BTIG Research Cuts JFrog (NASDAQ:FROG) Price Target to $70.00

JFrog (NASDAQ:FROG) had its price objective decreased by BTIG Research from $83.00 to $70.00 in a research report sent to investors on Friday morning,Benzinga reports. BTIG Research currently has a buy rating on the stock.

Other equities research analysts have also issued reports about the company. Morgan Stanley boosted their target price on JFrog from $65.00 to $70.00 and gave the stock an “overweight” rating in a research report on Friday, November 7th. Canaccord Genuity Group boosted their price objective on JFrog from $55.00 to $65.00 and gave the stock a “buy” rating in a report on Friday, November 7th. UBS Group reaffirmed a “neutral” rating on shares of JFrog in a research note on Wednesday, January 14th. Truist Financial reissued a “buy” rating and issued a $70.00 target price (up from $55.00) on shares of JFrog in a research report on Friday, November 7th. Finally, Needham & Company LLC upped their price target on shares of JFrog from $55.00 to $70.00 and gave the company a “buy” rating in a research report on Friday, November 7th. Fifteen investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, JFrog presently has a consensus rating of “Moderate Buy” and an average target price of $65.94.

JFrog Trading Down 3.0%

Shares of NASDAQ FROG opened at $51.68 on Friday. JFrog has a twelve month low of $27.00 and a twelve month high of $70.43. The firm has a 50-day moving average of $59.88 and a two-hundred day moving average of $53.73. The company has a market capitalization of $6.11 billion, a price-to-earnings ratio of -83.35 and a beta of 1.13.

JFrog (NASDAQ:FROG) last announced its quarterly earnings data on Thursday, February 12th. The company reported $0.22 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.19 by $0.03. JFrog had a negative net margin of 13.50% and a negative return on equity of 5.84%. The company had revenue of $145.31 million for the quarter, compared to analysts’ expectations of $138.09 million. During the same quarter in the previous year, the company posted $0.19 EPS. The business’s revenue was up 25.2% compared to the same quarter last year. JFrog has set its FY 2026 guidance at 0.880-0.920 EPS and its Q1 2026 guidance at 0.200-0.220 EPS. As a group, research analysts predict that JFrog will post -0.33 earnings per share for the current year.

Insider Activity

In other JFrog news, CEO Ben Haim Shlomi sold 25,000 shares of the company’s stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $51.92, for a total value of $1,298,000.00. Following the transaction, the chief executive officer owned 4,741,893 shares in the company, valued at approximately $246,199,084.56. This represents a 0.52% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Frederic Simon sold 80,000 shares of JFrog stock in a transaction on Tuesday, November 25th. The shares were sold at an average price of $61.76, for a total transaction of $4,940,800.00. Following the sale, the director directly owned 3,867,786 shares of the company’s stock, valued at $238,874,463.36. This trade represents a 2.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 407,814 shares of company stock valued at $24,969,260 in the last three months. 14.10% of the stock is currently owned by insiders.

Institutional Trading of JFrog

Institutional investors have recently bought and sold shares of the company. Morgan Stanley increased its position in JFrog by 550.2% in the 4th quarter. Morgan Stanley now owns 1,562,151 shares of the company’s stock worth $97,572,000 after purchasing an additional 1,321,899 shares during the last quarter. Norges Bank bought a new stake in shares of JFrog in the 4th quarter valued at approximately $76,427,000. Assenagon Asset Management S.A. increased its holdings in JFrog by 378.8% in the fourth 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 increased its holdings in JFrog by 1,669.6% in the third 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 position in JFrog during the third quarter valued at approximately $51,443,000. Institutional investors and hedge funds own 85.02% of the company’s stock.

More JFrog News

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.