JFrog Ltd. (NASDAQ:FROG) Receives Average Rating of “Moderate Buy” from Analysts

JFrog Ltd. (NASDAQ:FROG) has received an average rating of “Moderate Buy” from the twenty ratings firms that are covering the company, MarketBeat Ratings reports. One analyst has rated the stock with a sell recommendation, one has assigned a hold recommendation and eighteen have assigned a buy recommendation to the company. The average 1-year price target among analysts that have issued ratings on the stock in the last year is $74.7368.

Several analysts recently commented on FROG shares. William Blair reaffirmed an “outperform” rating on shares of JFrog in a research note on Monday, February 23rd. UBS Group increased their target price on JFrog from $60.00 to $80.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Barclays increased their target price on JFrog from $70.00 to $75.00 and gave the stock an “overweight” rating in a report on Monday. Guggenheim increased their target price on JFrog from $60.00 to $80.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Finally, KeyCorp reiterated an “overweight” rating and set a $83.00 target price on shares of JFrog in a report on Friday, May 8th.

JFrog Trading Down 5.0%

Shares of JFrog stock opened at $64.18 on Thursday. The company has a market capitalization of $7.77 billion, a PE ratio of -121.09 and a beta of 1.02. JFrog has a 12 month low of $34.05 and a 12 month high of $72.06. The stock’s fifty day simple moving average is $47.02 and its 200 day simple moving average is $53.36.

JFrog (NASDAQ:FROG) last issued its quarterly earnings data on Thursday, May 7th. The company reported $0.27 EPS for the quarter, topping the consensus estimate of $0.22 by $0.05. The business had revenue of $153.98 million for the quarter, compared to the consensus estimate of $147.45 million. JFrog had a negative return on equity of 4.61% and a negative net margin of 10.93%.The firm’s revenue was up 25.8% compared to the same quarter last year. During the same quarter last year, the business posted $0.20 EPS. JFrog has set its FY 2026 guidance at 0.930-0.970 EPS and its Q2 2026 guidance at 0.230-0.25 EPS. Analysts predict that JFrog will post -0.21 EPS for the current fiscal year.

Insider Activity

In other JFrog news, CRO Tali Notman sold 21,097 shares of the stock in a transaction dated Thursday, March 5th. The stock was sold at an average price of $41.28, for a total transaction of $870,884.16. Following the completion of the transaction, the executive owned 752,598 shares in the company, valued at approximately $31,067,245.44. This represents a 2.73% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Frederic Simon sold 55,000 shares of the stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $48.34, for a total value of $2,658,700.00. Following the transaction, the director owned 3,483,286 shares of the company’s stock, valued at approximately $168,382,045.24. This trade represents a 1.55% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 320,003 shares of company stock worth $14,194,781. 11.80% of the stock is currently owned by insiders.

Hedge Funds Weigh In On JFrog

Several hedge funds have recently modified their holdings of FROG. Royal Bank of Canada grew its holdings in shares of JFrog by 48.4% in the 1st quarter. Royal Bank of Canada now owns 189,148 shares of the company’s stock valued at $6,053,000 after acquiring an additional 61,685 shares in the last quarter. Cubist Systematic Strategies LLC bought a new position in shares of JFrog in the 1st quarter valued at about $205,000. AQR Capital Management LLC bought a new position in shares of JFrog in the 1st quarter valued at about $368,000. Integrated Wealth Concepts LLC bought a new position in shares of JFrog in the 1st quarter valued at about $203,000. Finally, Goldman Sachs Group Inc. grew its holdings in shares of JFrog by 14.7% in the 1st quarter. Goldman Sachs Group Inc. now owns 692,909 shares of the company’s stock valued at $22,173,000 after acquiring an additional 88,784 shares in the last quarter. Institutional investors own 85.02% of the company’s stock.

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.