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Posted by
Two Blokes June 4, 2025 -
Filed in
Stock
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10 views
JFrog continues to deliver strong revenue growth and improving margins, supporting my ongoing buy rating, despite a higher valuation. The company's sticky platform and high net revenue retention make it a critical, hard-to-replace tool for enterprise clients. Relative insulation from macro headwinds and proximity to the 'Rule of 40' threshold highlight JFrog's operational excellence.