JFrog (NASDAQ:FROG) Issues Q4 2025 Earnings Guidance

JFrog (NASDAQ:FROG) updated its fourth quarter 2025 earnings guidance on Thursday. The company provided EPS guidance of 0.180-0.200 for the period, compared to the consensus EPS estimate of 0.050. The company issued revenue guidance of $136.5 million-$138.5 million, compared to the consensus revenue estimate of $131.5 million. JFrog also updated its FY 2025 guidance to 0.780-0.800 EPS.

Wall Street Analysts Forecast Growth

FROG has been the subject of several research analyst reports. Raymond James Financial boosted their price objective on shares of JFrog from $50.00 to $55.00 and gave the stock an “outperform” rating in a research report on Friday, August 8th. Weiss Ratings reissued a “sell (d-)” rating on shares of JFrog in a research note on Wednesday, October 8th. Cowen reaffirmed a “buy” rating on shares of JFrog in a research note on Friday, October 17th. Stifel Nicolaus raised their price target on JFrog from $45.00 to $53.00 and gave the company a “buy” rating in a report on Friday, August 8th. Finally, Piper Sandler lifted their price objective on JFrog from $48.00 to $60.00 and gave the stock a “neutral” rating in a research report on Friday. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $62.69.

JFrog Trading Up 27.0%

Shares of FROG stock traded up $12.74 on Friday, hitting $60.00. The stock had a trading volume of 7,756,599 shares, compared to its average volume of 871,480. JFrog has a twelve month low of $27.00 and a twelve month high of $60.68. The company has a fifty day moving average price of $48.70 and a two-hundred day moving average price of $44.03. The firm has a market cap of $7.00 billion, a P/E ratio of -85.71 and a beta of 1.02.

JFrog (NASDAQ:FROG) last issued its quarterly earnings data on Thursday, November 6th. The company reported $0.22 EPS for the quarter, topping the consensus estimate of $0.16 by $0.06. The business had revenue of $136.91 million for the quarter, compared to the consensus estimate of $128.28 million. JFrog had a negative return on equity of 6.82% and a negative net margin of 15.88%.The firm’s revenue was up 25.5% compared to the same quarter last year. During the same quarter last year, the business posted $0.15 EPS. JFrog has set its FY 2025 guidance at 0.780-0.800 EPS. Q4 2025 guidance at 0.180-0.200 EPS. On average, analysts expect that JFrog will post -0.33 earnings per share for the current year.

Insiders Place Their Bets

In other JFrog news, Director Frederic Simon sold 50,000 shares of the firm’s stock in a transaction that occurred on Friday, August 22nd. The shares were sold at an average price of $47.11, for a total transaction of $2,355,500.00. Following the sale, the director directly owned 4,154,903 shares in the company, valued at approximately $195,737,480.33. This trade represents a 1.19% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CTO Yoav Landman sold 102,419 shares of JFrog stock in a transaction that occurred on Thursday, August 28th. The shares were sold at an average price of $49.73, for a total transaction of $5,093,296.87. Following the completion of the transaction, the chief technology officer directly owned 6,081,087 shares in the company, valued at approximately $302,412,456.51. The trade was a 1.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 431,492 shares of company stock worth $20,979,800. Company insiders own 14.10% of the company’s stock.

Institutional Investors Weigh In On JFrog

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Cubist Systematic Strategies LLC increased its holdings in JFrog by 5,380.3% during the second quarter. Cubist Systematic Strategies LLC now owns 351,838 shares of the company’s stock worth $15,439,000 after buying an additional 345,418 shares during the last quarter. Bamco Inc. NY raised its holdings in shares of JFrog by 14.9% in the 2nd quarter. Bamco Inc. NY now owns 1,149,025 shares of the company’s stock valued at $50,419,000 after purchasing an additional 149,025 shares during the period. Qube Research & Technologies Ltd raised its holdings in shares of JFrog by 77.8% in the 2nd quarter. Qube Research & Technologies Ltd now owns 269,097 shares of the company’s stock valued at $11,808,000 after purchasing an additional 117,760 shares during the period. BNP Paribas Financial Markets lifted its stake in JFrog by 1,040.4% in the 2nd quarter. BNP Paribas Financial Markets now owns 119,027 shares of the company’s stock valued at $5,223,000 after purchasing an additional 108,590 shares during the last quarter. Finally, Balyasny Asset Management L.P. bought a new position in JFrog during the second quarter worth about $4,449,000. 85.02% of the stock is currently owned by institutional investors and hedge funds.

About JFrog

JFrog Ltd. provides end-to-end hybrid software supply chain platform in the United States, Israel, India, and internationally. The company offers JFrog Artifactory, a package repository that allows teams and organizations to store, update, and manage their software packages; JFrog Curation that functions as a guardian outside the software development pipeline, controlling the admission of packages into an organization, primarily from open source or public repositories; JFrog Xray, which scans JFrog Artifactory to secure all software packages; JFrog Advanced Security, an optional add-on for select JFrog subscriptions; and JFrog Distribution that provides software package distribution.