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 solutions for managing and distributing software packages....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well JFrog is managing its costs and generating income.

N/A

Revenue Growth

Revenue growth is essential for assessing the company's ability to expand its market share and meet investor expectations.

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 solutions for managing and distributing software packages. As part of the information technology sector, JFrog plays a crucial role in the growing demand for cloud-based software and DevOps tools, which help companies streamline their software development processes.

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 EPS of $0.27, significantly beating expectations by over 500%. The stock reacted positively, gaining nearly 6% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are optimistic about JFrog's upcoming earnings report, especially given its strong performance in the last quarter. However, uncertainty remains due to the lack of guidance and analyst estimates.

Bull Case

If JFrog continues its trend of beating EPS estimates, it could further boost investor confidence and drive the stock price higher.

Bear Case

On the other hand, if the company fails to meet expectations or provides weak guidance, it could lead to a significant drop in the stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter?

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

What is the revenue growth rate?

Revenue growth is critical for assessing the company's market position and future potential, especially in a competitive tech landscape.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate JFrog's ability to sustain its growth trajectory despite economic headwinds, given its recent strong performance.

Supporting Evidence

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

The options market is pricing in a significant move, suggesting that traders expect volatility that could favor a positive outcome.

Key Risk

If revenue growth comes in below expectations, it could undermine the bullish sentiment surrounding the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is pivotal as it will indicate whether JFrog can maintain its momentum in a challenging market.

Bull Confirmed If

An EPS of $0.30 or higher would confirm strong profitability and investor confidence.

Bear Confirmed If

An EPS below $0.20 would raise concerns about the company's growth prospects.

Pre-Earnings Positioning

Options Market

Implied Move

±28.7%

Historical Avg

±3.3%

Pricing rich

The options market is pricing in a substantial move, indicating that traders expect significant 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

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 by around 1.34%, confirming the bullish sentiment.

In-Line / Cautious

If results are in line with expectations but management is cautious, the stock may experience muted movement as investors reassess.

Miss

If JFrog misses expectations, history suggests a potential decline of around 7.69%, which could alarm investors.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or partnerships that could drive future growth.
2Management's commentary on market conditions and competitive landscape.
3Insights into customer acquisition and retention metrics.
4Any guidance on future earnings or revenue expectations.
5Discussion on operational efficiencies and cost management strategies.

See the full picture

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Company Snapshot

JFrog Ltd. is a technology company that specializes in software solutions for managing and distributing software packages....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well JFrog is managing its costs and generating income.

N/A

Revenue Growth

Revenue growth is essential for assessing the company's ability to expand its market share and meet investor expectations.

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 EPS of $0.27, significantly beating expectations by over 500%. The stock reacted positively, gaining nearly 6% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If JFrog continues its trend of beating EPS estimates, it could further boost investor confidence and drive the stock price higher.

Bear Case

On the other hand, if the company fails to meet expectations or provides weak guidance, it could lead to a significant drop in the stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter?

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

What is the revenue growth rate?

Revenue growth is critical for assessing the company's market position and future potential, especially in a competitive tech landscape.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate JFrog's ability to sustain its growth trajectory despite economic headwinds, given its recent strong performance.

Supporting Evidence

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

The options market is pricing in a significant move, suggesting that traders expect volatility that could favor a positive outcome.

Key Risk

If revenue growth comes in below expectations, it could undermine the bullish sentiment surrounding the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is pivotal as it will indicate whether JFrog can maintain its momentum in a challenging market.

Bull Confirmed If

An EPS of $0.30 or higher would confirm strong profitability and investor confidence.

Bear Confirmed If

An EPS below $0.20 would raise concerns about the company's growth prospects.

Pre-Earnings Positioning

Options Market

Implied Move

±28.7%

Historical Avg

±3.3%

Pricing rich

The options market is pricing in a substantial move, indicating that traders expect significant 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

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 by around 1.34%, confirming the bullish sentiment.

In-Line / Cautious

If results are in line with expectations but management is cautious, the stock may experience muted movement as investors reassess.

Miss

If JFrog misses expectations, history suggests a potential decline of around 7.69%, which could alarm investors.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or partnerships that could drive future growth.
2Management's commentary on market conditions and competitive landscape.
3Insights into customer acquisition and retention metrics.
4Any guidance on future earnings or revenue expectations.
5Discussion on operational efficiencies and cost management strategies.