ended June 30, 2026 —
Remaining performance obligations 659M as of June 30, 2026 —
Trailing four quarter Net Dollar Retention 121% Q2 2026 —

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
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Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
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this stock
$14.16B +81.9% +24.1% — 6.1%
SAP
Sap SE
 $271.12B -3.3% — — 0.2%
QH
QUHUO Ltd
 $268.05B +181.9% +59.7% — 0.0%
SHOP
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 $189.23B -8.6% +30.1% 89.2 1.5%
CRM
Salesforce, Inc.
 $179.28B -17.8% +25.9% 19.9 3.2%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
464
% held
95.8%
Reported
379 of 422
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
141
View
Short & Settlement
Short Interest Rising
Shares short
7.7M
Days to cover
4.5d
Change
+498.9K sh
View
Short Volume
Short vol %
68%
As of
Nov 13, 2026
Short Total
View
Fails to Deliver
FTD shares
45
Value
$4.5K
As of
Oct 13, 2026
View
Off-Exchange
Off-exchange %
44.5%
Week of
Oct 5, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$5.1M
Buyers / Sellers
0 / 2
Buyers Sellers
View
Financials
Financials
Revenue (FY)
$531.8M
Net income (FY)
$-71.8M
EPS diluted
$-0.62
View
Buybacks
Authorized
$300.0M
Remaining
$298.0M
Spent Remaining
View
Filings
SEC Filings
Latest
10-Q
Filed
Nov 6, 2026
This year
23

JFrog generated revenue of $179.2 million for the three months ended September 30, 2026, representing 31% growth, and reported net income of $6.6 million versus a $16.4 million net loss a year earlier.

View
Proposed Sales
Value
$4.4M
Shares
40.0K
Filed
Nov 13, 2026
View
Earnings & Events
Webcasts
Last webcast
Nov 5, 2026
View
Investor Relations
Latest news
JFrog Announces Third Quarter 202…
Published
Nov 5, 2026
View

Performance

5D 20D 120D MTD YTD
FROG +12.5% +34.7% +55.6% +20.4% +81.9%
SPY +2.6% -1.2% +0.5% -0.2% +10.6%
vs SPY +9.9% +35.9% +55.1% +20.5% +71.3%

Capital returns

Buyback program · as of Sep 30, 2026
Authorized
$300.00M
Spent (derived)
$2.00M
Remaining
$298.00M
Spent Remaining

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.

Key facts CIK 1800667 CUSIP M6191J100 13F (30d) 369 filings 319 filers Visit website Investor relations