JFrog (NASDAQ:FROG) Issues Q4 2025 Earnings Guidance

JFrog (NASDAQ:FROG) updated its fourth quarter 2025 earnings guidance on Thursday. The company provided EPS guidance of 0.180-0.200 for the period, compared to the consensus EPS estimate of 0.050. The company issued revenue guidance of $136.5 million-$138.5 million, compared to the consensus revenue estimate of $131.5 million. JFrog also updated its FY 2025 guidance to 0.780-0.800 EPS.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on FROG. Robert W. Baird raised their target price on JFrog from $52.00 to $58.00 and gave the stock an “outperform” rating in a research note on Thursday, September 11th. Canaccord Genuity Group raised their target price on JFrog from $52.00 to $55.00 and gave the stock a “buy” rating in a research note on Thursday, September 11th. Needham & Company LLC reissued a “buy” rating and issued a $55.00 target price on shares of JFrog in a research note on Wednesday, September 10th. TD Cowen raised their target price on JFrog from $55.00 to $58.00 and gave the stock a “buy” rating in a research note on Friday, October 17th. Finally, Morgan Stanley raised their price objective on shares of JFrog from $50.00 to $65.00 and gave the stock an “overweight” rating in a report on Monday, October 6th. Fifteen investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $53.44.

JFrog Stock Up 2.5%

Shares of FROG stock traded up $1.14 during trading hours on Thursday, hitting $47.26. 3,321,243 shares of the company’s stock traded hands, compared to its average volume of 1,100,130. The stock’s fifty day simple moving average is $48.54 and its two-hundred day simple moving average is $43.80. JFrog has a 12-month low of $27.00 and a 12-month high of $51.94. The stock has a market cap of $5.52 billion, a price-to-earnings ratio of -61.38 and a beta of 1.02.

JFrog (NASDAQ:FROG) last released its earnings results on Thursday, November 6th. The company reported ($0.10) earnings per share (EPS) for the quarter, missing the consensus estimate of $0.16 by ($0.26). JFrog had a negative net margin of 18.18% and a negative return on equity of 7.54%. JFrog has set its FY 2025 guidance at 0.780-0.800 EPS. Q4 2025 guidance at 0.180-0.200 EPS. On average, equities analysts forecast that JFrog will post -0.33 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, CTO Yoav Landman sold 102,419 shares of the business’s stock in a transaction that occurred on Thursday, August 28th. The shares were sold at an average price of $49.73, for a total value of $5,093,296.87. Following the completion of the transaction, the chief technology officer directly owned 6,081,087 shares in the company, valued at $302,412,456.51. The trade was a 1.66% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Ben Haim Shlomi sold 38,159 shares of the business’s stock in a transaction that occurred on Monday, September 8th. The stock was sold at an average price of $50.32, for a total transaction of $1,920,160.88. Following the completion of the transaction, the chief executive officer owned 4,899,512 shares of the company’s stock, valued at approximately $246,543,443.84. The trade was a 0.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 461,492 shares of company stock worth $22,298,600 in the last three months. Insiders own 14.10% of the company’s stock.

Institutional Investors Weigh In On JFrog

Large investors have recently added to or reduced their stakes in the stock. Osaic Holdings Inc. lifted its stake in JFrog by 31.0% in the 2nd quarter. Osaic Holdings Inc. now owns 6,557 shares of the company’s stock worth $288,000 after purchasing an additional 1,550 shares in the last quarter. Headlands Technologies LLC purchased a new stake in JFrog in the 2nd quarter worth $181,000. Tower Research Capital LLC TRC lifted its stake in JFrog by 7,185.4% in the 2nd quarter. Tower Research Capital LLC TRC now owns 2,987 shares of the company’s stock worth $131,000 after purchasing an additional 2,946 shares in the last quarter. Captrust Financial Advisors purchased a new stake in JFrog in the 2nd quarter worth $279,000. Finally, Wasatch Advisors LP lifted its stake in JFrog by 3.0% in the 2nd quarter. Wasatch Advisors LP now owns 2,557,603 shares of the company’s stock worth $112,228,000 after purchasing an additional 74,153 shares in the last quarter. Institutional investors own 85.02% of the company’s stock.

JFrog Company Profile

JFrog Ltd. provides end-to-end hybrid software supply chain platform in the United States, Israel, India, and internationally. The company offers JFrog Artifactory, a package repository that allows teams and organizations to store, update, and manage their software packages; JFrog Curation that functions as a guardian outside the software development pipeline, controlling the admission of packages into an organization, primarily from open source or public repositories; JFrog Xray, which scans JFrog Artifactory to secure all software packages; JFrog Advanced Security, an optional add-on for select JFrog subscriptions; and JFrog Distribution that provides software package distribution.