JFrog Ltd. (NASDAQ:FROG – Get Free Report) has earned an average rating of “Moderate Buy” from the twenty research firms that are currently covering the firm, MarketBeat Ratings reports. One research analyst has rated the stock with a sell recommendation, one has assigned a hold recommendation and eighteen have given a buy recommendation to the company. The average 1 year target price among brokerages that have issued a report on the stock in the last year is $76.6316.
A number of equities analysts have recently issued reports on FROG shares. Cantor Fitzgerald reissued an “overweight” rating and issued a $80.00 target price on shares of JFrog in a report on Wednesday, April 22nd. Raymond James Financial reissued an “outperform” rating and issued a $70.00 target price on shares of JFrog in a report on Thursday, February 26th. Morgan Stanley reissued an “overweight” rating and issued a $80.00 target price on shares of JFrog in a report on Friday, May 8th. BTIG Research raised their price target on JFrog from $60.00 to $80.00 and gave the company a “buy” rating in a report on Friday, May 8th. Finally, Evercore set a $80.00 price target on JFrog in a report on Thursday, February 26th.
View Our Latest Research Report on JFrog
JFrog Trading Down 2.5%
JFrog (NASDAQ:FROG – Get Free Report) last issued its earnings results on Thursday, May 7th. The company reported $0.27 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.22 by $0.05. JFrog had a negative return on equity of 4.61% and a negative net margin of 10.93%.The business had revenue of $153.98 million during the quarter, compared to analysts’ expectations of $147.45 million. During the same period in the prior year, the firm posted $0.20 EPS. JFrog’s quarterly revenue was up 25.8% compared to the same quarter last year. JFrog has set its FY 2026 guidance at 0.930-0.970 EPS and its Q2 2026 guidance at 0.230-0.25 EPS. On average, sell-side analysts forecast that JFrog will post -0.17 EPS for the current fiscal year.
Trending Headlines about JFrog
Here are the key news stories impacting JFrog this week:
- Positive Sentiment: JFrog’s recent quarterly results were strong, with EPS of $0.27 beating estimates of $0.22 and revenue of $153.98 million topping expectations. The company also raised guidance, which has helped fuel bullish sentiment around the stock. JFrog leaps on EPS beat and raised guidance
- Positive Sentiment: Analysts remain constructive on JFrog, with multiple price-target increases and a consensus “Moderate Buy” rating, suggesting continued confidence in the company’s growth outlook. 2 Tech stocks getting bullish upgrades ahead of Q1
- Neutral Sentiment: JFrog presented at the Bank of America 2026 Global Technology Conference, keeping the company in focus but without any major new business update. JFrog Ltd. (FROG) Presents at Bank of America 2026 Global Technology Conference Transcript
- Neutral Sentiment: A comparison article pitting JFrog against PTC may have added visibility, but it is not a direct catalyst for the stock. Which Is a Better Investment, JFrog Ltd. or PTC Inc. Stock?
- Negative Sentiment: Several insiders have sold shares in recent days, including CEO Shlomi Ben Haim, CTO Yoav Landman, CFO Eduard Grabscheid, and director Frederic Simon. The company says the sales were tied to 10b5-1 plans or tax withholding, but the cluster of insider selling can still weigh on sentiment. Frederic Simon Sells 120,000 Shares of JFrog (NASDAQ:FROG) Stock
Insider Activity
In related news, CFO Eduard Grabscheid sold 5,654 shares of the firm’s stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $84.69, for a total transaction of $478,837.26. Following the completion of the sale, the chief financial officer directly owned 209,658 shares of the company’s stock, valued at $17,755,936.02. This trade represents a 2.63% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Ben Haim Shlomi sold 43,056 shares of the firm’s stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $86.54, for a total value of $3,726,066.24. Following the sale, the chief executive officer directly owned 4,751,308 shares of the company’s stock, valued at $411,178,194.32. This represents a 0.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders sold 689,363 shares of company stock worth $48,658,874. 11.80% of the stock is currently owned by insiders.
Institutional Investors Weigh In On JFrog
A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Vanguard Group Inc. increased its holdings in JFrog by 4.0% during the 4th quarter. Vanguard Group Inc. now owns 9,505,832 shares of the company’s stock valued at $593,734,000 after purchasing an additional 362,654 shares in the last quarter. Whale Rock Capital Management LLC increased its holdings in JFrog by 82.2% during the 4th quarter. Whale Rock Capital Management LLC now owns 5,297,812 shares of the company’s stock valued at $330,901,000 after purchasing an additional 2,389,415 shares in the last quarter. Wasatch Advisors LP increased its holdings in JFrog by 187.4% during the 1st quarter. Wasatch Advisors LP now owns 4,156,033 shares of the company’s stock valued at $195,043,000 after purchasing an additional 2,710,167 shares in the last quarter. First Trust Advisors LP increased its holdings in JFrog by 85,066.4% during the 1st quarter. First Trust Advisors LP now owns 3,362,370 shares of the company’s stock valued at $157,796,000 after purchasing an additional 3,358,422 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD increased its holdings in JFrog by 30.9% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 2,683,153 shares of the company’s stock valued at $167,590,000 after purchasing an additional 633,231 shares in the last quarter. 85.02% of the stock is owned by institutional investors and hedge funds.
JFrog Company Profile
JFrog is a software company specializing in DevOps solutions designed to streamline the management, distribution and security of software binaries. Its core offering, JFrog Artifactory, serves as a universal artifact repository manager compatible with all major package formats, enabling development teams to store, version and share build artifacts across the software delivery pipeline. The company’s platform also includes tools for continuous integration and delivery (CI/CD), security scanning and release automation.
Among JFrog’s flagship products are JFrog Xray, a security and compliance scanning service that analyzes artifacts and dependencies for vulnerabilities; JFrog Pipelines, a CI/CD orchestration engine that automates build and release workflows; and JFrog Distribution, which accelerates the secure distribution of software releases to edge nodes and end users.
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