JFrog (NASDAQ:FROG) Updates Q1 2026 Earnings Guidance

JFrog (NASDAQ:FROG) updated its first quarter 2026 earnings guidance on Thursday. The company provided EPS guidance of 0.200-0.220 for the period, compared to the consensus EPS estimate of 0.090. The company issued revenue guidance of $146.0 million-$148.0 million, compared to the consensus revenue estimate of $138.0 million. JFrog also updated its FY 2026 guidance to 0.880-0.920 EPS.

Analyst Ratings Changes

A number of equities research analysts have issued reports on the company. Needham & Company LLC upped their price objective on JFrog from $55.00 to $70.00 and gave the company a “buy” rating in a research report on Friday, November 7th. Oppenheimer raised JFrog from a “market perform” rating to an “outperform” rating and set a $75.00 target price on the stock in a research report on Friday, November 7th. Weiss Ratings restated a “sell (d-)” rating on shares of JFrog in a research report on Thursday, January 22nd. Barclays lifted their price objective on shares of JFrog from $67.00 to $70.00 and gave the stock an “overweight” rating in a research note on Monday, January 12th. Finally, JPMorgan Chase & Co. boosted their price objective on shares of JFrog from $55.00 to $65.00 and gave the company an “overweight” rating in a research report on Friday, November 7th. Two analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $65.71.

JFrog Price Performance

FROG stock traded up $1.31 during mid-day trading on Thursday, reaching $53.30. The company had a trading volume of 6,044,444 shares, compared to its average volume of 2,459,864. The company has a market capitalization of $6.31 billion, a PE ratio of -76.14 and a beta of 1.13. The firm has a 50 day moving average of $60.32 and a 200 day moving average of $53.53. JFrog has a 12 month low of $27.00 and a 12 month high of $70.43.

JFrog (NASDAQ:FROG) last announced its quarterly earnings results on Thursday, February 12th. The company reported ($0.09) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.19 by ($0.28). JFrog had a negative net margin of 15.88% and a negative return on equity of 6.69%. 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 -0.33 EPS for the current year.

Insiders Place Their Bets

In other news, CEO Ben Haim Shlomi sold 25,000 shares of the stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $51.92, for a total transaction of $1,298,000.00. Following the transaction, the chief executive officer owned 4,741,893 shares of the company’s stock, valued at approximately $246,199,084.56. This represents a 0.52% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CRO Tali Notman sold 13,357 shares of the firm’s stock in a transaction on Monday, December 8th. The shares were sold at an average price of $64.80, for a total value of $865,533.60. Following the transaction, the executive owned 631,325 shares in the company, valued at approximately $40,909,860. This represents a 2.07% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 407,814 shares of company stock worth $24,969,260. 14.10% of the stock is owned by company insiders.

Trending Headlines about JFrog

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: Management raised Q1 FY2026 guidance to $0.200–$0.220 EPS and revenue of $146–$148M, well above consensus — a near-term beat that supports upside to estimates. Q4 press release / slides
• Positive Sentiment: JFrog raised FY2026 guidance to $0.880–$0.920 EPS and $623–$628M revenue versus consensus ~ $0.43 EPS / $576.9M — the bigger upward revision for the full year is the key catalyst for today’s rally. Business Wire: FY2025 results
• Positive Sentiment: Q4 revenue of ~$145M (+25% YoY) and gross profit growth beat expectations, and operating cash flow remained positive — evidence of revenue momentum even as GAAP EPS was negative. Quiver: Q4 financials
• Positive Sentiment: Analyst coverage and price targets remain constructive (median target ~$70, multiple recent Buys/Overweights), and some large institutions have added positions — supportive for medium-term sentiment. Quiver: analyst/holder summary
• Neutral Sentiment: Press narratives highlight AI security and shifting growth story for JFrog, which could re-rate expectations if adoption accelerates but is still narrative-driven. Yahoo Finance: AI narrative
• Neutral Sentiment: Short-interest data in the feeds shows zeros/NaN (likely reporting anomalies) and does not provide a reliable signal today.
• Negative Sentiment: GAAP/diluted EPS missed expectations (company reported negative EPS for the quarter), and JFrog still posted an operating loss — fundamentals that limit the upside until profitability trends improve. Q4 press release / slides
• Negative Sentiment: Significant insider selling activity reported over the past six months (many disclosed sales) could concern some investors about near-term insider conviction. Quiver: insider trading
• Negative Sentiment: Total liabilities grew year‑over‑year, which investors will watch alongside cash balances as the company scales and invests in growth. Quiver: balance sheet notes

Hedge Funds Weigh In On JFrog

Hedge funds and other institutional investors have recently modified their holdings of the business. Royal Bank of Canada increased its holdings in JFrog by 48.4% during the first quarter. Royal Bank of Canada now owns 189,148 shares of the company’s stock valued at $6,053,000 after buying an additional 61,685 shares during the period. Cubist Systematic Strategies LLC purchased a new stake in JFrog during the first quarter worth $205,000. AQR Capital Management LLC bought a new stake in JFrog during the 1st quarter valued at $368,000. Integrated Wealth Concepts LLC purchased a new position in shares of JFrog in the 1st quarter valued at $203,000. Finally, Goldman Sachs Group Inc. increased its holdings 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 acquiring an additional 88,784 shares during the period. 85.02% of the stock is currently owned by institutional investors.

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.