Truist证券指出，尽管"软件已死"的论调一度笼罩基础设施软件领域，但随着行业巨头即将于下周起陆续发布财报，分析师仍预期该板块将交出超预期业绩并上调指引。不过分析师强调，"持续超额收益的关键在于企业能否提出可信的AI加速发展叙事"。
分析师认为，当前存在值得把握的投资机遇——那些"既能抵御行业冲击，又能从企业端AI投资增长中获益"的公司最具潜力。他们特别指出，JFrog有望在这两方面同时实现突破。"我们季度后调研的合作伙伴均反映，其业务增速超预期加快，且应用场景多元化的项目储备充足。"
JFrog股价当前上涨1.4%至43.45美元，但年内累计跌幅仍达30%。Truist对该开发平台给出70美元的目标价，显示其看好该股具备近60%的上涨空间。
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