Equity Profile

FROG

JFrog Ltd.

Information TechnologySystems Software$10.2B

May7Thu

Post-Earnings Recap

ReportedQ1-2026After Close4:05 PM EDT

JFrog Beats on EPS, Stock Up 5.97%

Metric	Actual	Expected	Surprise
EPS	$0.27	$0.21	+565.52%
Revenue	—	$147M	—

management commentary, guidance changes, and full analysis available with Pro.

JFrog Beats on EPS, Stock Up 5.97%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$0.27	$0.21	+565.52%
Revenue	—	$147M	—

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based solely on numerical results.

What It Means

JFrog's strong EPS performance significantly exceeded expectations, leading to a positive stock reaction of nearly 6%. However, the company did not provide revenue figures or guidance, leaving some uncertainty about future performance. Investors may view the EPS beat as a sign of operational strength, but the lack of revenue data could raise questions about overall growth.

Company Snapshot

JFrog Ltd. is a technology company that specializes in software management and distribution, particularly for DevOps and cloud applications....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$0.21

Revenue

Revenue growth is crucial for assessing the company's market demand and overall business health.

$147M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

JFrog Ltd. is a technology company that specializes in software management and distribution, particularly for DevOps and cloud applications. As a player in the Information Technology sector, JFrog's solutions are essential for businesses looking to streamline their software development processes and improve efficiency.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+346.24%

Avg Stock Reaction

+1.34%

Last Quarter Recap

In Q4-2025, JFrog reported an EPS of $0.22, significantly beating expectations. The stock reacted positively, gaining 2.51% the following day.

Management Promises & Guidance

Continued focus on expanding cloud services.
Commitment to enhancing customer support and engagement.
Plans to introduce new features to improve user experience.

Expectations

Wall Street Expectations

Analysts expect JFrog to maintain its strong performance with a consensus EPS of $0.21 and revenue of $147M. The company has consistently beaten earnings expectations in the past, which adds to investor optimism.

Bull Case

If JFrog can deliver strong earnings and revenue growth, it could reinforce its position as a leader in the software management space, attracting more investors.

Bear Case

On the flip side, if the company fails to meet expectations or provides weak guidance, it could lead to a significant drop in stock price, especially given the high implied volatility.

Key Metrics to Watch

EPS

$0.21

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$147M

Revenue growth is crucial for assessing the company's market demand and overall business health.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will JFrog's EPS exceed the consensus estimate of $0.21?

A beat on EPS would reinforce the company's strong performance trend and could lead to positive market reactions.

What guidance will JFrog provide for future revenue growth?

Investors will be keen to understand the company's outlook, especially in the context of its recent strong performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating JFrog's potential for revenue growth due to its expanding cloud services, which could drive higher demand than anticipated.

Supporting Evidence

JFrog has consistently beaten EPS estimates, indicating strong operational efficiency.

The options market is pricing in a larger move than historical averages, suggesting heightened expectations.

Recent insider selling may indicate a cautious approach, contrasting with the bullish sentiment.

Key Risk

If revenue growth significantly exceeds $147M, it could challenge the current consensus view.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching JFrog's ability to sustain its growth trajectory amid increasing competition in the software management space.

Bull Confirmed If

Earnings growth exceeding $0.21 per share with revenue surpassing $147M would confirm the bullish outlook.

Bear Confirmed If

Any earnings below $0.20 per share or revenue below $147M would confirm bearish sentiment.

Pre-Earnings Positioning

Options Market

Implied Move

±15.24%

Historical Avg

±3.3%

Pricing rich

The options market is pricing in a substantial move, suggesting that investors are anticipating significant volatility around the earnings report.

Options are pricing ±25.4% while FROG has averaged ±3.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.8%

30d HV

63.8%

Calls (115K)P/C Ratio: 0.34Puts (112K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$643,011.53

15,000 sh

1 insider

Net

$643,011.53

Net selling

Most Active Insiders· 3 open-market trades

CHIEF TECHNOLOGY OFFICERLandman Yoav
$643,011.53

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If JFrog beats expectations, history suggests the stock could rise around 0.56%, confirming the bullish sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may see minimal movement as investors digest the news.

Miss

A miss could lead to a decline, with historical patterns suggesting a potential drop of around 2.63%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product features or enhancements.
2Insights into customer acquisition and retention strategies.
3Discussion on competitive landscape and market positioning.
4Guidance on future revenue expectations and growth drivers.

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Company Snapshot

JFrog Ltd. is a technology company that specializes in software management and distribution, particularly for DevOps and cloud applications....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$0.21

Revenue

Revenue growth is crucial for assessing the company's market demand and overall business health.

$147M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+346.24%

Avg Stock Reaction

+1.34%

Last Quarter Recap

In Q4-2025, JFrog reported an EPS of $0.22, significantly beating expectations. The stock reacted positively, gaining 2.51% the following day.

Management Promises & Guidance

Continued focus on expanding cloud services.
Commitment to enhancing customer support and engagement.
Plans to introduce new features to improve user experience.

Expectations

Wall Street Expectations

Bull Case

If JFrog can deliver strong earnings and revenue growth, it could reinforce its position as a leader in the software management space, attracting more investors.

Bear Case

On the flip side, if the company fails to meet expectations or provides weak guidance, it could lead to a significant drop in stock price, especially given the high implied volatility.

Key Metrics to Watch

EPS

$0.21

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$147M

Revenue growth is crucial for assessing the company's market demand and overall business health.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will JFrog's EPS exceed the consensus estimate of $0.21?

A beat on EPS would reinforce the company's strong performance trend and could lead to positive market reactions.

What guidance will JFrog provide for future revenue growth?

Investors will be keen to understand the company's outlook, especially in the context of its recent strong performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating JFrog's potential for revenue growth due to its expanding cloud services, which could drive higher demand than anticipated.

Supporting Evidence

JFrog has consistently beaten EPS estimates, indicating strong operational efficiency.

The options market is pricing in a larger move than historical averages, suggesting heightened expectations.

Recent insider selling may indicate a cautious approach, contrasting with the bullish sentiment.

Key Risk

If revenue growth significantly exceeds $147M, it could challenge the current consensus view.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching JFrog's ability to sustain its growth trajectory amid increasing competition in the software management space.

Bull Confirmed If

Earnings growth exceeding $0.21 per share with revenue surpassing $147M would confirm the bullish outlook.

Bear Confirmed If

Any earnings below $0.20 per share or revenue below $147M would confirm bearish sentiment.

Pre-Earnings Positioning

Options Market

Implied Move

±15.24%

Historical Avg

±3.3%

Pricing rich

The options market is pricing in a substantial move, suggesting that investors are anticipating significant volatility around the earnings report.

Options are pricing ±25.4% while FROG has averaged ±3.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.8%

30d HV

63.8%

Calls (115K)P/C Ratio: 0.34Puts (112K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$643,011.53

15,000 sh

1 insider

Net

$643,011.53

Net selling

Most Active Insiders· 3 open-market trades

CHIEF TECHNOLOGY OFFICERLandman Yoav
$643,011.53

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If JFrog beats expectations, history suggests the stock could rise around 0.56%, confirming the bullish sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may see minimal movement as investors digest the news.

Miss

A miss could lead to a decline, with historical patterns suggesting a potential drop of around 2.63%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product features or enhancements.
2Insights into customer acquisition and retention strategies.
3Discussion on competitive landscape and market positioning.
4Guidance on future revenue expectations and growth drivers.