Análisis Argos
FROG
FROGCara
JFrog Ltd. · Technology
US$ 94.81
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
41/100
LA RESPUESTA
El mercado le pide crezca 60% al año — más de lo que ha demostrado (2.4%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Tiene más caja que deuda: balance fuerte.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
!Balance frágil: la deuda pesa sobre el negocio.
VALOR1/6FUTURO6/6PASADO2/6SALUD2/6DIVIDENDO1/6
El Iris de calidad
VALOR1/6FUTURO6/6PASADO2/6SALUD2/6DIVIDENDO1/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance razonable
DividendoEl dividendo aún duerme
Score Argos41de 100Cara
Ingresos23%
US$ 0.5 B
Margen operativo19%
-16.9%
Flujo de caja libre27%
US$ 0.1 B
Deuda neta
US$ -0.1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 11.5B
P/E
EV/EBITDA
FCF yield1.2%
ROIC-10.8%
Margen operativo-16.9%
Crecim. ingresos+24.1%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 29 jun
JFrog (FROG) Surges 11.1%: Is This an Indication of Further Gains?
JFrog (FROG) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
247wallst.com · 25 jun
Here Are Thursday's Best Wall Street Analyst Research Calls: Brown-Forman, CoreWeave, Intel, JFrog, Keurig Dr. Pepper, Klarna Group, Qualcomm, Shift 4 Payments, and More
Futures are trading higher this morning, after all the big funds and portfolio managers may have shown their hands on Wednesday, as the tech and chip stocks sell-off resumed after stocks started higher in the morning but faded in the afternoon.
gurufocus.com · 22 jun
JFrog Positioned as a Leader in the First Gartner® Magic Quadrant™ for Software Supply Chain Security
[url="]JFrog Ltd.[/url] (Nasdaq: FROG), the Liquid Software company and creators of the [url="]JFrog Software Supply Chain Platform[/url], the system of record
businesswire.com · 22 jun
JFrog Positioned as a Leader in the First Gartner® Magic Quadrant™ for Software Supply Chain Security
SUNNYVALE, Calif.--(BUSINESS WIRE)---- $FROG #AI--JFrog named a leader in the first-ever Magic Quadrant for Software Supply Chain Security, placing highest on Ability to Execute amongst all vendors.
zacks.com · 16 jun
Why JFrog Ltd. (FROG) is a Top Momentum Stock for the Long-Term
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
venturebeat.com · 12 jun
NanoClaw and JFrog launch 'immune system' to block AI agents from downloading malicious code
The creators of the hit, enterprise-friendly, open source OpenClaw variant NanoClaw are partnering with software supply chain management leader JFrog have to launch a new, joint security integration they say will protect NanoClaw autonomous agents from malicious code injection. "These agents are doing things that you cannot necessarily control, and you cannot necessarily train," said Gal Marder, Chief Strategy Officer at JFrog, in an exclusive interview with VentureBeat.
benzinga.com · 10 jun
Software Stocks Are Sinking In 2026, But These 'Fab Five' Are Up 30% — And BofA Says They're Just Getting Started
A clean split has opened up inside enterprise software this year. Most of the group is sliding.
businesswire.com · 10 jun
JFrog and Anthropic Bring Enterprise-Grade Software Supply Chain Governance and Security to Claude Code
SUNNYVALE, Calif.--(BUSINESS WIRE)---- $FROG #AI--JFrog and Anthropic Bring Enterprise-Grade Software Supply Chain Governance and Security to Claude Code.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.