JFrog (NASDAQ:FROG) Updates FY 2026 Earnings Guidance

Key Points

• JFrog raised its FY 2026 outlook, projecting EPS of $0.96–$1.00 versus the $0.73 analyst consensus and revenue of $648–$652 million versus expectations of $632.5 million. Q3 EPS guidance was set at $0.22–$0.24.
• The company’s latest quarter exceeded expectations, with EPS of $0.27 versus $0.24 projected and revenue of $163.77 million versus $155.63 million expected.
• Analysts remain broadly bullish: 21 rate JFrog a Buy, one a Hold and one a Sell, producing a “Moderate Buy” consensus rating and an average price target of $91.19.

JFrog (NASDAQ:FROG - Get Free Report) issued an update on its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 0.960-1.000 for the period, compared to the consensus EPS estimate of 0.730. The company issued revenue guidance of $648.0 million-$652.0 million, compared to the consensus revenue estimate of $632.5 million. JFrog also updated its Q3 2026 guidance to 0.220-0.240 EPS.

Analysts Set New Price Targets

FROG has been the topic of a number of research analyst reports. JPMorgan Chase & Co. boosted their price target on JFrog from $76.00 to $100.00 and gave the company an "overweight" rating in a report on Monday, July 27th. Morgan Stanley reiterated an "overweight" rating and issued a $80.00 price objective on shares of JFrog in a research report on Friday, May 8th. Guggenheim boosted their target price on JFrog from $80.00 to $105.00 and gave the company a "buy" rating in a research note on Friday, July 17th. Benchmark restated a "buy" rating on shares of JFrog in a report on Wednesday, July 29th. Finally, Barclays raised their target price on shares of JFrog from $75.00 to $88.00 and gave the stock an "overweight" rating in a research report on Wednesday, June 10th. Twenty-one 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. According to data from MarketBeat.com, JFrog has a consensus rating of "Moderate Buy" and an average target price of $91.19.

JFrog Price Performance

FROG stock traded down $1.48 during midday trading on Thursday, hitting $83.04. The stock had a trading volume of 3,059,504 shares, compared to its average volume of 3,022,687. The business has a 50-day moving average of $84.75 and a two-hundred day moving average of $62.74. The firm has a market cap of $10.06 billion, a price-to-earnings ratio of -156.68 and a beta of 1.22. JFrog has a 52-week low of $34.05 and a 52-week high of $99.22.

JFrog (NASDAQ:FROG - Get Free Report) last announced its earnings results on Thursday, August 6th. The company reported $0.27 EPS for the quarter, beating analysts' consensus estimates of $0.24 by $0.03. The firm had revenue of $163.77 million for the quarter, compared to analysts' expectations of $155.63 million. JFrog had a negative net margin of 10.93% and a negative return on equity of 4.61%. JFrog has set its Q3 2026 guidance at 0.220-0.240 EPS and its FY 2026 guidance at 0.960-1.000 EPS. Research analysts predict that JFrog will post -0.15 earnings per share for the current year.

Insiders Place Their Bets

In other JFrog news, CFO Eduard Grabscheid sold 5,654 shares of the business's stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $84.69, for a total value of $478,837.26. Following the sale, the chief financial officer directly owned 209,658 shares of the company's stock, valued at approximately $17,755,936.02. The trade was a 2.63% decrease in their ownership of the stock. The transaction 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CTO Yoav Landman sold 45,000 shares of the company's stock in a transaction that occurred on Friday, July 17th. The shares were sold at an average price of $87.23, for a total value of $3,925,350.00. Following the completion of the transaction, the chief technology officer directly owned 5,493,338 shares in the company, valued at $479,183,873.74. This trade represents a 0.81% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 938,649 shares of company stock valued at $76,347,827. Insiders own 11.80% of the company's stock.

Institutional Trading of JFrog

Several institutional investors and hedge funds have recently made changes to their positions in FROG. &PARTNERS purchased a new stake in JFrog in the 4th quarter worth approximately $236,000. Ridge Creek Global Inc acquired a new position in shares of JFrog during the 4th quarter worth about $227,000. First Trust Advisors LP purchased a new position in shares of JFrog in the fourth quarter valued at approximately $247,000. Brooklyn Investment Group purchased a new position in JFrog in the 4th quarter valued at $219,000. Finally, Cresset Asset Management LLC acquired a new position in JFrog during the third quarter worth about $236,000. 85.02% of the stock is currently owned by institutional investors.

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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