JFrog Ltd. (NASDAQ:FROG) Given Consensus Recommendation of "Moderate Buy" by Analysts

Key Points

• Analyst consensus: Twenty brokerages rate JFrog a consensus "Moderate Buy" (18 buys, 1 hold, 1 sell) with an average 1‑year price target of about $67.63.
• Recent results and guidance: JFrog beat estimates with $0.22 EPS vs $0.19 and $145.3M revenue (up 25.2% YoY), and issued FY2026 EPS guidance of $0.88–$0.92 and Q1 2026 guidance of $0.20–$0.22, despite a negative net margin and ROE.
• Ownership activity: Insiders sold 295,003 shares (~$12.9M) over the past three months (owners hold 11.8%), while large institutions like Vanguard, Whale Rock and Wasatch materially increased positions and institutions now own ~85.0% of the stock.

JFrog Ltd. (NASDAQ:FROG - Get Free Report) has received an average recommendation of "Moderate Buy" from the twenty brokerages that are currently covering the firm, MarketBeat.com reports. One analyst has rated the stock with a sell rating, one has given a hold rating and eighteen have assigned a buy rating to the company. The average 1-year price objective among brokerages that have updated their coverage on the stock in the last year is $67.6316.

FROG has been the subject of several recent analyst reports. TD Cowen reduced their target price on shares of JFrog from $80.00 to $70.00 and set a "buy" rating for the company in a research note on Wednesday, April 15th. Cantor Fitzgerald restated an "overweight" rating and issued a $80.00 target price on shares of JFrog in a research note on Wednesday, April 22nd. Barclays increased their price target on shares of JFrog from $67.00 to $70.00 and gave the company an "overweight" rating in a report on Monday, January 12th. Guggenheim reiterated a "buy" rating and issued a $60.00 price target on shares of JFrog in a report on Tuesday, April 21st. Finally, Evercore set a $80.00 price target on shares of JFrog in a report on Thursday, February 26th.

Insiders Place Their Bets

In other news, Director Frederic Simon sold 55,000 shares of the stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $48.34, for a total value of $2,658,700.00. Following the completion of the transaction, the director owned 3,483,286 shares in the company, valued at $168,382,045.24. This trade represents a 1.55% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CRO Tali Notman sold 21,097 shares of the stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $41.28, for a total transaction of $870,884.16. Following the completion of the transaction, the executive owned 752,598 shares of the company's stock, valued at $31,067,245.44. This represents a 2.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 295,003 shares of company stock worth $12,888,031. Insiders own 11.80% of the company's stock.

Hedge Funds Weigh In On JFrog

A number of large investors have recently made changes to their positions in the stock. Vanguard Group Inc. increased its holdings in shares of JFrog by 4.0% in the 4th quarter. Vanguard Group Inc. now owns 9,505,832 shares of the company's stock valued at $593,734,000 after purchasing an additional 362,654 shares in the last quarter. Whale Rock Capital Management LLC increased its holdings in JFrog by 82.2% during the 4th quarter. Whale Rock Capital Management LLC now owns 5,297,812 shares of the company's stock valued at $330,901,000 after acquiring an additional 2,389,415 shares in the last quarter. Wasatch Advisors LP increased its holdings in JFrog by 187.4% during the 1st quarter. Wasatch Advisors LP now owns 4,156,033 shares of the company's stock valued at $195,043,000 after acquiring an additional 2,710,167 shares in the last quarter. Price T Rowe Associates Inc. MD increased its holdings in JFrog by 30.9% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 2,683,153 shares of the company's stock valued at $167,590,000 after acquiring an additional 633,231 shares in the last quarter. Finally, Fiera Capital Corp increased its holdings in JFrog by 37.5% during the 4th quarter. Fiera Capital Corp now owns 2,253,450 shares of the company's stock valued at $140,750,000 after acquiring an additional 614,383 shares in the last quarter. Hedge funds and other institutional investors own 85.02% of the company's stock.

JFrog Stock Performance

FROG stock opened at $53.81 on Thursday. JFrog has a one year low of $33.74 and a one year high of $70.43. The stock has a market capitalization of $6.52 billion, a PE ratio of -86.79 and a beta of 1.02. The company has a fifty day moving average of $44.44 and a 200-day moving average of $52.73.

JFrog (NASDAQ:FROG - Get Free Report) last released its earnings results on Thursday, February 12th. The company reported $0.22 EPS for the quarter, topping the consensus estimate of $0.19 by $0.03. JFrog had a negative net margin of 13.50% and a negative return on equity of 5.74%. The company had revenue of $145.31 million during the quarter, compared to analysts' expectations of $138.09 million. During the same quarter last year, the business earned $0.19 EPS. The business's revenue was up 25.2% on a year-over-year basis. JFrog has set its FY 2026 guidance at 0.880-0.920 EPS and its Q1 2026 guidance at 0.200-0.220 EPS. Equities analysts forecast that JFrog will post -0.21 earnings per share for the current fiscal year.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.