JFrog Ltd. (NASDAQ:FROG) Receives Average Recommendation of “Moderate Buy” from Brokerages

JFrog Ltd. (NASDAQ:FROG) has received a consensus rating of “Moderate Buy” from the twenty-one research firms that are covering the stock, MarketBeat.com reports. One analyst has rated the stock with a sell rating, two have given a hold rating and eighteen have assigned a buy rating to the company. The average 1 year price target among analysts that have updated their coverage on the stock in the last year is $67.05.

A number of research analysts have issued reports on FROG shares. Raymond James Financial reiterated an “outperform” rating and issued a $70.00 target price on shares of JFrog in a research report on Thursday, February 26th. Weiss Ratings restated a “sell (d-)” rating on shares of JFrog in a report on Thursday, January 22nd. Canaccord Genuity Group reduced their price target on JFrog from $75.00 to $66.00 and set a “buy” rating on the stock in a report on Friday, February 13th. UBS Group upgraded JFrog from a “neutral” rating to a “buy” rating and set a $60.00 price target on the stock in a report on Tuesday, March 24th. Finally, Wall Street Zen cut JFrog from a “buy” rating to a “hold” rating in a report on Saturday, March 21st.

JFrog Stock Down 2.8%

JFrog stock opened at $43.24 on Friday. JFrog has a 12-month low of $29.50 and a 12-month high of $70.43. The business’s 50-day moving average price is $45.35 and its two-hundred day moving average price is $52.89. The stock has a market cap of $5.24 billion, a PE ratio of -69.73 and a beta of 1.14.

JFrog (NASDAQ:FROG) last released its earnings results on Thursday, February 12th. The company reported $0.22 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.19 by $0.03. JFrog had a negative return on equity of 5.74% and a negative net margin of 13.50%.The firm 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 business posted $0.19 earnings per share. The business’s revenue for the quarter was up 25.2% on a year-over-year basis. 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, analysts expect that JFrog will post -0.33 earnings per share for the current year.

Insider Transactions at JFrog

In other news, Director Frederic Simon sold 25,000 shares of the business’s stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $50.35, for a total transaction of $1,258,750.00. Following the sale, the director directly owned 3,458,286 shares in the company, valued at approximately $174,124,700.10. The trade was a 0.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Eduard Grabscheid sold 6,063 shares of the business’s stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $40.32, for a total value of $244,460.16. Following the sale, the chief financial officer owned 233,839 shares in the company, valued at approximately $9,428,388.48. This trade represents a 2.53% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 350,003 shares of company stock valued at $16,139,931. 14.10% of the stock is currently owned by company insiders.

Institutional Trading of JFrog

Several hedge funds and other institutional investors have recently made changes to their positions in FROG. Royal Bank of Canada grew its holdings in shares of JFrog by 48.4% during the first 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 during the last quarter. Cubist Systematic Strategies LLC acquired a new position in shares of JFrog in the first quarter worth approximately $205,000. AQR Capital Management LLC acquired a new position in shares of JFrog in the first quarter worth approximately $368,000. Integrated Wealth Concepts LLC acquired a new position in shares of JFrog in the first quarter worth approximately $203,000. Finally, Goldman Sachs Group Inc. lifted its stake in shares of JFrog by 14.7% in the first quarter. Goldman Sachs Group Inc. now owns 692,909 shares of the company’s stock worth $22,173,000 after acquiring an additional 88,784 shares during the period. 85.02% of the stock is currently owned by institutional investors.

About JFrog

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.