JFrog (NASDAQ:FROG) Updates FY 2026 Earnings Guidance

JFrog (NASDAQ:FROG) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 0.960-1.000 for the period, compared to the consensus earnings per share estimate of 0.730. The company issued revenue guidance of $648.0 million-$652.0 million, compared to the consensus revenue estimate of $632.5 million. JFrog also updated its Q3 2026 guidance to 0.220-0.240 EPS.

JFrog Trading Down 1.8%

NASDAQ FROG traded down $1.48 on Thursday, reaching $83.04. 3,059,504 shares of the company were exchanged, compared to its average volume of 3,022,687. The business’s fifty day moving average price is $84.75 and its 200 day moving average price is $62.74. The stock has a market capitalization of $10.06 billion, a P/E ratio of -156.68 and a beta of 1.22. JFrog has a fifty-two week low of $34.05 and a fifty-two week high of $99.22.

JFrog (NASDAQ:FROG) last posted its quarterly earnings results on Thursday, August 6th. The company reported $0.27 EPS for the quarter, topping the consensus estimate of $0.24 by $0.03. The business had revenue of $163.77 million for the quarter, compared to analyst estimates of $155.63 million. JFrog had a negative return on equity of 4.61% and a negative net margin of 10.93%.JFrog has set its Q3 2026 guidance at 0.220-0.240 EPS and its FY 2026 guidance at 0.960-1.000 EPS. Equities research analysts forecast that JFrog will post -0.15 earnings per share for the current year.

Analysts Set New Price Targets

Several equities analysts have weighed in on FROG shares. Cantor Fitzgerald boosted their target price on shares of JFrog from $80.00 to $100.00 and gave the company an “overweight” rating in a report on Monday. DA Davidson set a $90.00 price target on shares of JFrog in a research report on Friday, May 8th. JPMorgan Chase & Co. upped their price objective on JFrog from $76.00 to $100.00 and gave the company an “overweight” rating in a report on Monday, July 27th. Oppenheimer reissued an “outperform” rating and set a $105.00 target price on shares of JFrog in a research note on Wednesday, July 22nd. Finally, Barclays upped their price target on JFrog from $75.00 to $88.00 and gave the company an “overweight” rating in a research note on Wednesday, June 10th. Twenty-one analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $91.19.

Insider Transactions at JFrog

In other 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 transaction, the chief financial officer directly owned 209,658 shares in the company, valued at $17,755,936.02. This trade represents a 2.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 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, Director Barry Zwarenstein sold 1,250 shares of JFrog stock in a transaction on Thursday, July 23rd. The shares were sold at an average price of $80.10, for a total value of $100,125.00. Following the completion of the sale, the director directly owned 31,687 shares of the company’s stock, valued at $2,538,128.70. The trade was a 3.80% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 938,649 shares of company stock worth $76,347,827 in the last three months. Company insiders own 11.80% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the business. Wilmington Savings Fund Society FSB boosted its holdings in JFrog by 1,086.8% in the third quarter. Wilmington Savings Fund Society FSB now owns 1,258 shares of the company’s stock valued at $60,000 after purchasing an additional 1,152 shares during the period. PNC Financial Services Group Inc. increased its holdings in JFrog by 52.4% during the 4th quarter. PNC Financial Services Group Inc. now owns 1,789 shares of the company’s stock worth $112,000 after purchasing an additional 615 shares during the period. Tower Research Capital LLC TRC raised its position 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 valued at $131,000 after purchasing an additional 2,946 shares in the last quarter. Acadian Asset Management LLC purchased a new position in shares of JFrog in the 1st quarter valued at about $162,000. Finally, Headlands Technologies LLC acquired a new position in shares of JFrog during the second quarter worth about $181,000. Hedge funds and other institutional investors own 85.02% of the company’s stock.

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.