JFrog's revenue growth accelerated to 28.7% YoY in Q2 2026, driven by cloud adoption and AI-driven artifact volumes, while gross margin expanded to 77.9% and operating margin improved from -20.0% to -8.1% YoY, signaling early operating leverage.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 28.7% YoY in Q2 2026 with gross margin expanding to 77.9%, while operating margin improved to -8.1% from -20.0% a year earlier, indicating early operating leverage.
JFrog is expanding its AI-focused software supply chain offerings and integrations, driving optimism among analysts and investors.
Recent strong Q1 results have reinforced bullish sentiment, with analysts reiterating optimistic views on the company.
Upcoming inclusion in the Russell 3000 Index is reshaping investor perceptions and increasing visibility for JFrog.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 5, 2026 | $0.32+37.7% vs $0.23 | $179M+8.0% vs $166M |
Q3 2026 Aug 6, 2026 | $0.27+12.3% vs $0.24 | $164M+5.2% vs $156M |
Q2 2026 May 7, 2026 | $0.27+26.6% vs $0.21 | $154M+4.4% vs $147M |
Q1 2026 Feb 12, 2026 | $0.22+15.8% vs $0.19 | $145M+5.2% vs $138M |
JFrog surged over 30% post-Q3 earnings, now up 70% YTD, fueled by strong AI-driven platform usage. I maintain a sell rating on FROG, citing ultra-rich valuation multiples despite recent execution strength. Consumption-based business model and direct competition from GitLab pose significant risks to FROG's sustainability.
JFrog stock is heading for its best single-day percentage gain ever as the AI coding craze fuels a blowout third quarter.
Small-cap stocks have benefited from a range of tailwinds this year.
JFrog NASDAQ: FROG reported third-quarter 2026 revenue of $179.2 million, up 31% from a year earlier, as cloud consumption and adoption of its software supply chain security products helped results exceed the company's guidance.
Benchmark FROG against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for JFrog Ltd. (FROG)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $100.98 | $12.23B | -619.89 | 24.12% | -3.28% | -2.23% | — | |
| $200.61 | $10.27B | 46.59 | 19.17% | 5.95% | 11.61% | — | |
| $48.09 | $8.12B | -153.99 | 25.81% | -4.99% | -5.26% | — | |
| $179.04 | $63.73B | 256.25 | 27.68% | 6.12% | 6.24% | — | |
| $86.08 | $8.91B | 23.98 | 17.26% | 20.84% | 35.31% | — | |
| $153.68 | $40.37B | 444.68 | 26.02% | 1.28% | 8% | — |
JFrog Ltd. (FROG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
JFrog Ltd. (FROG) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
May 22, 2026·SEC
May 7, 2026·SEC
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JFrog Ltd. (FROG) stock FAQ — growth, dividends, profitability & financials explained
JFrog Ltd. (FROG) reported $642.2M in revenue over the trailing twelve months. Revenue was $531.8M in fiscal year 2025. That is 737% more than the $63.5M of fiscal year 2018.
JFrog Ltd. (FROG) grew revenue by 27.8% over the trailing twelve months, compared with the twelve months before.
No. JFrog Ltd. (FROG) reported a net loss of $21.1M over the trailing twelve months.
JFrog Ltd. (FROG) had a return on equity (ROE) of -2.2% over the trailing twelve months. A negative ROE means the company lost money over the period.
JFrog Ltd. (FROG) generated $207.4M in free cash flow over the trailing twelve months.
