According to Globes, JFrog beat analyst forecasts: about $102 million of revenue came from its cloud segment, up 60%. GAAP operating loss narrowed to $1.8 million from $21.6 million a year earlier, and helped by tax-related gains the company posted net profit of $6.6 million. Non-GAAP net profit rose 50% to $41.2 million.
CEO and co-founder Shlomo Ben Haim said AI agents are writing code faster than developers can test it, and all that output must be stored, secured and managed according to defined policies. He said large enterprises are adopting JFrog's platform for their software supply chains.
For the fourth quarter the company expects revenue of $183–185 million, bringing 2026 revenue to $680–682 million, 28% growth. The stock's previous record was set in August, after which it fell 28.3% before Friday's jump.