JFrog (NASDAQ:FROG) Given New $80.00 Price Target at Needham & Company LLC

JFrog (NASDAQ:FROG) had its price target hoisted by Needham & Company LLC from $70.00 to $80.00 in a research note published on Friday, Marketbeat.com reports. They currently have a buy rating on the stock.

Other research analysts have also issued research reports about the company. TD Cowen decreased their target price on JFrog from $80.00 to $70.00 and set a “buy” rating for the company in a research report on Wednesday, April 15th. Piper Sandler decreased their target price on JFrog from $70.00 to $65.00 and set a “neutral” rating for the company in a research report on Friday, February 13th. Guggenheim reiterated a “buy” rating and issued a $60.00 target price on shares of JFrog in a research report on Tuesday, April 21st. Barclays lifted their target price on JFrog from $67.00 to $70.00 and gave the stock an “overweight” rating in a research report on Monday, January 12th. Finally, Stifel Nicolaus decreased their target price on JFrog from $64.00 to $52.00 and set a “buy” rating for the company in a research report on Monday, February 23rd. Eighteen equities research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, JFrog presently has an average rating of “Moderate Buy” and an average price target of $74.47.

JFrog Trading Up 23.7%

Shares of FROG opened at $70.55 on Friday. The firm has a market cap of $8.55 billion, a price-to-earnings ratio of -133.11 and a beta of 1.02. The stock has a 50 day moving average of $44.84 and a 200-day moving average of $52.80. JFrog has a 52 week low of $34.05 and a 52 week high of $72.06.

JFrog (NASDAQ:FROG) last issued its earnings results on Thursday, May 7th. The company reported $0.27 EPS for the quarter, topping the consensus estimate of $0.22 by $0.05. The company had revenue of $153.98 million during the quarter, compared to analyst estimates of $147.45 million. JFrog had a negative return on equity of 4.70% and a negative net margin of 10.93%.The business’s revenue was up 25.8% on a year-over-year basis. During the same quarter last year, the firm earned $0.20 EPS. JFrog has set its FY 2026 guidance at 0.930-0.970 EPS and its Q2 2026 guidance at 0.230-0.25 EPS. On average, sell-side analysts predict that JFrog will post -0.21 earnings per share for the current fiscal year.

Insider Buying and Selling at JFrog

In related news, CEO Ben Haim Shlomi sold 71,841 shares of the business’s stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $40.15, for a total transaction of $2,884,416.15. Following the completion of the transaction, the chief executive officer owned 4,815,612 shares in the company, valued at $193,346,821.80. The trade was a 1.47% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CTO Yoav Landman sold 15,000 shares of the business’s stock in a transaction that occurred on Friday, April 10th. The shares were sold at an average price of $42.87, for a total value of $643,050.00. Following the transaction, the chief technology officer owned 5,828,437 shares of the company’s stock, valued at $249,865,094.19. This represents a 0.26% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 320,003 shares of company stock worth $14,194,781. 11.80% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Blue Trust Inc. acquired a new position in JFrog during the 4th quarter valued at approximately $30,000. Millstone Evans Group LLC boosted its position in JFrog by 242.6% during the 1st quarter. Millstone Evans Group LLC now owns 603 shares of the company’s stock worth $28,000 after acquiring an additional 427 shares during the period. Farther Finance Advisors LLC boosted its position in JFrog by 318.7% during the 4th quarter. Farther Finance Advisors LLC now owns 628 shares of the company’s stock worth $39,000 after acquiring an additional 478 shares during the period. Employees Retirement System of Texas acquired a new position in JFrog during the 4th quarter worth $44,000. Finally, First Horizon Corp acquired a new position in JFrog during the 4th quarter worth $47,000. Institutional investors and hedge funds own 85.02% of the company’s stock.

Trending Headlines about JFrog

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: JFrog reported Q1 revenue of about $154.0 million and non-GAAP EPS of $0.27, both ahead of estimates, signaling continued execution and healthy growth. JFrog Announces First Quarter 2026 Results
• Positive Sentiment: The company raised its Q2 2026 outlook to EPS of $0.23-$0.25 and revenue of $154 million-$156 million, both above consensus, which supports expectations for accelerating near-term performance. JFrog forecasts $628M-$632M FY 2026 revenue as cloud mix passes 50%
• Positive Sentiment: JFrog lifted full-year 2026 guidance to EPS of $0.93-$0.97 and revenue of $628 million-$632 million, reinforcing the view that momentum is improving into the rest of the year. JFrog Ltd. (FROG) Q1 2026 Earnings Call Transcript
• Positive Sentiment: Several analysts turned more bullish after the report, with JPMorgan, BTIG and Needham raising price targets, which can add to investor confidence and buying pressure. Analyst price target updates
• Neutral Sentiment: Coverage also highlighted JFrog as a way to play demand tied to AI development tools, an ongoing narrative that could support the stock if cloud usage continues to accelerate. JFrog emerges as prime way to play AI coding agent demand: analysts

About JFrog

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.