JFrog (NASDAQ:FROG) Updates Q3 2025 Earnings Guidance

Key Points

• JFrog has updated its Q3 2025 earnings guidance, projecting earnings per share (EPS) between 0.150 and 0.17, and revenue between $127.0 million and $129.0 million, surpassing consensus estimates.
• Despite this positive adjustment, JFrog's stock dropped 7.7% to $38.79 following the announcement.
• Analysts maintain a consensus rating of "Moderate Buy" for JFrog, with an average price target of $42.94, though individual price targets vary significantly among firms.

JFrog (NASDAQ:FROG - Get Free Report) issued an update on its third quarter 2025 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 0.150-0.17 for the period, compared to the consensus estimate of 0.159. The company issued revenue guidance of $127.0 million-$129.0 million, compared to the consensus revenue estimate of $125.7 million. JFrog also updated its FY 2025 guidance to 0.680-0.70 EPS.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on FROG shares. Scotiabank reduced their price target on JFrog from $40.00 to $36.00 and set a "sector perform" rating on the stock in a research report on Thursday, April 24th. Barclays reaffirmed an "overweight" rating and set a $45.00 price target (up previously from $42.00) on shares of JFrog in a research note on Monday, July 21st. Morgan Stanley boosted their price target on JFrog from $39.00 to $42.00 and gave the stock an "overweight" rating in a research note on Friday, May 9th. Raymond James Financial set a $50.00 price objective on JFrog and gave the company an "outperform" rating in a research note on Tuesday, July 1st. Finally, Cantor Fitzgerald reaffirmed an "overweight" rating and issued a $46.00 target price on shares of JFrog in a research report on Monday, May 5th. Three equities research analysts have rated the stock with a hold rating, fifteen have issued a buy rating and one has given a strong buy rating to the company's stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $42.94.

JFrog Stock Down 7.7%

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

JFrog (NASDAQ:FROG - Get Free Report) last released its quarterly earnings data 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%. As a group, research analysts anticipate that JFrog will post -0.33 EPS for the current year.

Insider Activity

In other news, CFO Eduard Grabscheid sold 13,043 shares of JFrog stock in a transaction that occurred on Wednesday, June 4th. The shares were sold at an average price of $45.00, for a total value of $586,935.00. Following the transaction, the chief financial officer owned 159,887 shares of the company's stock, valued at $7,194,915. This trade represents a 7.54% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CRO Tali Notman sold 23,157 shares of the company's stock in a transaction on Friday, June 6th. The stock was sold at an average price of $43.16, for a total transaction of $999,456.12. Following the sale, the executive directly owned 686,360 shares of the company's stock, valued at approximately $29,623,297.60. This represents a 3.26% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 258,338 shares of company stock valued at $11,050,150. Insiders own 14.10% of the company's stock.

Institutional Investors Weigh In On JFrog

Hedge funds and other institutional investors have recently modified their holdings of the stock. Goldman Sachs Group Inc. boosted its holdings in JFrog by 14.7% in the 1st quarter. Goldman Sachs Group Inc. now owns 692,909 shares of the company's stock valued at $22,173,000 after purchasing an additional 88,784 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in shares of JFrog by 10.9% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 205,745 shares of the company's stock valued at $6,584,000 after buying an additional 20,193 shares during the last quarter. Royal Bank of Canada lifted its stake in shares of JFrog by 48.4% in the first quarter. Royal Bank of Canada now owns 189,148 shares of the company's stock valued at $6,053,000 after buying an additional 61,685 shares during the period. AQR Capital Management LLC bought a new stake in shares of JFrog in the first quarter valued at about $368,000. Finally, Cubist Systematic Strategies LLC acquired a new stake in JFrog during the first quarter worth about $205,000. Institutional investors and hedge funds 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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