Barclays analyst Ryan MacWilliams maintains $JFrog (FROG.US)$ with a buy rating, and maintains the target price at $38.
According to TipRanks data, the analyst has a success rate of 60.7% and a total average return of 16.4% over the past year.
Furthermore, according to the comprehensive report, the opinions of $JFrog (FROG.US)$'s main analysts recently are as follows:
Investor attention has been drawn to the company's fourth-quarter cloud performance and its growth projections for fiscal year 2025 following the third-quarter report.
JFrog's recent third-quarter report demonstrated strong performance, with billings growing by 37%, cRPO bookings accelerating to approximately 28%, and a total RPO increase of 47%, indicative of momentum in larger deals. Despite the company maintaining a cautious stance and not substantially altering their fourth-quarter guidance after outperforming in the third quarter, analysts recognize the potential for JFrog to grow through the expansion of use cases among its current customer base.
Q2 was marked by the postponement of numerous significant cloud migration contracts, yet some of these agreements were finalized in Q3, leading to an uptick in revenue growth. It's anticipated that there will be an enhancement in net retention starting in the calendar year 2025.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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巴克萊銀行分析師Ryan MacWilliams維持$JFrog (FROG.US)$買入評級,維持目標價38美元。
根據TipRanks數據顯示,該分析師近一年總勝率為60.7%,總平均回報率為16.4%。
此外,綜合報道,$JFrog (FROG.US)$近期主要分析師觀點如下:
繼第三季度報告發布後,投資者注意到了該公司第四季度的雲業績及其對2025財年的增長預測。
jFrog最近的第三季度報告顯示出強勁的表現,賬單增長了37%,cRPO預訂量加速至約28%,RPO總額增長了47%,這表明了大宗交易的勢頭。儘管該公司保持謹慎立場,在第三季度表現跑贏大盤後沒有實質性改變第四季度的預期,但分析師認識到,通過擴大現有客戶群的用例,JFrog有可能實現增長。
第二季度以許多重要的雲遷移合同被推遲爲標誌,但其中一些協議是在第三季度敲定的,導致收入增長回升。預計從2025日曆年開始,淨留存率將有所提高。
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