JFrog (NASDAQ:FROG) Stock Rating Lowered by Wall Street Zen

JFrog (NASDAQ:FROG) was downgraded by research analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a research report issued to clients and investors on Saturday.

A number of other brokerages have also issued reports on FROG. Guggenheim assumed coverage on JFrog in a report on Monday, March 16th. They issued a “buy” rating and a $60.00 price target for the company. Morgan Stanley set a $70.00 price objective on JFrog in a report on Monday, February 23rd. Barclays lifted their target price on JFrog from $67.00 to $70.00 and gave the company an “overweight” rating in a research report on Monday, January 12th. DA Davidson dropped their price target on JFrog from $75.00 to $65.00 and set a “buy” rating on the stock in a research report on Friday, February 13th. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of JFrog in a research note on Thursday, January 22nd. Seventeen equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, JFrog presently has a consensus rating of “Moderate Buy” and an average target price of $67.05.

JFrog Trading Down 2.7%

NASDAQ FROG opened at $42.27 on Friday. The stock has a market cap of $5.06 billion, a PE ratio of -68.18 and a beta of 1.20. JFrog has a 12 month low of $27.00 and a 12 month high of $70.43. The company’s 50-day moving average price is $48.64 and its 200-day moving average price is $53.18.

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. The company had revenue of $145.31 million during the quarter, compared to analyst estimates of $138.09 million. JFrog had a negative net margin of 13.50% and a negative return on equity of 5.74%. The firm’s revenue for the quarter was up 25.2% on a year-over-year basis. During the same quarter last year, the business posted $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. As a group, sell-side analysts forecast that JFrog will post -0.33 earnings per share for the current year.

Insider Activity at JFrog

In other news, CFO Eduard Grabscheid sold 6,063 shares of JFrog stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $40.32, for a total value of $244,460.16. Following the transaction, the chief financial officer directly owned 233,839 shares in the company, valued at approximately $9,428,388.48. This trade represents a 2.53% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Frederic Simon sold 10,000 shares of the business’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $42.08, for a total value of $420,800.00. Following the completion of the transaction, the director directly owned 3,558,286 shares of the company’s stock, valued at approximately $149,732,674.88. The trade was a 0.28% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 351,960 shares of company stock valued at $17,367,657 over the last 90 days. Insiders own 14.10% of the company’s stock.

Institutional Investors Weigh In On JFrog

A number of institutional investors have recently added to or reduced their stakes in FROG. Hsbc Holdings PLC purchased a new position in JFrog during the 4th quarter worth $678,000. Rockefeller Capital Management L.P. raised its stake in JFrog by 50.0% in the fourth quarter. Rockefeller Capital Management L.P. now owns 22,507 shares of the company’s stock valued at $1,406,000 after buying an additional 7,498 shares during the last quarter. Caitong International Asset Management Co. Ltd raised its stake in JFrog by 12,566.7% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 760 shares of the company’s stock valued at $47,000 after buying an additional 754 shares during the last quarter. Virtu Financial LLC boosted its holdings in JFrog by 59.7% in the fourth quarter. Virtu Financial LLC now owns 10,163 shares of the company’s stock worth $635,000 after acquiring an additional 3,798 shares in the last quarter. Finally, Invesco Ltd. boosted its holdings in 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. Institutional investors own 85.02% of the company’s stock.

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.