JFrog (NASDAQ:FROG) Hits New 12-Month High – Time to Buy?

JFrog Ltd. (NASDAQ:FROG)’s share price hit a new 52-week high during trading on Tuesday . The stock traded as high as $75.08 and last traded at $74.82, with a volume of 569149 shares trading hands. The stock had previously closed at $73.99.

Analyst Ratings Changes

Several research analysts have weighed in on FROG shares. Wall Street Zen lowered JFrog from a “buy” rating to a “hold” rating in a report on Saturday, March 21st. Cantor Fitzgerald reiterated an “overweight” rating and set a $80.00 target price on shares of JFrog in a report on Wednesday, April 22nd. Raymond James Financial reiterated an “outperform” rating and set a $70.00 target price on shares of JFrog in a report on Thursday, February 26th. Guggenheim lifted their target price on JFrog from $60.00 to $80.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Finally, Evercore set a $80.00 target price on JFrog in a report on Thursday, February 26th. Eighteen investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $76.63.

JFrog Price Performance

The stock’s 50-day moving average price is $52.88 and its 200-day moving average price is $54.95. The company has a market cap of $8.81 billion, a P/E ratio of -137.30 and a beta of 1.02.

JFrog (NASDAQ:FROG) last released its 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. JFrog had a negative return on equity of 4.61% and a negative net margin of 10.93%.The firm had revenue of $153.98 million during the quarter, compared to the consensus estimate of $147.45 million. During the same period in the prior year, the company posted $0.20 EPS. The company’s revenue was up 25.8% compared to the same quarter last year. JFrog has set its FY 2026 guidance at 0.930-0.970 EPS and its Q2 2026 guidance at 0.230-0.25 EPS. As a group, analysts expect that JFrog Ltd. will post -0.17 EPS for the current fiscal year.

Insider Buying and Selling at JFrog

In other JFrog news, Director Frederic Simon sold 117,500 shares of the firm’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $63.78, for a total value of $7,494,150.00. Following the transaction, the director directly owned 3,340,786 shares of the company’s stock, valued at $213,075,331.08. This trade represents a 3.40% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Yoav Landman sold 75,000 shares of the business’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $64.22, for a total value of $4,816,500.00. Following the transaction, the chief technology officer directly owned 5,753,437 shares of the company’s stock, valued at $369,485,724.14. This trade represents a 1.29% 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 a total of 563,318 shares of company stock valued at $30,313,171 in the last ninety days. 11.80% of the stock is currently owned by company insiders.

Institutional Trading of JFrog

A number of hedge funds have recently made changes to their positions in FROG. First Trust Advisors LP boosted its stake in shares of JFrog by 85,066.4% during the first quarter. First Trust Advisors LP now owns 3,362,370 shares of the company’s stock valued at $157,796,000 after purchasing an additional 3,358,422 shares in the last quarter. Wasatch Advisors LP boosted its stake in shares of JFrog by 187.4% during the first quarter. Wasatch Advisors LP now owns 4,156,033 shares of the company’s stock valued at $195,043,000 after purchasing an additional 2,710,167 shares in the last quarter. Whale Rock Capital Management LLC increased its holdings in JFrog by 82.2% in the fourth quarter. Whale Rock Capital Management LLC now owns 5,297,812 shares of the company’s stock valued at $330,901,000 after purchasing an additional 2,389,415 shares during the period. Invesco Ltd. increased 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 valued at $131,420,000 after purchasing an additional 2,073,876 shares during the period. Finally, Swedbank AB acquired a new position in shares of JFrog in the first quarter worth approximately $78,872,000. 85.02% of the stock is 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.