JFrog Ltd. (NASDAQ:FROG) Receives Consensus Recommendation of "Moderate Buy" from Analysts

Key Points

• Analysts maintain a “Moderate Buy” consensus on JFrog, with 22 buy ratings, one hold and one sell among 24 firms. The average 12-month price target is approximately $107.14.
• JFrog’s latest quarterly results exceeded expectations, with adjusted EPS of $0.27 versus a $0.24 consensus and revenue of $163.77 million, up 28.7% year over year. The company provided fiscal 2026 EPS guidance of $0.96–$1.00.
• JFrog shares opened at $86.73, down about 1%, while insiders sold roughly $84.3 million of stock over the past 90 days; institutional investors own 85.02% of the company.

JFrog Ltd. (NASDAQ:FROG - Get Free Report) has earned a consensus rating of "Moderate Buy" from the twenty-four brokerages that are presently covering the company, MarketBeat reports. One equities research analyst has rated the stock with a sell rating, one has issued a hold rating and twenty-two have assigned a buy rating to the company. The average 12-month target price among brokers that have issued a report on the stock in the last year is $107.1364.

Several equities analysts have recently weighed in on FROG shares. Stifel Nicolaus set a $102.00 price objective on JFrog in a report on Friday. Needham & Company LLC restated a "buy" rating and issued a $115.00 price objective on shares of JFrog in a report on Thursday, September 3rd. TD Cowen restated a "buy" rating and set a $120.00 target price on shares of JFrog in a report on Thursday, September 3rd. Oppenheimer upped their price objective on JFrog from $105.00 to $115.00 and gave the company an "outperform" rating in a research note on Friday, August 7th. Finally, Canaccord Genuity Group set a $105.00 target price on shares of JFrog in a research note on Friday, August 7th.

JFrog Trading Down 1.0%

NASDAQ FROG opened at $86.73 on Wednesday. The company has a market capitalization of $10.69 billion, a PE ratio of -234.40 and a beta of 1.28. The stock has a 50-day simple moving average of $89.16 and a 200 day simple moving average of $69.10. JFrog has a 12 month low of $34.05 and a 12 month high of $105.76.

JFrog (NASDAQ:FROG - Get Free Report) last released its quarterly earnings data on Thursday, August 6th. The company reported $0.27 earnings per share for the quarter, topping the consensus estimate of $0.24 by $0.03. The business had revenue of $163.77 million for the quarter, compared to analyst estimates of $155.63 million. JFrog had a negative net margin of 7.35% and a negative return on equity of 2.71%. JFrog's quarterly revenue was up 28.7% compared to the same quarter last year. During the same quarter last year, the firm 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. As a group, sell-side analysts predict that JFrog will post -0.11 earnings per share for the current fiscal year.

Insider Buying and Selling at JFrog

In other news, Director Elisa Steele sold 554 shares of the business's stock in a transaction dated Friday, August 28th. The shares were sold at an average price of $103.41, for a total value of $57,289.14. Following the completion of the sale, the director owned 23,750 shares of the company's stock, valued at approximately $2,455,987.50. The trade was a 2.28% 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, Director Frederic Simon sold 120,000 shares of the company's stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $93.21, for a total transaction of $11,185,200.00. Following the completion of the transaction, the director owned 2,864,328 shares in the company, valued at $266,984,012.88. This trade represents a 4.02% 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. Insiders sold a total of 901,408 shares of company stock worth $84,330,784 in the last 90 days. Company insiders own 11.80% of the company's stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the business. Millstone Evans Group LLC raised its position in shares of JFrog by 242.6% in the first quarter. Millstone Evans Group LLC now owns 603 shares of the company's stock valued at $28,000 after buying an additional 427 shares in the last quarter. Western Wealth Management LLC bought a new position in JFrog during the 1st quarter worth $30,000. Bessemer Group Inc. bought a new position in JFrog during the 1st quarter worth $36,000. Employees Retirement System of Texas acquired a new position in JFrog in the 4th quarter valued at $44,000. Finally, Caitong International Asset Management Co. Ltd raised its holdings in JFrog by 12,566.7% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 760 shares of the company's stock valued at $47,000 after acquiring an additional 754 shares in the last quarter. Institutional investors and hedge funds own 85.02% of the company's stock.

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.

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