JFrog Ltd. (NASDAQ:FROG) Receives Consensus Recommendation of “Moderate Buy” from Analysts

Posted by Brian Himes on Sep 14th, 2026

JFrog Ltd. (NASDAQ:FROG – Get Free Report) has been assigned an average rating of “Moderate Buy” from the twenty-three analysts that are currently covering the company, MarketBeat.com reports. One investment analyst has rated the stock with a sell recommendation, one has assigned a hold recommendation and twenty-one have assigned a buy recommendation to the company. The average twelve-month price objective among brokers that have issued ratings on the stock in the last year is $109.4762.

Several brokerages have issued reports on FROG. Wall Street Zen downgraded shares of JFrog from a “buy” rating to a “hold” rating in a research note on Sunday, August 23rd. Stifel Nicolaus set a $102.00 price target on JFrog in a report on Friday, September 4th. Raymond James Financial set a $120.00 price target on JFrog in a research report on Friday, August 7th. BTIG Research reissued a “buy” rating and issued a $115.00 price objective on shares of JFrog in a research note on Friday, September 4th. Finally, Canaccord Genuity Group set a $105.00 price objective on JFrog in a research report on Friday, August 7th.

Check Out Our Latest Analysis on FROG

Insider Buying and Selling at JFrog

In related news, CFO Eduard Grabscheid sold 8,436 shares of JFrog stock in a transaction on Thursday, September 3rd. The shares were sold at an average price of $91.60, for a total value of $772,737.60. Following the completion of the sale, the chief financial officer owned 192,060 shares of the company’s stock, valued at approximately $17,592,696. The trade was a 4.21% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CRO Tali Notman sold 18,794 shares of the firm’s stock in a transaction dated 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 transaction, the executive owned 668,678 shares in the company, valued at approximately $58,161,612.44. This trade represents a 2.73% 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 sold 1,010,902 shares of company stock valued at $93,883,131 in the last quarter. Corporate insiders own 11.80% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the stock. UBS Group AG grew its stake in JFrog by 293.8% in the 4th quarter. UBS Group AG now owns 296,419 shares of the company’s stock valued at $18,514,000 after buying an additional 221,155 shares during the last quarter. Summit Partners Public Asset Management LLC lifted its holdings in shares of JFrog by 77.8% during the fourth quarter. Summit Partners Public Asset Management LLC now owns 1,587,525 shares of the company’s stock worth $99,157,000 after buying an additional 694,700 shares during the last quarter. Dana Investment Advisors Inc. acquired a new position in JFrog during the 4th quarter valued at $2,013,000. American Capital Management Inc. bought a new stake in JFrog in the 2nd quarter valued at $1,225,000. Finally, AMJ Financial Wealth Management acquired a new stake in JFrog in the 4th quarter worth $4,077,000. Institutional investors and hedge funds own 85.02% of the company’s stock.

Key Stories Impacting JFrog

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 Price Performance

Shares of FROG opened at $87.18 on Wednesday. JFrog has a one year low of $34.05 and a one year high of $105.76. The company has a 50-day moving average of $88.82 and a two-hundred day moving average of $70.09. The stock has a market cap of $10.75 billion, a price-to-earnings ratio of -235.62 and a beta of 1.28.

JFrog (NASDAQ:FROG – Get Free Report) last released its quarterly earnings results on Thursday, August 6th. The company reported $0.27 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.24 by $0.03. The business had revenue of $163.77 million for 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 firm’s revenue was up 28.7% compared to the same quarter last year. During the same quarter in the previous 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. Analysts anticipate that JFrog will post -0.11 earnings per share for the current year.

JFrog Company Profile

(Get Free Report)

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.