JFrog (NASDAQ:FROG) Issues Earnings Results, Misses Estimates By $0.28 EPS

JFrog (NASDAQ:FROG) announced its quarterly earnings data on Thursday. The company reported ($0.09) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.19 by ($0.28), Zacks reports. JFrog had a negative net margin of 15.88% and a negative return on equity of 6.69%. JFrog updated its FY 2026 guidance to 0.880-0.920 EPS and its Q1 2026 guidance to 0.200-0.220 EPS.

JFrog Trading Up 2.5%

Shares of NASDAQ:FROG traded up $1.31 during midday trading on Thursday, hitting $53.30. The stock had a trading volume of 6,043,794 shares, compared to its average volume of 2,459,864. JFrog has a 1 year low of $27.00 and a 1 year high of $70.43. The stock has a 50 day moving average price of $60.32 and a two-hundred day moving average price of $53.53. The company has a market capitalization of $6.31 billion, a PE ratio of -76.14 and a beta of 1.13.

Insider Transactions at JFrog

In other news, CTO Yoav Landman sold 45,000 shares of the company’s stock in a transaction 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 directly owned 5,868,641 shares of the company’s stock, valued at $338,679,272.11. This represents a 0.76% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Frederic Simon sold 80,000 shares of the firm’s stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $59.51, for a total value of $4,760,800.00. Following the completion of the transaction, the director directly owned 3,660,786 shares of the company’s stock, valued at $217,853,374.86. The trade was a 2.14% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 407,814 shares of company stock valued at $24,969,260. 14.10% of the stock is owned by company insiders.

Institutional Trading of JFrog

Several institutional investors and hedge funds have recently modified their holdings of the business. Wasatch Advisors LP increased its stake in shares of JFrog by 6.0% during the 3rd quarter. Wasatch Advisors LP now owns 2,710,886 shares of the company’s stock worth $128,306,000 after purchasing an additional 153,283 shares in the last quarter. Bank of America Corp DE grew its holdings in JFrog by 11.8% during the 3rd quarter. Bank of America Corp DE now owns 1,607,498 shares of the company’s stock valued at $76,083,000 after buying an additional 170,146 shares during the last quarter. Lazard Asset Management LLC increased its position in JFrog by 1,669.6% during the third quarter. Lazard Asset Management LLC now owns 1,185,416 shares of the company’s stock worth $56,106,000 after buying an additional 1,118,427 shares in the last quarter. Bamco Inc. NY increased its position in JFrog by 14.9% during the second quarter. Bamco Inc. NY now owns 1,149,025 shares of the company’s stock worth $50,419,000 after buying an additional 149,025 shares in the last quarter. Finally, Raymond James Financial Inc. raised its holdings in shares of JFrog by 1.6% in the second quarter. Raymond James Financial Inc. now owns 1,088,904 shares of the company’s stock worth $47,781,000 after acquiring an additional 16,768 shares during the last quarter. Hedge funds and other institutional investors own 85.02% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on FROG shares. Oppenheimer upgraded shares of JFrog from a “market perform” rating to an “outperform” rating and set a $75.00 price target for the company in a research note on Friday, November 7th. BTIG Research initiated coverage on JFrog in a report on Tuesday, December 16th. They set a “buy” rating and a $83.00 price target on the stock. Morgan Stanley increased their price target on JFrog from $65.00 to $70.00 and gave the company an “overweight” rating in a research report on Friday, November 7th. Barclays boosted their price objective on JFrog from $67.00 to $70.00 and gave the stock an “overweight” rating in a research report on Monday, January 12th. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of JFrog in a research report on Thursday, January 22nd. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, JFrog has an average rating of “Moderate Buy” and an average price target of $65.71.

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.