Added to YB: 2026-04-20
Pitch date: 2026-04-17
FROG [neutral]
JFrog Ltd.
+90.59%
current return
Author Info
No bio for this author
Company Info
JFrog Ltd. provides software supply chain platform in the United States, Israel, India, and internationally.
Market Cap
$8.5B
Pitch Price
$44.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
-193.30
P/E
-133.97
EV/Sales
13.88
Sector
Software
Category
growth
Day twenty-two: JFrog $FROG
FROG (overview): Universal artifact repository storing/securing binary outputs from code. $4.6B EV, $581M ARR (+24% YoY), 7.9x EV/ARR, -14% op margin, 119% NRR. AI bull: consumption pricing benefits from code explosion, security features crucial for AI-generated code. Bear: repos may absorb functionality, agents work in code not binary. Cloudsmith/Github/Gitlab compete. High multiple vs peers like Gitlab despite similar AI exposure & no pronounced AI revenue yet.
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