Analysts Set JFrog Ltd. (NASDAQ:FROG) PT at $107.14

JFrog Ltd. (NASDAQ:FROG) has earned a consensus rating of “Moderate Buy” from the twenty-three brokerages that are covering the firm, MarketBeat.com reports. One equities research analyst has rated the stock with a sell recommendation, one has issued a hold recommendation and twenty-one have assigned a buy recommendation to the company. The average 12-month price target among brokerages that have covered the stock in the last year is $109.4762.

FROG has been the subject of several analyst reports. BTIG Research reaffirmed a “buy” rating and issued a $115.00 price objective on shares of JFrog in a report on Friday, September 4th. Needham & Company LLC reissued a “buy” rating and set a $115.00 target price on shares of JFrog in a report on Thursday, September 3rd. Royal Bank Of Canada restated an “outperform” rating and set a $118.00 target price on shares of JFrog in a research report on Thursday, September 3rd. KeyCorp raised their price target on JFrog from $89.00 to $114.00 and gave the stock an “overweight” rating in a report on Friday, August 7th. Finally, TD Cowen reiterated a “buy” rating and issued a $120.00 price target on shares of JFrog in a research report on Thursday, September 3rd.

Insiders Place Their Bets

In other news, CEO Shlomi Ben Haim sold 65,999 shares of the company’s stock in a transaction dated Monday, June 29th. The stock was sold at an average price of $90.03, for a total transaction of $5,941,889.97. Following the sale, the chief executive officer directly owned 4,592,237 shares in the company, valued at $413,439,097.11. This represents a 1.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, 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 stock in a transaction dated Thursday, August 27th. The stock was sold at an average price of $100.72, for a total transaction of $25,109,496.00. Following the completion of the sale, the chief technology officer directly owned 5,199,038 shares in the company, valued at approximately $523,647,107.36. The trade was a 4.58% 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. Insiders sold a total of 1,010,902 shares of company stock worth $93,883,131 in the last quarter. 11.80% of the stock is owned by company insiders.

Institutional Trading of JFrog

A number of hedge funds and other institutional investors have recently bought and sold shares of FROG. IPG Investment Advisors LLC bought a new position in JFrog in the 2nd quarter valued at $228,000. WINTON GROUP Ltd increased its holdings in shares of JFrog by 37.9% in the second quarter. WINTON GROUP Ltd now owns 11,800 shares of the company’s stock worth $1,072,000 after purchasing an additional 3,244 shares during the period. IFP Advisors Inc raised its position in shares of JFrog by 4.7% in the second quarter. IFP Advisors Inc now owns 6,872 shares of the company’s stock worth $625,000 after buying an additional 309 shares in the last quarter. Allworth Financial LP raised its position in shares of JFrog by 83.1% in the second quarter. Allworth Financial LP now owns 648 shares of the company’s stock worth $59,000 after buying an additional 294 shares in the last quarter. Finally, Arizona State Retirement System boosted its stake in JFrog by 2.9% during the second quarter. Arizona State Retirement System now owns 28,416 shares of the company’s stock valued at $2,582,000 after buying an additional 793 shares during the period. Institutional investors own 85.02% of the company’s stock.

More JFrog News

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: Strong feedback from JFrog’s customer conference led one analysis to identify FROG as a top software-sector pick, suggesting continued confidence in demand for its software supply-chain platform and AI-related growth opportunities. JFrog Stock Emerges as Top Software Pick Following Strong Customer Conference Feedback
• Positive Sentiment: JFrog unveiled “zero-touch remediation,” a capability intended to automatically detect and resolve software-supply-chain vulnerabilities. The offering could strengthen the company’s security and AI positioning and support enterprise demand. JFrog Unveils Zero-Touch Remediation
• Positive Sentiment: JFrog’s latest quarterly results showed 28.7% year-over-year revenue growth and EPS above consensus, while analysts remain broadly positive. The stock’s consensus rating is “Moderate Buy,” with price targets generally above recent trading levels.
• Neutral Sentiment: A JPMorgan Chase case study highlighted the use of JFrog technology to scale secure software delivery, providing enterprise validation for the platform, although it did not represent a new contract or financial forecast. How JPMorgan Chase Scaled Secure Software Delivery
• Negative Sentiment: A report said attackers chained vulnerabilities in JFrog Artifactory to obtain administrative control and plant backdoors. The allegations raise potential concerns about customer security, remediation costs and trust in JFrog’s software-supply-chain products. Attackers Chain JFrog Artifactory Flaws
• Negative Sentiment: JFrog’s CEO, CRO and CTO recently sold shares totaling roughly $9.6 million. The transactions were executed under pre-arranged Rule 10b5-1 plans, limiting their significance, but repeated insider selling can still weigh on investor sentiment. JFrog CRO Stock Sale
• Negative Sentiment: A valuation-focused analysis downgraded JFrog, arguing that the company’s elevated valuation and negative trailing profitability leave the stock vulnerable if bond yields rise. JFrog Valuation at Risk as Yields Rise

JFrog Stock Performance

Shares of JFrog stock opened at $87.18 on Wednesday. JFrog has a 52-week low of $34.05 and a 52-week high of $105.76. The stock’s 50-day simple moving average is $88.82 and its 200 day simple moving average is $69.84. The stock has a market capitalization of $10.75 billion, a P/E ratio of -235.62 and a beta of 1.28.

JFrog (NASDAQ:FROG) last issued its earnings results on Thursday, August 6th. The company reported $0.27 earnings per share for the quarter, topping analysts’ consensus estimates of $0.24 by $0.03. The firm had revenue of $163.77 million during the quarter, compared to analyst estimates of $155.63 million. JFrog had a negative net margin of 7.35% and a negative return on equity of 2.71%. The company’s quarterly revenue was up 28.7% on a year-over-year basis. 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. Equities research analysts forecast that JFrog will post -0.11 EPS for the current fiscal year.

JFrog Company Profile

JFrog Ltd. (NASDAQ: FROG) develops a software supply chain platform designed to help organizations manage, secure and automate the delivery of software. Its technology supports developers and operations teams throughout the application lifecycle, from source code and package management through continuous integration, release and deployment.

The company’s product portfolio includes JFrog Artifactory, a universal repository for storing and distributing software packages and artifacts, as well as JFrog Xray, which provides security and compliance analysis for software components.