JFrog (NASDAQ:FROG) Earns Overweight Rating from Cantor Fitzgerald

JFrog (NASDAQ:FROG)‘s stock had its “overweight” rating restated by equities researchers at Cantor Fitzgerald in a research report issued on Wednesday,Benzinga reports. They currently have a $80.00 target price on the stock. Cantor Fitzgerald’s price objective indicates a potential upside of 70.30% from the company’s current price.

Several other analysts have also recently weighed in on FROG. Stifel Nicolaus dropped their price target on shares of JFrog from $64.00 to $52.00 and set a “buy” rating for the company in a research note on Monday, February 23rd. Wall Street Zen cut JFrog from a “buy” rating to a “hold” rating in a research note on Saturday, March 21st. BTIG Research decreased their target price on JFrog from $83.00 to $70.00 and set a “buy” rating on the stock in a research note on Friday, February 13th. TD Cowen reduced their target price on shares of JFrog from $80.00 to $70.00 and set a “buy” rating on the stock in a report on Wednesday, April 15th. Finally, DA Davidson decreased their target price on JFrog from $75.00 to $65.00 and set a “buy” rating for the company in a report on Friday, February 13th. Eighteen analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $66.55.

JFrog Price Performance

Shares of NASDAQ FROG opened at $46.98 on Wednesday. The stock has a market capitalization of $5.69 billion, a price-to-earnings ratio of -75.62 and a beta of 1.14. The firm’s 50 day simple moving average is $44.40 and its 200-day simple moving average is $52.71. JFrog has a 12 month low of $31.66 and a 12 month high of $70.43.

JFrog (NASDAQ:FROG) last released its quarterly earnings results on Thursday, February 12th. The company reported $0.22 earnings per share for the quarter, topping analysts’ consensus estimates of $0.19 by $0.03. JFrog had a negative return on equity of 5.74% and a negative net margin of 13.50%.The company had revenue of $145.31 million during the quarter, compared to analysts’ expectations of $138.09 million. During the same quarter in the prior year, the firm posted $0.19 EPS. JFrog’s quarterly revenue was up 25.2% compared to the same quarter last year. JFrog has set its FY 2026 guidance at 0.880-0.920 EPS and its Q1 2026 guidance at 0.200-0.220 EPS. Analysts anticipate that JFrog will post -0.21 earnings per share for the current fiscal year.

Insider Activity at JFrog

In other news, Director Frederic Simon sold 55,000 shares of the firm’s stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $48.34, for a total value of $2,658,700.00. Following the completion of the sale, the director directly owned 3,483,286 shares of the company’s stock, valued at $168,382,045.24. This trade represents a 1.55% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CRO Tali Notman sold 21,097 shares of JFrog stock in a transaction dated Thursday, March 5th. The stock was sold at an average price of $41.28, for a total transaction of $870,884.16. Following the transaction, the executive owned 752,598 shares of the company’s stock, valued at approximately $31,067,245.44. The trade was a 2.73% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 320,003 shares of company stock worth $14,186,031 in the last three months. 11.80% of the stock is currently owned by corporate insiders.

Institutional Trading of JFrog

A number of institutional investors have recently modified their holdings of FROG. Blue Trust Inc. purchased a new stake in JFrog during the 4th quarter worth $30,000. Farther Finance Advisors LLC boosted its holdings in JFrog by 318.7% in the fourth quarter. Farther Finance Advisors LLC now owns 628 shares of the company’s stock worth $39,000 after purchasing an additional 478 shares during the period. Employees Retirement System of Texas bought a new stake in JFrog during the fourth quarter valued at $44,000. First Horizon Corp acquired a new stake in shares of JFrog during the fourth quarter worth $47,000. Finally, Caitong International Asset Management Co. Ltd boosted its holdings in shares of JFrog by 12,566.7% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 760 shares of the company’s stock valued at $47,000 after buying an additional 754 shares during the period. Hedge funds and other institutional investors own 85.02% of the company’s stock.

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.