Satış

$FROG overvalued as F

- is an artifact management solution which has immense competition from all cloud providers.

- There's zero moat and Zero switching cost. You can dump all artifacts and simply change your artifactory and lose almost 0 benefits.

- Vibe coding increases pushing frequency but that doesn't mean will be able to defend their stickiness.

Not

- Artifactory is one the most commoditized thing in SDLC. Every cloud provider already provides it in AWS, GCP and Microsoft.

- Secondly, Git providers like github and provides it as part of add ons.

Not

- Lastly, people only care about their latest docker image or package in most of the cases therefore migrating from one artifactory to another is just one line of code basically your CI/CD can start pushing to another artifactory without developers losing anything.

Not

- $8 Billion for is nuts. Given this is trading at p/s of 15.
- On top of that, EPS is quite low for
- My fair estimate is $20 bucks give or take

bigbull037

Aynı zamanda::

Feragatname

Bilgiler ve yayınlar, TradingView tarafından sağlanan veya onaylanan finansal, yatırım, alım satım veya diğer türden tavsiye veya öneriler anlamına gelmez ve teşkil etmez. Kullanım Koşulları bölümünde daha fazlasını okuyun.

bigbull037

Aynı zamanda::