JFrog (NASDAQ:FROG) Stock Gets Price Target Bump from Piper Sandler

Key Points

• Piper Sandler raised its JFrog price target to $95 from $90 but maintained a neutral rating, with the new target implying about 2% downside from the share price cited in the report.
• JFrog’s latest quarter beat estimates: revenue rose 30.9% year over year to $179.2 million, and EPS was $0.32 versus the $0.23 consensus. The company also raised its 2026 revenue outlook to $680 million–$682 million.
• Analyst sentiment is broadly positive: MarketBeat reported a “Moderate Buy” consensus and an average price target of $111.57.

JFrog (NASDAQ:FROG - Get Free Report) had its price objective boosted by analysts at Piper Sandler from $90.00 to $95.00 in a research report issued on Friday, Benzinga reports. The firm presently has a "neutral" rating on the stock. Piper Sandler's target price indicates a potential downside of 2.00% from the company's current price.

Several other research analysts also recently commented on the company. Needham & Company LLC reaffirmed a "buy" rating and issued a $115.00 price target on shares of JFrog in a research report on Thursday, September 3rd. DA Davidson reissued a "buy" rating and issued a $115.00 price objective on shares of JFrog in a research report on Friday, September 4th. Morgan Stanley set a $100.00 price objective on shares of JFrog in a research note on Friday, August 7th. Canaccord Genuity Group set a $105.00 price objective on shares of JFrog in a research note on Friday, August 7th. Finally, Cantor Fitzgerald reaffirmed an "overweight" rating and set a $115.00 target price on shares of JFrog in a research report on Wednesday. Twenty-one investment analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $111.57.

JFrog Price Performance

JFrog stock opened at $96.94 on Friday. The firm has a market cap of $11.95 billion, a price-to-earnings ratio of -254.63 and a beta of 1.31. JFrog has a fifty-two week low of $34.05 and a fifty-two week high of $105.76. The firm has a fifty day moving average price of $93.48 and a two-hundred day moving average price of $72.36.

JFrog (NASDAQ:FROG - Get Free Report) last posted its quarterly earnings data on Thursday, November 5th. The company reported $0.32 earnings per share for the quarter, topping the consensus estimate of $0.23 by $0.09. JFrog had a negative return on equity of 2.71% and a negative net margin of 7.35%. The business had revenue of $179.17 million during the quarter, compared to analysts' expectations of $165.92 million. During the same quarter in the previous year, the firm earned $0.22 EPS. The firm's revenue was up 30.9% compared to the same quarter last year. As a group, sell-side analysts expect that JFrog will post -0.11 earnings per share for the current year.

Insider Transactions at JFrog

In other JFrog news, CTO Yoav Landman sold 249,300 shares of the company's stock in a transaction that occurred on Thursday, August 27th. The stock was sold at an average price of $100.72, for a total value of $25,109,496.00. Following the completion of the transaction, the chief technology officer owned 5,199,038 shares of the company's stock, valued at $523,647,107.36. This represents a 4.58% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Frederic Simon sold 120,000 shares of the firm's stock in a transaction that occurred on Thursday, August 13th. The stock was sold at an average price of $90.86, for a total value of $10,903,200.00. Following the completion of the sale, the director owned 2,984,328 shares of the company's stock, valued at $271,156,042.08. This represents a 3.87% 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. Over the last three months, insiders have sold 900,453 shares of company stock valued at $85,299,266. 11.80% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of the company. First Trust Advisors LP increased its holdings in JFrog by 85,066.4% in the 1st quarter. First Trust Advisors LP now owns 3,362,370 shares of the company's stock valued at $157,796,000 after buying an additional 3,358,422 shares during the period. Congress Asset Management Co. raised its stake in shares of JFrog by 14.4% in the 3rd quarter. Congress Asset Management Co. now owns 1,420,301 shares of the company's stock valued at $137,826,000 after buying an additional 178,310 shares in the last quarter. Bank of America Corp DE lifted its holdings in shares of JFrog by 48.2% during the 1st quarter. Bank of America Corp DE now owns 2,517,899 shares of the company's stock worth $118,165,000 after acquiring an additional 819,326 shares during the period. Arrowstreet Capital Limited Partnership lifted its holdings in shares of JFrog by 78.1% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 1,964,925 shares of the company's stock worth $92,214,000 after acquiring an additional 861,835 shares during the period. Finally, Sumitomo Mitsui Trust Group Inc. boosted its position in shares of JFrog by 1.1% during the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 904,403 shares of the company's stock valued at $87,763,000 after acquiring an additional 9,520 shares in the last quarter. 85.02% of the stock is owned by institutional investors.

Trending Headlines about JFrog

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: JFrog reported Q3 revenue of $179.2 million, up 31% year over year and above the $165.9 million analyst estimate. Non-GAAP EPS was $0.32, beating the $0.23 consensus and rising from $0.22 a year earlier. JFrog Announces Third Quarter 2026 Results
• Positive Sentiment: The company raised its FY 2026 revenue outlook to $680 million–$682 million and projected cloud baseline growth of 52%–54%, signaling stronger expected growth. The upbeat results and outlook prompted an after-hours rally. JFrog FY 2026 outlook
• Positive Sentiment: JFrog also announced expanded AI security capabilities designed to detect “Shadow AI” on developer workstations, potentially strengthening its product offering. JFrog extends AI security capabilities

About JFrog

JFrog Ltd. is a software company that provides a platform for managing, securing and distributing software packages and releases throughout the application development lifecycle. Its technology is designed to help organizations move software reliably from development through production across cloud, on-premises and hybrid environments.

The company's products include JFrog Artifactory, a repository for storing and managing software packages and container images; JFrog Xray, which provides security and compliance analysis for software components; and tools for continuous integration, continuous delivery, software distribution and release management.

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