JFrog (NASDAQ:FROG) Stock Rating Lowered by Wall Street Zen

JFrog (NASDAQ:FROG) was downgraded by investment analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a research report issued to clients and investors on Saturday, Wall Street Zen reports.

FROG has been the topic of several other reports. Oppenheimer upped their price target on shares of JFrog from $105.00 to $115.00 and gave the stock an “outperform” rating in a research report on Friday, August 7th. Canaccord Genuity Group set a $105.00 price objective on shares of JFrog in a research report on Friday, August 7th. DA Davidson reissued a “buy” rating and issued a $115.00 price objective on shares of JFrog in a research report on Friday, September 4th. Benchmark boosted their price objective on shares of JFrog from $100.00 to $120.00 and gave the stock a “buy” rating in a research note on Friday, August 7th. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of JFrog in a report on Thursday, October 15th. Twenty-one equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, JFrog currently has an average rating of “Moderate Buy” and an average target price of $109.48.

JFrog Price Performance

NASDAQ:FROG opened at $100.62 on Friday. JFrog has a twelve month low of $34.05 and a twelve month high of $105.76. The firm has a market capitalization of $12.41 billion, a price-to-earnings ratio of -271.94 and a beta of 1.24. The stock’s 50 day moving average price is $93.30 and its two-hundred day moving average price is $80.89.

JFrog (NASDAQ:FROG) last released its quarterly earnings data on Thursday, August 6th. The company reported $0.27 EPS for the quarter, beating the consensus estimate of $0.24 by $0.03. JFrog had a negative return on equity of 2.71% and a negative net margin of 7.35%. The company had revenue of $163.77 million during the quarter, compared to the consensus estimate of $155.63 million. During the same quarter in the prior year, the firm posted $0.18 EPS. The firm’s revenue for the quarter was up 28.7% compared to the same quarter last year. JFrog has set its Q3 2026 guidance at 0.220-0.240 EPS and its FY 2026 guidance at 0.960-1.000 EPS. As a group, analysts anticipate that JFrog will post -0.11 earnings per share for the current year.

Insider Activity at JFrog

In other news, CRO Tali Notman sold 18,794 shares of the business’s stock in a transaction dated Tuesday, September 8th. The shares were sold at an average price of $86.98, for a total value of $1,634,702.12. Following the completion of the sale, the executive owned 668,678 shares of the company’s stock, valued at approximately $58,161,612.44. The trade was a 2.73% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Barry Zwarenstein sold 1,250 shares of the company’s stock in a transaction dated Tuesday, October 20th. The shares were sold at an average price of $90.10, for a total transaction of $112,625.00. Following the completion of the transaction, the director owned 29,187 shares in the company, valued at $2,629,748.70. This trade represents a 4.11% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 915,453 shares of company stock valued at $86,664,266. 11.80% of the stock is currently owned by insiders.

Institutional Trading of JFrog

Several hedge funds and other institutional investors have recently bought and sold shares of FROG. Wasatch Advisors LP grew its position in shares of JFrog by 187.4% during the 1st quarter. Wasatch Advisors LP now owns 4,156,033 shares of the company’s stock worth $195,043,000 after purchasing an additional 2,710,167 shares in the last quarter. First Trust Advisors LP increased its holdings in shares of JFrog by 85,066.4% during the first quarter. First Trust Advisors LP now owns 3,362,370 shares of the company’s stock worth $157,796,000 after purchasing an additional 3,358,422 shares during the period. Bank of America Corp DE increased its holdings in shares of JFrog by 48.2% during the first quarter. Bank of America Corp DE now owns 2,517,899 shares of the company’s stock worth $118,165,000 after purchasing an additional 819,326 shares during the period. Arrowstreet Capital Limited Partnership raised its position in shares of JFrog by 78.1% in the first quarter. Arrowstreet Capital Limited Partnership now owns 1,964,925 shares of the company’s stock valued at $92,214,000 after buying an additional 861,835 shares in the last quarter. Finally, Lazard Asset Management LLC raised its position in shares of JFrog by 41.9% in the first quarter. Lazard Asset Management LLC now owns 1,716,050 shares of the company’s stock valued at $80,534,000 after buying an additional 506,366 shares in the last quarter. Institutional investors and hedge funds own 85.02% of the company’s stock.

More JFrog News

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: JFrog’s new AI-SEC products strengthen its growth narrative. The company introduced tools for detecting “shadow AI,” scanning AI assets and enforcing policies across development and production environments. The offering expands JFrog beyond artifact management into the potentially higher-value AI-security market. JFrog AI Security article
• Positive Sentiment: New DevGovOps and compliance capabilities could support enterprise adoption. Features including signed compliance evidence, repository-level policies and DORA-related controls position JFrog as a broader software governance platform and may improve customer retention. JFrog DevGovOps announcement
• Positive Sentiment: Analyst sentiment remains supportive. Truist raised its price target to $115 while maintaining a Buy rating, citing confidence in JFrog’s growth outlook. Recent institutional filings also showed substantial share additions by BlackRock, JPMorgan and other investors.
• Neutral Sentiment: The upcoming earnings report is the next major catalyst. JFrog previously beat quarterly revenue and EPS expectations, with revenue up 28.7% year over year, but investors will look for confirmation that cloud momentum and fiscal-year guidance remain on track. JFrog pre-earnings sentiment article
• Negative Sentiment: Insider selling is a risk signal. Director Barry Zwarenstein sold 1,250 shares under a pre-arranged Rule 10b5-1 plan. Separately, company insiders have reported numerous sales and no open-market purchases in the past six months, which could temper enthusiasm despite the recent product and analyst catalysts.

JFrog Company Profile

JFrog Ltd. is a software company that provides a platform for managing, securing and distributing software packages and releases throughout the application development lifecycle. Its technology is designed to help organizations move software reliably from development through production across cloud, on-premises and hybrid environments.

The company’s products include JFrog Artifactory, a repository for storing and managing software packages and container images; JFrog Xray, which provides security and compliance analysis for software components; and tools for continuous integration, continuous delivery, software distribution and release management.