KeyCorp Issues Positive Forecast for JFrog (NASDAQ:FROG) Stock Price

JFrog (NASDAQ:FROG) had its price objective boosted by equities research analysts at KeyCorp from $114.00 to $118.00 in a note issued to investors on Friday, Benzinga reports. The brokerage presently has an “overweight” rating on the stock. KeyCorp‘s price objective points to a potential upside of 21.73% from the stock’s current price.

Several other equities research analysts have also commented on FROG. Needham & Company LLC reissued a “buy” rating and set a $115.00 price objective on shares of JFrog in a research note on Thursday, September 3rd. UBS Group set a $115.00 price target on JFrog in a research report on Friday, October 23rd. Benchmark raised their price objective on JFrog from $100.00 to $120.00 and gave the company a “buy” rating in a research report on Friday, August 7th. Piper Sandler lifted their price objective on JFrog from $90.00 to $95.00 and gave the company a “neutral” rating in a research note on Friday. Finally, Canaccord Genuity Group set a $105.00 target price on JFrog in a report on Friday, August 7th. Twenty-one 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 MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $111.57.

JFrog Price Performance

FROG opened at $96.94 on Friday. The business has a 50 day simple moving average of $93.48 and a two-hundred day simple moving average of $72.36. JFrog has a one year low of $34.05 and a one year high of $105.76. The firm has a market capitalization of $11.95 billion, a price-to-earnings ratio of -254.63 and a beta of 1.31.

JFrog (NASDAQ:FROG) last issued its quarterly earnings data on Thursday, November 5th. The company reported $0.32 EPS for the quarter, topping the consensus estimate of $0.23 by $0.09. JFrog had a negative net margin of 7.35% and a negative return on equity of 2.71%. The business had revenue of $179.17 million during the quarter, compared to analyst estimates of $165.92 million. During the same period in the prior year, the business earned $0.22 EPS. The company’s revenue for the quarter was up 30.9% on a year-over-year basis. As a group, sell-side analysts expect that JFrog will post -0.11 EPS for the current fiscal year.

Insider Activity at JFrog

In related news, Director Frederic Simon sold 120,000 shares of the business’s stock in a transaction that occurred on Thursday, October 1st. The shares were sold at an average price of $97.24, for a total value of $11,668,800.00. Following the completion of the transaction, the director directly owned 2,744,328 shares in the company, valued at $266,858,454.72. The trade was a 4.19% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CRO Tali Notman sold 18,794 shares of the company’s stock in a transaction that occurred on Tuesday, September 8th. The shares were sold at an average price of $86.98, for a total value of $1,634,702.12. Following the completion of the transaction, the executive directly owned 668,678 shares in the company, valued at $58,161,612.44. This trade represents a 2.73% 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 have sold 900,453 shares of company stock valued at $85,299,266 over the last ninety days. Corporate insiders own 11.80% of the company’s stock.

Hedge Funds Weigh In On JFrog

Hedge funds have recently bought and sold shares of the business. First Trust Advisors LP grew its stake in shares of JFrog by 85,066.4% during the 1st quarter. First Trust Advisors LP now owns 3,362,370 shares of the company’s stock valued at $157,796,000 after purchasing an additional 3,358,422 shares during the period. Arrowstreet Capital Limited Partnership lifted its stake in shares of JFrog by 78.1% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 1,964,925 shares of the company’s stock worth $92,214,000 after purchasing an additional 861,835 shares during the period. Bank of America Corp DE lifted its stake in shares of JFrog by 48.2% in the 1st quarter. Bank of America Corp DE now owns 2,517,899 shares of the company’s stock worth $118,165,000 after purchasing an additional 819,326 shares during the period. Wellington Management Group LLP purchased a new position in shares of JFrog in the second quarter worth approximately $69,951,000. Finally, Sumitomo Mitsui Trust Group Inc. grew its position in JFrog by 48.1% during the first quarter. Sumitomo Mitsui Trust Group Inc. now owns 1,592,386 shares of the company’s stock valued at $74,731,000 after buying an additional 517,291 shares during the period. Hedge funds and other institutional investors own 85.02% of the company’s stock.

Key Stories Impacting JFrog

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: JFrog reported Q3 revenue of $179.2 million, up 31% year over year and above the $165.9 million analyst estimate. Non-GAAP EPS was $0.32, beating the $0.23 consensus and rising from $0.22 a year earlier. JFrog Announces Third Quarter 2026 Results
• Positive Sentiment: The company raised its FY 2026 revenue outlook to $680 million–$682 million and projected cloud baseline growth of 52%–54%, signaling stronger expected growth. The upbeat results and outlook prompted an after-hours rally. JFrog FY 2026 outlook
• Positive Sentiment: JFrog also announced expanded AI security capabilities designed to detect “Shadow AI” on developer workstations, potentially strengthening its product offering. JFrog extends AI security capabilities

JFrog Company Profile

JFrog Ltd. is a software company that provides a platform for managing, securing and distributing software packages and releases throughout the application development lifecycle. Its technology is designed to help organizations move software reliably from development through production across cloud, on-premises and hybrid environments.

The company’s products include JFrog Artifactory, a repository for storing and managing software packages and container images; JFrog Xray, which provides security and compliance analysis for software components; and tools for continuous integration, continuous delivery, software distribution and release management.