JFrog Ltd. (NASDAQ:FROG) Receives Consensus Rating of “Moderate Buy” from Analysts

Shares of JFrog Ltd. (NASDAQ:FROG) have been given a consensus recommendation of “Moderate Buy” by the twenty brokerages that are presently covering the stock, Marketbeat Ratings reports. One equities research analyst has rated the stock with a sell recommendation, one has assigned a hold recommendation and eighteen have given a buy recommendation to the company. The average twelve-month price target among analysts that have covered the stock in the last year is $76.6316.

FROG has been the topic of a number of recent research reports. Truist Financial raised their price objective on shares of JFrog from $70.00 to $80.00 and gave the company a “buy” rating in a research note on Friday, May 8th. Guggenheim boosted their price objective on shares of JFrog from $60.00 to $80.00 and gave the company a “buy” rating in a research report on Friday, May 8th. Piper Sandler cut their price objective on shares of JFrog from $70.00 to $65.00 and set a “neutral” rating on the stock in a research report on Friday, February 13th. Stifel Nicolaus boosted their price target on shares of JFrog from $75.00 to $85.00 and gave the stock a “buy” rating in a research report on Tuesday, May 26th. Finally, TD Cowen cut their price target on shares of JFrog from $80.00 to $70.00 and set a “buy” rating on the stock in a research report on Wednesday, April 15th.

Insider Activity

In other news, Director Frederic Simon sold 117,500 shares of the business’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $63.78, for a total transaction of $7,494,150.00. Following the transaction, the director directly owned 3,340,786 shares in the company, valued at $213,075,331.08. The trade was a 3.40% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ben Haim Shlomi sold 48,763 shares of the company’s stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $75.04, for a total transaction of $3,659,175.52. Following the completion of the transaction, the chief executive officer owned 4,845,601 shares in the company, valued at approximately $363,613,899.04. This trade represents a 1.00% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 450,838 shares of company stock valued at $25,796,349 over the last quarter. 11.80% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the business. Lavelle Capital LP acquired a new position in shares of JFrog during the 1st quarter worth approximately $1,046,000. Alpine Woods Capital Investors LLC bought a new position in JFrog in the 1st quarter valued at approximately $294,000. Western Wealth Management LLC bought a new position in JFrog in the 1st quarter valued at approximately $30,000. Bank of America Corp DE lifted its stake in JFrog by 48.2% in the 1st quarter. Bank of America Corp DE now owns 2,517,899 shares of the company’s stock valued at $118,165,000 after purchasing an additional 819,326 shares during the last quarter. Finally, Atreides Management LP increased its position in JFrog by 37.3% in the 1st quarter. Atreides Management LP now owns 554,987 shares of the company’s stock valued at $26,046,000 after acquiring an additional 150,711 shares during the period. Institutional investors and hedge funds own 85.02% of the company’s stock.

JFrog Stock Performance

NASDAQ FROG opened at $79.48 on Monday. The firm has a market cap of $9.63 billion, a price-to-earnings ratio of -149.96 and a beta of 1.23. The company has a 50 day moving average of $54.17 and a 200-day moving average of $55.14. JFrog has a 1-year low of $34.05 and a 1-year high of $79.87.

JFrog (NASDAQ:FROG) last issued its quarterly earnings results on Thursday, May 7th. The company reported $0.27 earnings per share for the quarter, beating analysts’ consensus estimates of $0.22 by $0.05. The business had revenue of $153.98 million during the quarter, compared to analyst estimates of $147.45 million. JFrog had a negative net margin of 10.93% and a negative return on equity of 4.61%. JFrog’s revenue for the quarter was up 25.8% compared to the same quarter last year. During the same quarter last year, the business posted $0.20 earnings per share. JFrog has set its FY 2026 guidance at 0.930-0.970 EPS and its Q2 2026 guidance at 0.230-0.25 EPS. On average, analysts forecast that JFrog will post -0.17 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.