AU · rank #6 · 2026-05-29
FROG
NASDAQ · $8.81B
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.991 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.03 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 17 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.091 |
| Analyst upside Consensus target $80.75 | +11.0% |
| Momentum acceleration 3-month minus 12-month momentum. | +63.84% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.45 |
| Gross margin TTM | +77.5% |
| 52w high | $75.08 |
| Market cap | $8.81B |
The AI research card
Independent qualitative review of each pick before the order is placed.
Summary
JFrog is a DevOps/DevSecOps platform specialist focused on artifact management, software supply-chain security, and secure software delivery for enterprises across on-prem and multi-cloud environments.
Rationale
17 net analyst revisions in 30 days combined with 10.97% upside and 63.8% momentum acceleration suggest consensus is catching up to improving execution post-Q1 beat, with 4.45/5 analyst rating reflecting broad conviction on the secular DevSecOps tailwind and JFrog's defensible position in regulated/air-gapped environments.
Material risks
- 1Competitive bundling risk from hyperscale cloud providers and integrated DevSecOps platforms (GitHub, GitLab, major cloud vendors) could compress JFrog's growth or margins if they embed artifact management and security features into their core offerings.
- 2Regulatory shifts around open-source software, data sovereignty, and software supply-chain compliance could force costly product changes or disrupt customer procurement cycles, particularly in government and regulated verticals where JFrog is gaining traction.
Verdict reasoning
two_stage score=+3/3 verdicts={'gemini': 'PROCEED', 'openai': 'PROCEED', 'claude': 'PROCEED'} brief=stage-1-sonar-pro