Equity Profile

FROG

JFrog Ltd.

Information TechnologySystems Software$10.2B

Aug6Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

JFrog Ltd. is a technology company that specializes in software management solutions, particularly for DevOps and continuous integration/continuous delivery (CI/CD) processes....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of a company's profitability and will indicate how well JFrog is managing its costs and generating income.

N/A

Revenue Growth

Revenue growth will provide insights into JFrog's market demand and overall business health, especially in a competitive software landscape.

N/A

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

FROG Q2-2026 Earnings Preview

Context

Company Snapshot

JFrog Ltd. is a technology company that specializes in software management solutions, particularly for DevOps and continuous integration/continuous delivery (CI/CD) processes. As a key player in the information technology sector, JFrog's products help organizations manage their software releases efficiently, which is increasingly important as companies move to cloud-based solutions.

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 Q1 2026, JFrog reported an impressive earnings surprise with an EPS of $0.27, significantly beating expectations. The stock reacted positively, gaining nearly 6% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations for JFrog's upcoming earnings are mixed, with investors keenly watching for continued strong performance after recent earnings surprises.

Bull Case

The bullish perspective hinges on JFrog maintaining its momentum from previous quarters, potentially showing strong revenue growth and further EPS beats, which could lead to a significant stock price increase.

Bear Case

Conversely, the bearish view suggests that any signs of slowing growth or failure to meet high expectations could lead to a sharp decline in the stock price, especially given the high implied volatility.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2 2026?

Given JFrog's history of beating EPS estimates, the market will closely watch this figure to gauge ongoing profitability.

How is revenue growth trending compared to previous quarters?

Investors need to understand if JFrog can sustain its growth trajectory, especially in a competitive environment.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating JFrog's ability to sustain its growth trajectory, particularly given its recent earnings surprises.

Supporting Evidence

JFrog has consistently beaten EPS estimates, suggesting strong operational execution.

The options market is pricing a much larger move than historical averages, indicating that traders expect significant volatility.

Key Risk

If JFrog's revenue growth exceeds expectations, it could challenge the current cautious sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter centers on whether JFrog can maintain its strong earnings performance amidst market challenges.

Bull Confirmed If

If JFrog reports an EPS of $0.30 or higher, it would confirm strong operational performance.

Bear Confirmed If

An EPS below $0.20 would raise concerns about profitability and growth sustainability.

Pre-Earnings Positioning

Options Market

Implied Move

±29.13%

Historical Avg

±3.3%

Pricing rich

The options market is pricing in a significant move, indicating that traders expect volatility around the earnings announcement.

Options are pricing ±29.1% while FROG has averaged ±3.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.7%

30d HV

78.9%

Calls (49K)P/C Ratio: 0.03Puts (14K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Information Technology

n=30

Fade rate: 4 of 9 (44%)

This setup has occurred 30 times across Information Technology in the last 2 years. 4 of 9 faded and 5 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 4.4%, with a raw directional average of -0.5% (modestly negative historical bias).

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 a potential stock increase of around 1.34%, confirming ongoing strength in its business model.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors digest the commentary and guidance.

Miss

A miss could lead to a decline, with historical patterns suggesting a potential drop of around 3.34%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer acquisition and retention rates.
2Insights into product demand and market expansion strategies.
3Management's outlook on future revenue growth and profitability.
4Details on any new product launches or enhancements.
5Comments on competitive pressures and how JFrog plans to address them.

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Company Snapshot

JFrog Ltd. is a technology company that specializes in software management solutions, particularly for DevOps and continuous integration/continuous delivery (CI/CD) processes....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of a company's profitability and will indicate how well JFrog is managing its costs and generating income.

N/A

Revenue Growth

Revenue growth will provide insights into JFrog's market demand and overall business health, especially in a competitive software landscape.

N/A

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

FROG Q2-2026 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 Q1 2026, JFrog reported an impressive earnings surprise with an EPS of $0.27, significantly beating expectations. The stock reacted positively, gaining nearly 6% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations for JFrog's upcoming earnings are mixed, with investors keenly watching for continued strong performance after recent earnings surprises.

Bull Case

Bear Case

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2 2026?

Given JFrog's history of beating EPS estimates, the market will closely watch this figure to gauge ongoing profitability.

How is revenue growth trending compared to previous quarters?

Investors need to understand if JFrog can sustain its growth trajectory, especially in a competitive environment.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating JFrog's ability to sustain its growth trajectory, particularly given its recent earnings surprises.

Supporting Evidence

JFrog has consistently beaten EPS estimates, suggesting strong operational execution.

The options market is pricing a much larger move than historical averages, indicating that traders expect significant volatility.

Key Risk

If JFrog's revenue growth exceeds expectations, it could challenge the current cautious sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter centers on whether JFrog can maintain its strong earnings performance amidst market challenges.

Bull Confirmed If

If JFrog reports an EPS of $0.30 or higher, it would confirm strong operational performance.

Bear Confirmed If

An EPS below $0.20 would raise concerns about profitability and growth sustainability.

Pre-Earnings Positioning

Options Market

Implied Move

±29.13%

Historical Avg

±3.3%

Pricing rich

The options market is pricing in a significant move, indicating that traders expect volatility around the earnings announcement.

Options are pricing ±29.1% while FROG has averaged ±3.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.7%

30d HV

78.9%

Calls (49K)P/C Ratio: 0.03Puts (14K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Information Technology

n=30

Fade rate: 4 of 9 (44%)

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 a potential stock increase of around 1.34%, confirming ongoing strength in its business model.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors digest the commentary and guidance.

Miss

A miss could lead to a decline, with historical patterns suggesting a potential drop of around 3.34%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer acquisition and retention rates.
2Insights into product demand and market expansion strategies.
3Management's outlook on future revenue growth and profitability.
4Details on any new product launches or enhancements.
5Comments on competitive pressures and how JFrog plans to address them.