JFrog (NASDAQ:FROG) Price Target Cut to $70.00 by Analysts at BTIG Research

JFrog (NASDAQ:FROG) had its target price decreased by research analysts at BTIG Research from $83.00 to $70.00 in a research report issued to clients and investors on Friday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. BTIG Research’s price objective suggests a potential upside of 31.33% from the stock’s current price.

Other research analysts have also recently issued research reports about the company. Barclays increased their target price on JFrog from $67.00 to $70.00 and gave the company an “overweight” rating in a research note on Monday, January 12th. JPMorgan Chase & Co. upped their price objective on JFrog from $55.00 to $65.00 and gave the stock an “overweight” rating in a report on Friday, November 7th. Oppenheimer upgraded JFrog from a “market perform” rating to an “outperform” rating and set a $75.00 price objective on the stock in a research report on Friday, November 7th. Piper Sandler raised their price objective on JFrog from $60.00 to $70.00 and gave the company a “neutral” rating in a report on Monday, January 5th. Finally, UBS Group reiterated a “neutral” rating on shares of JFrog in a research report on Wednesday, January 14th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $64.94.

JFrog Price Performance

Shares of FROG opened at $53.30 on Friday. JFrog has a 1-year low of $27.00 and a 1-year high of $70.43. The company has a market capitalization of $6.31 billion, a P/E ratio of -76.14 and a beta of 1.13. The firm’s 50 day simple moving average is $60.15 and its 200 day simple moving average is $53.53.

JFrog (NASDAQ:FROG) last released its quarterly earnings results on Thursday, February 12th. The company reported $0.22 EPS for the quarter, topping analysts’ consensus estimates of $0.19 by $0.03. The business had revenue of $145.31 million during the quarter, compared to analysts’ expectations of $138.09 million. JFrog had a negative net margin of 15.88% and a negative return on equity of 6.69%. The business’s quarterly revenue was up 25.2% compared to the same quarter last year. During the same quarter in the previous year, the company 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. On average, equities analysts anticipate that JFrog will post -0.33 earnings per share for the current year.

Insiders Place Their Bets

In related news, Director Yvonne Wassenaar sold 1,957 shares of JFrog stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $58.70, for a total value of $114,875.90. Following the transaction, the director directly owned 20,495 shares of the company’s stock, valued at $1,203,056.50. The trade was a 8.72% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CTO Yoav Landman sold 70,000 shares of the company’s stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $69.22, for a total transaction of $4,845,400.00. Following the sale, the chief technology officer owned 5,958,641 shares of the company’s stock, valued at $412,457,130.02. This represents a 1.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 407,814 shares of company stock worth $24,969,260. 14.10% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On JFrog

Hedge funds have recently modified their holdings of the company. Blue Trust Inc. purchased a new stake in shares of JFrog during the fourth quarter worth about $30,000. Farther Finance Advisors LLC raised its position in JFrog by 318.7% during the 4th 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 purchased a new stake in JFrog in the 4th quarter worth approximately $44,000. First Horizon Corp purchased a new stake in JFrog in the 4th quarter worth approximately $47,000. Finally, Aster Capital Management DIFC Ltd bought a new stake in shares of JFrog in the 3rd quarter worth approximately $56,000. Hedge funds and other institutional investors own 85.02% of the company’s stock.

Trending Headlines about JFrog

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: Revenue and reported EPS beat estimates; Q4 revenue up ~25% YoY and company highlighted improving gross profit and cash generation. JFrog Announces Fourth Quarter and Fiscal 2025 Results
• Positive Sentiment: Very strong guidance: Q1‑26 EPS guide of $0.20–$0.22 and FY‑26 EPS of $0.88–$0.92 (well above consensus), plus revenue targets above Street — a key upside catalyst for future multiple expansion. Listen to Conference Call
• Positive Sentiment: Shift in narrative toward AI/security offerings could support higher ARR and upsell potential, reinforcing the bullish case underpinning analyst price targets. How The JFrog (FROG) Narrative Is Shifting With AI Security And 2026 Expectations
• Neutral Sentiment: Earnings call transcript and slide deck are available for deeper detail on product cadence, margin assumptions and bookings cadence — useful for modelling but not an immediate price driver by itself. JFrog (FROG) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Investor decks and Seeking Alpha presentation give granularity on ARR, churn and go‑to‑market investments — important for longer‑term thesis but require time to digest. JFrog Ltd. 2025 Q4 – Results – Earnings Call Presentation
• Negative Sentiment: Mixed market reaction: several outlets reported that shares dropped after the print despite the beat — investors may be focused on GAAP vs. non‑GAAP differences, margin pressure or tougher comps ahead. JFrog shares tumble despite earnings beat and strong guidance
• Negative Sentiment: Conflicting metrics and reported GAAP losses in some summaries, plus extensive insider selling noted in datasets — both can sap near‑term sentiment and increase volatility. JFrog Ltd. (FROG) Stock Falls on Q4 2025 Earnings

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.