JFrog (NASDAQ:FROG) Price Target Raised to $115.00

JFrog (NASDAQ:FROG) had its price objective increased by Truist Financial from $110.00 to $115.00 in a research note published on Wednesday morning,Benzinga reports. Truist Financial currently has a buy rating on the stock.

Other equities analysts have also issued reports about the company. Stifel Nicolaus set a $102.00 price objective on JFrog in a report on Friday, September 4th. Needham & Company LLC restated a “buy” rating and issued a $115.00 target price on shares of JFrog in a research note on Thursday, September 3rd. Piper Sandler upped their price target on JFrog from $65.00 to $90.00 and gave the company a “neutral” rating in a research report on Friday, August 7th. Guggenheim increased their price target on JFrog from $105.00 to $115.00 and gave the stock a “buy” rating in a research note on Friday, August 7th. Finally, Morgan Stanley set a $100.00 price objective on JFrog in a report on Friday, August 7th. Twenty-one research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $109.48.

JFrog Stock Up 7.2%

FROG stock opened at $100.62 on Wednesday. JFrog has a 12-month low of $34.05 and a 12-month high of $105.76. The firm has a market cap of $12.41 billion, a PE ratio of -271.94 and a beta of 1.24. The business has a 50 day moving average of $93.30 and a 200-day moving average of $80.67.

JFrog (NASDAQ:FROG) last released its earnings results on Thursday, August 6th. The company reported $0.27 EPS for the quarter, topping analysts’ consensus estimates of $0.24 by $0.03. The company had revenue of $163.77 million for the quarter, compared to analysts’ expectations of $155.63 million. JFrog had a negative return on equity of 2.71% and a negative net margin of 7.35%. The business’s revenue for the quarter was up 28.7% compared to the same quarter last year. During the same period in the previous year, the business posted $0.18 EPS. JFrog has set its Q3 2026 guidance at 0.220-0.240 EPS and its FY 2026 guidance at 0.960-1.000 EPS. On average, research analysts expect that JFrog will post -0.11 earnings per share for the current year.

Insider Buying and Selling at JFrog

In related news, CEO Shlomi Ben Haim sold 45,700 shares of JFrog stock in a transaction that occurred on Tuesday, September 8th. The shares were sold at an average price of $85.35, for a total value of $3,900,495.00. Following the completion of the transaction, the chief executive officer directly owned 4,449,305 shares in the company, valued at approximately $379,748,181.75. The trade was a 1.02% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CRO Tali Notman sold 19,157 shares of the business’s stock in a transaction on Wednesday, September 2nd. The shares were sold at an average price of $90.51, for a total transaction of $1,733,900.07. Following the sale, the executive directly owned 687,472 shares in the company, valued at $62,223,090.72. The trade was a 2.71% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 915,453 shares of company stock valued at $86,664,266 in the last quarter. Corporate insiders own 11.80% of the company’s stock.

Hedge Funds Weigh In On JFrog

A number of large investors have recently made changes to their positions in the stock. Taylor Frigon Capital Management LLC purchased a new position in shares of JFrog in the third quarter valued at $3,237,000. Gibbs Wealth Management raised its stake in shares of JFrog by 48.7% during the 3rd quarter. Gibbs Wealth Management now owns 15,260 shares of the company’s stock valued at $1,481,000 after purchasing an additional 4,996 shares during the period. Wedbush Securities Inc. bought a new stake in shares of JFrog during the 3rd quarter valued at $232,000. Sterling Capital Management LLC lifted its holdings in JFrog by 840.7% during the 3rd quarter. Sterling Capital Management LLC now owns 3,603 shares of the company’s stock worth $350,000 after purchasing an additional 3,220 shares in the last quarter. Finally, Inspire Investing LLC purchased a new stake in JFrog during the 3rd quarter worth about $552,000. 85.02% of the stock is owned by institutional investors.

Key Stories Impacting JFrog

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: JFrog’s new AI-SEC products strengthen its growth narrative. The company introduced tools for detecting “shadow AI,” scanning AI assets and enforcing policies across development and production environments. The offering expands JFrog beyond artifact management into the potentially higher-value AI-security market. JFrog AI Security article
• Positive Sentiment: New DevGovOps and compliance capabilities could support enterprise adoption. Features including signed compliance evidence, repository-level policies and DORA-related controls position JFrog as a broader software governance platform and may improve customer retention. JFrog DevGovOps announcement
• Positive Sentiment: Analyst sentiment remains supportive. Truist raised its price target to $115 while maintaining a Buy rating, citing confidence in JFrog’s growth outlook. Recent institutional filings also showed substantial share additions by BlackRock, JPMorgan and other investors.
• Neutral Sentiment: The upcoming earnings report is the next major catalyst. JFrog previously beat quarterly revenue and EPS expectations, with revenue up 28.7% year over year, but investors will look for confirmation that cloud momentum and fiscal-year guidance remain on track. JFrog pre-earnings sentiment article
• Negative Sentiment: Insider selling is a risk signal. Director Barry Zwarenstein sold 1,250 shares under a pre-arranged Rule 10b5-1 plan. Separately, company insiders have reported numerous sales and no open-market purchases in the past six months, which could temper enthusiasm despite the recent product and analyst catalysts.

JFrog Company Profile

JFrog Ltd. is a software company that provides a platform for managing, securing and distributing software packages and releases throughout the application development lifecycle. Its technology is designed to help organizations move software reliably from development through production across cloud, on-premises and hybrid environments.

The company’s products include JFrog Artifactory, a repository for storing and managing software packages and container images; JFrog Xray, which provides security and compliance analysis for software components; and tools for continuous integration, continuous delivery, software distribution and release management.