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JFrog Ltd. (FROG)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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24.47+0.34 (+1.41%)
At close: 04:00PM EDT
24.47 0.00 (0.00%)
After hours: 06:44PM EDT
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  • J
    JeffreyT
    Impressive relative strength in the SaaS universe.
  • C
    COLAIANNI
    They had some interesting insights about FROG on http://dailygainalerts.tech. Definitely made me think twice about the company.
  • J
    JeffreyT
    Buy rec today. $30 PT.
  • J
    JeffreyT
    Loving the relative strength of FROG shares.
  • M
    Mike T
    Company growing nicely. Stock should go back up.
  • K
    KOLLARS
    Are you guys still in FROX? They just got featured on the watchlist at (http://market-engross.club)
  • M
    Micheal
    Sponsored Post:
    JFrog Ltd shares reportedly escalated approximately 2.7% after the early release of Q4 results. Check the disclaimer on the landing page. For now, it is said that these other companies could be focused on climate change and supportive of clean energy. Want know more about their latest innovations? Discover it here: https://b.link/MultiBillionDollarWorthSolarPotentials
    Bullish
  • C
    Colin
    The stock market took a step back today and no matter what at least I know the fundamentals here are as solid as it gets. We just had a great earnings not that long ago and big name companies continue to utilize JFrog services. Until those same big companies like Google and amazon and apple start going in the green we will also be dragged in the red. Today nearly the entire market including all the big names are in the red but it wont last eventually we will see more up side.
    Bullish
  • J
    Jack
    Institutions are keeping buying if you check marketbeat.
    In Q1, bought 426M, sold 151M
    In Q2, bought 429M, sold 27M
  • M
    Microchap
    For those interested the new FDSO is 105.6 using treasury stock method at $26. $17 per share is 5x 2022 revenue. At $26 per share, we are 8.5x 2022 revenue and 6.4x 2023 revenue. $40 per share is 6.2-6.5x 2025 revenue. $50 is 8x 2025. Said differently, for a reasonable expectation of $40-$50, at some time in 2024 you can expect to get there as the market will look to 2025. Of course that requires 3 years of exceeding 30% revenue growth. Can it surge past that before? Sure. Can it go below $20? Sure. Best thing to do is stay objective and understand what a base case requires for $40-50. Good luck all.
  • N
    Nancy
    Many trying to short selling this at the same time? Careful...

    I see the opposite, it will increase suddenly for sure. Just hold tight and be really patient.
    Bullish
  • D
    Dorel
    Lock up finishes in 15 of March
    Prediction?
    Neutral
  • M
    Microchap
    Amazing quarter all around!!
  • M
    Microchap
    JFrog
    4Q21: Growth Continues Higher
    Revenue growth of 38.8% continued the trend higher as management delivered on its target for growth acceleration in the second half of 2021. That upside in growth is flowing through to the 2022 guidance that calls for ~33% growth at the midpoint. FROG has one more quarter worth of customers that will renew to the new higher price points set back in April that should continue to provide tailwinds to the top line. Cloud adoption is the fastest grower in revenue as we continue to see more and more DevOps professionals being comfortable with moving development environments off premise. Operating margin guidance is just above our previous estimates and we believe FROG has plenty of operating leverage to come.
    Tight revenue beat and EPS miss. FROG reported 4Q21 revenue/non-GAAP EPS of $59.2M/($0.01) compared to our estimate of $58.0M/$0.00 and Street’s $58.1M/$0.00.
    Positives. Cloud revenue growth, large customer additions, improved gross margins, and NRR. 1) Cloud revenue in 4Q21 totaled $14.8M, a 52% growth from $9.7M one year ago, The company’s cloud revenue mix rose to 25% of the subscription total, up from 23% one year ago. 2) FROG increased customers of $100K or greater ARR to 537, up from 352 one year ago. The company now counts 15 customers of >$1M in ARR. 3) Gross margins in the quarter were 84.8%, up 170 bps from 4Q20, as the benefit of price changes in 2021 provide a lift. 4) Trailing 12 month NRR (net revenue retention) increased to 130% after another quarter of improvement.
    Issues. Operating margin compression. FROG’s operating margins decreased 240 bps q/q and 500 points y/y to 0.1%, driven by a significant sales & marketing investment increase. Believe it or not the company was able to get some in person sales and marketing events completed before the latest variant took hold. That along with a small amount of FX headwinds pressured operating margins.
    Maintaining December 2022 price target of $60. Our price target is based on a 10-year discounted cash flow analysis utilizing a 13% discount rate and a terminal EV/FCFF multiple of 27x. This price target is unchanged from our previous $60 target.
  • K
    Kevin
    Just went through ARK Invest IZRL holdings, saw FROG is now part of ETF, pretty sure it was not in ETF last year. Cathie added 20 new Stocks to IZRL ETF. Since it is only one of 7 ARK ETF's there should be a massive inflow of capital flowing into a relatively small market FROG could be on the verge of massive move higher. I love JFROG and due to its 6 billion market cap and massive growth ahead of it, my guess is it one of the stocks ARK IZRL can aggressively disperse new inflows.
  • A
    Adam
    I’m in $39.2 x 800… going to hold this for 2-3 months and expect to get 15% gain.
  • K
    Kevin
    FROG, is a buy and hold forever stock, expensive but will always be very expensive. We are in a beginning of a digital transformation where there will be an exponential growth in software and all that code will be updated continuously.
  • e
    example
    Guys However got money - BUY BUY BUY!!!! the stock is at rock bottom you will double your money by the end of the year for sure ! ENJOY !!!
    Bullish
  • M
    MJ
    it's funny but when I saw the results, even though they were good, I thought "that's a minus 8% day on tap". On the upside for longs we're back to the IPO price...so any weak hands that wanted to sell, they're already out.
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