JFrog (NASDAQ:FROG – Get Free Report) had its target price upped by research analysts at Needham & Company LLC from $70.00 to $80.00 in a report issued on Friday,Benzinga reports. The firm presently has a “buy” rating on the stock. Needham & Company LLC’s target price points to a potential upside of 40.30% from the company’s previous close.
Other equities analysts have also issued reports about the company. TD Cowen dropped their price objective on JFrog from $80.00 to $70.00 and set a “buy” rating on the stock in a research note on Wednesday, April 15th. Raymond James Financial reissued an “outperform” rating and set a $70.00 target price on shares of JFrog in a research report on Thursday, February 26th. William Blair reissued an “outperform” rating on shares of JFrog in a research report on Monday, February 23rd. Cantor Fitzgerald reissued an “overweight” rating and set a $80.00 target price on shares of JFrog in a research report on Wednesday, April 22nd. Finally, Evercore set a $80.00 target price on JFrog in a research report on Thursday, February 26th. Eighteen research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, JFrog has an average rating of “Moderate Buy” and a consensus target price of $69.21.
View Our Latest Stock Report on JFrog
JFrog Stock Performance
JFrog (NASDAQ:FROG – Get Free Report) last posted its quarterly earnings data 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 for the quarter, compared to analyst estimates of $138.09 million. JFrog had a negative return on equity of 5.74% and a negative net margin of 13.50%.The firm’s revenue for the quarter was up 25.2% on a year-over-year basis. During the same period in the previous year, the company posted $0.19 earnings per share. JFrog has set its FY 2026 guidance at 0.880-0.920 EPS and its Q1 2026 guidance at 0.200-0.220 EPS. Research analysts forecast that JFrog will post -0.21 earnings per share for the current year.
Insider Buying and Selling at JFrog
In related news, CTO Yoav Landman sold 15,000 shares of JFrog stock in a transaction dated Friday, April 10th. The stock was sold at an average price of $42.87, for a total transaction of $643,050.00. Following the sale, the chief technology officer directly owned 5,828,437 shares of the company’s stock, valued at $249,865,094.19. This trade represents a 0.26% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CRO Tali Notman sold 21,097 shares of JFrog stock in a transaction dated Thursday, March 5th. The stock was sold at an average price of $41.28, for a total value of $870,884.16. Following the sale, the executive directly owned 752,598 shares in the company, valued at approximately $31,067,245.44. This trade represents a 2.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 295,003 shares of company stock valued at $12,888,031 over the last quarter. Company insiders own 11.80% of the company’s stock.
Institutional Investors Weigh In On JFrog
A number of institutional investors have recently added to or reduced their stakes in the stock. Dimensional Fund Advisors LP boosted its holdings in JFrog by 4.8% during the first quarter. Dimensional Fund Advisors LP now owns 483,174 shares of the company’s stock valued at $22,675,000 after purchasing an additional 22,199 shares in the last quarter. Swiss National Bank boosted its holdings in JFrog by 1.8% during the first quarter. Swiss National Bank now owns 199,100 shares of the company’s stock valued at $9,344,000 after purchasing an additional 3,500 shares in the last quarter. Roubaix Capital LLC acquired a new stake in JFrog during the first quarter valued at approximately $4,503,000. Jennison Associates LLC boosted its holdings in JFrog by 14.9% during the first quarter. Jennison Associates LLC now owns 618,669 shares of the company’s stock valued at $29,034,000 after purchasing an additional 80,225 shares in the last quarter. Finally, Bessemer Group Inc. acquired a new stake in JFrog during the first quarter valued at approximately $36,000. 85.02% of the stock is owned by institutional investors and hedge funds.
Trending Headlines about JFrog
Here are the key news stories impacting JFrog this week:
- Positive Sentiment: Q1 beats — JFrog reported non?GAAP EPS of $0.27 and revenue of ~$154.0M (?+26% YoY), topping consensus and showing both revenue and profitability beats that re?rated expectations. JFrog Announces First Quarter 2026 Results
- Positive Sentiment: Raised guidance — Management boosted Q2 and FY26 guidance (Q2 EPS 0.23–0.25 vs. Street ~0.15; FY EPS 0.93–0.97 vs. prior Street ~0.68), prompting a re?pricing of growth and margin expectations. JFrog Earnings Beat Expectations. CEO Says AI Will Drive More Demand.
- Positive Sentiment: Cloud & customer momentum — Cloud revenue accelerated (~$78.9M, +50% YoY) and now represents ~51% of revenue; net dollar retention ~120% and large (>$1M ARR) customers increased meaningfully — signals durable, higher?margin subscription growth. JFrog (FROG) jumps after Q1 results top expectations and guidance moves higher
- Neutral Sentiment: Earnings call / transcript available — The conference call and transcript provide extra detail on AI demand drivers and go?to?market execution; useful for parsing sustainability of the beat. JFrog Ltd. (FROG) Q1 2026 Earnings Call Transcript
- Neutral Sentiment: Analyst/coverage notes — Independent outlets (Zacks, MarketBeat summaries) highlighted the beat and upgraded model inputs; follow?on analyst revisions will determine the magnitude of the rerating. JFrog Ltd. (FROG) Q1 Earnings and Revenues Top Estimates
- Negative Sentiment: Governance / valuation cautions — Despite operational improvements, GAAP net margin remains negative and there has been heavy insider selling activity recently, which some investors may view as a red flag. JFrog (FROG) jumps after Q1 results top expectations and guidance moves higher
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.
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