JFrog (NASDAQ:FROG) Releases FY 2026 Earnings Guidance

Key Points

• JFrog issued FY 2026 guidance of EPS $0.93–0.97 and revenue of $628–632 million, both above consensus, and set Q2 2026 EPS guidance at $0.230–0.25.
• The company beat Q1 estimates (EPS $0.27 vs. $0.22 consensus; revenue $153.98M vs. $147.45M) and shares rose to $57.02 on higher-than-average volume, with analysts holding a “Moderate Buy” consensus and a $67.63 price target.
• Insiders have been net sellers recently (CEO sold 25,000 shares; 295,003 shares sold in the last 90 days), while institutional ownership remains high at 85.02%.

JFrog (NASDAQ:FROG - Get Free Report) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 0.930-0.970 for the period, compared to the consensus EPS estimate of 0.680. The company issued revenue guidance of $628.0 million-$632.0 million, compared to the consensus revenue estimate of $627.5 million. JFrog also updated its Q2 2026 guidance to 0.230-0.25 EPS.

JFrog Price Performance

Shares of NASDAQ FROG traded up $3.21 during midday trading on Thursday, reaching $57.02. 4,731,922 shares of the stock traded hands, compared to its average volume of 3,096,257. The stock has a market capitalization of $6.91 billion, a PE ratio of -91.97 and a beta of 1.02. JFrog has a one year low of $34.05 and a one year high of $70.43. The company's 50 day moving average is $44.44 and its 200 day moving average is $52.73.

JFrog (NASDAQ:FROG - Get Free Report) last posted its earnings results on Thursday, May 7th. The company reported $0.27 EPS for the quarter, beating analysts' consensus estimates of $0.22 by $0.05. The firm had revenue of $153.98 million during the quarter, compared to the consensus estimate of $147.45 million. JFrog had a negative return on equity of 5.74% and a negative net margin of 13.50%.JFrog has set its FY 2026 guidance at 0.930-0.970 EPS and its Q2 2026 guidance at 0.230-0.25 EPS. As a group, equities analysts forecast that JFrog will post -0.21 EPS for the current year.

Analyst Ratings Changes

FROG has been the subject of several recent analyst reports. Morgan Stanley set a $70.00 target price on JFrog in a research report on Monday, February 23rd. Piper Sandler decreased their target price on JFrog from $70.00 to $65.00 and set a "neutral" rating for the company in a research report on Friday, February 13th. Wall Street Zen downgraded JFrog from a "buy" rating to a "hold" rating in a research report on Saturday, March 21st. UBS Group upgraded JFrog from a "neutral" rating to a "buy" rating and set a $60.00 target price for the company in a research report on Tuesday, March 24th. Finally, Evercore set a $80.00 target price on JFrog in a research report on Thursday, February 26th. Eighteen investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $67.63.

Insiders Place Their Bets

In other JFrog news, CEO Ben Haim Shlomi sold 25,000 shares of the firm's stock in a transaction dated Tuesday, April 7th. The stock was sold at an average price of $48.88, for a total value of $1,222,000.00. Following the completion of the sale, the chief executive officer owned 4,740,249 shares of the company's stock, valued at approximately $231,703,371.12. This trade represents a 0.52% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Eduard Grabscheid sold 6,063 shares of the firm's stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $40.32, for a total value of $244,460.16. Following the completion of the sale, the chief financial officer directly owned 233,839 shares of the company's stock, valued at approximately $9,428,388.48. This represents a 2.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 295,003 shares of company stock valued at $12,888,031. 11.80% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On JFrog

A number of institutional investors and hedge funds have recently modified their holdings of the company. Invesco Ltd. lifted its holdings in shares of JFrog by 6,868.3% during the fourth quarter. Invesco Ltd. now owns 2,104,071 shares of the company's stock worth $131,420,000 after purchasing an additional 2,073,876 shares during the period. State of Tennessee Department of Treasury acquired a new position in JFrog in the fourth quarter valued at approximately $246,000. Empowered Funds LLC acquired a new position in JFrog in the fourth quarter valued at approximately $503,000. Verdad Advisers LP acquired a new position in JFrog in the fourth quarter valued at approximately $421,000. Finally, Numerai GP LLC lifted its holdings in JFrog by 73.8% in the fourth quarter. Numerai GP LLC now owns 23,916 shares of the company's stock valued at $1,494,000 after acquiring an additional 10,155 shares during the period. Institutional investors and hedge funds own 85.02% of the company's stock.

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.

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