JFrog (NASDAQ:FROG) Given Buy Rating at TD Cowen

JFrog (NASDAQ:FROG)‘s stock had its “buy” rating reaffirmed by TD Cowen in a report issued on Thursday, Benzinga reports. They presently have a $120.00 price objective on the stock. TD Cowen’s price target suggests a potential upside of 30.81% from the stock’s current price.

Several other research firms have also issued reports on FROG. Bank of America lifted their price objective on JFrog from $85.00 to $100.00 and gave the company a “buy” rating in a research note on Monday, June 8th. Weiss Ratings restated a “sell (d-)” rating on shares of JFrog in a research note on Friday, July 17th. Morgan Stanley set a $100.00 price target on JFrog in a report on Friday, August 7th. Guggenheim lifted their price target on JFrog from $105.00 to $115.00 and gave the company a “buy” rating in a research report on Friday, August 7th. Finally, Oppenheimer boosted their price objective on JFrog from $105.00 to $115.00 and gave the stock an “outperform” rating in a report on Friday, August 7th. Twenty-two research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $106.36.

JFrog Stock Performance

NASDAQ FROG traded up $0.01 on Thursday, hitting $91.74. The stock had a trading volume of 676,106 shares, compared to its average volume of 2,919,061. JFrog has a 52-week low of $34.05 and a 52-week high of $105.76. The company has a market capitalization of $11.31 billion, a price-to-earnings ratio of -247.49 and a beta of 1.28. The firm has a 50-day moving average of $89.06 and a 200-day moving average of $68.02.

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

Insider Transactions at JFrog

In related news, CRO Tali Notman sold 22,015 shares of the business’s stock in a transaction that occurred on Friday, June 5th. The stock was sold at an average price of $83.95, for a total value of $1,848,159.25. Following the completion of the sale, the executive owned 706,629 shares in the company, valued at $59,321,504.55. The trade was a 3.02% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available 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 the company’s stock in a transaction that occurred on Thursday, August 13th. The stock was sold at an average price of $90.86, for a total value of $10,903,200.00. Following the completion of the sale, the director directly owned 2,984,328 shares of the company’s stock, valued at approximately $271,156,042.08. This represents a 3.87% decrease in their position. 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 824,140 shares of company stock valued at $76,301,888 over the last 90 days. Company insiders own 11.80% of the company’s stock.

Institutional Investors Weigh In On JFrog

A number of hedge funds have recently made changes to their positions in FROG. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new position in shares of JFrog during the 2nd quarter valued at $1,427,000. California State Teachers Retirement System lifted its stake in JFrog by 9,666.3% in the second quarter. California State Teachers Retirement System now owns 10,839,803 shares of the company’s stock worth $985,121,000 after purchasing an additional 10,728,811 shares during the last quarter. Comprehensive Financial Planning Inc. PA bought a new stake in JFrog in the second quarter worth $363,000. Wellington Management Group LLP bought a new stake in JFrog in the second quarter worth $69,951,000. Finally, American Capital Management Inc. purchased a new stake in JFrog during the second quarter valued at about $1,225,000. 85.02% of the stock is currently owned by institutional investors.

Trending Headlines about JFrog

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: Royal Bank of Canada reaffirmed its Outperform rating and set a $118 price target, implying approximately 28% upside from recent levels.
• Positive Sentiment: Needham reaffirmed its Buy rating and assigned a $115 target, representing roughly 25% potential upside.
• Positive Sentiment: JFrog announced expanded security and compliance capabilities for AI-era software development, including zero-touch remediation, continuous compliance through its DevGovOps offering, and security integrations designed to strengthen its software supply-chain platform. JFrog Introduces Zero-Touch Remediation
• Positive Sentiment: The company partnered with Wiz to address AI-related software supply-chain threats, potentially improving JFrog’s competitive position in application security and creating additional enterprise-sales opportunities. JFrog Partners with Wiz
• Positive Sentiment: JFrog’s latest reported quarter showed 28.7% year-over-year revenue growth to $163.77 million and adjusted EPS of $0.27, beating consensus estimates. Its full-year 2026 guidance and generally bullish analyst coverage provide fundamental support for the stock.
• Neutral Sentiment: Director Elisa Steele sold 554 shares worth approximately $57,000 under a pre-arranged Rule 10b5-1 plan. The relatively small transaction and planned nature reduce its value as a discretionary signal.
• Negative Sentiment: JFrog CTO Yoav Landman sold approximately 249,300 shares valued at $25.1 million. Although the sale was reportedly made under a 10b5-1 plan and he retained a large stake, its size and repeated insider-selling pattern could weigh on investor sentiment. JFrog CTO Stock Sale
• Negative Sentiment: A critical JFrog Artifactory flaw was reportedly exploited in the wild to forge administrative tokens and potentially gain control of affected environments. The incident raises concerns about customer security, remediation costs and reputational risk for JFrog. Hackers Exploit Critical JFrog Artifactory Flaw

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.