JFrog (NASDAQ:FROG) Price Target Cut to $70.00 by Analysts at BTIG Research

JFrog (NASDAQ:FROG) had its price objective cut by BTIG Research from $83.00 to $70.00 in a report published on Friday,Benzinga reports. They currently have a buy rating on the stock.

Other research analysts have also recently issued research reports about the stock. Cantor Fitzgerald reiterated an “overweight” rating and issued a $80.00 target price on shares of JFrog in a research note on Wednesday, February 4th. Wall Street Zen lowered JFrog from a “buy” rating to a “hold” rating in a research note on Saturday, February 7th. Needham & Company LLC increased their target price on JFrog from $55.00 to $70.00 and gave the stock a “buy” rating in a report on Friday, November 7th. Barclays lifted their price target on JFrog from $67.00 to $70.00 and gave the company an “overweight” rating in a report on Monday, January 12th. Finally, JPMorgan Chase & Co. increased their price objective on shares of JFrog from $55.00 to $65.00 and gave the stock an “overweight” rating in a report on Friday, November 7th. Fifteen research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, JFrog presently has a consensus rating of “Moderate Buy” and a consensus price target of $65.94.

JFrog Price Performance

JFrog stock opened at $51.68 on Friday. The firm has a market capitalization of $6.11 billion, a P/E ratio of -83.35 and a beta of 1.13. The stock has a fifty day moving average price of $59.88 and a two-hundred 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 posted its earnings results on Thursday, February 12th. The company reported $0.22 earnings per share for the quarter, topping the consensus estimate of $0.19 by $0.03. The business had revenue of $145.31 million for the quarter, compared to analyst estimates of $138.09 million. JFrog had a negative net margin of 13.50% and a negative return on equity of 5.84%. The firm’s quarterly revenue was up 25.2% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.19 EPS. 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, equities research analysts predict that JFrog will post -0.33 EPS for the current fiscal year.

Insider Transactions at JFrog

In other JFrog news, CRO Tali Notman sold 13,357 shares of the business’s stock in a transaction dated Monday, December 8th. The stock was sold at an average price of $64.80, for a total transaction of $865,533.60. Following the completion of the sale, the executive directly owned 631,325 shares of the company’s stock, valued at approximately $40,909,860. The trade was a 2.07% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Yvonne Wassenaar sold 1,957 shares of the firm’s stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $58.70, for a total transaction of $114,875.90. Following the completion of the transaction, the director directly owned 20,495 shares in the company, valued at $1,203,056.50. This trade represents a 8.72% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 407,814 shares of company stock valued at $24,969,260. 14.10% of the stock is currently owned by insiders.

Institutional Trading of JFrog

A number of institutional investors have recently bought and sold shares of FROG. Verdence Capital Advisors LLC lifted its stake in shares of JFrog by 2.7% in the 3rd quarter. Verdence Capital Advisors LLC now owns 9,639 shares of the company’s stock valued at $481,000 after purchasing an additional 253 shares during the period. Snowden Capital Advisors LLC grew its stake in shares of JFrog by 1.7% during the second quarter. Snowden Capital Advisors LLC now owns 15,183 shares of the company’s stock worth $666,000 after purchasing an additional 253 shares during the period. Park Avenue Securities LLC increased its holdings in JFrog by 3.1% in the fourth quarter. Park Avenue Securities LLC now owns 9,362 shares of the company’s stock valued at $585,000 after purchasing an additional 279 shares during the last quarter. Oppenheimer Asset Management Inc. lifted its stake in JFrog by 2.0% in the fourth quarter. Oppenheimer Asset Management Inc. now owns 15,184 shares of the company’s stock valued at $948,000 after buying an additional 299 shares during the period. Finally, Arizona State Retirement System boosted its holdings in JFrog by 1.3% during the third quarter. Arizona State Retirement System now owns 28,768 shares of the company’s stock worth $1,362,000 after buying an additional 362 shares during 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: 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

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.