---
title: "JFrog emerges as prime way to play AI coding agent demand: analysts"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/285735688.md"
description: "JFrog (FROG) reported a 50% year-over-year increase in cloud revenue, positioning itself as a key player in the growing demand for AI coding agents. Analysts from Morgan Stanley and Truist Securities maintained positive ratings, raising price targets to $80, citing strong growth in enterprise sales and cloud efficiencies. Morgan Stanley noted a sustainable net retention rate of 120% and momentum in security offerings. Piper Sandler kept a Neutral rating with a $65 target, highlighting improved execution but awaiting more evidence of long-term outperformance. Competitor GitLab (GTLB) saw a slight decline in trading."
datetime: "2026-05-08T13:39:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/285735688.md)
  - [en](https://longbridge.com/en/news/285735688.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/285735688.md)
---

# JFrog emerges as prime way to play AI coding agent demand: analysts

JFrog's (FROG) first-quarter results featured a 50% year-over-year surge in cloud revenue as the stock has emerged as a key way to play the explosive demand for AI coding agents, according to analysts. "Overall, we view the acceleration seen in Q1 as re-validating the thesis that JFrog business is directly benefiting from the explosion in usage in ...

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