JFrog (NASDAQ:FROG) Issues FY 2026 Earnings Guidance

JFrog (NASDAQ:FROG) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 0.880-0.920 for the period, compared to the consensus EPS estimate of 0.430. The company issued revenue guidance of $623.0 million-$628.0 million, compared to the consensus revenue estimate of $576.9 million. JFrog also updated its Q1 2026 guidance to 0.200-0.220 EPS.

JFrog Price Performance

NASDAQ:FROG traded down $1.62 on Friday, hitting $51.68. 7,972,684 shares of the company’s stock were exchanged, compared to its average volume of 2,598,560. The company has a market cap of $6.11 billion, a P/E ratio of -83.35 and a beta of 1.13. The firm has a 50-day moving average price of $59.88 and a 200-day moving average price of $53.60. JFrog has a 52 week low of $27.00 and a 52 week high of $70.43.

JFrog (NASDAQ:FROG) last issued its quarterly earnings results on Thursday, February 12th. The company reported $0.22 EPS for the quarter, beating the consensus estimate of $0.19 by $0.03. The firm had revenue of $145.31 million during the quarter, compared to analysts’ expectations of $138.09 million. JFrog had a negative return on equity of 5.84% and a negative net margin of 13.50%.The business’s quarterly revenue was up 25.2% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.19 earnings per share. JFrog has set its FY 2026 guidance at 0.880-0.920 EPS and its Q1 2026 guidance at 0.200-0.220 EPS. On average, research analysts expect that JFrog will post -0.33 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

FROG has been the subject of a number of research analyst reports. KeyCorp lifted their price target on JFrog from $71.00 to $79.00 and gave the stock an “overweight” rating in a report on Tuesday, December 16th. TD Cowen boosted their target price on JFrog from $75.00 to $80.00 and gave the stock a “buy” rating in a report on Friday. JPMorgan Chase & Co. lifted their price objective on shares of JFrog from $55.00 to $65.00 and gave the stock an “overweight” rating in a research report on Friday, November 7th. Canaccord Genuity Group dropped their price objective on shares of JFrog from $75.00 to $66.00 and set a “buy” rating on the stock in a research report on Friday. Finally, Wall Street Zen downgraded shares of JFrog from a “buy” rating to a “hold” rating in a report on Saturday, February 7th. Fifteen equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $65.94.

Insider Activity at JFrog

In other JFrog news, Director Yvonne Wassenaar sold 1,957 shares of the business’s stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $58.70, for a total transaction of $114,875.90. Following the sale, the director owned 20,495 shares of the company’s stock, valued at approximately $1,203,056.50. The trade was a 8.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Ben Haim Shlomi sold 25,000 shares of the business’s stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $51.92, for a total transaction of $1,298,000.00. Following the sale, the chief executive officer directly owned 4,741,893 shares in the company, valued at $246,199,084.56. The trade was a 0.52% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 407,814 shares of company stock worth $24,969,260 in the last 90 days. Corporate insiders own 14.10% of the company’s stock.

JFrog News Roundup

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: Q4 beat and strong forward outlook — JFrog reported Q4 revenue of $145.3M (up 25% YoY) and non‑GAAP EPS that topped consensus; management issued FY‑2026 and Q1 guidance well above Street expectations, which supports growth and margin improvement narratives. JFrog Announces Fourth Quarter and Fiscal 2025 Results
• Positive Sentiment: AI and security tailwinds — Coverage highlights that JFrog’s software‑supply‑chain, security and AI positioning could drive higher product monetization and multiple expansion if execution continues. This is the strategic thesis supporting longer‑term upside. FROG Q4 Deep Dive: Security and AI Tailwinds Propel JFrog’s Software Supply Chain Platform
• Neutral Sentiment: Analyst views mixed but generally constructive — BTIG cut its price target from $83 to $70 but left a Buy rating (still implying upside vs current levels); the analyst community median target is near $70, so consensus remains positive even after trims. Benzinga
• Neutral Sentiment: Full materials and call available — Earnings transcript, slide deck and deep dives are out for investors who want detail on customer metrics and margin cadence; these can influence near‑term revisions. JFrog (FROG) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Sell‑the‑news reaction — Despite the beat and strong guidance, shares dropped sharply on heavy volume as investors booked gains and re‑rated near‑term expectations, creating immediate downside pressure. JFrog shares tumble despite earnings beat and strong guidance
• Negative Sentiment: Large insider selling and notable volume — Public filings and reporting show sizable insider sales over recent months; combined with above‑average intraday volume, that amplifies downside risk in the near term. JFrog Ltd. (FROG) Stock Falls on Q4 2025 Earnings
• Negative Sentiment: Potential volatility drivers — Some sources flagged increased short‑interest and conflicting short‑interest data; even if figures are noisy, perception of rising bearish positioning can magnify moves. JFrog reports bullish Q4 but stock drops

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of FROG. Snowden Capital Advisors LLC increased its stake in JFrog by 1.7% in the second quarter. Snowden Capital Advisors LLC now owns 15,183 shares of the company’s stock valued at $666,000 after purchasing an additional 253 shares in the last quarter. Integrated Wealth Concepts LLC raised its stake in JFrog by 5.8% during the 3rd quarter. Integrated Wealth Concepts LLC now owns 6,897 shares of the company’s stock worth $326,000 after buying an additional 377 shares during the period. PNC Financial Services Group Inc. boosted its holdings in JFrog by 52.4% in the fourth quarter. PNC Financial Services Group Inc. now owns 1,789 shares of the company’s stock worth $112,000 after acquiring an additional 615 shares in the last quarter. Orion Porfolio Solutions LLC grew its stake in JFrog by 1.4% in the second quarter. Orion Porfolio Solutions LLC now owns 49,219 shares of the company’s stock valued at $2,160,000 after acquiring an additional 668 shares during the period. Finally, Van ECK Associates Corp increased its holdings in shares of JFrog by 3.0% during the fourth quarter. Van ECK Associates Corp now owns 38,682 shares of the company’s stock valued at $2,416,000 after acquiring an additional 1,131 shares in the last quarter. 85.02% of the stock is owned by institutional investors.

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.