FROG JFrog Ltd. - Ordinary shares
NASDAQ · Technology · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 7, 2026
$95.50
· of 52w range
· above low
· to high
$34.0552w low
$105.7652w high
Market Cap (MRQ)
$11.75B
P/E (TTM)
-258.1
EPS (TTM)
$-0.37
Revenue (TTM)
$600M
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52W Range
$34–$106
Analyst Rating
BUY
Price Target
$112
P/E
-258.1
ROE
-4.9%
Net Profit Margin
-7.3%
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FROG Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$95.50
Market Cap (MRQ)
$11.75B
P/E (TTM)
-258.1
EPS (TTM)
$-0.37
Revenue (TTM)
$600M
ROE (TTM)
-4.9%
52W Range
$34–$106
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About JFrog Ltd. - Ordinary shares Company overview from Wikipedia
sectorTechnology
industryTechnology
employees1,800
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$532M2018-12-31 → 2025-12-31
EPS$-0.622020-12-31 → 2025-12-31
Free Cash Flow$142M2020-12-31 → 2025-12-31
Net margin-7.3%2020-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | FROG | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | -258.15Y avg ≈-54.6 | ≈-54.6 | · | · | |
| P/S (TTM) | 19.65Y avg ≈10.8 | ≈10.8 | 8.3 | Overvalued | |
| P/B (MRQ) | 12.25Y avg ≈5.2 | ≈5.2 | 8.8 | Overvalued | |
| Price / FCF (TTM) | 69.25Y avg ≈76.4 | ≈76.4 | · | · | |
| Price / Cash Flow (TTM) | 66.75Y avg ≈66.9 | ≈66.9 | 22.8 | Overvalued | |
| Price / Tangible Book (MRQ) | 12.65Y avg ≈9.8 | ≈9.8 | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | FROG | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 77.9%5Y avg ≈77.9% | ≈77.9% | 78.2% | In line | |
| Operating Margin (TTM) | -11.5%5Y avg ≈-25.1% | ≈-25.1% | 0.04% | Weak | |
| EBITDA Margin (TTM) | -7.8%5Y avg ≈-20.4% | ≈-20.4% | 2.3% | Weak | |
| Pretax Margin (TTM) | -6.8%5Y avg ≈-21.3% | ≈-21.3% | 5.2% | Weak | |
| Net Profit Margin (TTM) | -7.3%5Y avg ≈-22.1% | ≈-22.1% | 2.8% | Weak | |
| ROA (TTM) | -3.3%5Y avg ≈-7.6% | ≈-7.6% | 2.7% | Weak | |
| ROE (TTM) | -4.9%5Y avg ≈-10.2% | ≈-10.2% | 14.8% | Weak | |
| ROIC | -11.3%5Y avg ≈-12.3% | ≈-12.3% | 9.3% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | FROG | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 2.15Y avg ≈2.4 | ≈2.4 | 1.5 | Strong liquidity | |
| Quick Ratio (MRQ) | 2.05Y avg ≈2.3 | ≈2.3 | 0.8 | Strong liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | FROG | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 24.1%5Y avg ≈28.8% | ≈28.8% | · | · | |
| Revenue CAGR 3Y | 23.8%5Y avg ≈27.9% | ≈27.9% | · | · | |
| Revenue CAGR 5Y | 28.7% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | FROG | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.45Y avg ≈0.4 | ≈0.4 | 0.5 | Weak | |
| Receivables Turnover | 5.05Y avg ≈5.0 | ≈5.0 | 4.4 | Top tier | |
| Revenue / Employee | ≈$295.5K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
18.0%
Next Report
Nov 04, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Aug 5, 2026 | $0.27 | $0.24 | 10.2% |
| March 31, 2026 | May 7, 2026 | $0.27 | $0.22 | 24.0% |
| Dec. 31, 2025 | $0.22 | $0.19 | 14.1% | |
| Sept. 30, 2025 | $0.22 | $0.17 | 31.9% | |
| June 30, 2025 | $0.18 | $0.17 | 8.1% | |
| March 31, 2025 | $0.20 | $0.17 | 19.7% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $532M | $428M | $350M | $280M | $207M | $151M | $105M | |
| Cost of Revenue | $123M | $98M | $77M | $62M | $42M | $28M | $20M | |
| Gross Profit | $408M | $330M | $273M | $218M | $165M | $122M | $85M | |
| R&D Expense | $195M | $161M | $135M | $121M | $80M | $41M | $30M | |
| SG&A Expense | $81M | $70M | $63M | $56M | $57M | $35M | $18M | |
| Operating Expenses | $500M | $421M | $348M | $308M | $233M | $137M | $92M | |
| Operating Income | $-92M | $-91M | $-76M | $-90M | $-68M | $-14M | $-7M | |
| Other Non-op | $26M | $25M | $21M | $5M | $744.0K | $2M | $3M | |
| Pretax Income | $-66M | $-66M | $-55M | $-85M | $-68M | $-12M | $-4M | |
| Income Tax | $6M | $3M | $7M | $5M | $-3M | $-3M | $2M | |
| Net Income | $-72M | $-69M | $-61M | $-90M | $-64M | $-9M | $-5M | |
| EPS (Basic) | $-0.62 | $-0.63 | $-0.59 | $-0.91 | $-0.68 | $-0.20 | · | |
| EPS (Diluted) | $-0.62 | $-0.63 | $-0.59 | $-0.91 | $-0.68 | $-0.20 | · | |
| Shares (Basic) | 116,200,900 | 109,691,100 | 103,317,759 | 99,243,894 | 94,783,082 | 46,488,225 | · | |
| Shares (Diluted) | 116,200,900 | 109,691,100 | 103,317,759 | 99,243,894 | 94,783,082 | 46,488,225 | · | |
| EBITDA | $-67M | $-70M | $-60M | $-75M | $-60M | $-11M | · |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $76M | $50M | $85M | $46M | $68M | $164M | $39M | |
| Short-term Investments | $629M | $472M | $460M | $398M | $353M | $434M | $127M | |
| Receivables | $120M | $91M | $76M | $62M | $50M | $37M | $25M | |
| Prepaid Expense | $26M | $20M | $13M | $19M | $22M | $14M | $5M | |
| Current Assets | $873M | $649M | $646M | $532M | $499M | $653M | $199M | |
| PP&E (Net) | $6M | $6M | $7M | $8M | $7M | $5M | $4M | |
| PP&E (Gross) | $21M | $20M | $18M | $17M | $13M | $9M | $6M | |
| Accum. Depreciation | $16M | $14M | $12M | $9M | $6M | $4M | $3M | |
| Goodwill | $372M | $372M | $248M | $248M | $248M | $17M | $17M | |
| Intangibles | $40M | $61M | $26M | $38M | $48M | $4M | $6M | |
| Other Non-current Assets | $5M | $3M | $6M | $8M | $16M | $5M | $9M | |
| Total Assets | $1.34B | $1.13B | $973M | $871M | $853M | $689M | $238M | |
| Accounts Payable | $14M | $11M | $17M | $15M | $11M | $10M | $5M | |
| Accrued Liabilities | $78M | $52M | $36M | $29M | · | · | · | |
| Current Liabilities | $408M | $318M | $262M | $210M | $175M | $123M | $86M | |
| Capital Leases | $7M | $6M | $14M | $17M | $20M | $0 | · | |
| Other Non-current Liabilities | $7M | $6M | $4M | $3M | $712.0K | $2M | · | |
| Total Liabilities | $454M | $356M | $293M | $246M | $214M | $135M | $96M | |
| Common Stock | $335.0K | $315.0K | $297.0K | $283.0K | $272.0K | $257.0K | $80.0K | |
| Retained Earnings | $-431M | $-360M | $-290M | $-229M | $-139M | $-75M | $-65M | |
| Treasury Stock | $0 | · | · | · | · | · | · | |
| AOCI | $6M | $655.0K | $1M | $-3M | $611.0K | $372.0K | $35.0K | |
| Stockholders' Equity | $887M | $774M | $679M | $625M | $639M | $554M | $-33M | |
| Liabilities + Equity | $1.34B | $1.13B | $973M | $871M | $853M | $689M | $238M | |
| Shares Outstanding | 119,615,355 | 112,754,822 | 106,114,892 | 100,907,857 | 97,312,040 | 92,112,447 | 27,930,741 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| D&A | $25M | $21M | $15M | $15M | $9M | $4M | $3M | |
| Stock-based Comp | $157M | $131M | $95M | $69M | $57M | $24M | $9M | |
| Deferred Tax | $1M | $-1M | $987.0K | $1M | $-4M | $584.0K | $106.0K | |
| Amort. of Intangibles | $21M | $18M | $12M | $12M | $6M | $2M | $2M | |
| Other Non-cash | $35M | $29M | $24M | $27M | $30M | $11M | · | |
| Operating Cash Flow | $146M | $111M | $74M | $21M | $28M | $29M | $10M | |
| CapEx | $3M | $3M | $2M | $4M | $4M | $4M | $2M | |
| Investing Cash Flow | $-152M | $-165M | $-53M | $-53M | $-126M | $-312M | $-150M | |
| Financing Cash Flow | $31M | $21M | $18M | $11M | $1M | $406M | $736.0K | |
| Net Change in Cash | $26M | $-34M | $39M | $-23M | $-96M | $124M | $-139M | |
| Taxes Paid | $8M | $4M | $5M | $-2M | $153.0K | $-238.0K | $2M | |
| Free Cash Flow | $142M | $108M | $72M | $17M | $24M | $26M | · |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin | 76.8% | 77.1% | 78.0% | 77.8% | 79.8% | 81.1% | · | |
| Operating Margin | -17.3% | -21.3% | -21.6% | -32.1% | -33.1% | -9.4% | · | |
| Net Margin | -13.5% | -16.2% | -17.5% | -32.2% | -31.1% | -6.2% | · | |
| Pretax Margin | -12.4% | -15.4% | -15.6% | -30.3% | -32.7% | -8.1% | · | |
| EBITDA Margin | -12.7% | -16.2% | -17.2% | -26.9% | -28.8% | -7.0% | · | |
| ROA | -5.8% | -6.6% | -6.6% | -10.5% | -8.3% | -2.0% | · | |
| ROE | -8.4% | -9.0% | -9.2% | -14.4% | -10.0% | -1.7% | · | |
| ROIC | -11.3% | -12.4% | -12.5% | -15.3% | -10.2% | -2.0% | · |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.1 | 2.0 | 2.5 | 2.5 | 2.8 | 5.3 | · | |
| Quick Ratio | 2.0 | 1.9 | 2.4 | 2.4 | 2.7 | 5.2 | · |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | 0.4 | 0.3 | 0.3 | 0.3 | · | |
| Receivables Turnover | 5.0 | 5.1 | 5.1 | 5.0 | 4.7 | 4.9 | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $7.42 | $6.86 | $6.40 | $6.19 | $6.56 | $6.01 | · | |
| Revenue / Share | $4.58 | $3.91 | $3.39 | $2.82 | · | · | · | |
| Cash Flow / Share | $1.25 | $1.01 | $0.72 | $0.22 | · | · | · | |
| Cash / Share | $0.63 | $0.44 | $0.80 | $0.45 | $0.70 | $1.79 | · | |
| Dividend / Share | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | · | |
| EPS (TTM) | $-0.62 | $-0.63 | $-0.59 | $-0.91 | $-0.68 | $-0.20 | · |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 24.1% | 22.5% | 24.9% | 35.5% | 37.0% | · | · | |
| Revenue CAGR 3Y | 23.8% | 27.5% | 32.4% | · | · | · | · | |
| Revenue CAGR 5Y | 28.7% | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $532M | $428M | $350M | $280M | $207M | $151M | · | |
| Net Income TTM | $-72M | $-69M | $-61M | $-90M | $-64M | $-9M | · | |
| Market Cap | $7.47B | $3.32B | $3.67B | $2.15B | $2.89B | $5.79B | · | |
| P/E | -100.7 | -46.7 | -58.7 | -23.4 | -43.7 | -314.1 | · | |
| P/S | 14.0 | 7.7 | 10.5 | 7.7 | 14.0 | 38.4 | · | |
| P/B | 8.4 | 4.3 | 5.4 | 3.4 | 4.5 | 10.4 | · | |
| P / Tangible Book | 15.7 | 9.7 | 9.1 | 6.3 | 8.4 | 10.9 | · | |
| P / Cash Flow | 51.3 | 29.9 | 49.5 | 100.5 | 103.6 | 196.5 | · | |
| P / FCF | 52.5 | 30.8 | 50.9 | 125.9 | 122.1 | 223.1 | · | |
| Earnings Yield | -0.99% | -2.1% | -1.7% | -4.3% | -2.3% | -0.32% | · |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $164M | $154M | $145M | $137M | $127M | $122M | $116M | $109M | $103M | $100M | $97M | $89M | $84M | $80M | $77M | $72M | |
| Cost of Revenue | $36M | $34M | $32M | $31M | $30M | $30M | $29M | $27M | $22M | $21M | $20M | $20M | $18M | $18M | $17M | $16M | |
| Gross Profit | $128M | $120M | $113M | $106M | $97M | $92M | $88M | $82M | $81M | $80M | $77M | $69M | $66M | $61M | $59M | $56M | |
| R&D Expense | $54M | $52M | $53M | $51M | $47M | $43M | $45M | $43M | $37M | $36M | $33M | $33M | $34M | $35M | $33M | $32M | |
| SG&A Expense | $26M | $24M | $22M | $20M | $20M | $19M | $18M | $18M | $17M | $17M | $18M | $16M | $15M | $14M | $14M | $15M | |
| Operating Expenses | $141M | $133M | $134M | $128M | $123M | $115M | $113M | $112M | $100M | $96M | $92M | $87M | $85M | $85M | $84M | $80M | |
| Operating Income | $-13M | $-13M | $-21M | $-22M | $-26M | $-23M | $-25M | $-30M | $-19M | $-17M | $-15M | $-18M | $-19M | $-23M | $-25M | $-23M | |
| Other Non-op | $8M | $7M | $7M | $7M | $6M | $6M | $6M | $6M | $7M | $7M | $6M | $6M | $5M | $4M | $3M | $1M | |
| Pretax Income | $-6M | $-6M | $-14M | $-15M | $-20M | $-17M | $-20M | $-24M | $-12M | $-10M | $-9M | $-12M | $-14M | $-19M | $-22M | $-22M | |
| Income Tax | $-1M | $2M | $757.0K | $2M | $2M | $1M | $3M | $-1M | $2M | $-759.0K | $2M | $1M | $1M | $2M | $1M | $1M | |
| Net Income | $-4M | $-8M | $-15M | $-16M | $-22M | $-19M | $-23M | $-23M | $-14M | $-9M | $-11M | $-14M | $-15M | $-21M | $-23M | $-24M | |
| EPS (Basic) | $-0.03 | $-0.07 | $-0.13 | $-0.14 | $-0.19 | $-0.16 | $-0.21 | $-0.21 | $-0.13 | $-0.08 | $-0.10 | $-0.13 | $-0.15 | $-0.21 | $-0.23 | $-0.24 | |
| EPS (Diluted) | $-0.03 | $-0.07 | $-0.13 | $-0.14 | $-0.19 | $-0.16 | $-0.21 | $-0.21 | $-0.13 | $-0.08 | $-0.10 | $-0.13 | $-0.15 | $-0.21 | $-0.23 | $-0.24 | |
| Shares (Basic) | 121,815,903 | 120,159,190 | · | 117,263,245 | 115,250,067 | 113,447,099 | · | 110,771,942 | 108,944,738 | 107,025,351 | · | 104,134,649 | 102,512,578 | 101,260,549 | · | 99,617,687 | |
| Shares (Diluted) | 121,815,903 | 120,159,190 | · | 117,263,245 | 115,250,067 | 113,447,099 | · | 110,771,942 | 108,944,738 | 107,025,351 | · | 104,134,649 | 102,512,578 | 101,260,549 | · | 99,617,687 | |
| EBITDA | $-13M | $-7M | · | $-22M | $-26M | $-16M | · | $-30M | $-19M | $-13M | · | $-18M | $-19M | $-19M | · | $-23M |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $97M | $61M | $76M | $78M | $51M | $44M | $50M | $62M | $218M | $71M | $85M | $61M | $47M | $40M | $46M | $54M | |
| Short-term Investments | $728M | $680M | $629M | $573M | $560M | $519M | $472M | $406M | $373M | $508M | · | $441M | $423M | $407M | · | $380M | |
| Receivables | $136M | $114M | $120M | $104M | $83M | $84M | $91M | $93M | $82M | $67M | · | $61M | $62M | $63M | · | $49M | |
| Prepaid Expense | $31M | $27M | $26M | $25M | $24M | $17M | $20M | $18M | $17M | $18M | · | $14M | $17M | $21M | · | $19M | |
| Current Assets | $1.02B | $905M | $873M | $800M | $737M | $682M | $649M | $593M | $703M | $676M | · | $587M | $558M | $540M | · | $509M | |
| PP&E (Net) | $8M | $7M | $6M | $6M | $6M | $6M | $6M | $6M | $7M | $6M | · | $7M | $7M | $7M | · | $8M | |
| PP&E (Gross) | $26M | $23M | $21M | $22M | $21M | $20M | $20M | $20M | $20M | $19M | · | $18M | $18M | $17M | · | $17M | |
| Accum. Depreciation | $17M | $17M | $16M | $16M | $16M | $15M | $14M | $14M | $13M | $12M | · | $11M | $11M | $10M | · | $9M | |
| Goodwill | $372M | $372M | $372M | $372M | $372M | $372M | $372M | $371M | $248M | $248M | $248M | $248M | $248M | $248M | $248M | $248M | |
| Intangibles | $31M | $35M | $40M | $45M | $49M | $55M | $61M | $67M | $20M | $23M | · | $29M | $32M | $35M | · | $41M | |
| Other Non-current Assets | $6M | $5M | $5M | $4M | $4M | $4M | $3M | $4M | $7M | $6M | · | $8M | $9M | $10M | · | $11M | |
| Total Assets | $1.49B | $1.37B | $1.34B | $1.27B | $1.21B | $1.16B | $1.13B | $1.08B | $1.02B | $997M | · | $920M | $895M | $879M | · | $853M | |
| Accounts Payable | $8M | $17M | $14M | $17M | $11M | $10M | $11M | $16M | $16M | $14M | · | $15M | $13M | $14M | · | $13M | |
| Accrued Liabilities | $113M | $67M | $78M | $62M | $68M | $51M | $52M | $44M | $40M | $40M | · | $32M | $32M | $29M | · | · | |
| Current Liabilities | $477M | $400M | $408M | $368M | $347M | $319M | $318M | $292M | $270M | $260M | · | $234M | $224M | $214M | · | $192M | |
| Capital Leases | $10M | $11M | $7M | $4M | $6M | $5M | $6M | $8M | $10M | $12M | · | $16M | $18M | $17M | · | $16M | |
| Other Non-current Liabilities | $8M | $7M | $7M | $7M | $7M | $7M | $6M | $5M | $4M | $4M | · | $4M | $3M | $3M | · | $3M | |
| Total Liabilities | $529M | $449M | $454M | $406M | $382M | $356M | $356M | $325M | $300M | $289M | · | $267M | $259M | $250M | · | $228M | |
| Common Stock | $347.0K | $340.0K | $335.0K | $331.0K | $326.0K | $320.0K | $315.0K | $312.0K | $308.0K | $303.0K | · | $294.0K | $290.0K | $286.0K | · | $281.0K | |
| Retained Earnings | $-444M | $-440M | $-431M | $-416M | $-400M | $-378M | $-360M | $-336M | $-314M | $-299M | · | $-279M | $-265M | $-250M | · | $-206M | |
| Treasury Stock | $2M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| AOCI | $1M | $2M | $6M | $6M | $6M | $-1M | $655.0K | $454.0K | $-2M | $-144.0K | · | $-3M | $-3M | $-2M | $-3M | $-4M | |
| Stockholders' Equity | $961M | $924M | $887M | $859M | $826M | $800M | $774M | $756M | $721M | $708M | $679M | $653M | $636M | $629M | $625M | $625M | |
| Liabilities + Equity | $1.49B | $1.37B | $1.34B | $1.27B | $1.21B | $1.16B | $1.13B | $1.08B | $1.02B | $997M | · | $920M | $895M | $879M | · | $853M | |
| Shares Outstanding | 123,045,382 | 121,157,301 | 119,615,355 | 118,304,341 | 116,480,896 | 114,562,818 | 112,754,822 | 111,556,211 | 110,022,835 | 108,338,295 | · | 104,864,865 | 103,620,107 | 101,838,543 | · | 100,184,478 |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $6M | $6M | $6M | $6M | $7M | $7M | $7M | $7M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | |
| Stock-based Comp | $40M | $40M | $41M | $41M | $38M | $37M | $39M | $36M | $29M | $27M | $28M | $26M | $21M | $20M | $20M | $19M | |
| Deferred Tax | · | · | · | · | · | · | $-6M | $4M | · | · | · | · | · | · | · | · | |
| Amort. of Intangibles | $5M | $5M | $5M | $5M | $6M | $6M | $6M | $6M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Other Non-cash | · | $1M | · | · | · | $4M | · | · | · | $-5M | · | · | · | $-4M | · | · | |
| Operating Cash Flow | $57M | $38M | $51M | $30M | $36M | $29M | $49M | $28M | $17M | $17M | $33M | $26M | $17M | $-1M | $7M | $5M | |
| CapEx | $3M | $1M | $840.0K | $1M | $627.0K | $647.0K | $634.0K | $936.0K | $732.0K | $841.0K | $618.0K | $591.0K | $507.0K | $266.0K | $891.0K | $1M | |
| Investing Cash Flow | $-50M | $-53M | $-56M | $-11M | $-40M | $-46M | $-66M | $-188M | $135M | $-47M | $-16M | $-16M | $-13M | $-9M | $-17M | $-8M | |
| Financing Cash Flow | $29M | $-150.0K | $2M | $8M | $10M | $12M | $4M | $5M | $-5M | $17M | $7M | $4M | $3M | $5M | $1M | $4M | |
| Net Change in Cash | $36M | $-15M | $-3M | $27M | $7M | $-6M | $-12M | $-155M | $147M | $-13M | $24M | $14M | $6M | $-5M | $-9M | $-1M | |
| Free Cash Flow | · | $37M | · | · | · | $28M | · | · | · | $17M | · | · | · | $-1M | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 77.9% | 78.2% | · | 77.4% | 76.3% | 75.3% | · | 75.0% | 78.8% | 79.5% | · | 77.7% | 78.1% | 76.9% | · | 77.9% | |
| Operating Margin | -8.1% | -8.4% | · | -15.8% | -20.4% | -18.8% | · | -27.4% | -18.6% | -16.6% | · | -20.4% | -22.5% | -29.1% | · | -32.6% | |
| Net Margin | -2.5% | -5.4% | · | -12.0% | -17.0% | -15.1% | · | -21.0% | -13.9% | -8.8% | · | -15.5% | -18.4% | -26.1% | · | -32.7% | |
| Pretax Margin | -3.4% | -3.8% | · | -10.9% | -15.5% | -13.9% | · | -22.2% | -11.9% | -9.5% | · | -13.9% | -16.7% | -24.1% | · | -30.7% | |
| EBITDA Margin | -8.1% | -4.8% | · | -15.8% | -20.4% | -13.3% | · | -27.4% | -18.6% | -12.8% | · | -20.4% | -22.5% | -24.3% | · | -32.6% | |
| ROA | -0.31% | -0.65% | · | -1.4% | -1.9% | -1.7% | · | -2.3% | -1.5% | -0.94% | · | -1.6% | -1.8% | -2.4% | · | -2.8% | |
| ROE | -0.47% | -0.96% | · | -2.0% | -2.8% | -2.5% | · | -3.3% | -2.1% | -1.3% | · | -2.1% | -2.5% | -3.3% | · | -3.7% | |
| ROIC | -1.0% | -2.0% | · | -2.8% | -3.5% | -3.1% | · | -3.8% | -3.1% | -2.2% | · | -3.1% | -3.3% | -4.0% | · | -4.0% |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.1 | 2.3 | · | 2.2 | 2.1 | 2.1 | · | 2.0 | 2.6 | 2.6 | · | 2.5 | 2.5 | 2.5 | · | 2.6 | |
| Quick Ratio | 2.0 | 2.1 | · | 2.1 | 2.0 | 2.0 | · | 1.9 | 2.5 | 2.5 | · | 2.4 | 2.4 | 2.4 | · | 2.5 |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 1.5 | 1.6 | · | 1.4 | 1.5 | 1.6 | · | 1.4 | 1.4 | 1.5 | · | 1.6 | 1.5 | 1.4 | · | 1.6 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $7.81 | $7.63 | · | $7.26 | $7.10 | $6.98 | · | $6.78 | $6.56 | $6.53 | · | $6.23 | $6.14 | $6.18 | · | $6.24 | |
| Revenue / Share | $1.34 | $1.28 | · | $1.17 | $1.10 | $1.08 | · | $0.98 | $0.95 | $0.94 | · | $0.85 | $0.82 | $0.79 | · | $0.72 | |
| Cash Flow / Share | · | $0.32 | · | · | · | $0.25 | · | · | · | $0.16 | · | · | · | $-0.01 | · | · | |
| Cash / Share | $0.79 | $0.50 | · | $0.66 | $0.44 | $0.39 | · | $0.56 | $1.98 | $0.66 | · | $0.58 | $0.45 | $0.40 | · | $0.54 | |
| EPS (TTM) | $-0.37 | $-0.53 | · | $-0.70 | $-0.77 | $-0.71 | · | $-0.52 | $-0.44 | $-0.46 | · | $-0.72 | $-0.83 | $-0.92 | · | $-0.92 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $600M | $563M | · | $503M | $475M | $451M | · | $410M | $389M | $370M | · | $329M | $313M | $296M | · | $263M | |
| Net Income TTM | $-44M | $-62M | · | $-80M | $-86M | $-79M | · | $-57M | $-48M | $-49M | · | $-73M | $-83M | $-91M | · | $-90M | |
| Market Cap | $11.18B | $5.69B | · | $5.60B | $5.11B | $3.67B | · | $3.24B | $4.13B | $4.79B | · | $2.66B | $2.87B | $2.01B | · | $2.22B | |
| P/E | -245.6 | -88.5 | · | -67.6 | -57.0 | -45.1 | · | -55.8 | -85.3 | -96.1 | · | -35.2 | -33.4 | -21.4 | · | -24.0 | |
| P/S | 18.6 | 10.1 | · | 11.1 | 10.8 | 8.1 | · | 7.9 | 10.6 | 12.9 | · | 8.1 | 9.2 | 6.8 | · | 8.4 | |
| P/B | 11.6 | 6.2 | · | 6.5 | 6.2 | 4.6 | · | 4.3 | 5.7 | 6.8 | · | 4.1 | 4.5 | 3.2 | · | 3.5 | |
| P / Tangible Book | 20.0 | 11.0 | · | 12.6 | 12.6 | 9.8 | · | 10.2 | 9.1 | 11.0 | · | 7.1 | 8.1 | 5.8 | · | 6.6 | |
| P / Cash Flow | · | 148.2 | · | · | · | 127.3 | · | · | · | 274.2 | · | · | · | -1777.0 | · | · | |
| Earnings Yield | -0.41% | -1.1% | · | -1.5% | -1.8% | -2.2% | · | -1.8% | -1.2% | -1.0% | · | -2.8% | -3.0% | -4.7% | · | -4.2% |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $532M | $428M | $350M | $280M | $207M |
| Gross Margin % | 76.8% | 77.1% | 78.0% | 77.8% | 79.8% |
| Operating Margin % | -17.3% | -21.3% | -21.6% | -32.1% | -33.1% |
| Net Income | $-72M | $-69M | $-61M | $-90M | $-64M |
| Diluted EPS | $-0.62 | $-0.63 | $-0.59 | $-0.91 | $-0.68 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Current Ratio | 2.1 | 2.0 | 2.5 | 2.5 | 2.8 |
| Quick Ratio | 2.0 | 1.9 | 2.4 | 2.4 | 2.7 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $142M | $108M | $72M | $17M | $24M |
Institutional owners (13F) 457 filers · $10.8B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
457
Value held
$10.8B
New positions
143
Exited positions
46
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 143 (+60 vs prior Q) | 46 (-30 vs prior Q) | 126 (+1 vs prior Q) | 119 (+22 vs prior Q) | +11.8M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $712,667,672 | 7,841,854 | 6.60% | Shares |
| VANGUARD GROUP INC | $593,734,267 | 9,505,832 | 5.50% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $575,978,810 | 6,337,795 | 5.34% | Shares |
| JPMORGAN CHASE & CO | $467,299,976 | 5,182,274 | 4.33% | Shares |
| Whale Rock Capital Management LLC | $405,181,482 | 4,458,423 | 3.75% | Shares |
| Optimus Prime Fund Management Co., Ltd. | $362,611,200 | 3,990,000 | 3.36% | Shares |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $349,017,734 | 3,840,424 | 3.23% | Shares |
| FIRST TRUST ADVISORS LP | $339,197,785 | 3,732,370 | 3.14% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $314,237,594 | 3,457,720 | 2.91% | Shares |
| FMR LLC | $289,693,872 | 3,187,653 | 2.68% | Shares |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $252,335,979 | 2,772,742 | 2.34% | Shares |
| Invesco Ltd. | $242,306,255 | 2,666,222 | 2.25% | Shares |
| STATE STREET CORP | $198,385,860 | 2,182,943 | 1.84% | Shares |
| WASATCH ADVISORS LP | $195,042,629 | 4,156,033 | 1.81% | Shares |
| BANK OF AMERICA CORP /DE/ | $168,987,980 | 1,859,463 | 1.57% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $159,067,264 | 1,750,300 | 1.47% | Call option |
| GEODE CAPITAL MANAGEMENT, LLC | $146,516,660 | 1,612,357 | 1.36% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $136,368,621 | 1,500,535 | 1.26% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $131,344,138 | 1,445,248 | 1.22% | Shares |
| Fiera Capital Corp | $123,941,963 | 1,363,798 | 1.15% | Shares |
| NORGES BANK | $122,536,321 | 1,348,331 | 1.14% | Shares |
| FRANKLIN RESOURCES INC | $122,459,627 | 1,347,487 | 1.13% | Shares |
| CONGRESS ASSET MANAGEMENT CO | $112,872,142 | 1,241,991 | 1.05% | Shares |
| JANE STREET GROUP, LLC | $110,419,200 | 1,215,000 | 1.02% | Call option |
| 1832 Asset Management L.P. | $107,620,096 | 1,184,200 | 1.00% | Shares |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $101,291,304 | 1,114,561 | 0.94% | Shares |
| FEDERATED HERMES, INC. | $99,637,833 | 1,096,367 | 0.92% | Shares |
| TimesSquare Capital Management, LLC | $98,439,758 | 2,097,587 | 0.91% | Shares |
| Swedbank AB | $94,687,690 | 1,041,898 | 0.88% | Shares |
| FULLER & THALER ASSET MANAGEMENT, INC. | $93,626,952 | 1,030,226 | 0.87% | Shares |
| Stephens Investment Management Group LLC | $92,118,513 | 1,013,628 | 0.85% | Shares |
| LAZARD ASSET MANAGEMENT LLC | $91,512,616 | 1,006,961 | 0.85% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $90,711,600 | 998,147 | 0.84% | Shares |
| VOYA INVESTMENT MANAGEMENT LLC | $85,879,056 | 944,972 | 0.80% | Shares |
| Ensign Peak Advisors, Inc | $82,255,670 | 905,102 | 0.76% | Shares |
| Sumitomo Mitsui Trust Group, Inc. | $81,326,967 | 894,883 | 0.75% | Shares |
| Dorsal Capital Management, LP | $79,520,000 | 875,000 | 0.74% | Shares |
| NORTHERN TRUST CORP | $73,786,926 | 811,916 | 0.68% | Shares |
| Driehaus Capital Management LLC | $73,131,409 | 804,703 | 0.68% | Shares |
| UBS Group AG | $70,287,409 | 773,409 | 0.65% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $69,951,244 | 769,710 | 0.65% | Shares |
| GOLDMAN SACHS GROUP INC | $66,082,210 | 727,137 | 0.61% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $66,004,781 | 726,285 | 0.61% | Shares |
| BAILLIE GIFFORD & CO | $64,485,904 | 709,572 | 0.60% | Shares |
| Nuveen, LLC | $64,102,207 | 705,350 | 0.59% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $63,361,655 | 697,242 | 0.59% | Shares |
| TWO SIGMA INVESTMENTS, LP | $59,449,788 | 654,157 | 0.55% | Shares |
| Legal & General Group Plc | $53,999,352 | 594,183 | 0.50% | Shares |
| AXA Investment Managers S.A. | $53,756,183 | 1,135,774 | 0.50% | Shares |
| RAYMOND JAMES FINANCIAL INC | $51,929,924 | 571,412 | 0.48% | Shares |
Company insiders 16 insiders · 5 officers · 13 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Ben Haim Shlomi | CHIEF EXECUTIVE OFFICER | Sept. 8, 2026 S | 4,449,305 | 0 | 43 | $-51,770,084 |
| Eduard Grabscheid | CHIEF FINANCIAL OFFICER | Sept. 3, 2026 S | 192,060 | 0 | 18 | $-4,629,831 |
| Yakov (Jacob) Shulman | Chief Financial Officer | Dec. 26, 2023 M | 507,446 | 0 | 0 | $0 |
| Tali Notman | CHIEF REVENUE OFFICER | Sept. 30, 2026 M | 680,455 | 0 | 15 | $-153,755,576 |
| Yoav Landman | CHIEF TECHNOLOGY OFFICER | Sept. 4, 2026 S | 5,154,038 | 0 | 53 | $-86,494,584 |
| Barry Zwarenstein | Director | Sept. 14, 2026 S | 30,437 | 0 | 6 | $-438,538 |
| Andrew L. Vitus | Director | Sept. 10, 2026 J | 4,989 | 0 | 1 | $-371,901 |
| Frederic Simon | Director | Sept. 1, 2026 S | 2,864,328 | 0 | 68 | $-85,149,446 |
| Elisa Steele | Director | Aug. 28, 2026 S | 23,750 | 0 | 6 | $-476,934 |
| Yossi Sela | Director | July 16, 2026 S | 83,349 | 0 | 10 | $-8,256,206 |
| Yvonne Wassenaar | Director | June 9, 2026 G | 18,031 | 0 | 5 | $-409,454 |
| Sigal Zarmi | Director | May 21, 2026 A | 10,847 | 0 | 0 | $0 |
| Luis Felipe Visoso | Director | May 21, 2026 A | 18,612 | 0 | 0 | $0 |
| Jessica Neal | Director | May 21, 2024 A | 26,789 | 0 | 0 | $0 |
| Jeff Horing | Director | Nov. 7, 2023 J | 410,564 | 0 | 0 | $0 |
| Meerah Rajavel | Director | Dec. 16, 2021 A | 11,808 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 31 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| THNQ · EXCHANGE TRADED CONCEPTS TRUST | 1.65% | 86,097 NS | July 31, 2026 | N-PORT |
| IWO · iShares Trust | 0.64% | 1,027,668 SH | Sept. 11, 2026 | Daily |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.58% | 116,892 SH | Aug. 19, 2026 | Daily |
| NUSC · Nushares ETF Trust | 0.40% | 65,010 NS | July 31, 2026 | N-PORT |
| IWM · iShares Trust | 0.32% | 2,792,002 SH | Sept. 11, 2026 | Daily |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.31% | 8,484 SH | Oct. 2, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.30% | 628,431 SH | Aug. 19, 2026 | Daily |
| ISCG · iShares Trust | 0.30% | 32,461 SH | Sept. 11, 2026 | Daily |
| RSSL · Global X Funds | 0.28% | 52,281 NS | July 31, 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0.26% | 1,364,327 SH | Aug. 19, 2026 | Daily |
| ESML · iShares Trust | 0.16% | 49,283 SH | Sept. 11, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.11% | 2,361,701 SH | Aug. 19, 2026 | Daily |
| RILA · Spinnaker ETF Series | 0.10% | 544 NS | July 31, 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.10% | 26,475 SH | Oct. 2, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.09% | 179,629 NS | July 31, 2026 | N-PORT |
| VGT · VANGUARD WORLD FUND | 0.09% | 1,770,763 SH | Aug. 19, 2026 | Daily |
| WSML · iShares Trust | 0.08% | 6,362 SH | Sept. 11, 2026 | Daily |
| LRGF · iShares Trust | 0.05% | 19,227 SH | Sept. 11, 2026 | Daily |
| CEFA · Global X Funds | 0.04% | 310 NS | July 31, 2026 | N-PORT |
| ESGV · VANGUARD WORLD FUND | 0.02% | 24,084 SH | Aug. 19, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.02% | 5,471 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.02% | 111,254 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.02% | 6,637 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.01% | 22,589 NS | July 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.01% | 29,255 SH | Sept. 11, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.01% | 30,214 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 3,265,065 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 88,124 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 8,968 SH | Aug. 19, 2026 | Daily |
| ISCB · iShares Trust | · | 4,622 SH | Sept. 11, 2026 | Daily |
| SMLF · iShares Trust | · | 136,755 SH | Sept. 11, 2026 | Daily |
FROG Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 31 analysts
BUY
Median target
$115.00
+20.4%
9 29.0%
Strong Buy
19 61.3%
Buy
3 9.7%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
22 analysts · 2026-09-28Mean target $112.00 +17.3%
Now
Current price $95.50
Low$90.00
Mean$112.00
High$120.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| FROG | $7.47B | -100.7 | 24.1% | -13.5% | -8.4% | 76.8% |
| NOW | $160.43B | 91.7 | 20.9% | 13.2% | 14.6% | 77.5% |
| FTNT | $59.00B | 32.8 | 14.2% | 27.3% | 135.7% | 80.5% |
| RBRK | $11.32B | -31.4 | 48.5% | -26.5% | 64.4% | 80.1% |
| ZS | $24.65B | -387.7 | 25.4% | -1.9% | -2.6% | 76.8% |
| GEN | $11.30B | 12.0 | 27.1% | 19.5% | 38.4% | 78.5% |
| S | · | -10.2 | 21.9% | -45.0% | -30.6% | 74.1% |
| GTLB | · | -103.1 | 25.8% | -5.9% | -6.3% | 87.4% |
| NTSK | $0 | -4.7 | 31.7% | -95.8% | 325.4% | 68.1% |
| PATH | · | 24.2 | 12.7% | 17.5% | 15.1% | 83.2% |
| QLYS | $4.75B | 24.4 | 10.1% | 29.6% | 37.1% | 82.8% |
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Source: SEC 10-Q filed Aug 7, 2026