JFrog (NASDAQ:FROG) Stock Price Expected to Rise, Benchmark Analyst Says

JFrog (NASDAQ:FROG) had its price objective hoisted by analysts at Benchmark from $100.00 to $120.00 in a note issued to investors on Friday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. Benchmark’s price target points to a potential upside of 34.09% from the company’s previous close.

Other research analysts have also issued research reports about the company. Guggenheim boosted their price objective on JFrog from $105.00 to $115.00 and gave the stock a “buy” rating in a report on Friday. TD Cowen restated a “buy” rating on shares of JFrog in a report on Friday. Canaccord Genuity Group set a $105.00 price objective on JFrog in a report on Friday. Citigroup reissued a “buy” rating on shares of JFrog in a research note on Monday, June 8th. Finally, Raymond James Financial set a $120.00 price objective on shares of JFrog in a research note on Friday. Twenty-one equities research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $104.86.

JFrog Stock Up 7.8%

FROG stock traded up $6.45 during midday trading on Friday, hitting $89.49. The company’s stock had a trading volume of 2,349,425 shares, compared to its average volume of 3,018,686. JFrog has a 1 year low of $34.05 and a 1 year high of $99.22. The stock’s 50-day moving average price is $84.96 and its 200 day moving average price is $62.93. The stock has a market cap of $10.84 billion, a price-to-earnings ratio of -168.60 and a beta of 1.22.

JFrog (NASDAQ:FROG) last issued its quarterly earnings results on Thursday, August 6th. The company reported $0.27 EPS for the quarter, beating analysts’ consensus estimates of $0.24 by $0.03. JFrog had a negative return on equity of 4.61% and a negative net margin of 10.93%.The firm had revenue of $163.77 million for the quarter, compared to analysts’ expectations of $155.63 million. During the same quarter in the prior year, the firm earned $0.18 EPS. The business’s revenue for the quarter was up 28.7% compared to the same quarter last year. JFrog has set its Q3 2026 guidance at 0.220-0.240 EPS and its FY 2026 guidance at 0.960-1.000 EPS. As a group, equities analysts forecast that JFrog will post -0.15 earnings per share for the current fiscal year.

Insider Activity at JFrog

In other JFrog news, CRO Tali Notman sold 22,015 shares of the company’s stock in a transaction on Friday, June 5th. The shares were sold at an average price of $83.95, for a total transaction of $1,848,159.25. Following the completion of the transaction, the executive directly owned 706,629 shares in the company, valued at approximately $59,321,504.55. This represents a 3.02% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ben Haim Shlomi sold 15,000 shares of the stock in a transaction dated Wednesday, July 8th. The shares were sold at an average price of $94.37, for a total transaction of $1,415,550.00. Following the completion of the sale, the chief executive officer owned 4,577,237 shares of the company’s stock, valued at $431,953,855.69. This trade represents a 0.33% decrease in their ownership of the stock. 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 sold a total of 938,649 shares of company stock valued at $76,347,827 over the last ninety days. 11.80% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of FROG. Vanguard Group Inc. lifted its holdings in JFrog by 4.0% in the fourth quarter. Vanguard Group Inc. now owns 9,505,832 shares of the company’s stock valued at $593,734,000 after acquiring an additional 362,654 shares during the last quarter. Whale Rock Capital Management LLC raised its stake in JFrog by 82.2% during the 4th quarter. Whale Rock Capital Management LLC now owns 5,297,812 shares of the company’s stock worth $330,901,000 after acquiring an additional 2,389,415 shares in the last quarter. Wasatch Advisors LP raised its position in JFrog by 187.4% in the 1st 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 during the last quarter. First Trust Advisors LP raised its holdings in shares of JFrog by 85,066.4% in the first quarter. First Trust Advisors LP now owns 3,362,370 shares of the company’s stock valued at $157,796,000 after buying an additional 3,358,422 shares during the last quarter. Finally, Price T Rowe Associates Inc. MD grew its holdings in shares of JFrog by 30.9% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 2,683,153 shares of the company’s stock worth $167,590,000 after buying an additional 633,231 shares during the last quarter. 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: Q2 results exceeded expectations: JFrog reported adjusted earnings of $0.27 per share versus the $0.24 consensus estimate, while revenue rose 28.7% year over year to $163.8 million, above both analyst expectations and the company’s prior guidance range. JFrog Announces Second Quarter 2026 Results
• Positive Sentiment: Cloud growth remained strong: Cloud revenue increased 53% year over year to $87.5 million, representing 53% of total revenue. JFrog also reported 97 customers generating more than $1 million in annual recurring revenue and 121% trailing four-quarter net dollar retention, suggesting strong customer expansion. JFrog forecasts 2026 revenue and cloud growth outlook
• Positive Sentiment: Full-year guidance was raised: JFrog now expects fiscal 2026 revenue of $648 million to $652 million and adjusted EPS of $0.96 to $1.00, up from prior ranges of $628 million to $632 million and $0.93 to $0.97. Its third-quarter revenue and EPS guidance also came in above consensus estimates. JFrog surpasses Q2 earnings and revenue estimates
• Positive Sentiment: Analyst sentiment improved: JPMorgan and Oppenheimer raised their price targets to $115, BTIG raised its target to $115, and Truist increased its target to $110; the firms maintained positive ratings. These revisions reinforce investor optimism about JFrog’s growth outlook.
• Neutral Sentiment: Piper Sandler raised its price target from $65 to $90 but retained a “neutral” rating, indicating that valuation and execution risks remain considerations despite the improved outlook.
• Negative Sentiment: Recent trading data showed substantial insider selling, with no reported insider purchases over the past six months. While these transactions may reflect scheduled or personal sales, they can weigh on investor sentiment.

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.