JFrog (NASDAQ:FROG) Given Buy Rating at DA Davidson

JFrog (NASDAQ:FROG)‘s stock had its “buy” rating restated by equities researchers at DA Davidson in a report issued on Friday, Benzinga reports. They presently have a $115.00 target price on the stock. DA Davidson’s price objective indicates a potential upside of 27.61% from the stock’s current price.

Several other research analysts have also weighed in on the company. Bank of America increased their price objective on JFrog from $85.00 to $100.00 and gave the stock a “buy” rating in a research report on Monday, June 8th. BTIG Research reaffirmed a “buy” rating and issued a $115.00 price target on shares of JFrog in a research note on Friday. UBS Group raised their price objective on JFrog from $110.00 to $120.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. Canaccord Genuity Group set a $105.00 price objective on shares of JFrog in a report on Friday, August 7th. Finally, Benchmark upped their target price on shares of JFrog from $100.00 to $120.00 and gave the company a “buy” rating in a research report on Friday, August 7th. Twenty-two research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $107.14.

JFrog Stock Performance

Shares of NASDAQ:FROG traded down $0.49 during midday trading on Friday, reaching $90.12. 383,389 shares of the company’s stock traded hands, compared to its average volume of 2,916,793. The company has a fifty day simple moving average of $89.29 and a two-hundred day simple moving average of $68.29. JFrog has a 1 year low of $34.05 and a 1 year high of $105.76. The company has a market cap of $11.11 billion, a P/E ratio of -242.98 and a beta of 1.28.

JFrog (NASDAQ:FROG) last issued its earnings results on Thursday, August 6th. The company reported $0.27 EPS for the quarter, beating analysts’ consensus estimates of $0.24 by $0.03. The business had revenue of $163.77 million during the quarter, compared to analysts’ expectations of $155.63 million. JFrog had a negative net margin of 7.35% and a negative return on equity of 2.71%. The company’s quarterly revenue was up 28.7% compared to the same quarter last year. During the same period in the prior year, the business earned $0.18 earnings per share. 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, research analysts forecast that JFrog will post -0.11 EPS for the current fiscal year.

Insider Buying and Selling

In other JFrog news, CTO Yoav Landman sold 249,300 shares of the stock in a transaction that occurred on Thursday, August 27th. The stock was sold at an average price of $100.72, for a total transaction of $25,109,496.00. Following the completion of the sale, the chief technology officer directly owned 5,199,038 shares of the company’s stock, valued at approximately $523,647,107.36. This trade represents a 4.58% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Frederic Simon sold 120,000 shares of JFrog stock in a transaction that occurred on Thursday, August 13th. The shares were sold at an average price of $90.86, for a total value of $10,903,200.00. Following the completion of the transaction, the director owned 2,984,328 shares in the company, valued at $271,156,042.08. This trade represents a 3.87% 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. Insiders have sold a total of 959,357 shares of company stock valued at $89,008,797 over the last quarter. 11.80% of the stock is currently owned by insiders.

Hedge Funds Weigh In On JFrog

Several institutional investors have recently bought and sold shares of the company. Millstone Evans Group LLC boosted its holdings in shares of JFrog by 242.6% in the first quarter. Millstone Evans Group LLC now owns 603 shares of the company’s stock valued at $28,000 after acquiring an additional 427 shares in the last quarter. Western Wealth Management LLC acquired a new position in JFrog during the 1st quarter worth approximately $30,000. Bessemer Group Inc. purchased a new position in shares of JFrog during the 1st quarter worth approximately $36,000. Farther Finance Advisors LLC lifted its holdings in shares of JFrog by 318.7% in the 4th quarter. Farther Finance Advisors LLC now owns 628 shares of the company’s stock valued at $39,000 after buying an additional 478 shares during the period. Finally, Employees Retirement System of Texas purchased a new stake in shares of JFrog in the fourth quarter valued at approximately $44,000. 85.02% of the stock is owned by institutional investors and hedge funds.

More JFrog News

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: BTIG Research reaffirmed its Buy rating and set a $115 price target, implying roughly 27% potential upside. This follows bullish ratings from TD Cowen, RBC and Needham, whose targets range from $115 to $120, reinforcing confidence in JFrog’s growth in DevOps, software supply-chain security and artificial intelligence.
• Positive Sentiment: JFrog highlighted new initiatives including zero-touch remediation, continuous compliance for AI-era software supply chains and security tools for agentic workforces. The company also announced a partnership with Wiz to address emerging AI-related software-supply-chain threats, potentially expanding JFrog’s addressable market. JFrog zero-touch remediation announcement
• Neutral Sentiment: CEO Shlomi Ben Haim sold 37,232 shares worth approximately $3.4 million to cover tax withholding tied to vested equity awards. Because he retained about 4.5 million shares, the transaction is less indicative of a bearish outlook. JFrog CEO insider sale
• Negative Sentiment: Security researchers reported that attackers are exploiting a critical JFrog Artifactory flaw to forge administrative tokens and obtain elevated privileges. The issue could lead to urgent customer patching, increased scrutiny of JFrog’s security controls and potential concerns about customer trust or liability. Exploited JFrog Artifactory vulnerability
• Negative Sentiment: Director Frederic Simon sold 120,000 shares for approximately $11.2 million under a pre-arranged Rule 10b5-1 plan, and reports also indicated a roughly $25.1 million stock sale by CTO Yoav Landman. These transactions could pressure sentiment, although trading plans and the executives’ remaining holdings reduce their predictive value.

About JFrog

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.