JFrog (NASDAQ:FROG) Raised to Buy at Wall Street Zen

JFrog (NASDAQ:FROG) was upgraded by stock analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a report issued on Sunday.

A number of other research firms have also recently weighed in on FROG. TD Cowen raised their price target on shares of JFrog from $75.00 to $80.00 and gave the company a “buy” rating in a report on Friday. BTIG Research decreased their target price on JFrog from $83.00 to $70.00 and set a “buy” rating for the company in a report on Friday. JPMorgan Chase & Co. increased their price target on JFrog from $55.00 to $65.00 and gave the stock an “overweight” rating in a research report on Friday, November 7th. Needham & Company LLC lifted their target price on shares of JFrog from $55.00 to $70.00 and gave the company a “buy” rating in a report on Friday, November 7th. Finally, Cantor Fitzgerald reiterated an “overweight” rating and set a $80.00 price target on shares of JFrog in a research report on Wednesday, February 4th. Fifteen analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $65.94.

JFrog Price Performance

Shares of FROG stock opened at $51.68 on Friday. The stock’s 50 day simple moving average is $59.88 and its two-hundred day simple moving average is $53.67. The company has a market cap of $6.11 billion, a PE ratio of -83.35 and a beta of 1.13. JFrog has a 1 year low of $27.00 and a 1 year high of $70.43.

JFrog (NASDAQ:FROG) last issued its quarterly earnings results on Thursday, February 12th. The company reported $0.22 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.19 by $0.03. The firm had revenue of $145.31 million during the quarter, compared to analyst estimates of $138.09 million. JFrog had a negative return on equity of 5.84% and a negative net margin of 13.50%.JFrog’s quarterly revenue was up 25.2% compared to the same quarter last year. During the same period last year, the company earned $0.19 EPS. 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 research analysts expect that JFrog will post -0.33 EPS for the current year.

Insider Buying and Selling at JFrog

In other JFrog news, CEO Ben Haim Shlomi sold 25,000 shares of the firm’s stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $51.92, for a total transaction of $1,298,000.00. Following the completion of the transaction, the chief executive officer directly owned 4,741,893 shares in the company, valued at approximately $246,199,084.56. This trade represents a 0.52% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CRO Tali Notman sold 13,357 shares of the business’s stock in a transaction on Monday, December 8th. The shares were sold at an average price of $64.80, for a total value of $865,533.60. Following the completion of the transaction, the executive owned 631,325 shares of the company’s stock, valued at $40,909,860. This trade represents a 2.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 407,814 shares of company stock worth $24,969,260. Corporate insiders own 14.10% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the company. Morgan Stanley increased its stake in shares of JFrog by 550.2% in the fourth quarter. Morgan Stanley now owns 1,562,151 shares of the company’s stock worth $97,572,000 after buying an additional 1,321,899 shares during the last quarter. Norges Bank bought a new stake in JFrog during the fourth quarter valued at $76,427,000. Assenagon Asset Management S.A. lifted its position in shares of JFrog by 378.8% in the 4th quarter. Assenagon Asset Management S.A. now owns 1,543,011 shares of the company’s stock worth $96,376,000 after buying an additional 1,220,768 shares during the last quarter. Lazard Asset Management LLC lifted its position in shares of JFrog by 1,669.6% in the 3rd quarter. Lazard Asset Management LLC now owns 1,185,416 shares of the company’s stock worth $56,106,000 after buying an additional 1,118,427 shares during the last quarter. Finally, Sumitomo Mitsui Trust Group Inc. bought a new stake in shares of JFrog during the 3rd quarter valued at about $51,443,000. 85.02% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about JFrog

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: Q4 beat and strong forward outlook — JFrog reported Q4 revenue of $145.3M (up 25% YoY) and non‑GAAP EPS that topped consensus; management issued FY‑2026 and Q1 guidance well above Street expectations, which supports growth and margin improvement narratives. JFrog Announces Fourth Quarter and Fiscal 2025 Results
• Positive Sentiment: AI and security tailwinds — Coverage highlights that JFrog’s software‑supply‑chain, security and AI positioning could drive higher product monetization and multiple expansion if execution continues. This is the strategic thesis supporting longer‑term upside. FROG Q4 Deep Dive: Security and AI Tailwinds Propel JFrog’s Software Supply Chain Platform
• Neutral Sentiment: Analyst views mixed but generally constructive — BTIG cut its price target from $83 to $70 but left a Buy rating (still implying upside vs current levels); the analyst community median target is near $70, so consensus remains positive even after trims. Benzinga
• Neutral Sentiment: Full materials and call available — Earnings transcript, slide deck and deep dives are out for investors who want detail on customer metrics and margin cadence; these can influence near‑term revisions. JFrog (FROG) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Sell‑the‑news reaction — Despite the beat and strong guidance, shares dropped sharply on heavy volume as investors booked gains and re‑rated near‑term expectations, creating immediate downside pressure. JFrog shares tumble despite earnings beat and strong guidance
• Negative Sentiment: Large insider selling and notable volume — Public filings and reporting show sizable insider sales over recent months; combined with above‑average intraday volume, that amplifies downside risk in the near term. JFrog Ltd. (FROG) Stock Falls on Q4 2025 Earnings
• Negative Sentiment: Potential volatility drivers — Some sources flagged increased short‑interest and conflicting short‑interest data; even if figures are noisy, perception of rising bearish positioning can magnify moves. JFrog reports bullish Q4 but stock drops

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.