10月10日，FrogAds盘中上涨5.01%，报102.12美元/股，成交额6388.31万美元。消息面上，RBC资本市场此前发布研报指出，JFrog在AI时代有潜力成为软件开发的记录系统，其Artifactory平台在软件包、容器镜像、库及AI/机器学习模型的存储、安全与分发中处于关键地位。
该公司第二季度云收入同比增长53%，占总收入比重达53%，AI驱动的客户用量超过最低合约要求。多家投行近期上调目标价，RBC给予跑赢大盘评级及118美元目标价，Truist、Oppenheimer等也维持买入评级，市场对AI软件供应链治理需求的预期持续增强。
JFrog Ltd.致力于为人工智能时代的软件供应链提供一套记录系统，其统一平台支持治理、安全性与信任，助力企业整合开发人员、安全专家、AI工程师及AI代理，持续消费、构建和交付软件。
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