JFrog’s (FROG) “Buy” Rating Reiterated at DA Davidson

JFrog (NASDAQ:FROG)‘s stock had its “buy” rating reaffirmed by DA Davidson in a research note issued to investors on Friday, Benzinga reports. They presently have a $115.00 price target on the stock. DA Davidson’s price target points to a potential upside of 27.61% from the company’s previous close.

FROG has been the subject of several other research reports. Canaccord Genuity Group set a $105.00 target price on shares of JFrog in a report on Friday, August 7th. TD Cowen restated a “buy” rating and issued a $120.00 price objective on shares of JFrog in a research report on Thursday. Needham & Company LLC reaffirmed a “buy” rating and issued a $115.00 price objective on shares of JFrog in a research note on Thursday. Morgan Stanley set a $100.00 target price on JFrog in a research report on Friday, August 7th. Finally, Cantor Fitzgerald boosted their price target on JFrog from $80.00 to $100.00 and gave the stock an “overweight” rating in a report on Monday, August 3rd. Twenty-two analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $107.14.

JFrog Price Performance

Shares of NASDAQ:FROG traded down $0.49 during trading on Friday, hitting $90.12. The company’s stock had a trading volume of 383,389 shares, compared to its average volume of 2,916,793. The firm has a market cap of $11.11 billion, a price-to-earnings ratio of -242.98 and a beta of 1.28. The company has a 50-day moving average of $89.29 and a 200-day moving average of $68.29. JFrog has a 12 month low of $34.05 and a 12 month high of $105.76.

JFrog (NASDAQ:FROG) last announced its 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 net margin of 7.35% and a negative return on equity of 2.71%. The business had revenue of $163.77 million during the quarter, compared to analysts’ expectations of $155.63 million. During the same period in the prior year, the company earned $0.18 earnings per share. The firm’s revenue was up 28.7% on a year-over-year basis. 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, research analysts anticipate that JFrog will post -0.11 earnings per share for the current year.

Insider Buying and Selling at JFrog

In other news, Director Frederic Simon sold 120,000 shares of the stock in a transaction on Thursday, August 13th. The shares were sold at an average price of $90.86, for a total value of $10,903,200.00. Following the sale, the director owned 2,984,328 shares of the company’s stock, valued at approximately $271,156,042.08. This represents a 3.87% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Shlomi Ben Haim sold 93,072 shares of JFrog stock in a transaction dated Monday, June 8th. The stock was sold at an average price of $84.60, for a total transaction of $7,873,891.20. Following the transaction, the chief executive officer directly owned 4,658,236 shares of the company’s stock, valued at approximately $394,086,765.60. This represents a 1.96% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 959,357 shares of company stock worth $89,008,797 in the last quarter. 11.80% of the stock is owned by corporate insiders.

Institutional Trading of JFrog

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Snowden Capital Advisors LLC increased its position in JFrog by 1.7% during the 2nd quarter. Snowden Capital Advisors LLC now owns 15,183 shares of the company’s stock valued at $666,000 after buying an additional 253 shares in the last quarter. Praxis Investment Management Inc. increased its stake in JFrog by 8.0% during the 1st quarter. Praxis Investment Management Inc. now owns 4,430 shares of the company’s stock valued at $208,000 after purchasing an additional 330 shares in the last quarter. Integrated Wealth Concepts LLC raised its stake in JFrog by 5.8% in the 3rd quarter. Integrated Wealth Concepts LLC now owns 6,897 shares of the company’s stock worth $326,000 after acquiring an additional 377 shares during the last quarter. Millstone Evans Group LLC lifted its holdings in shares of JFrog by 242.6% during the first quarter. Millstone Evans Group LLC now owns 603 shares of the company’s stock worth $28,000 after purchasing an additional 427 shares during the period. Finally, Farther Finance Advisors LLC boosted its holdings in shares of JFrog by 318.7% in the 4th quarter. Farther Finance Advisors LLC now owns 628 shares of the company’s stock valued at $39,000 after acquiring an additional 478 shares during the last quarter. Institutional investors own 85.02% of the company’s stock.

More JFrog News

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: BTIG Research reaffirmed its Buy rating and set a $115 price target, implying roughly 27% potential upside. This follows bullish ratings from TD Cowen, RBC and Needham, whose targets range from $115 to $120, reinforcing confidence in JFrog’s growth in DevOps, software supply-chain security and artificial intelligence.
• Positive Sentiment: JFrog highlighted new initiatives including zero-touch remediation, continuous compliance for AI-era software supply chains and security tools for agentic workforces. The company also announced a partnership with Wiz to address emerging AI-related software-supply-chain threats, potentially expanding JFrog’s addressable market. JFrog zero-touch remediation announcement
• Neutral Sentiment: CEO Shlomi Ben Haim sold 37,232 shares worth approximately $3.4 million to cover tax withholding tied to vested equity awards. Because he retained about 4.5 million shares, the transaction is less indicative of a bearish outlook. JFrog CEO insider sale
• Negative Sentiment: Security researchers reported that attackers are exploiting a critical JFrog Artifactory flaw to forge administrative tokens and obtain elevated privileges. The issue could lead to urgent customer patching, increased scrutiny of JFrog’s security controls and potential concerns about customer trust or liability. Exploited JFrog Artifactory vulnerability
• Negative Sentiment: Director Frederic Simon sold 120,000 shares for approximately $11.2 million under a pre-arranged Rule 10b5-1 plan, and reports also indicated a roughly $25.1 million stock sale by CTO Yoav Landman. These transactions could pressure sentiment, although trading plans and the executives’ remaining holdings reduce their predictive value.

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.