We recently published 10 Stocks Soaring Past Expectations. JFrog Ltd. (NASDAQ:FROG) is one of the big names that led last week’s charge. JFrog soared by 26.37 percent week-on-week as investors gobbled up shares following a strong earnings performance and an upbeat growth outlook for full-year 2025. In an updated report earlier this week, JFrog Ltd. (NASDAQ:FROG) said it narrowed its net loss by 28 percent to $16.4 million from $22.9 million in the same period last year. Gross profit jumped by 29.6 percen ...

Core Insights - JFrog Ltd. reported revenue of $136.91 million for the quarter ended September 2025, marking a year-over-year increase of 25.5% and exceeding the Zacks Consensus Estimate of $128.4 million by 6.63% [1] - The company achieved an EPS of $0.22, up from $0.15 a year ago, representing a surprise of 37.5% compared to the consensus estimate of $0.16 [1] Financial Performance Metrics - The number of customers with over $100k in ARR increased to 1,121, surpassing the average estimate of 1,107 [4] - Revenue from self-managed licenses was reported at $8.02 million, exceeding the average estimate of $5.71 million, reflecting a year-over-year change of 43.9% [4] - Subscription revenue from self-managed and SaaS reached $128.89 million, compared to the average estimate of $122.5 million, representing a year-over-year increase of 24.6% [4] - SaaS subscription revenue was reported at $63.38 million, exceeding the average estimate of $58.03 million, with a year-over-year growth of 49.6% [4] - Revenue from self-managed subscriptions was $65.52 million, slightly above the estimated $64.53 million [4] - Revenue from self-managed subscriptions totaled $73.53 million, surpassing the average estimate of $70.29 million, reflecting a year-over-year increase of 10.2% [4] Stock Performance - JFrog's shares have returned -1.2% over the past month, compared to a -0.2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Welcome back to Market on Close. I'm Sam Bartis live from the floor of the New York Stock Exchange. It's now time for overlook stocks.So shares of Jrog are rallying after its latest earnings report where it topped estimates on the top and bottom line and raise guidance for the full year. So I'm joined by Alex Copy to get us across this one, host of NextGen Investing. So Jrog Leaprogging today off the back of this earnings.Talk us through that report and just the sort of moves we're seeing in the stock today ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 (Exact name of Registrant as specified in its charter) FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2025 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☐ 1934 Commission File Number: 001-39492 JFrog Ltd. If an emerging growth company, indicate by check mark if the registrant has elected n ...

Key Points JFrog delivered a beat-and-raise quarter. Management appears to be harnessing the power of cloud and artificial intelligence (AI), while expanding the platform's functionality. Shares aren't cheap, but not egregiously priced for a software name. 10 stocks we like better than JFrog › Shares of software supply chain platform JFrog (NASDAQ: FROG) rallied 26.6% on Friday as of 3:35 p.m. ET, despite the overall Nasdaq Composite (NASDAQINDEX: ^IXIC) falling around 0.5% around that time. JFr ...

Core Insights - JFrog (NASDAQ: FROG) reported a strong third quarter, with shares increasing over 24% following the announcement of its eighth consecutive earnings and revenue beat, highlighting significant growth in cloud adoption and profitability [3][4]. Group 1: Cloud Business Growth - JFrog's cloud revenue surged 50% year-over-year to $63.4 million, now constituting 46% of total sales, indicating a robust shift towards cloud services [4]. - The company achieved a non-GAAP operating income of $25.6 million, a significant improvement from a $27.6 million loss in the previous year [4][7]. Group 2: AI and Security as Growth Drivers - Management expressed strong optimism regarding AI and security, emphasizing the increasing demand for intelligent storage solutions as software development accelerates [6]. - JFrog's platform is being utilized for managing AI models and has secured multiyear contracts with significant agencies, showcasing the demand for comprehensive DevSecOps solutions [6][5]. Group 3: Profitability and Operational Efficiency - The third quarter marked a notable profitability milestone for JFrog, with a gross margin of 83.9% and operating cash flow reaching $30.2 million [7]. - The company aims to solidify its position as a key player in the software supply chain, capitalizing on the growing volume of software artifacts [7].

Core Insights - JFrog Ltd. has reported a significant Q3 earnings beat, marking its third consecutive quarter of raised guidance this year, indicating a strong go-to-market strategy and product offering [1] Financial Performance - The company has demonstrated effective financial performance with an outsized earnings beat in Q3 [1] Strategic Positioning - JFrog's success is attributed to its effective go-to-market strategy and a robust offering portfolio, which have contributed to the raised guidance [1]

Skip to Main Content Skip to Search This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. This Software Stock Is Up 23% After Earnings. What's Behind the Move. By Mackenzie Tatananni Updated Nov 07, 2025, 11:27 am EST / Original Nov 07, 2025, 9:20 am EST Share Resize Reprints ...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top Upgrades: Piper Sandler upgraded Expedia (EXPE) to Neutral from Underweight with a price target of $250, up from $190. The company reported "very strong" Q3 results and Q4 guidance, the firm tells investors in a research note.Macquarie upgraded Unity (U) to Outperform from Neutral with a price target of $50, up from $33. The ...

Software supply chain platform JFrog (NASDAQ:FROG) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 25.5% year on year to $136.9 million. On top of that, next quarter’s revenue guidance ($137.5 million at the midpoint) was surprisingly good and 4.8% above what analysts were expecting. Its non-GAAP profit of $0.22 per share was 34.4% above analysts’ consensus estimates. Is now the time to buy FROG? Find out in our full research report (it’s free for active Edge members). JFrog (FROG) Q ...