BTIG Research Has Lowered Expectations for JFrog (NASDAQ:FROG) Stock Price

JFrog (NASDAQ:FROG) had its price target decreased by stock analysts at BTIG Research from $83.00 to $70.00 in a research note issued to investors on Friday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. BTIG Research’s price target indicates a potential upside of 31.33% from the company’s current price.

Several other brokerages have also issued reports on FROG. Needham & Company LLC raised their target price on JFrog from $55.00 to $70.00 and gave the company a “buy” rating in a research report on Friday, November 7th. Weiss Ratings restated a “sell (d-)” rating on shares of JFrog in a report on Thursday, January 22nd. Truist Financial reaffirmed a “buy” rating and issued a $70.00 price objective (up previously from $55.00) on shares of JFrog in a research report on Friday, November 7th. TD Cowen reiterated a “buy” rating on shares of JFrog in a research note on Friday, October 17th. Finally, Piper Sandler raised their price target on shares of JFrog from $60.00 to $70.00 and gave the stock a “neutral” rating in a research note on Monday, January 5th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, JFrog currently has a consensus rating of “Moderate Buy” and an average target price of $64.94.

JFrog Stock Up 2.5%

JFrog stock opened at $53.30 on Friday. JFrog has a 52 week low of $27.00 and a 52 week high of $70.43. The company’s 50 day moving average price is $60.15 and its two-hundred day moving average price is $53.53. The stock has a market cap of $6.31 billion, a P/E ratio of -76.14 and a beta of 1.13.

JFrog (NASDAQ:FROG) last released its earnings results on Thursday, February 12th. The company reported $0.22 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.19 by $0.03. The company had revenue of $145.31 million during the quarter, compared to analyst estimates of $138.09 million. JFrog had a negative return on equity of 6.69% and a negative net margin of 15.88%.JFrog’s quarterly revenue was up 25.2% on a year-over-year basis. During the same period in the prior year, the company posted $0.19 earnings per share. JFrog has set its FY 2026 guidance at 0.880-0.920 EPS and its Q1 2026 guidance at 0.200-0.220 EPS. On average, equities analysts anticipate that JFrog will post -0.33 EPS for the current year.

Insider Buying and Selling at JFrog

In related news, Director Yvonne Wassenaar sold 1,957 shares of the stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $58.70, for a total transaction of $114,875.90. Following the sale, the director owned 20,495 shares of the company’s stock, valued at approximately $1,203,056.50. This represents a 8.72% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CRO Tali Notman sold 13,357 shares of the firm’s stock in a transaction dated Monday, December 8th. The stock was sold at an average price of $64.80, for a total value of $865,533.60. Following the completion of the transaction, the executive owned 631,325 shares of the company’s stock, valued at approximately $40,909,860. This represents a 2.07% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 407,814 shares of company stock worth $24,969,260. Company insiders own 14.10% of the company’s stock.

Hedge Funds Weigh In On JFrog

A number of large investors have recently modified their holdings of FROG. Macquarie Group Ltd. purchased a new position in JFrog during the fourth quarter valued at approximately $470,000. Brooklyn Investment Group bought a new position in shares of JFrog in the fourth quarter worth $219,000. Federated Hermes Inc. increased its holdings in shares of JFrog by 120.6% in the fourth quarter. Federated Hermes Inc. now owns 312,100 shares of the company’s stock worth $19,494,000 after purchasing an additional 170,600 shares during the period. Informed Momentum Co LLC raised its position in shares of JFrog by 7.2% in the fourth quarter. Informed Momentum Co LLC now owns 86,316 shares of the company’s stock worth $5,391,000 after buying an additional 5,831 shares in the last quarter. Finally, New York State Common Retirement Fund boosted its stake in JFrog by 2.6% during the fourth quarter. New York State Common Retirement Fund now owns 454,814 shares of the company’s stock valued at $28,408,000 after buying an additional 11,591 shares during the period. 85.02% of the stock is currently owned by institutional investors.

More JFrog News

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: Revenue and reported EPS beat estimates; Q4 revenue up ~25% YoY and company highlighted improving gross profit and cash generation. JFrog Announces Fourth Quarter and Fiscal 2025 Results
• Positive Sentiment: Very strong guidance: Q1‑26 EPS guide of $0.20–$0.22 and FY‑26 EPS of $0.88–$0.92 (well above consensus), plus revenue targets above Street — a key upside catalyst for future multiple expansion. Listen to Conference Call
• Positive Sentiment: Shift in narrative toward AI/security offerings could support higher ARR and upsell potential, reinforcing the bullish case underpinning analyst price targets. How The JFrog (FROG) Narrative Is Shifting With AI Security And 2026 Expectations
• Neutral Sentiment: Earnings call transcript and slide deck are available for deeper detail on product cadence, margin assumptions and bookings cadence — useful for modelling but not an immediate price driver by itself. JFrog (FROG) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Investor decks and Seeking Alpha presentation give granularity on ARR, churn and go‑to‑market investments — important for longer‑term thesis but require time to digest. JFrog Ltd. 2025 Q4 – Results – Earnings Call Presentation
• Negative Sentiment: Mixed market reaction: several outlets reported that shares dropped after the print despite the beat — investors may be focused on GAAP vs. non‑GAAP differences, margin pressure or tougher comps ahead. JFrog shares tumble despite earnings beat and strong guidance
• Negative Sentiment: Conflicting metrics and reported GAAP losses in some summaries, plus extensive insider selling noted in datasets — both can sap near‑term sentiment and increase volatility. JFrog Ltd. (FROG) Stock Falls on Q4 2025 Earnings

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.