Baird analyst Shrenik Kothari maintains $JFrog (FROG.US)$ with a buy rating, and sets the target price at $36.
According to TipRanks data, the analyst has a success rate of 79.0% and a total average return of 25.4% over the past year.
Furthermore, according to the comprehensive report, the opinions of $JFrog (FROG.US)$'s main analysts recently are as follows:
Post-Q3 report, there is a focus among investors on the company's Q4 cloud growth and the fiscal 2025 growth algorithm.
Following a robust Q3 report featuring 37% growth in billings and a surge in cRPO bookings to approximately 28%, along with a 47% increase in total RPO, analysts highlight JFrog's momentum in securing larger deals. Despite a conservative stance from management and an unchanged outlook for Q4 despite Q3's overachievement, there is continued confidence in JFrog's potential to broaden its use cases among existing clients.
The second quarter was challenged by the postponement of several significant cloud migration contracts, yet the third quarter witnessed the materialization of some of these agreements, leading to an acceleration in revenue growth. It's anticipated that enhanced net retention may begin to manifest in the 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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貝雅分析師Shrenik Kothari維持$JFrog (FROG.US)$買入評級，目標價36美元。
根據TipRanks數據顯示，該分析師近一年總勝率為79.0%，總平均回報率為25.4%。
此外，綜合報道，$JFrog (FROG.US)$近期主要分析師觀點如下：
第三季度報告後，投資者關注該公司第四季度的雲增長和2025財年的增長算法。
在一份強勁的第三季度報告中，賬單增長了37％，cRPO預訂量激增至約28％，RPO總額增長了47％，此後，分析師強調了jFrog在獲得更大交易方面的勢頭。儘管管理層持保守立場，儘管第三季度業績超群，但第四季度的前景保持不變，但人們仍然對jFrog在現有客戶中擴大其用例的潛力充滿信心。
第二季度受到幾份重要雲遷移合同延期的挑戰，但第三季度見證了其中一些協議的實現，導致收入增長加速。預計淨留存率的增加可能會在2025年開始顯現。
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