JFrog (NASDAQ:FROG) Given New $115.00 Price Target at JPMorgan Chase & Co.

JFrog (NASDAQ:FROG) had its price objective boosted by investment analysts at JPMorgan Chase & Co. from $100.00 to $115.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm currently has an “overweight” rating on the stock. JPMorgan Chase & Co.‘s target price would suggest a potential upside of 28.73% from the company’s previous close.

FROG has been the topic of a number of other reports. Canaccord Genuity Group set a $105.00 target price on shares of JFrog in a research report on Friday. Oppenheimer lifted their price target on shares of JFrog from $105.00 to $115.00 and gave the stock an “outperform” rating in a research report on Friday. Truist Financial boosted their price target on shares of JFrog from $105.00 to $110.00 and gave the stock a “buy” rating in a research note on Friday. TD Cowen reissued a “buy” rating on shares of JFrog in a research note on Friday. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of JFrog in a report on Friday, July 17th. Twenty-one investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $103.90.

JFrog Price Performance

Shares of FROG stock traded up $6.29 on Friday, reaching $89.33. 1,886,355 shares of the stock were exchanged, compared to its average volume of 3,015,771. JFrog has a one year low of $34.05 and a one year high of $99.22. The stock has a market cap of $10.82 billion, a PE ratio of -167.87 and a beta of 1.22. The stock has a 50 day moving average price of $84.96 and a 200 day moving average price of $62.93.

JFrog (NASDAQ:FROG) last posted its quarterly earnings results on Thursday, August 6th. The company reported $0.27 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.24 by $0.03. The business had revenue of $163.77 million for the quarter, compared to analysts’ expectations of $155.63 million. JFrog had a negative return on equity of 4.61% and a negative net margin of 10.93%.The firm’s quarterly revenue was up 28.7% compared to the same quarter last year. During the same quarter last 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. On average, research analysts expect that JFrog will post -0.15 earnings per share for the current fiscal year.

Insider Activity at JFrog

In related news, CRO Tali Notman sold 22,015 shares of the stock in a transaction that occurred on Friday, June 5th. The stock was sold at an average price of $83.95, for a total transaction of $1,848,159.25. Following the completion of the sale, the executive directly owned 706,629 shares of the company’s stock, valued at approximately $59,321,504.55. This represents a 3.02% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Eduard Grabscheid sold 5,654 shares of the stock in a transaction that occurred on Wednesday, June 3rd. The stock was sold at an average price of $84.69, for a total value of $478,837.26. Following the sale, the chief financial officer directly owned 209,658 shares of the company’s stock, valued at approximately $17,755,936.02. The trade was a 2.63% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 938,649 shares of company stock valued at $76,347,827 over the last 90 days. Insiders own 11.80% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Millstone Evans Group LLC increased its position in shares of JFrog by 242.6% during the first quarter. Millstone Evans Group LLC now owns 603 shares of the company’s stock worth $28,000 after acquiring an additional 427 shares in the last quarter. Blue Trust Inc. acquired a new stake in shares of JFrog during the fourth quarter worth $30,000. Western Wealth Management LLC bought a new stake in JFrog in the 1st quarter valued at $30,000. Bessemer Group Inc. bought a new stake in JFrog in the 1st quarter valued at $36,000. Finally, Farther Finance Advisors LLC boosted its stake in JFrog by 318.7% in the 4th quarter. Farther Finance Advisors LLC now owns 628 shares of the company’s stock worth $39,000 after purchasing an additional 478 shares during the period. 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: Quarterly results exceeded expectations: JFrog reported adjusted EPS of $0.27 versus the $0.24 consensus estimate, while revenue rose 28.7% year over year to $163.77 million, above expectations of $155.63 million. EPS also increased from $0.18 in the prior-year quarter. JFrog Ltd. Surpasses Q2 Earnings and Revenue Estimates
• Positive Sentiment: Cloud momentum and customer expansion improved: Cloud revenue reached $87.5 million, up 53% year over year, while JFrog reported 97 customers generating more than $1 million in annual recurring revenue and 121% net dollar retention. JFrog Stock Jumps as Q2 Results Top Guidance
• Positive Sentiment: Guidance was raised above analyst expectations: Fiscal 2026 revenue is now projected at $648 million-$652 million and adjusted EPS at $0.96-$1.00, compared with consensus estimates of $632.5 million and $0.73, respectively. Third-quarter guidance also topped consensus for both revenue and EPS. JFrog Analyst Coverage
• Positive Sentiment: Analysts raised targets: Oppenheimer lifted its target to $115 and kept an “outperform” rating; BTIG raised its target to $115 with a “buy” rating; and Truist increased its target to $110 with a “buy” rating. Each target implies meaningful upside from recent trading levels.
• Neutral Sentiment: Broader software stocks also moved higher as solid earnings reports eased concerns that artificial intelligence could disrupt software companies, providing an additional sector tailwind for FROG. Stocks That Explain Today’s Market
• Negative Sentiment: JFrog continues to report a negative net margin and negative return on equity. In addition, reported insider activity showed selling but no purchases over the past six months, which may temper investor enthusiasm despite the strong operating outlook.

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.