JFrog (NASDAQ:FROG) Updates Q3 2026 Earnings Guidance

JFrog (NASDAQ:FROG) updated its third quarter 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 0.220-0.240 for the period, compared to the consensus earnings per share estimate of 0.160. The company issued revenue guidance of $164.0 million-$166.0 million, compared to the consensus revenue estimate of $158.9 million. JFrog also updated its FY 2026 guidance to 0.960-1.000 EPS.

Analysts Set New Price Targets

A number of research firms recently weighed in on FROG. Oppenheimer restated an “outperform” rating and issued a $105.00 price target on shares of JFrog in a report on Wednesday, July 22nd. Morgan Stanley restated an “overweight” rating and issued a $80.00 price target on shares of JFrog in a research report on Friday, May 8th. Cantor Fitzgerald increased their price objective on shares of JFrog from $80.00 to $100.00 and gave the company an “overweight” rating in a research note on Monday. Barclays lifted their target price on shares of JFrog from $75.00 to $88.00 and gave the stock an “overweight” rating in a research report on Wednesday, June 10th. Finally, Canaccord Genuity Group lifted their price objective on JFrog from $78.00 to $95.00 and gave the stock a “buy” rating in a research report on Tuesday. Twenty-one analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $91.19.

JFrog Trading Down 1.8%

Shares of FROG traded down $1.48 during mid-day trading on Thursday, reaching $83.04. The company had a trading volume of 3,059,504 shares, compared to its average volume of 3,022,687. The firm has a fifty day simple moving average of $84.75 and a 200-day simple moving average of $62.74. JFrog has a fifty-two week low of $34.05 and a fifty-two week high of $99.22. The stock has a market cap of $10.06 billion, a price-to-earnings ratio of -156.68 and a beta of 1.22.

JFrog (NASDAQ:FROG) last issued its earnings results on Thursday, August 6th. The company reported $0.27 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.24 by $0.03. The business had revenue of $163.77 million during the quarter, compared to analysts’ expectations of $155.63 million. JFrog had a negative return on equity of 4.61% and a negative net margin of 10.93%.JFrog has set its Q3 2026 guidance at 0.220-0.240 EPS and its FY 2026 guidance at 0.960-1.000 EPS. As a group, equities analysts predict that JFrog will post -0.15 EPS for the current fiscal year.

Insider Buying and Selling at JFrog

In related news, CRO Tali Notman sold 22,015 shares of the firm’s stock in a transaction on Friday, June 5th. The shares were sold at an average price of $83.95, for a total transaction of $1,848,159.25. Following the completion of the sale, the executive directly owned 706,629 shares of the company’s stock, valued at approximately $59,321,504.55. This trade represents a 3.02% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Yoav Landman sold 45,000 shares of the company’s stock in a transaction dated Friday, July 17th. The shares were sold at an average price of $87.23, for a total transaction of $3,925,350.00. Following the completion of the transaction, the chief technology officer directly owned 5,493,338 shares of the company’s stock, valued at approximately $479,183,873.74. The trade was a 0.81% 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 quarter, insiders sold 938,649 shares of company stock worth $76,347,827. Insiders own 11.80% of the company’s stock.

Hedge Funds Weigh In On JFrog

Institutional investors have recently made changes to their positions in the business. Wilmington Savings Fund Society FSB increased its stake in shares of JFrog by 1,086.8% in the third quarter. Wilmington Savings Fund Society FSB now owns 1,258 shares of the company’s stock worth $60,000 after buying an additional 1,152 shares during the last quarter. PNC Financial Services Group Inc. increased its position in shares of JFrog by 52.4% in the 4th quarter. PNC Financial Services Group Inc. now owns 1,789 shares of the company’s stock worth $112,000 after purchasing an additional 615 shares during the last quarter. Tower Research Capital LLC TRC increased its position in shares of JFrog by 7,185.4% in the 2nd quarter. Tower Research Capital LLC TRC now owns 2,987 shares of the company’s stock worth $131,000 after purchasing an additional 2,946 shares during the last quarter. Brooklyn Investment Group acquired a new stake in shares of JFrog in the 4th quarter valued at about $219,000. Finally, Ridge Creek Global Inc bought a new position in shares of JFrog during the fourth quarter worth about $227,000. 85.02% of the stock is owned by institutional investors and hedge funds.

JFrog Company Profile

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.