FROG · NASDAQ · STOCK
JFrog (FROG) Stock Analysis
$93.79
52W $34.05 – $105.76
60/100
$12.02B
-269.2
1.24
⚠
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.
Is FROG Bullish or Bearish?
Bullish.
Innellis AI committee rates JFrog Ltd. (FROG) Buy with a composite score of 60/100
, based on 6 analysts with 67% agreement.
Last updated October 14, 2026.
What Would Change This View
- Upgrade to Strong Buy
- Requires a committee score of 75.0 — +14.61 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Watch
- Requires the score to fall below 55.0 — -5.39 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.
Executive Summary
The primary driver is price structure making higher highs and higher lows. The main limiting factor is 2 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.
Bull & Bear Case
Bull Case
- Revenue growing 26.4% YoY -- genuine top-line momentum — Growth
- 4 consecutive earnings beats -- consistent execution — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
- Trend and market structure agree -- coherent bullish picture — Technical
- Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- Price-to-book of 8.3x prices in significant intangible value — Value
- ROE of only -4.9% -- cheap may mean cheap for a reason — Value
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- Bollinger bandwidth of 16.2% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or
forward-looking judgement. They summarise what the numbers say today.
Price History (6M)
AI Investment Committee
Committee Consensus
As of October 14, 2026
Overall Committee Score
60/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 34%
of 287 Technology peers
Value Analyst
neutral
43
/ 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
− Price-to-book of 8.3x prices in significant intangible value
Growth Analyst
bullish
67
/ 100 · High confidence
Strong, accelerating growth with consistent execution
+ Revenue growing 26.4% YoY -- genuine top-line momentum
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst
bullish
69
/ 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
Risk Analyst
neutral
58
/ 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
+ Low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock
− Bollinger bandwidth of 16.2% signals elevated volatility
Macro Analyst
bullish
65
/ 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst
bullish
61
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager
bearish
35
/ 100 · Low confidence
The existing book itself argues for caution here, independent of how good this specific stock looks
− 2 existing position pair(s) are highly correlated already
Investment Thesis Evolution
Committee score moved marginally from 63.0 to 60.4.
- New bearish signals: 1 appeared.
- Bullish support removed: 1 signal(s) disappeared.
- Bearish pressure eased: 2 signal(s) disappeared.
Analyst-level changes:
- Macro Analyst: score 80->65 (-15).
- Portfolio Manager: score 30->35 (+5).
- Risk Analyst: +1 bearish signal(s).
Comparing 2026-10-13 to 2026-10-14 (1 day apart).
Technical Analysis
RSI (14)
38.0
Neutral
MACD Histogram
-0.077
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Support
$81.93
Resistance
$98.97
Bollinger %B
0.30
Inside Bands
Price vs Moving Averages
EMA 9
$96.78
Below
EMA 21
$95.33
Below
EMA 50
$92.12
Above
EMA 200
$75.18
Above
Fundamental Analysis
Valuation
67
Growth
69
Profitability
25
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio
-269.2×
P/B Ratio
12.59×
PEG Ratio
-3.31
Dividend Yield
0.00%
52W High
$105.76
52W Low
$34.05
Quality & Growth
ROE
-809.3%
ROA
-535.4%
Gross Margin
7786.2%
Operating Margin
-1119.5%
Revenue Growth YoY
—
Debt / Equity
0.02
AI Fundamental Assessment
P/E ratio of -269.2 (inexpensive relative to a 15-40x range); Price-to-book of 12.6x; PEG ratio of -3.3 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -8.1%; Return on assets of -5.4%; Net margin of -7.3%; Gross margin of 77.9%; Current ratio of 2.14 (healthy short-term liquidity); Debt-to-equity of 0.02; Free cash flow per share is positive (1.39); Most recent quarter beat estimates by 10.2%; 4 consecutive earnings beats; EPS growth decelerating (+22.7% -> +0.0% QoQ); Analyst estimates rising over recent quarters
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