JFrog Ltd. (FROG)

JFrog's stock (FROG) has experienced significant positive movement, with a share price of $60.97 as of November 26, 2025, a 95.92% increase from $31.12 on November 27, 2024. Recent events include strong Q3 2025 earnings, with revenue reaching $136.9 million and adjusted EPS of $0.22. The company provided optimistic revenue guidance for Q4 2025 and raised its full-year adjusted EPS guidance for fiscal year 2025. Cloud revenue in Q3 2025 surged by 50% year-over-year to $63.4 million. Frederic Simon, a director at JFrog, sold 80,000 shares on November 25, 2025, for approximately $4.94 million, part of a larger trend of insider selling.

JFrog Ltd. primarily generates revenue through subscriptions to its software supply chain platform. The company's consistent year-over-year revenue growth, particularly the accelerating growth in cloud revenue and expansion of its enterprise customer base, suggests that demand for its products and services is relatively stable and not subject to significant seasonal fluctuations.

JFrog Ltd. operates in the Technology sector, specifically the Software - Application industry, offering an end-to-end, hybrid, universal DevOps Platform. Its major products include JFrog Artifactory, a universal artifact repository manager; JFrog Xray, a security and compliance tool; JFrog Pipelines, an automation tool for CI/CD; JFrog Distribution, providing secure software package distribution; JFrog Connect, a device management solution for IoT devices; JFrog ML, a platform for data science and MLOps; JFrog Curation, a guardian for the software development pipeline; and JFrog Advanced Security and JFrog Runtime Security, optional add-ons for enhanced security. The JFrog Platform integrates all these products, offering various subscription tiers.

JFrog Ltd. has a global presence with operations in the United States, Israel, India, and other international regions. The company is focused on expanding its footprint in North America, Europe, and Asia-Pacific. Its solutions are utilized by over 7,700 global customers, including a significant portion of Fortune 100 companies.

JFrog has maintained a strong brand reputation, particularly within the DevOps and software supply chain space. JFrog was named GitHub's 2025 Tech Partner of the Year. The company has strategically launched new products like JFrog AppTrust and an AI Catalog, positioning itself as a leader in "DevGovOps". JFrog serves a large number of enterprise customers, including 82% of Fortune 100 companies, with a growing number of customers generating over $1 million in Annual Recurring Revenue (ARR). JFrog continues to enhance its platform, supporting over 40 unique package types and integrating with more than 100 development tools.

JFrog Ltd.'s ownership is predominantly institutional, with institutional investors holding over 85% of the company's shares. Major institutional owners include Vanguard Group Inc., Optimus Prime Fund Management Co., Ltd., Whale Rock Capital Management LLC., TimesSquare Capital Management, LLC., Wasatch Advisors Inc (or LP)., T. Rowe Price Investment Management, Inc., Vanguard Total Stock Market Index Fund Investor Shares (VTSMX), Vanguard Small-Cap Index Fund Investor Shares (NAESX), and Vanguard Information Technology Index Fund Admiral Shares (VITAX). Individual insider ownership has seen recent net selling activity, with co-founders Shlomi Ben Haim (CEO), Yoav Landman (CTO), and Fred Simon (Chief Data Scientist) being key individual shareholders.