<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) 報告了雲收入同比增長 50%，使其成為日益增長的 AI 編碼代理需求中的關鍵參與者。摩根士丹利和 Truist 證券的分析師維持了積極評級，將目標價上調至 80 美元，指出企業銷售和雲效率的強勁增長。摩根士丹利提到可持續的淨留存率為 120% 以及安全產品的增長勢頭。Piper Sandler 維持中性評級，目標價為 65 美元，強調執行力的改善，但仍在等待更多長期超越表現的證據。競爭對手 GitLab (GTLB) 的交易略有下滑</p>

分析師指出，JFrog 成為滿足 AI 編碼代理需求的主要途徑