JFrog's Q1 Cloud Revenue Beat Shows Strong Usage Trends, Meaningful AI Pull-Through, UBS Says

MT Newswires Live

May 13

JFrog's (FROG) Q1 cloud revenue beat was above even the high end of investor expectations, demonstrating strong usage trends and meaningful artificial intelligence pull-through, UBS Securities said in a note Friday.

Management has noted that a large AI-native customer from Q1 2025 renewed in Q1 this year while another pending "high-profile" AI-native win is believed to come with Q2 earnings and be a key upside catalyst for the stock, according to the note.

The company is benefiting from multiple AI tailwinds, the brokerage said, adding it sees material room for further upward estimate revisions.

UBS raised its price target on JFrog to $80 from $60, and maintained its buy rating.

Shares of JFrog were down 3.5% in Tuesday trading.

Price: 66.57, Change: -2.45, Percent Change: -3.54

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.etasphere.com/news/2635246169"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2635246169\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2635246169?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-05-13 00:32","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2635246169","market":"us","top_or_hot":-1,"title":"JFrog's Q1 Cloud Revenue Beat Shows Strong Usage Trends, Meaningful AI Pull-Through, UBS Says","media":"MT Newswires Live","content":"<html><body><p> JFrog's (FROG) Q1 cloud revenue beat was above even the high end of investor expectations, demonstrating strong usage trends and meaningful artificial intelligence pull-through, UBS Securities said in a note Friday.</p><p>Management has noted that a large AI-native customer from Q1 2025 renewed in Q1 this year while another pending \"high-profile\" AI-native win is believed to come with Q2 earnings and be a key upside catalyst for the stock, according to the note.</p><p>The company is benefiting from multiple AI tailwinds, the brokerage said, adding it sees material room for further upward estimate revisions.</p><p>UBS raised its price target on JFrog to $80 from $60, and maintained its buy rating.</p><p>Shares of JFrog were down 3.5% in Tuesday trading.</p><p>Price: 66.57, Change: -2.45, Percent Change: -3.54</p></body></html>","source":"mtnewswires_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JFrog's Q1 Cloud Revenue Beat Shows Strong Usage Trends, Meaningful AI Pull-Through, UBS Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJFrog's Q1 Cloud Revenue Beat Shows Strong Usage Trends, Meaningful AI Pull-Through, UBS Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-05-13 00:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> JFrog's (FROG) Q1 cloud revenue beat was above even the high end of investor expectations, demonstrating strong usage trends and meaningful artificial intelligence pull-through, UBS Securities said in a note Friday.</p><p>Management has noted that a large AI-native customer from Q1 2025 renewed in Q1 this year while another pending \"high-profile\" AI-native win is believed to come with Q2 earnings and be a key upside catalyst for the stock, according to the note.</p><p>The company is benefiting from multiple AI tailwinds, the brokerage said, adding it sees material room for further upward estimate revisions.</p><p>UBS raised its price target on JFrog to $80 from $60, and maintained its buy rating.</p><p>Shares of JFrog were down 3.5% in Tuesday trading.</p><p>Price: 66.57, Change: -2.45, Percent Change: -3.54</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AIPO","symbol_name":"Defiance AI and Power Infrastructure ETF","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2635246169","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2635246169","pubTimestamp":1778603548,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"summary":"JFrog's  Q1 cloud revenue beat was above even the high end of investor expectations, demonstrating strong usage trends and meaningful artificial intelligence pull-through, UBS Securities said in a note Friday.Management has noted that a large AI-native customer from Q1 2025 renewed in Q1 this year while another pending \"high-profile\" AI-native win is believed to come with Q2 earnings and be a key upside catalyst for the stock, according to the note.The company is benefiting from multiple AI tailwinds, the brokerage said, adding it sees material room for further upward estimate revisions.UBS raised its price target on JFrog to $80 from $60, and maintained its buy rating.Shares of JFrog were down 3.5% in Tuesday trading.Price: 66.57, Change: -2.45, Percent Change: -3.54","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"AIPO":"Defiance AI and Power Infrastructure ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","ARTY":"ISHARES FUTURE AI & TECH ETF","FROG":"FrogAds, Inc.","AGIX":"通用人工智能 ETF-AGIX"},"translate_title":"瑞银表示，JFrog第一季度云收入增长显示出强劲的使用趋势和有意义的人工智能突破","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"FROG":1.5,"ARTY":1.5,"CHAT":1.5},"content_text":"JFrog's (FROG) Q1 cloud revenue beat was above even the high end of investor expectations, demonstrating strong usage trends and meaningful artificial intelligence pull-through, UBS Securities said in a note Friday.Management has noted that a large AI-native customer from Q1 2025 renewed in Q1 this year while another pending \"high-profile\" AI-native win is believed to come with Q2 earnings and be a key upside catalyst for the stock, according to the note.The company is benefiting from multiple AI tailwinds, the brokerage said, adding it sees material room for further upward estimate revisions.UBS raised its price target on JFrog to $80 from $60, and maintained its buy rating.Shares of JFrog were down 3.5% in Tuesday trading.Price: 66.57, Change: -2.45, Percent Change: -3.54","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}