{"data":{"ticker":"FROG","slug":"jfrog","name":"JFrog","exchange":"NASDAQ","sector":"Technology","headquarters":"Sunnyvale, California","ceo":"Shlomi Ben Haim","employees":1800,"website":"https://www.jfrog.com","founded":"2008","layers":[{"slug":"ai-saas","name":"AI Applications"},{"slug":"ai-software","name":"AI Software & Platforms"}],"exposure":{"score":28,"tier":"Peripheral","rationale":"JFrog sells software supply chain tools into the AI software layer, adding ML model registry and AI model scanning to Artifactory for enterprise DevOps teams. Exposure hinges on MLOps becoming a paid expansion driver, but the core artifact management business is not AI dependent."},"quote":{"price":100.98,"change24hPct":35.33,"change7dPct":6.98,"change30dPct":3.84,"change1yPct":68.3,"high52w":104.03,"low52w":34.75,"marketCap":12450966528,"peRatio":null,"eps":-0.37,"volume24h":709605747},"nextEarningsDate":"2026-11-05","summary":"JFrog sells software supply chain tools. Development teams use its Artifactory platform to store, manage, and distribute the software components their applications are built from, and its Xray product scans those components for vulnerabilities. Revenue comes from subscriptions.","explainer":["JFrog sells software supply chain tools. Development teams use its Artifactory platform to store, manage, and distribute the software components their applications are built from, and its Xray product scans those components for vulnerabilities. Revenue comes from subscriptions.","The company is extending that model to AI: JFrog ML brings machine learning workflows into its platform, the Artifactory ML model registry manages AI models the way it manages other software artifacts, and Xray AI scanning checks models and AI components for security issues.","Founded in 2008 and headquartered in Sunnyvale, California, JFrog trades on the NASDAQ and employs roughly 1,800 people."],"buildoutRole":"JFrog operates in the AI Applications and AI Software & Platforms layers of the buildout, selling into the AI software toolchain. Its bet is that enterprises will manage AI models with the same supply chain discipline as other software, using its registry and scanning tools. Exposure hinges on MLOps becoming a paid expansion driver, since the core artifact management business does not depend on AI. Supercycle scores it 28 out of 100.","faq":[{"q":"What does JFrog do?","a":"JFrog sells software supply chain tools. Teams use Artifactory to store and manage software components and Xray to scan them for vulnerabilities, paying through subscriptions."},{"q":"How is JFrog exposed to AI?","a":"It is adding ML model registry and AI model scanning to its platform, betting MLOps becomes a paid expansion driver. The core business is not AI dependent, so Supercycle scores it 28 out of 100."},{"q":"What are JFrog's main AI products?","a":"JFrog ML for machine learning workflows, the Artifactory ML model registry for managing AI models as artifacts, and Xray AI scanning for checking models and components."},{"q":"Is FROG a pure play AI stock?","a":"No. JFrog's core is artifact management for all software, with AI tooling as an expansion path. Its AI Exposure Score of 28 out of 100 reflects that optionality."},{"q":"Where is JFrog based and who leads it?","a":"JFrog is headquartered in Sunnyvale, California, and is led by co-founder and CEO Shlomi Ben Haim. Founded in 2008, it employs roughly 1,800 people and trades on the NASDAQ."}],"history1y":[{"date":"2026-09-28","close":88.81},{"date":"2026-09-29","close":90.37},{"date":"2026-09-30","close":97.04},{"date":"2026-10-01","close":97.59},{"date":"2026-10-02","close":95.5},{"date":"2026-10-05","close":97.86},{"date":"2026-10-06","close":98.51},{"date":"2026-10-07","close":98.15},{"date":"2026-10-08","close":97.25},{"date":"2026-10-09","close":102.23},{"date":"2026-10-12","close":99.02},{"date":"2026-10-13","close":99.28},{"date":"2026-10-14","close":91.96},{"date":"2026-10-15","close":94.54},{"date":"2026-10-16","close":84.31},{"date":"2026-10-19","close":91},{"date":"2026-10-20","close":92.37},{"date":"2026-10-21","close":96.3},{"date":"2026-10-22","close":93.89},{"date":"2026-10-23","close":100.62},{"date":"2026-10-26","close":99.61},{"date":"2026-10-27","close":100.46},{"date":"2026-10-28","close":100.47},{"date":"2026-10-29","close":98.83},{"date":"2026-10-30","close":94.39},{"date":"2026-11-02","close":85.11},{"date":"2026-11-03","close":88.49},{"date":"2026-11-04","close":86.34},{"date":"2026-11-05","close":74.62},{"date":"2026-11-06","close":100.98}],"incomeStatements":[{"ticker":"FROG","report_period":"2025-12-31","fiscal_period":"2025-FY","period":"annual","currency":"USD","revenue":531840000,"cost_of_revenue":123453000,"gross_profit":408387000,"operating_expense":0,"operating_income":-89928000,"net_income":-71819000,"earnings_per_share":-0.62,"earnings_per_share_diluted":-0.62,"research_and_development":195089000,"selling_general_and_administrative_expenses":300419000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"FROG","report_period":"2024-12-31","fiscal_period":"2024-FY","period":"annual","currency":"USD","revenue":428488000,"cost_of_revenue":98300000,"gross_profit":330188000,"operating_expense":0,"operating_income":-89131000,"net_income":-69236000,"earnings_per_share":-0.63,"earnings_per_share_diluted":-0.63,"research_and_development":160864000,"selling_general_and_administrative_expenses":255181000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"FROG","report_period":"2023-12-31","fiscal_period":"2023-FY","period":"annual","currency":"USD","revenue":349886000,"cost_of_revenue":77043000,"gross_profit":272843000,"operating_expense":0,"operating_income":-75262000,"net_income":-61256000,"earnings_per_share":-0.59,"earnings_per_share_diluted":-0.59,"research_and_development":134584000,"selling_general_and_administrative_expenses":212090000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"FROG","report_period":"2022-12-31","fiscal_period":"2022-FY","period":"annual","currency":"USD","revenue":280040000,"cost_of_revenue":62287000,"gross_profit":217753000,"operating_expense":0,"operating_income":-89840000,"net_income":-90184000,"earnings_per_share":-0.91,"earnings_per_share_diluted":-0.91,"research_and_development":121225000,"selling_general_and_administrative_expenses":186368000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0}],"balanceSheets":[{"ticker":"FROG","report_period":"2025-12-31","fiscal_period":"2025-FY","period":"annual","currency":"USD","total_assets":1341377000,"current_assets":873011000,"cash_and_equivalents":75840000,"total_liabilities":453930000,"current_liabilities":407522000,"total_debt":12456000,"shareholders_equity":887447000,"retained_earnings":-431487000},{"ticker":"FROG","report_period":"2024-12-31","fiscal_period":"2024-FY","period":"annual","currency":"USD","total_assets":1129906000,"current_assets":649227000,"cash_and_equivalents":49869000,"total_liabilities":356380000,"current_liabilities":317515000,"total_debt":13976000,"shareholders_equity":773526000,"retained_earnings":-359668000},{"ticker":"FROG","report_period":"2023-12-31","fiscal_period":"2023-FY","period":"annual","currency":"USD","total_assets":972556000,"current_assets":645801000,"cash_and_equivalents":84765000,"total_liabilities":293433000,"current_liabilities":262175000,"total_debt":22226000,"shareholders_equity":679123000,"retained_earnings":-290432000},{"ticker":"FROG","report_period":"2022-12-31","fiscal_period":"2022-FY","period":"annual","currency":"USD","total_assets":871221000,"current_assets":532022000,"cash_and_equivalents":45595000,"total_liabilities":246448000,"current_liabilities":209572000,"total_debt":23961000,"shareholders_equity":624773000,"retained_earnings":-229176000}],"holders13f":[{"slug":"whale-rock","personName":"Whale Rock Capital","fundName":"Whale Rock Capital Management","value":405181482,"portfolioPct":0.03252818750453555,"change":"trimmed","period":"2026-06-30"},{"slug":"light-street","personName":"Light Street Capital","fundName":"Light Street Capital Management","value":46757760,"portfolioPct":0.05496455910343704,"change":"trimmed","period":"2026-06-30"},{"slug":"cathie-wood","personName":"Cathie Wood","fundName":"ARK Investment Management","value":4600436,"portfolioPct":0.00029868948347462935,"change":"increased","period":"2026-06-30"}],"news":[{"title":"JFrog Posts Blowout Earnings. AI Coding Was the Biggest Growth Driver.","source":null,"url":"https://finance.yahoo.com/m/a3bb50b2-48f1-3b8b-b19f-09f5ef3d6b72/jfrog-posts-blowout-earnings..html?.tsrc=rss","date":"2026-11-06"},{"title":"JFrog (FROG) Q3 2026 Earnings Call Transcript","source":null,"url":"https://www.fool.com/earnings/call-transcripts/2026/11/06/jfrog-frog-q3-2026-earnings-call-transcript/?.tsrc=rss","date":"2026-11-06"},{"title":"What JFrog (FROG) Said on Its Q3 Earnings Call","source":null,"url":"https://www.marketbeat.com/instant-alerts/transcript-what-jfrog-frog-said-on-its-q3-earnings-call-2026-11-06/?utm_source=yahoofinance&utm_medium=yahoofinance&.tsrc=rss","date":"2026-11-06"},{"title":"JFrog Ltd (FROG) (Q3 2026) Earnings Call Highlights: Cloud Revenue Surges 60% as AI and ...","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/jfrog-ltd-frog-q3-2026-052221905.html?.tsrc=rss","date":"2026-11-06"},{"title":"JFrog (NASDAQ:FROG) delivers impressive Q3 2026, stock jumps 22.5%","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/jfrog-nasdaq-frog-delivers-impressive-213022665.html?.tsrc=rss","date":"2026-11-05"},{"title":"JFrog Ltd. (FROG) Q3 Earnings and Revenues Surpass Estimates","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/jfrog-ltd-frog-q3-earnings-212003637.html?.tsrc=rss","date":"2026-11-05"},{"title":"JFrog Announces Third Quarter 2026 Results","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/jfrog-announces-third-quarter-2026-210500190.html?.tsrc=rss","date":"2026-11-05"},{"title":"Can JFrog (FROG) Justify Its Price With Future Cash Flow?","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/jfrog-frog-justify-price-future-091858833.html?.tsrc=rss","date":"2026-11-04"}]},"meta":{"version":"v1","asOf":"2026-11-06","builtAt":"2026-11-08T15:24:45.606Z","tier":"free","source":"https://supercyclehq.com/stock/jfrog","disclaimer":"Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.","license":"Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."},"links":{"self":"https://supercyclehq.com/api/v1/stocks/FROG","html":"https://supercyclehq.com/stock/jfrog","md":"https://supercyclehq.com/stock/jfrog.md","docs":"https://supercyclehq.com/api/v1/openapi.json"}}