JFrog’s (FROG) Buy Rating Reaffirmed at BTIG Research

JFrog (NASDAQ:FROG)‘s stock had its “buy” rating reiterated by equities researchers at BTIG Research in a research report issued on Friday, Benzinga reports. They presently have a $115.00 price target on the stock. BTIG Research’s price objective suggests a potential upside of 26.92% from the stock’s previous close.

Other analysts have also recently issued research reports about the stock. Barclays reaffirmed an “overweight” rating and set a $110.00 price objective on shares of JFrog in a research note on Friday, August 7th. Stifel Nicolaus upped their price objective on JFrog from $75.00 to $85.00 and gave the company a “buy” rating in a report on Tuesday, May 26th. TD Cowen restated a “buy” rating and issued a $120.00 target price on shares of JFrog in a research report on Thursday. Canaccord Genuity Group set a $105.00 target price on shares of JFrog in a research report on Friday, August 7th. Finally, Guggenheim boosted their price target on shares of JFrog from $105.00 to $115.00 and gave the company a “buy” rating in a research note on Friday, August 7th. Twenty-two equities research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $106.36.

JFrog Trading Down 1.2%

Shares of JFrog stock opened at $90.61 on Friday. JFrog has a twelve month low of $34.05 and a twelve month high of $105.76. The firm has a market capitalization of $11.17 billion, a PE ratio of -244.89 and a beta of 1.28. The firm’s 50-day moving average price is $89.29 and its 200 day moving average price is $68.29.

JFrog (NASDAQ:FROG) last posted its quarterly earnings data on Thursday, August 6th. The company reported $0.27 EPS for the quarter, topping the consensus estimate of $0.24 by $0.03. JFrog had a negative return on equity of 2.71% and a negative net margin of 7.35%.The company had revenue of $163.77 million during the quarter, compared to analyst estimates of $155.63 million. During the same period in the previous year, the business earned $0.18 EPS. JFrog’s quarterly revenue was up 28.7% on a year-over-year basis. 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, sell-side analysts predict that JFrog will post -0.11 EPS for the current fiscal year.

Insider Activity at JFrog

In other JFrog news, Director Elisa Steele sold 554 shares of the stock in a transaction dated Friday, August 28th. The stock was sold at an average price of $103.41, for a total value of $57,289.14. Following the sale, the director owned 23,750 shares of the company’s stock, valued at $2,455,987.50. This trade represents a 2.28% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Yoav Landman sold 249,300 shares of the business’s stock in a transaction dated Thursday, August 27th. The stock was sold at an average price of $100.72, for a total value of $25,109,496.00. Following the transaction, the chief technology officer directly owned 5,199,038 shares of the company’s stock, valued at approximately $523,647,107.36. This represents a 4.58% decrease in their ownership of the stock. 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 959,357 shares of company stock worth $89,008,797 over the last quarter. 11.80% of the stock is currently owned by insiders.

Institutional Investors Weigh In On JFrog

A number of large investors have recently modified their holdings of the company. Snowden Capital Advisors LLC raised its holdings in shares of JFrog by 1.7% in the 2nd 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. Praxis Investment Management Inc. grew its stake in shares of JFrog by 8.0% during the first quarter. Praxis Investment Management Inc. now owns 4,430 shares of the company’s stock worth $208,000 after purchasing an additional 330 shares in the last quarter. Integrated Wealth Concepts LLC increased its holdings in JFrog by 5.8% in the third quarter. Integrated Wealth Concepts LLC now owns 6,897 shares of the company’s stock valued at $326,000 after buying an additional 377 shares during the last quarter. Millstone Evans Group LLC increased its holdings in JFrog by 242.6% in the first quarter. Millstone Evans Group LLC now owns 603 shares of the company’s stock valued at $28,000 after buying an additional 427 shares during the last quarter. Finally, Farther Finance Advisors LLC increased its holdings in JFrog by 318.7% in the fourth quarter. Farther Finance Advisors LLC now owns 628 shares of the company’s stock valued at $39,000 after buying an additional 478 shares during the last quarter. 85.02% of the stock is owned by hedge funds and other institutional investors.

JFrog News Roundup

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: TD Cowen, RBC and Needham reaffirmed bullish ratings on JFrog, with price targets of $120, $118 and $115, respectively. These targets imply meaningful upside from the stock’s recent level near $90.61 and reflect confidence in JFrog’s software-supply-chain and AI growth opportunities.
• Positive Sentiment: JFrog announced a partnership with Wiz to address AI-era software-supply-chain threats. It also promoted zero-touch remediation, continuous compliance and security tools for agentic workforces, potentially expanding its addressable market and strengthening demand for its platform. JFrog and Wiz partnership announcement
• Positive Sentiment: The company’s latest quarterly results showed 28.7% year-over-year revenue growth, revenue of $163.77 million versus a $155.63 million consensus estimate, and adjusted EPS of $0.27 versus expectations of $0.24. JFrog also provided fiscal-year 2026 EPS guidance of $0.96 to $1.00.
• Neutral Sentiment: Director Frederic Simon sold 120,000 shares for approximately $11.2 million under a pre-arranged Rule 10b5-1 plan. CEO Shlomi Ben Haim sold roughly $3.4 million of stock to cover tax withholding on vested equity awards. Both continue to own substantial stakes, making the transactions less clearly bearish. JFrog insider transaction filing
• Negative Sentiment: Security researchers reported that attackers are exploiting a critical JFrog Artifactory flaw to forge administrative tokens and potentially obtain elevated privileges. The incident could increase customer security concerns, remediation costs, liability risk and scrutiny of JFrog’s products. Report on exploited JFrog Artifactory vulnerability
• Negative Sentiment: A separate report said JFrog CTO Yoav Landman sold approximately $25.1 million in shares. Although the sale may have been conducted under an established trading plan, multiple large insider sales could pressure investor sentiment, particularly with FROG trading well above its 200-day moving average.

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.