JFrog (NASDAQ:FROG) Upgraded at Wall Street Zen

Wall Street Zen upgraded shares of JFrog (NASDAQ:FROG) from a hold rating to a buy rating in a research note published on Sunday morning.

FROG has been the topic of several other research reports. DA Davidson decreased their price target on shares of JFrog from $75.00 to $65.00 and set a “buy” rating on the stock in a research report on Friday. Oppenheimer upgraded JFrog from a “market perform” rating to an “outperform” rating and set a $75.00 target price on the stock in a report on Friday, November 7th. Piper Sandler reduced their target price on JFrog from $70.00 to $65.00 and set a “neutral” rating for the company in a report on Friday. Weiss Ratings reiterated a “sell (d-)” rating on shares of JFrog in a research report on Thursday, January 22nd. Finally, KeyCorp boosted their price objective on JFrog from $71.00 to $79.00 and gave the stock an “overweight” rating in a report on Tuesday, December 16th. Fifteen research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $65.94.

JFrog Price Performance

FROG opened at $47.56 on Friday. The business has a 50 day moving average price of $59.20 and a two-hundred day moving average price of $53.82. The company has a market capitalization of $5.63 billion, a price-to-earnings ratio of -76.71 and a beta of 1.13. JFrog has a 1-year low of $27.00 and a 1-year high of $70.43.

JFrog (NASDAQ:FROG) last issued its quarterly earnings results on Thursday, February 12th. The company reported $0.22 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.19 by $0.03. The company had revenue of $145.31 million for the quarter, compared to analysts’ expectations of $138.09 million. JFrog had a negative return on equity of 5.84% and a negative net margin of 13.50%.The firm’s revenue for the quarter was up 25.2% on a year-over-year basis. During the same period last year, the firm earned $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. Equities analysts expect that JFrog will post -0.33 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, CEO Ben Haim Shlomi sold 25,000 shares of the company’s stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $51.92, for a total transaction of $1,298,000.00. Following the completion of the sale, the chief executive officer owned 4,741,893 shares in the company, valued at approximately $246,199,084.56. This represents a 0.52% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CTO Yoav Landman sold 45,000 shares of the stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $57.71, for a total value of $2,596,950.00. Following the transaction, the chief technology officer directly owned 5,868,641 shares in the company, valued at approximately $338,679,272.11. This represents a 0.76% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 407,814 shares of company stock worth $24,969,260 in the last 90 days. 14.10% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On JFrog

A number of large investors have recently added to or reduced their stakes in FROG. Vanguard Group Inc. raised its position in shares of JFrog by 4.0% in the fourth quarter. Vanguard Group Inc. now owns 9,505,832 shares of the company’s stock valued at $593,734,000 after purchasing an additional 362,654 shares during the period. Whale Rock Capital Management LLC grew its stake in JFrog by 82.2% in the 4th quarter. Whale Rock Capital Management LLC now owns 5,297,812 shares of the company’s stock valued at $330,901,000 after buying an additional 2,389,415 shares during the last quarter. Wasatch Advisors LP grew its stake in JFrog by 6.0% in the 3rd quarter. Wasatch Advisors LP now owns 2,710,886 shares of the company’s stock valued at $128,306,000 after buying an additional 153,283 shares during the last quarter. Price T Rowe Associates Inc. MD raised its holdings in JFrog by 30.9% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 2,683,153 shares of the company’s stock worth $167,590,000 after acquiring an additional 633,231 shares during the period. Finally, Fiera Capital Corp lifted its position in JFrog by 37.5% during the 4th quarter. Fiera Capital Corp now owns 2,253,450 shares of the company’s stock worth $140,750,000 after acquiring an additional 614,383 shares during the last quarter. Institutional investors own 85.02% of the company’s stock.

JFrog Company Profile

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.