JFrog (NASDAQ:FROG) Issues FY 2026 Earnings Guidance

JFrog (NASDAQ:FROG) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 0.880-0.920 for the period, compared to the consensus earnings per share estimate of 0.430. The company issued revenue guidance of $623.0 million-$628.0 million, compared to the consensus revenue estimate of $576.9 million. JFrog also updated its Q1 2026 guidance to 0.200-0.220 EPS.

JFrog Price Performance

Shares of JFrog stock traded up $1.31 during trading hours on Thursday, hitting $53.30. The company had a trading volume of 6,044,444 shares, compared to its average volume of 2,459,864. The company’s 50-day moving average is $60.32 and its two-hundred day moving average is $53.53. The company has a market cap of $6.31 billion, a P/E ratio of -76.14 and a beta of 1.13. JFrog has a twelve month low of $27.00 and a twelve month high of $70.43.

JFrog (NASDAQ:FROG) last issued its quarterly earnings data on Thursday, February 12th. The company reported ($0.09) earnings per share for the quarter, missing analysts’ consensus estimates of $0.19 by ($0.28). JFrog had a negative net margin of 15.88% and a negative return on equity of 6.69%. JFrog has set its FY 2026 guidance at 0.880-0.920 EPS and its Q1 2026 guidance at 0.200-0.220 EPS. Sell-side analysts expect that JFrog will post -0.33 EPS for the current year.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on FROG shares. BTIG Research assumed coverage on JFrog in a report on Tuesday, December 16th. They issued a “buy” rating and a $83.00 target price for the company. DA Davidson raised shares of JFrog to a “strong-buy” rating in a research note on Friday, November 7th. Barclays raised their price target on JFrog from $67.00 to $70.00 and gave the stock an “overweight” rating in a research note on Monday, January 12th. Piper Sandler increased their target price on JFrog from $60.00 to $70.00 and gave the stock a “neutral” rating in a research report on Monday, January 5th. Finally, Needham & Company LLC raised their target price on shares of JFrog from $55.00 to $70.00 and gave the company a “buy” rating in a research note on Friday, November 7th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $65.71.

Insiders Place Their Bets

In other news, Director Yvonne Wassenaar sold 1,957 shares of JFrog stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $58.70, for a total transaction of $114,875.90. Following the transaction, the director directly owned 20,495 shares in the company, valued at approximately $1,203,056.50. This trade represents a 8.72% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Ben Haim Shlomi sold 25,000 shares of the company’s stock in a transaction 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 completion of the sale, the chief executive officer owned 4,741,893 shares of the company’s stock, valued at approximately $246,199,084.56. This trade represents a 0.52% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 407,814 shares of company stock valued at $24,969,260. 14.10% of the stock is currently owned by insiders.

Trending Headlines about JFrog

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: Management raised Q1 FY2026 guidance to $0.200–$0.220 EPS and revenue of $146–$148M, well above consensus — a near-term beat that supports upside to estimates. Q4 press release / slides
• Positive Sentiment: JFrog raised FY2026 guidance to $0.880–$0.920 EPS and $623–$628M revenue versus consensus ~ $0.43 EPS / $576.9M — the bigger upward revision for the full year is the key catalyst for today’s rally. Business Wire: FY2025 results
• Positive Sentiment: Q4 revenue of ~$145M (+25% YoY) and gross profit growth beat expectations, and operating cash flow remained positive — evidence of revenue momentum even as GAAP EPS was negative. Quiver: Q4 financials
• Positive Sentiment: Analyst coverage and price targets remain constructive (median target ~$70, multiple recent Buys/Overweights), and some large institutions have added positions — supportive for medium-term sentiment. Quiver: analyst/holder summary
• Neutral Sentiment: Press narratives highlight AI security and shifting growth story for JFrog, which could re-rate expectations if adoption accelerates but is still narrative-driven. Yahoo Finance: AI narrative
• Neutral Sentiment: Short-interest data in the feeds shows zeros/NaN (likely reporting anomalies) and does not provide a reliable signal today.
• Negative Sentiment: GAAP/diluted EPS missed expectations (company reported negative EPS for the quarter), and JFrog still posted an operating loss — fundamentals that limit the upside until profitability trends improve. Q4 press release / slides
• Negative Sentiment: Significant insider selling activity reported over the past six months (many disclosed sales) could concern some investors about near-term insider conviction. Quiver: insider trading
• Negative Sentiment: Total liabilities grew year‑over‑year, which investors will watch alongside cash balances as the company scales and invests in growth. Quiver: balance sheet notes

Institutional Trading of JFrog

Several institutional investors and hedge funds have recently added to or reduced their stakes in FROG. Wilmington Savings Fund Society FSB boosted its stake in shares of JFrog by 1,086.8% during the 3rd quarter. Wilmington Savings Fund Society FSB now owns 1,258 shares of the company’s stock valued at $60,000 after buying an additional 1,152 shares during the period. PNC Financial Services Group Inc. raised its holdings in shares of JFrog by 52.4% during the fourth quarter. PNC Financial Services Group Inc. now owns 1,789 shares of the company’s stock worth $112,000 after acquiring an additional 615 shares in the last quarter. Tower Research Capital LLC TRC boosted its position in JFrog by 7,185.4% during the second quarter. Tower Research Capital LLC TRC now owns 2,987 shares of the company’s stock valued at $131,000 after purchasing an additional 2,946 shares during the last quarter. Brooklyn Investment Group purchased a new position in JFrog in the fourth quarter valued at about $219,000. Finally, Headlands Technologies LLC purchased a new stake in shares of JFrog during the 2nd quarter worth about $181,000. 85.02% of the stock is owned by institutional investors and hedge funds.

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.