FROGJFrog Ltd.
JFrog Ltd. (FROG) provides software supply chain security and DevOps tools for developers and enterprises, targeting AI and cloud-native workflows. The next catalyst is Nov 6, 2026 — Q3 2026 Earnings Release, which will test the company’s ability to sustain revenue growth and narrow its net loss.
- Revenue grew 24.1% YoY to $581.88M, but net income remains negative at -$50.54M.
- Diluted EPS of -$0.03 and a net margin of -8.7% (TTM) highlight ongoing pressure on profitability.
- Shareholders’ equity stands at $887.45M, suggesting a strong balance sheet but limited cash flow generation.
The schedule
- Fri6Nov
The Q3 2026 earnings release is a key event for FROG, as it will provide insight into the company's performance during the third quarter of 2026. Investors will be looking for signs of growth, profitability, and any changes in the company's strategic direction. This event is expected to have a significant impact on the stock price, with potential for both upward and downward movement depending on the results.
- Tue9Feb
The Q4 2026 earnings release is another important event for FROG, offering a final look at the company's performance for the year 2026. This report will highlight the company's ability to meet its financial goals and provide a foundation for future growth. The results could have a substantial effect on the stock's direction, with potential for both positive and negative outcomes.
- Fri7May
The Q1 2027 earnings release marks the beginning of the new fiscal year for FROG and is a crucial event for assessing the company's performance in the early stages of 2027. This report will provide insight into the company's ability to maintain momentum from the previous year and adapt to any new market conditions. The results could significantly influence the stock's trajectory, with potential for both positive and negative movements.
- Fri6Aug
The Q2 2027 earnings release is a key event for FROG, offering an update on the company's performance during the second quarter of 2027. This report will provide insight into the company's ability to sustain growth and adapt to any changes in the market environment. The results could have a significant impact on the stock price, with potential for both upward and downward movement depending on the outcome.
Past
- Sun15Mar
Actual outcome: Bull · $42.87 at outcome
JFrog capitalized on the industry focus around software supply chain security by unveiling a Universal MCP Registry and announcing a partnership with NVIDIA to deliver a Trust Layer for AI-driven software. These strategic product launches and high-profile integrations reinforced the company's leadership in supply chain integrity, driving the stock well past the $43.50 bull target to $46.66.
JFrog capitalized on the industry focus around software supply chain security by unveiling a Universal MCP Registry and announcing a partnership with NVIDIA to deliver a Trust Layer for AI-driven software. These strategic product launches and high-profile integrations reinforced the company's leadership in supply chain integrity, driving the stock well past the $43.50 bull target to $46.66.
- Thu12Feb
Actual outcome: Bear · $51.68 at outcome
JFrog reported a headline beat on Q4 EPS ($0.22 vs $0.19 est.) and revenue. However, the stock fell sharply, closing below the bear floor, indicating the results failed to meet the high expectations required by the valuation. The market prioritized the lack of a significant beat-and-raise or insufficient acceleration in key metrics like cloud revenue growth and ARR, triggering a sell-off despite the bottom-line beat.
JFrog reported a headline beat on Q4 EPS ($0.22 vs $0.19 est.) and revenue. However, the stock fell sharply, closing below the bear floor, indicating the results failed to meet the high expectations required by the valuation. The market prioritized the lack of a significant beat-and-raise or insufficient acceleration in key metrics like cloud revenue growth and ARR, triggering a sell-off despite the bottom-line beat.
