BTIG Research Issues Positive Forecast for JFrog (NASDAQ:FROG) Stock Price

JFrog (NASDAQ:FROG) had its price objective raised by research analysts at BTIG Research from $100.00 to $115.00 in a research note issued on Friday,Benzinga reports. The firm presently has a “buy” rating on the stock. BTIG Research’s price target would indicate a potential upside of 38.49% from the stock’s current price.

Other equities analysts have also recently issued research reports about the stock. UBS Group upped their target price on shares of JFrog from $92.00 to $110.00 and gave the company a “buy” rating in a research note on Thursday, July 2nd. Raymond James Financial reaffirmed an “outperform” rating on shares of JFrog in a research report on Wednesday, July 22nd. Cantor Fitzgerald increased their price target on JFrog from $80.00 to $100.00 and gave the company an “overweight” rating in a report on Monday. Canaccord Genuity Group increased their target price on JFrog from $78.00 to $95.00 and gave the company a “buy” rating in a report on Tuesday. Finally, Morgan Stanley reissued an “overweight” rating and issued a $80.00 price objective on shares of JFrog in a report on Friday, May 8th. 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 company. Based on data from MarketBeat, JFrog has a consensus rating of “Moderate Buy” and a consensus target price of $93.57.

JFrog Trading Down 1.8%

FROG stock opened at $83.04 on Friday. The stock’s 50 day simple moving average is $84.96 and its 200 day simple moving average is $62.93. JFrog has a 12-month low of $34.05 and a 12-month high of $99.22. The stock has a market capitalization of $10.06 billion, a PE ratio of -156.68 and a beta of 1.22.

JFrog (NASDAQ:FROG) last posted its earnings results on Thursday, August 6th. The company reported $0.27 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 analyst estimates of $155.63 million. JFrog had a negative return on equity of 4.61% and a negative net margin of 10.93%.The company’s quarterly revenue was up 28.7% compared to the same quarter last year. During the same quarter last year, the company earned $0.18 EPS. JFrog has set its Q3 2026 guidance at 0.220-0.240 EPS and its FY 2026 guidance at 0.960-1.000 EPS. On average, research analysts predict that JFrog will post -0.15 earnings per share for the current year.

Insider Buying and Selling at JFrog

In other news, Director Frederic Simon sold 120,000 shares of the stock in a transaction on Monday, June 1st. The shares were sold at an average price of $85.84, for a total value of $10,300,800.00. Following the sale, the director owned 3,224,328 shares of the company’s stock, valued at approximately $276,776,315.52. This represents a 3.59% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Yoav Landman sold 150,000 shares of the firm’s stock in a transaction dated Monday, June 29th. The stock was sold at an average price of $89.99, for a total transaction of $13,498,500.00. Following the completion of the sale, the chief technology officer owned 5,539,038 shares of the company’s stock, valued at $498,458,029.62. This trade represents a 2.64% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 938,649 shares of company stock worth $76,347,827 over the last quarter. Insiders own 11.80% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of the business. Handelsbanken Fonder AB raised its holdings in shares of JFrog by 12.8% in the second quarter. Handelsbanken Fonder AB now owns 32,700 shares of the company’s stock worth $2,972,000 after buying an additional 3,700 shares during the period. Fulton Bank N.A. purchased a new stake in JFrog in the second quarter worth $440,000. Avior Wealth Management LLC bought a new stake in shares of JFrog during the second quarter worth $289,000. Moody National Bank Trust Division bought a new stake in shares of JFrog during the second quarter worth $822,000. Finally, Lavelle Capital LP purchased a new stake in shares of JFrog during the first quarter valued at $1,046,000. Institutional investors own 85.02% of the company’s stock.

More JFrog News

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: Q2 results exceeded expectations: JFrog reported adjusted earnings of $0.27 per share versus the $0.24 consensus estimate. Revenue rose 28.7% year over year to $163.8 million, above both analyst expectations of $155.6 million and management’s prior guidance of $154 million to $156 million. JFrog Q2 earnings and revenue estimates
• Positive Sentiment: Cloud growth and customer expansion were strong: Cloud revenue increased 53% to $87.5 million, representing 53% of total revenue. JFrog also reported 97 customers generating more than $1 million in annual recurring revenue and 121% trailing-four-quarter net dollar retention, indicating expansion within its customer base. JFrog Q2 results and outlook
• Positive Sentiment: Management raised its outlook: Fiscal 2026 revenue guidance increased to $648 million–$652 million from $628 million–$632 million, while adjusted EPS guidance rose to $0.96–$1.00 from $0.93–$0.97. Third-quarter revenue and EPS guidance also came in above consensus estimates, supporting expectations for continued growth. JFrog Q2 2026 earnings call transcript
• Positive Sentiment: Sector sentiment provided an additional lift: JFrog was among several software stocks rising after a series of solid earnings reports reduced investor concerns about AI-related disruption. Software stocks and market movers
• Negative Sentiment: Insider selling remains a risk signal: Quiver data shows 77 open-market insider sales and no purchases over the past six months, including sales by senior executives. These transactions may reflect compensation or diversification, but they could temper enthusiasm after the earnings-driven rally. JFrog insider trading data

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.