Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>JFrog reported their financial results for the second quarter of 2025, highlighting continued growth and strategic execution.</li><li>Total revenue for the quarter was $127.2 million, marking a 23% increase year-over-year, with cloud revenue growing by 45% to $57.1 million.</li><li>This growth highlights JFrog's successful strategy of converting customers with usage above minimum commitments into annual contracts, reinforcing the predictability of revenue streams and strategic focus on cloud services.</li></ul>

JFrog reported their financial results for the second quarter of 2025, highlighting continued growth and strategic execution.Total revenue for the quarter was $127.2 million, marking a 23% increase year-over-year, with cloud revenue growing by 45% to $57.1 million.This growth highlights JFrog's successful strategy of converting customers with usage above minimum commitments into annual contracts, reinforcing the predictability of revenue streams and strategic focus on cloud services.

JFrog’s Artifactory Vision: Could It Become the World’s AI Model Registry?

<ul><li>JFrog's Q1 2025 financial results reflect both accomplishments and ongoing challenges.</li><li>The company reported total revenue of $122.4 million, up 22% year-over-year, driven significantly by strong cloud revenue which rose by 42% to $52.6 million.</li><li>This growth underscores JFrog's strategic focus on cloud solutions and enterprise migrations toward its SaaS offering.</li></ul>

JFrog's Q1 2025 financial results reflect both accomplishments and ongoing challenges.The company reported total revenue of $122.4 million, up 22% year-over-year, driven significantly by strong cloud revenue which rose by 42% to $52.6 million.This growth underscores JFrog's strategic focus on cloud solutions and enterprise migrations toward its SaaS offering.

JFrog: Expanding ML & AI Opportunities in the Platform To Shape the Future!

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>JFrog is a prominent player in the DevOps space, with its essential Artifactory product catering to large enterprises managing third-party code and dependencies.</li><li>Competition from larger players like GTLB and GitHub exists, but JFrog has maintained its position as a key player in the market.</li><li>Recent partnerships have helped solidify JFrog's standing and mitigate potential risks from competitors like Microsoft.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

JFrog is a prominent player in the DevOps space, with its essential Artifactory product catering to large enterprises managing third-party code and dependencies.Competition from larger players like GTLB and GitHub exists, but JFrog has maintained its position as a key player in the market.Recent partnerships have helped solidify JFrog's standing and mitigate potential risks from competitors like Microsoft.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<ul>
<li>We remain bullish since our 4/22/25 Compass, and we will maintain our bullish outlook as long as market dynamics remain healthy and the S&amp;P 500 (SPX) is above 6028-6059.</li>
<li>Short-Term supports on SPX include 6400-6410, 6340-6360, 6200, 6100-6150, and 6028-6059.</li>
<li>Various prior leadership areas from the April lows appear ready to continue higher following 1+ month consolidations. IGV, PLTR, APP, SOUN, RZLV, SHOP, FROG, U, CDNS, RDDT, JMIA, RR, Z,HIMS,MU,GRAL</li>
</ul>


We remain bullish since our 4/22/25 Compass, and we will maintain our bullish outlook as long as market dynamics remain healthy and the S&amp;P 500 (SPX) is above 6028-6059.
Short-Term supports on SPX include 6400-6410, 6340-6360, 6200, 6100-6150, and 6028-6059.
Various prior leadership areas from the April lows appear ready to continue higher following 1+ month consolidations. IGV, PLTR, APP, SOUN, RZLV, SHOP, FROG, U, CDNS, RDDT, JMIA, RR, Z,HIMS,MU,GRAL


Downgrading Utilities to Market Weight; Bullish Outlook Intact; Prior Leadership to Shine?

<ul><li>JFrog's third-quarter 2024 financial results provide insights into the company's current performance and future potential.</li><li>The company reported a strong quarter with total revenue reaching $109.1 million, representing a 23% year-over-year increase.</li><li>Notably, cloud revenue grew by 38% to $42.4 million, indicating a significant strategic push towards cloud migration, a factor that has been a focal point in its business model.</li></ul>

JFrog's third-quarter 2024 financial results provide insights into the company's current performance and future potential.The company reported a strong quarter with total revenue reaching $109.1 million, representing a 23% year-over-year increase.Notably, cloud revenue grew by 38% to $42.4 million, indicating a significant strategic push towards cloud migration, a factor that has been a focal point in its business model.

JFrog Ltd.: Advanced Security & Platform Integration Driving Our Bullishness! - Major Drivers

United States

JFrog Ltd operates as a software development company. The Company provides technologies and tools for the everyday use and to increase the effectiveness. JFrog serves customers worldwide.

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JFrog (FROG US)

JFrog’s Artifactory Vision: Could It Become the World’s AI Model Registry?

JFrog reported their financial results for the second quarter of 2025, highlighting continued growth and strategic execution. Total revenue for...

Baptista Research

JFrog: Expanding ML & AI Opportunities in the Platform To Shape the Future!

JFrog's Q1 2025 financial results reflect both accomplishments and ongoing challenges. The company reported total revenue of $122.4 million, up...

Baptista Research

Jfrog Ltd (FROG) - Tuesday, Oct 15, 2024

JFrog is a prominent player in the DevOps space, with its essential Artifactory product catering to large enterprises managing third-party code and...

Value Investors Club (VIC)

Downgrading Utilities to Market Weight; Bullish Outlook Intact; Prior Leadership to Shine?

Downgrading Utilities $XLU to Market Weight; Bullish Outlook Intact; Time for Prior Leadership to Shine? $IGV $PLTR $APP $SOUN $RZLV $SHOP $FROG $U...

Vermilion Research

JFrog Ltd.: Advanced Security & Platform Integration Driving Our Bullishness! - Major Drivers

JFrog's third-quarter 2024 financial results provide insights into the company's current performance and future potential. The company reported a...

Baptista Research

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