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Jim Cramer - Mad MoneyJFrog Ltd.FROGCOMMENTNov 02, 2020

Has suffered a recent downtown, and is caught in the current height of tech stock selling. Is a very good company.

Jim Cramer - Mad Money

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$70.49

Stock price when the opinion was issued

$77.74

As of Jun 12, 2026. Market Open.

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SELL

Too expensive. Would sell at current valuation.

BUY

He's surprised it's down 50% this year. It's a good company.

BUY ON WEAKNESS

2020 IPOs cost too much, and now are worth buying that they are out of style and cheaper. IT debuted in September at $64, now at $52. The valuation is a lot more reasonable now. There's no rush to buy these software stocks. Buy this at $43 or 20x sales (not earnings).

DON'T BUY

They didn't blow away their numbers. You have to when expectations are so high (this is a speculative stock). Even Adobe blew away numbers last night, but sold off today.

PARTIAL BUY

They IPO'd in September. Their lock-up ends in March. A terrific company. Buy some now, then buy more in March's lock-up expiration.

COMMENT

What he calls one of 15 Red Hot stocks: unstoppable growth stocks with a sky-high valuation (30-100x sales, not earnings) Thank of them as a software developer software developer. Recently it went public. The stock has tripled YTD, because it's a textbook Covid play. The bar is set pretty high, priced at 44x next year's sales.

BUY ON WEAKNESS

IPO'd today. Likes it. It was priced at $44, opened at $71, pulled back to $51 and closed at $64.79. FROG is a cloud platform for development operations (dev ops) which means it allows engineers to collaborate between departments within a company. They bridge between the development and operation teams. FROG customers include Facebook, Spotify, Google, Netflix, Cisco, Oracle and Dell. It boasted 65% revenue growth in 2019 and 50% the first half of this year, based on recurring subscription revenue for its services. First half this year came within $500K to break even, so debt is lowering. He expects them to be profitable in 2021. Has a lot going for it, but its valuation is already at nosebleed levels. A great stock, but too high already.

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