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  • A Look at JFrog’s (FROG) Valuation Following Breakout Q3 Results and Upgraded Outlook

    A Look at JFrog’s (FROG) Valuation Following Breakout Q3 Results and Upgraded Outlook

    JFrog (FROG) captured market attention after releasing third quarter results that beat expectations on revenue and earnings. Cloud revenue jumped 50% year over year, which reflects broader adoption across enterprise customers.

    See our latest analysis for JFrog.

    Following these blowout results, JFrog’s share price has soared, jumping nearly 27% in a single day and delivering a 95% year-to-date share price return. That momentum reflects investor excitement about cloud growth, product innovation, and a brighter outlook, even as some long-term holders are still just above breakeven on a five-year total shareholder return basis.

    If you’re looking to spot fast-rising names with inside ownership skin in the game, now’s a good moment to broaden your search and discover fast growing stocks with high insider ownership

    Yet with share prices approaching new highs and analyst targets, it raises an important question: is JFrog still undervalued after this rally, or has the market already priced in most of its future growth potential?

    With JFrog last closing at $60, the most widely followed narrative puts fair value at $56.44, just under current levels. This sets up a lively debate about whether the rally has sprinted beyond reasonable expectations, given where growth and profitability might land in the coming years.

    Continued product expansion and innovation targeting advanced security features, ML model lifecycle management, and new pricing packages position JFrog to raise contract values and further penetrate its growing addressable market. This supports both revenue acceleration and long-term earnings growth as digital transformation intensifies across industries.

    Read the complete narrative.

    Wondering which bold forecasts are fueling this premium valuation? The narrative builds a case on aggressive top-line growth and a dramatic turn-around in profitability. See the concrete assumptions that drive this punchy fair value and decide if they stack up to reality.

    Result: Fair Value of $56.44 (OVERVALUED)

    Have a read of the narrative in full and understand what’s behind the forecasts.

    However, slowing cloud migration or rising competition in security could dampen JFrog’s growth outlook and challenge the assumptions behind these bullish forecasts.

    Find out about the key risks to this JFrog narrative.

    If you see things differently or want to follow your own hunches, it’s easy to dive in and craft your own take in just a few minutes. Do it your way

    A great starting point for your JFrog research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.

    Expand your investment playbook right now by targeting the boldest opportunities screeners reveal. These picks can give you an informed edge and help you avoid missing the next breakout star.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

    Companies discussed in this article include FROG.

    Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

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  • Making sense of Trump’s nuclear sabre rattling

    Making sense of Trump’s nuclear sabre rattling

    The Heritage Foundation document clearly identifies ‘Communist China’ as the US’s main adversary with the potential to overtake it in terms of nuclear weapons. “Beijing presents a challenge to American interests across the domains of…

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  • Dwarf Galaxies May Hold the Answers to the Debate on Dark Matter

    Dark Matter is one of the tenacious mysteries facing astronomers and cosmologists today. This theoretical mass was proposed in the 1960s as a way to explain the rotational curves of galaxies, which indicated that they had greater mass…

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  • Grok can turn images into videos with a simple long press — Elon Musk reveals how

    Grok can turn images into videos with a simple long press — Elon Musk reveals how

    Elon Musk has once again captured the internet’s attention, this time by demonstrating a new AI-powered feature that can transform any still image into a video in just two simple steps.

    On Sunday, the Tesla and X chief posted on X, “Long press…

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  • Jamie Dimon shares why he never reads text messages at work

    Jamie Dimon shares why he never reads text messages at work

    Jamie Dimon, chief executive officer of JPMorgan Chase & Co., speaks during the 2025 National Retirement Summit in Washington, DC, US, on Wednesday, March 12, 2025.

    Al Drago | Bloomberg | Getty Images

    JPMorgan Chase CEO Jamie Dimon recently opened up about his phone habits at work, including never reading text messages and having his phone notifications turned off.

    “I don’t have notifications,” the finance boss told CNN’s Erin Burnett in an interview. “If you sent me a text during the day, I probably do not read it.”

    He added: “The only notifications I get is from my kids. That’s it. When they text me, I get that.”

    The 69-year-old revealed that he doesn’t carry his phone around with him all the time and prioritizes deep focus at work.

    “When I’m walking around the building and going to meetings, I don’t have it on me. It’s in my office,” he said. “When I go to my meetings, I did the pre-reads and I’m 100% focused on us, what you’re talking about, why you’re talking about it, as opposed to I’m distracted and I’m thinking about other things.”

    Dimon has previously aired his gripes about poor meeting etiquette and said at Fortune’s Most Powerful Women Summit in October that using phones in meetings is “disrespectful” and “wastes time.”

    “If you have an iPad in front of me and it looks like you’re reading your email or getting notifications, I’ll tell you to close the damn thing,” he said at the time.

    He explained that meetings should have a purpose and that checking emails and getting distracted are red flags.

    Working from home

    Dimon has remained critical of some of the newest shifts in the workplake brought about by the youngest generation at work: Gen Z. Dimon has adhered to more traditional ways of working, often expecting his employees to do the same.

    Earlier this year, JPMorgan Chase’s CEO went on a rant in a leaked audio recording, to JPMorgan employees about working from home and phone usage in meetings after workers complained about having to return to the office five days a week.

    Dimon told them to quit saying he was concerned about the “damage” that work from home was doing to younger recruits.

    “Don’t give me this s— that work-from-home Friday works … I call a lot of people on Fridays, and there’s not a goddamn person you can get a hold of … I’ve had it with this kind of stuff,” he said in the recording.

    “They’re here, they’re there, the Zooms [Gen Z], and the zoomers don’t show up … That’s not how you run a great company.”

    He even took a shot at managers in the call saying they were abusing the privilege of working from home to slack off. When on Zoom, managers were looking at their mail, sending texts and not paying attention, Dimon said. “And if you don’t think that slows down efficiency, creativity, creates rudeness – it does,” he added.

    Work etiquette

    Anastasia Dedyukhina, a digital wellbeing expert, previously told CNBC Make It that frequently checking your smartphone reduces the quality of your conversations with friends and colleagues. A 2023 survey by Reviews.org found that Americans check their phones an average of 144 times a day.

    She explained that even just a having a phone near you can be extremely distracting. Using a phone could also leave a bad impression on managers and colleagues and is bad working etiquette.

    “I would also keep thinking about it because for our minds, a smartphone and the sound of a smartphone is a highly attractive stimuli. So when I hear my phone ringing and make a notification, for my mind, it’s the same as if you were calling me by my name,” Dedyukhina said.

    That’s why Harvard University associate professor Alison Wood Brooks formerly shared with CNBC Make It that it’s important to focus in meetings as it makes you appear smarter and more likable. This includes asking follow up questions and paraphrasing and repeating what the other person said back to them.

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  • Tyronn Lue says Kawhi Leonard will miss ‘the next few games’ with sprained ankle

    Tyronn Lue says Kawhi Leonard will miss ‘the next few games’ with sprained ankle

    Kawhi Leonard played in the first three games of the season, averaging 24.3 points, 5.7 rebounds and 3.5 assists per game.

    INGLEWOOD, Calif. (AP) — Kawhi Leonard will miss “the next few games” for the Los Angeles Clippers due to a sprained…

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  • Syria’s al-Sharaa arrives in US for official visit | News

    Syria’s al-Sharaa arrives in US for official visit | News

    Visit comes as Syria announces launching a ‘large-scale operation’ targeting ISIL cells across the country.

    Syrian President Ahmed al-Sharaa has arrived in the…

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  • Doekhi double ends Bayern’s winning run in Berlin draw-Xinhua

    BERLIN, Nov. 9 (Xinhua) — Bayern Munich’s 16-match winning streak across all competitions came to an end as Union Berlin held the defending champions to a thrilling 2-2 draw at home in the Bundesliga on Saturday.

    Union began with high…

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  • Severe Hypernatremia During Continuous Hemofiltration in an End-Stage Renal Disease (ESRD) Patient From the Kingdom of Saudi Arabia: A Case Report and Updated Review

    Severe Hypernatremia During Continuous Hemofiltration in an End-Stage Renal Disease (ESRD) Patient From the Kingdom of Saudi Arabia: A Case Report and Updated Review

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  • Severe Hypernatremia During Continuous Hemofiltration in an End-Stage Renal Disease (ESRD) Patient From the Kingdom of Saudi Arabia: A Case Report and Updated Review

    Severe Hypernatremia During Continuous Hemofiltration in an End-Stage Renal Disease (ESRD) Patient From the Kingdom of Saudi Arabia: A Case Report and Updated Review

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