JFrog (NASDAQ:FROG – Get Free Report)‘s stock had its “outperform” rating reaffirmed by equities researchers at Royal Bank Of Canada in a research report issued on Thursday, Benzinga reports. They currently have a $118.00 price objective on the stock. Royal Bank Of Canada’s target price suggests a potential upside of 28.77% from the company’s current price.
FROG has been the subject of a number of other reports. Stifel Nicolaus boosted their price objective on JFrog from $75.00 to $85.00 and gave the stock a “buy” rating in a research report on Tuesday, May 26th. Benchmark boosted their price target on shares of JFrog from $100.00 to $120.00 and gave the stock a “buy” rating in a report on Friday, August 7th. Cantor Fitzgerald increased their price objective on shares of JFrog from $80.00 to $100.00 and gave the company an “overweight” rating in a research report on Monday, August 3rd. UBS Group raised their price objective on shares of JFrog from $110.00 to $120.00 and gave the company a “buy” rating in a report on Friday, August 7th. Finally, KeyCorp lifted their price objective on shares of JFrog from $89.00 to $114.00 and gave the stock an “overweight” rating in a research report on Friday, August 7th. Twenty-two research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $106.36.
View Our Latest Research Report on FROG
JFrog Price Performance
JFrog (NASDAQ:FROG – Get Free Report) last released its earnings results on Thursday, August 6th. The company reported $0.27 EPS for the quarter, topping the consensus estimate of $0.24 by $0.03. The firm had revenue of $163.77 million during the quarter, compared to analysts’ expectations of $155.63 million. JFrog had a negative return on equity of 2.71% and a negative net margin of 7.35%.JFrog’s revenue for the quarter was up 28.7% on a year-over-year basis. During the same period in the previous year, the firm posted $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. On average, analysts expect that JFrog will post -0.11 EPS for the current year.
Insider Activity
In other JFrog news, Director Barry Zwarenstein sold 1,250 shares of the firm’s stock in a transaction that occurred on Thursday, July 23rd. The shares were sold at an average price of $80.10, for a total transaction of $100,125.00. Following the sale, the director owned 31,687 shares of the company’s stock, valued at approximately $2,538,128.70. This trade represents a 3.80% decrease in their ownership of the stock. 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, Director Frederic Simon sold 120,000 shares of the business’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 transaction of $10,903,200.00. Following the sale, the director owned 2,984,328 shares of the company’s stock, valued at $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 824,140 shares of company stock valued at $76,301,888 over the last 90 days. Insiders own 11.80% of the company’s stock.
Institutional Investors Weigh In On JFrog
Institutional investors and hedge funds have recently bought and sold shares of the stock. Royal Bank of Canada grew its holdings in shares of JFrog by 48.4% during the first quarter. Royal Bank of Canada now owns 189,148 shares of the company’s stock worth $6,053,000 after purchasing an additional 61,685 shares during the last quarter. Cubist Systematic Strategies LLC purchased a new stake in shares of JFrog in the 1st quarter valued at about $205,000. AQR Capital Management LLC purchased a new stake in shares of JFrog in the 1st quarter valued at about $368,000. Integrated Wealth Concepts LLC acquired a new stake in shares of JFrog in the 1st quarter valued at about $203,000. Finally, Goldman Sachs Group Inc. boosted its position in shares of JFrog by 14.7% in the 1st quarter. Goldman Sachs Group Inc. now owns 692,909 shares of the company’s stock valued at $22,173,000 after purchasing an additional 88,784 shares during the period. 85.02% of the stock is owned by hedge funds and other institutional investors.
Trending Headlines about JFrog
Here are the key news stories impacting JFrog this week:
- Positive Sentiment: Needham & Company reaffirmed its Buy rating and set a $115 price target, implying roughly 25% upside from recent levels. The call reinforces Wall Street’s positive view of JFrog’s growth prospects.
- Positive Sentiment: JFrog announced several initiatives aimed at expanding its AI-era software-supply-chain business, including zero-touch remediation, continuous compliance and security features for agentic workloads. These offerings could increase platform adoption and recurring revenue. JFrog Introduces Zero-Touch Remediation
- Positive Sentiment: The company also partnered with Wiz to help customers address AI-related security threats, supporting JFrog’s positioning as a broader DevSecOps and software-supply-chain security platform. JFrog Partners with Wiz
- Neutral Sentiment: JFrog’s latest reported quarter showed strong operating momentum, with revenue up 28.7% year over year to $163.77 million and adjusted EPS of $0.27, ahead of estimates. However, the company continues to report a negative net margin, leaving execution and profitability important valuation considerations.
- Negative Sentiment: Multiple security publications reported that a critical JFrog Artifactory flaw was exploited shortly after disclosure to forge administrative tokens. The incident raises concerns about customer exposure, remediation expenses, reputational risk and potential pressure on future sales. Exploited JFrog Artifactory Bug
- Negative Sentiment: CTO Yoav Landman sold approximately $25.1 million of FROG stock. Although the transaction was conducted under a pre-arranged Rule 10b5-1 plan and he retained a substantial stake, its size may weigh on investor sentiment. Director Elisa Steele also sold about $57,000 of shares under a similar plan. JFrog CTO Stock Sale
About JFrog
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.
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