Needham & Company LLC reiterated their buy rating on shares of JFrog (NASDAQ:FROG – Free Report) in a report issued on Thursday,Benzinga reports. They currently have a $115.00 price objective on the stock.
Several other research firms have also recently weighed in on FROG. Wall Street Zen cut JFrog from a “buy” rating to a “hold” rating in a research note on Sunday, August 23rd. Weiss Ratings reissued a “sell (d-)” rating on shares of JFrog in a report on Friday, July 17th. Guggenheim upped their price objective on JFrog from $105.00 to $115.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. Bank of America raised their price objective on JFrog from $85.00 to $100.00 and gave the company a “buy” rating in a research note on Monday, June 8th. Finally, Benchmark lifted their target price on JFrog from $100.00 to $120.00 and gave the company a “buy” rating in a research report on Friday, August 7th. Twenty-two equities research 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. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $107.14.
Check Out Our Latest Analysis on JFrog
JFrog Stock Down 3.3%
JFrog (NASDAQ:FROG – Get Free Report) last released its earnings results on Thursday, August 6th. The company reported $0.27 EPS for the quarter, beating the consensus estimate of $0.24 by $0.03. JFrog had a negative net margin of 7.35% and a negative return on equity of 2.71%. The firm had revenue of $163.77 million for the quarter, compared to analyst estimates of $155.63 million. During the same period last year, the firm earned $0.18 EPS. The business’s quarterly revenue was up 28.7% compared to the same quarter last year. JFrog has set its Q3 2026 guidance at 0.220-0.240 EPS and its FY 2026 guidance at 0.960-1.000 EPS. Sell-side analysts anticipate that JFrog will post -0.11 EPS for the current fiscal year.
Insider Activity
In related news, Director Elisa Steele sold 554 shares of the firm’s stock in a transaction that occurred on Friday, August 28th. The shares were sold at an average price of $103.41, for a total value of $57,289.14. Following the completion of the transaction, the director owned 23,750 shares in the company, valued at $2,455,987.50. This trade represents a 2.28% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Frederic Simon sold 120,000 shares of JFrog stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $93.21, for a total transaction of $11,185,200.00. Following the sale, the director owned 2,864,328 shares in the company, valued at approximately $266,984,012.88. This represents a 4.02% 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. In the last ninety days, insiders sold 995,730 shares of company stock valued at $92,310,113. 11.80% of the stock is currently owned by company insiders.
Hedge Funds Weigh In On JFrog
Institutional investors and hedge funds have recently added to or reduced their stakes in the business. VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new position in shares of JFrog during the second quarter worth $1,427,000. California State Teachers Retirement System increased its holdings in JFrog by 9,666.3% in the second quarter. California State Teachers Retirement System now owns 10,839,803 shares of the company’s stock valued at $985,121,000 after purchasing an additional 10,728,811 shares during the period. Comprehensive Financial Planning Inc. PA acquired a new stake in JFrog in the second quarter valued at $363,000. Wellington Management Group LLP acquired a new stake in JFrog in the second quarter valued at $69,951,000. Finally, American Capital Management Inc. bought a new position in JFrog during the 2nd quarter worth $1,225,000. 85.02% of the stock is currently owned by institutional investors and hedge funds.
Key JFrog News
Here are the key news stories impacting JFrog this week:
- Positive Sentiment: Analysts remain bullish. DA Davidson and BTIG Research reaffirmed “buy” ratings with $115 price targets, while TD Cowen set a $120 target and RBC maintained an “outperform” rating with a $118 target. These targets imply substantial upside and reflect continued confidence in JFrog’s software-supply-chain and AI opportunity. Analyst rating report
- Positive Sentiment: JFrog highlighted products and partnerships aimed at securing AI-era software development, including zero-touch remediation, continuous compliance and security for agentic workforces. The initiatives could expand the company’s addressable market and reinforce its strategic importance to enterprise customers. JFrog zero-touch remediation announcement
- Neutral Sentiment: Recent quarterly results were strong, with revenue rising 28.7% year over year to $163.8 million and adjusted EPS of $0.27 beating estimates. However, the company remains unprofitable on a GAAP basis, making execution against its full-year guidance of $0.96–$1.00 EPS important for valuation.
- Negative Sentiment: Security researchers reported that attackers are exploiting a critical JFrog Artifactory flaw to forge administrative tokens. The issue could lead to urgent customer patching, increased scrutiny of JFrog’s security controls and potential reputational or retention risks. JFrog Artifactory security vulnerability report
- Negative Sentiment: Executives and directors reported substantial selling, including CEO Shlomi Ben Haim, CFO Eduard Grabscheid, CRO Tali Notman and director Frederic Simon. Most transactions were conducted under Rule 10b5-1 plans or to cover taxes on vested equity, limiting their value as bearish signals, but the volume may still pressure investor sentiment.
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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