JFrog (NASDAQ:FROG) Updates FY 2025 Earnings Guidance

Key Points

• JFrog has updated its FY 2025 earnings guidance, projecting an EPS of 0.680-0.70, which is below the consensus estimate of 0.693, while also expecting revenue between $507.0 million and $510.0 million, exceeding the consensus estimate of $503.1 million.
• Despite recent solid results, shares of JFrog saw a decline, trading down to $38.79, and the stock is experiencing mixed analyst ratings, with three holding, fifteen buying, and one giving a strong buy.
• Insider trading activity included CFO Eduard Grabscheid selling 13,043 shares, reflecting a 7.54% decrease in his stock position, while the CEO also sold 15,000 shares, indicating significant insider selling.

JFrog (NASDAQ:FROG - Get Free Report) issued an update on its FY 2025 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 0.680-0.70 for the period, compared to the consensus estimate of 0.693. The company issued revenue guidance of $507.0 million-$510.0 million, compared to the consensus revenue estimate of $503.1 million. JFrog also updated its Q3 2025 guidance to 0.150-0.17 EPS.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on the stock. Cantor Fitzgerald restated an "overweight" rating and set a $46.00 price target on shares of JFrog in a research report on Monday, May 5th. Scotiabank dropped their price target on shares of JFrog from $40.00 to $36.00 and set a "sector perform" rating for the company in a research report on Thursday, April 24th. Barclays reiterated an "overweight" rating and issued a $45.00 price objective (up previously from $42.00) on shares of JFrog in a report on Monday, July 21st. Raymond James Financial set a $50.00 price objective on shares of JFrog and gave the stock an "outperform" rating in a report on Tuesday, July 1st. Finally, Wall Street Zen raised JFrog from a "hold" rating to a "buy" rating in a research report on Sunday, June 29th. Three equities research analysts have rated the stock with a hold rating, fifteen have given a buy rating and one has given a strong buy rating to the stock. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $42.94.

JFrog Stock Performance

Shares of NASDAQ:FROG traded down $3.23 during midday trading on Thursday, reaching $38.79. 4,025,347 shares of the company's stock traded hands, compared to its average volume of 1,057,484. JFrog has a one year low of $22.91 and a one year high of $45.99. The company has a market cap of $4.44 billion, a price-to-earnings ratio of -54.63 and a beta of 1.06. The stock has a 50 day moving average of $42.19 and a 200 day moving average of $37.75.

JFrog (NASDAQ:FROG - Get Free Report) last posted its earnings results on Thursday, August 7th. The company reported ($0.14) earnings per share (EPS) for the quarter, missing the consensus estimate of $0.16 by ($0.30). JFrog had a negative net margin of 17.52% and a negative return on equity of 7.24%. Sell-side analysts predict that JFrog will post -0.33 EPS for the current fiscal year.

Insider Buying and Selling at JFrog

In other news, CFO Eduard Grabscheid sold 13,043 shares of the firm's stock in a transaction on Wednesday, June 4th. The stock was sold at an average price of $45.00, for a total value of $586,935.00. Following the transaction, the chief financial officer directly owned 159,887 shares in the company, valued at $7,194,915. This trade represents a 7.54% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, CEO Ben Haim Shlomi sold 15,000 shares of JFrog stock in a transaction on Tuesday, July 8th. The stock was sold at an average price of $41.75, for a total value of $626,250.00. Following the completion of the sale, the chief executive officer directly owned 4,981,412 shares of the company's stock, valued at $207,973,951. The trade was a 0.30% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 258,338 shares of company stock worth $11,050,150. 14.10% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On JFrog

Institutional investors have recently made changes to their positions in the business. Acadian Asset Management LLC bought a new stake in JFrog during the first quarter valued at approximately $162,000. Integrated Wealth Concepts LLC bought a new position in JFrog in the first quarter worth approximately $203,000. Cubist Systematic Strategies LLC purchased a new position in shares of JFrog during the 1st quarter worth $205,000. AQR Capital Management LLC bought a new stake in shares of JFrog during the 1st quarter valued at $368,000. Finally, Royal Bank of Canada increased its stake in shares of JFrog by 48.4% in the 1st quarter. Royal Bank of Canada now owns 189,148 shares of the company's stock worth $6,053,000 after purchasing an additional 61,685 shares in the last quarter. Institutional investors own 85.02% of the company's stock.

JFrog Company Profile

JFrog Ltd. provides end-to-end hybrid software supply chain platform in the United States, Israel, India, and internationally. The company offers JFrog Artifactory, a package repository that allows teams and organizations to store, update, and manage their software packages; JFrog Curation that functions as a guardian outside the software development pipeline, controlling the admission of packages into an organization, primarily from open source or public repositories; JFrog Xray, which scans JFrog Artifactory to secure all software packages; JFrog Advanced Security, an optional add-on for select JFrog subscriptions; and JFrog Distribution that provides software package distribution.

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