JFrog (FROG) Gains Momentum Following 26% Revenue Growth Beat

1 month ago 24

Attiya Zainib

Mon, February 16, 2026 astatine 9:52 AM CST 3 min read

Wasatch Global Investors, an plus absorption company, released its "Small Cap Growth Strategy" Q4 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The Wasatch Small Cap Growth Strategy experienced a challenging 4th fourth arsenic small-cap equities lagged broader marketplace indices, reflecting capitalist caution and a continued penchant for larger, much liquid stocks. During the period, the Russell 2000® Growth Index gained 1.22%, portion the strategy finished the 4th successful antagonistic territory, with show driven by stock-specific factors alternatively than macroeconomic stress. Results contrasted with spot successful prime areas of the small-cap market, arsenic biotechnology emerged arsenic 1 of the strongest segments, with the biotech constituent of the Russell 2000® Growth Index rising astir 27%. For the 2025 calendar year, the Russell 2000 Growth Index precocious 13.01%, portion the strategy posted a loss, highlighting the interaction of net volatility and valuation compression crossed respective holdings contempt absorption citing improving fundamentals and easing fiscal conditions arsenic imaginable longer-term supports. In addition, delight cheque the Fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Wasatch Global Investors highlighted stocks similar JFrog Ltd. (NASDAQ:FROG). JFrog Ltd. (NASDAQ:FROG) operates a DevOps level that enables bundle teams to manage, secure, and automate the organisation of bundle packages crossed the improvement lifecycle. The one-month instrumentality of JFrog Ltd. (NASDAQ:FROG) was -8.00% portion its shares traded betwixt $27.00 and $70.43 implicit the past 52 weeks. On February 13, 2026, JFrog Ltd. (NASDAQ:FROG) banal closed astatine astir $51.68 per share, with a marketplace capitalization of astir $6.171 billion.

Wasatch Global Investors stated the pursuing regarding JFrog Ltd. (NASDAQ:FROG) in its Q4 2025 capitalist letter:

JFrog Ltd. (NASDAQ:FROG) was the apical contributor to strategy show for the quarter. The institution provides a software-supply-chain platform, delivering tools similar bundle repositories, continuous-delivery pipelines and information scanning that assistance companies manage, physique and unafraid their bundle transportation lifecycle. JFrog’s banal rallied successful November, driven by a beardown third-quarter net study that included 26% gross maturation and net maturation that came successful up of statement expectations. Cloud gross reaccelerated during the reported period, with security, governance, and AI driving merchandise adoption.