JFrog (NASDAQ:FROG) Research Coverage Started at Guggenheim

Guggenheim began coverage on shares of JFrog (NASDAQ:FROG) in a research note released on Monday morning, Marketbeat Ratings reports. The brokerage issued a buy rating and a $60.00 price objective on the stock.

Several other research firms also recently issued reports on FROG. Canaccord Genuity Group cut their price target on JFrog from $75.00 to $66.00 and set a “buy” rating for the company in a research note on Friday, February 13th. TD Cowen raised their target price on shares of JFrog from $75.00 to $80.00 and gave the company a “buy” rating in a report on Friday, February 13th. Barclays lifted their target price on shares of JFrog from $67.00 to $70.00 and gave the stock an “overweight” rating in a research report on Monday, January 12th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of JFrog in a report on Thursday, January 22nd. Finally, William Blair reiterated an “outperform” rating on shares of JFrog in a research report on Monday, February 23rd. Seventeen investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $67.05.

JFrog Price Performance

FROG opened at $43.87 on Monday. JFrog has a 1-year low of $27.00 and a 1-year high of $70.43. The stock has a market cap of $5.25 billion, a P/E ratio of -70.76 and a beta of 1.20. The stock’s 50 day simple moving average is $49.31 and its 200 day simple moving average is $53.29.

JFrog (NASDAQ:FROG) last issued its quarterly earnings data on Thursday, February 12th. The company reported $0.22 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.19 by $0.03. The firm had revenue of $145.31 million during the quarter, compared to analysts’ expectations of $138.09 million. JFrog had a negative return on equity of 5.74% and a negative net margin of 13.50%.JFrog’s revenue was up 25.2% on a year-over-year basis. During the same period in the previous year, the firm posted $0.19 earnings per share. 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 expect that JFrog will post -0.33 EPS for the current fiscal year.

Insider Activity at JFrog

In related news, CTO Yoav Landman sold 45,000 shares of the company’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $57.71, for a total transaction of $2,596,950.00. Following the transaction, the chief technology officer owned 5,868,641 shares of the company’s stock, valued at approximately $338,679,272.11. This represents a 0.76% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Ben Haim Shlomi sold 25,363 shares of the firm’s stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $41.50, for a total transaction of $1,052,564.50. Following the sale, the chief executive officer owned 4,790,249 shares in the company, valued at approximately $198,795,333.50. This trade represents a 0.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 351,960 shares of company stock worth $17,367,657 over the last three months. Company insiders own 14.10% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the business. Blue Trust Inc. acquired a new stake in shares of JFrog during the fourth quarter worth $30,000. Farther Finance Advisors LLC increased its stake in JFrog by 318.7% in the fourth quarter. Farther Finance Advisors LLC now owns 628 shares of the company’s stock valued at $39,000 after purchasing an additional 478 shares during the last quarter. Employees Retirement System of Texas acquired a new position in JFrog in the fourth quarter valued at $44,000. First Horizon Corp purchased a new position in JFrog during the fourth quarter worth about $47,000. Finally, Caitong International Asset Management Co. Ltd boosted its stake in JFrog by 12,566.7% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 760 shares of the company’s stock worth $47,000 after buying an additional 754 shares during the last quarter. 85.02% of the stock is currently owned by institutional investors and hedge funds.

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.