Madison Investments, an investment advisory firm, published its investor letter for the fourth quarter of 2024 regarding the "Madison Small Cap Fund." You can download the letter here. The fund had a successful year, achieving impressive returns both in the fourth quarter and throughout the entire year.
JFrog's strong Q4 results and bullish FY25 outlook validate its growth story, making it a great buy as the market catches on. The company released an attractive long-term outlook that calls for a mid-20s growth CAGR through FY27, alongside 200-300bps of annual margin expansion. JFrog's conservative valuation at 7.9x EV/FY25 revenue and potential to exceed the "Rule of 40" make it an attractive investment.
JFrog, Ltd. FROG reported better-than-expected fourth-quarter results after Thursday's closing bell.
Although the revenue and EPS for JFrog (FROG) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
JFrog Ltd. (FROG) came out with quarterly earnings of $0.19 per share, beating the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.19 per share a year ago.
SUNNYVALE, Calif.--(BUSINESS WIRE)---- $FROG #AI--JFrog Signs Agreement with AWS to Help Enterprises Unlock Business Value from Their Software Supply Chains.
FROG's products are gaining traction due to secure, traceable and unified nature, aiding the company to grow the top line at an impressive rate.
Shares of JFrog are an excellent “growth at a reasonable price” investment, offering ~20% revenue growth at a 6x revenue multiple. The company trades at a sharp discount to direct rival GitLab, which compensates for JFrog's ~10 point lower growth rate. JFrog is moving upmarket into larger enterprise deals, and has already courted huge customers like GM and Netflix.
NEW YORK, NY / ACCESSWIRE / November 20, 2024 / Pomerantz LLP is investigating claims on behalf of investors of JFrog Ltd. ("JFrog" or the "Company") (NASDAQ:FROG).
NEW YORK, NY / ACCESSWIRE / November 17, 2024 / Pomerantz LLP is investigating claims on behalf of investors of JFrog Ltd. ("JFrog" or the "Company") (NASDAQ:FROG).