<div id="readability-page-1">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. &#34;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 ...</div>

FROG

<p>JFrog (FROG) 报告了云收入同比增长 50%，使其成为日益增长的 AI 编码代理需求中的关键参与者。摩根士丹利和 Truist 证券的分析师维持了积极评级，将目标价上调至 80 美元，指出企业销售和云效率的强劲增长。摩根士丹利提到可持续的净留存率为 120% 以及安全产品的增长势头。Piper Sandler 维持中性评级，目标价为 65 美元，强调执行力的改善，但仍在等待更多长期超越表现的证据。竞争对手 GitLab (GTLB) 的交易略有下滑</p>

分析师指出，JFrog 成为满足 AI 编码代理需求的主要途径