FROG Earnings

FROG reported its earnings on 2026-02-12, showcasing a revenue of 145.31M against an estimate of 137.97M, resulting in a 5.32% surprise. The EPS was 0.22, surpassing the expected 0.19 by 15.79%. The stock experienced a -3.04% price change on the earnings day and a -5.65% change over the next five days, reflecting market reactions to the results.

Following FROG's earnings announcement on 2026-02-12, the stock price moved by -3.04% on the day of the release. Over the subsequent five days, it saw a -5.65% change. Historically, FROG's stock price tends to shift by an average of 3.6% in the 10 days leading up to earnings and 4.53% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate FROG's annual revenue to reach 143.35M, while the EPS is projected at 0.20. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates revised downward by -0.02% over the past three months, indicating analyst expectation in the company's performance.

The correlation between FROG's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved revised downward by -0.02%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, FROG's stock price typically moves by 3.6% in the 10 days before its earnings and 4.53% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.20 and revenue of 143.35M.

The earnings call summary indicates strong financial performance and optimistic guidance, particularly in cloud revenue growth and net dollar retention. The Q&A reveals positive sentiment towards AI-driven growth and strategic partnerships, like those with NVIDIA and Hugging Face, which are expected to drive new customer acquisition. Despite some concerns about revenue estimates tied to security incidents, the overall outlook remains positive, with disciplined investment plans and increased demand for products like JFrog ML. Given the company's market cap, the stock price is likely to react positively within the next two weeks.