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

JFrog Ltd. (NASDAQ:FROG) has received a consensus recommendation of “Moderate Buy” from the twenty-one ratings firms that are covering the stock, MarketBeat reports. One investment analyst has rated the stock with a sell rating, three have assigned a hold rating and seventeen have assigned a buy rating to the company. The average twelve-month price target among brokerages that have issued a report on the stock in the last year is $67.05.

A number of equities analysts recently commented on FROG shares. Wall Street Zen upgraded shares of JFrog from a “hold” rating to a “buy” rating in a research report on Sunday, February 15th. Evercore set a $80.00 price target on shares of JFrog in a research note on Thursday, February 26th. BTIG Research cut their price target on shares of JFrog from $83.00 to $70.00 and set a “buy” rating for the company in a report on Friday, February 13th. Morgan Stanley set a $70.00 price target on shares of JFrog in a research report on Monday, February 23rd. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of JFrog in a report on Thursday, January 22nd.

Insider Activity at JFrog

In other news, CEO Ben Haim Shlomi sold 71,841 shares of the business’s stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $40.15, for a total value of $2,884,416.15. Following the sale, the chief executive officer directly owned 4,815,612 shares of the company’s stock, valued at approximately $193,346,821.80. The trade was a 1.47% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CRO Tali Notman sold 21,097 shares of the company’s stock in a transaction that occurred on Thursday, March 5th. The stock was sold at an average price of $41.28, for a total transaction of $870,884.16. Following the completion of the transaction, the executive owned 752,598 shares in the company, valued at approximately $31,067,245.44. This represents a 2.73% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 351,960 shares of company stock valued at $17,367,657 over the last quarter. 14.10% of the stock is owned by insiders.

Hedge Funds Weigh In On JFrog

Hedge funds and other institutional investors have recently bought and sold shares of the company. Whale Rock Capital Management LLC lifted its holdings in JFrog by 82.2% during the 4th quarter. Whale Rock Capital Management LLC now owns 5,297,812 shares of the company’s stock worth $330,901,000 after buying an additional 2,389,415 shares in the last quarter. Invesco Ltd. grew its stake in shares of JFrog by 6,868.3% in the fourth quarter. Invesco Ltd. now owns 2,104,071 shares of the company’s stock worth $131,420,000 after acquiring an additional 2,073,876 shares in the last quarter. Anatole Investment Management Ltd acquired a new position in shares of JFrog in the fourth quarter worth $86,557,000. Morgan Stanley increased its position in shares of JFrog by 550.2% during the fourth quarter. Morgan Stanley now owns 1,562,151 shares of the company’s stock worth $97,572,000 after acquiring an additional 1,321,899 shares during the period. Finally, Norges Bank acquired a new stake in shares of JFrog in the fourth quarter valued at $76,427,000. 85.02% of the stock is currently owned by hedge funds and other institutional investors.

JFrog Stock Performance

NASDAQ:FROG opened at $43.83 on Wednesday. The stock has a market capitalization of $5.24 billion, a PE ratio of -70.69 and a beta of 1.20. The company has a fifty day moving average of $49.70 and a two-hundred day moving average of $53.36. JFrog has a fifty-two week low of $27.00 and a fifty-two week high of $70.43.

JFrog (NASDAQ:FROG) last announced its quarterly earnings data on Thursday, February 12th. The company reported $0.22 earnings per share 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 company had revenue of $145.31 million for the quarter, compared to analyst estimates of $138.09 million. During the same quarter last year, the firm posted $0.19 EPS. The firm’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. Research analysts forecast that JFrog will post -0.33 earnings per share for the current year.

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.