JFrog (NASDAQ:FROG) Updates Q2 2026 Earnings Guidance

JFrog (NASDAQ:FROG) issued an update on its second quarter 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 0.230-0.25 for the period, compared to the consensus EPS estimate of 0.150. The company issued revenue guidance of $154.0 million-$156.0 million, compared to the consensus revenue estimate of $151.7 million. JFrog also updated its FY 2026 guidance to 0.930-0.970 EPS.

JFrog Stock Performance

Shares of NASDAQ:FROG traded up $3.21 during midday trading on Thursday, hitting $57.02. 4,787,398 shares of the stock were exchanged, compared to its average volume of 3,099,367. The stock has a market capitalization of $6.91 billion, a price-to-earnings ratio of -91.97 and a beta of 1.02. JFrog has a 12 month low of $34.05 and a 12 month high of $70.43. The business’s 50-day moving average price is $44.44 and its 200 day moving average price is $52.73.

JFrog (NASDAQ:FROG) last announced its earnings results on Thursday, May 7th. The company reported $0.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.22 by $0.05. JFrog had a negative return on equity of 5.74% and a negative net margin of 13.50%.The business had revenue of $153.98 million during the quarter, compared to analyst estimates of $147.45 million. JFrog has set its FY 2026 guidance at 0.930-0.970 EPS and its Q2 2026 guidance at 0.230-0.25 EPS. As a group, sell-side analysts expect that JFrog will post -0.21 EPS for the current year.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on FROG. TD Cowen decreased their price objective on shares of 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 price objective on shares of JFrog from $70.00 to $65.00 and set a “neutral” rating for the company in a research note on Friday, February 13th. BTIG Research dropped their price target on JFrog from $70.00 to $60.00 and set a “buy” rating on the stock in a report on Thursday, April 30th. Evercore set a $80.00 price objective on JFrog in a research note on Thursday, February 26th. Finally, UBS Group raised JFrog from a “neutral” rating to a “buy” rating and set a $60.00 target price for the company in a research report on Tuesday, March 24th. Eighteen research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, JFrog currently has an average rating of “Moderate Buy” and an average target price of $67.63.

Insiders Place Their Bets

In related news, CEO Ben Haim Shlomi sold 71,841 shares of the company’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 value of $2,884,416.15. Following the transaction, the chief executive officer owned 4,815,612 shares in the company, valued at approximately $193,346,821.80. This represents a 1.47% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Eduard Grabscheid sold 15,639 shares of the stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $40.15, for a total value of $627,905.85. Following the transaction, the chief financial officer directly owned 239,902 shares of the company’s stock, valued at approximately $9,632,065.30. This trade represents a 6.12% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 295,003 shares of company stock valued at $12,888,031 in the last quarter. 11.80% of the stock is currently owned by company insiders.

Institutional Trading of JFrog

Several hedge funds and other institutional investors have recently modified their holdings of the business. Invesco Ltd. boosted its holdings in JFrog by 6,868.3% in the 4th quarter. Invesco Ltd. now owns 2,104,071 shares of the company’s stock worth $131,420,000 after buying an additional 2,073,876 shares during the period. State of Tennessee Department of Treasury bought a new stake in JFrog during the 4th quarter valued at $246,000. Empowered Funds LLC bought a new stake in JFrog during the 4th quarter valued at $503,000. Verdad Advisers LP purchased a new stake in shares of JFrog during the fourth quarter worth $421,000. Finally, Numerai GP LLC boosted its holdings in shares of JFrog by 73.8% in the fourth quarter. Numerai GP LLC now owns 23,916 shares of the company’s stock worth $1,494,000 after acquiring an additional 10,155 shares during the period. Institutional investors own 85.02% of the company’s stock.

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.