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

DA Davidson reiterated their buy rating on shares of JFrog (NASDAQ:FROG) in a report published on Friday morning,Benzinga reports. They currently have a $115.00 target price on the stock.

FROG has been the subject of a number of other reports. Barclays restated an “overweight” rating and issued a $110.00 price target on shares of JFrog in a research note on Friday, August 7th. Truist Financial increased their price objective on JFrog from $105.00 to $110.00 and gave the company a “buy” rating in a report on Friday, August 7th. Oppenheimer raised their target price on shares of JFrog from $105.00 to $115.00 and gave the company an “outperform” rating in a research note on Friday, August 7th. UBS Group boosted their target price on shares of JFrog from $110.00 to $120.00 and gave the stock a “buy” rating in a report on Friday, August 7th. Finally, Stifel Nicolaus set a $102.00 price target on shares of JFrog in a research report on Friday. Twenty-two equities 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, JFrog has a consensus rating of “Moderate Buy” and a consensus price target of $107.14.

JFrog Price Performance

Shares of NASDAQ:FROG opened at $87.60 on Friday. The company’s 50-day moving average price is $89.29 and its two-hundred day moving average price is $68.54. JFrog has a one year low of $34.05 and a one year high of $105.76. The stock has a market capitalization of $10.80 billion, a PE ratio of -236.75 and a beta of 1.28.

JFrog (NASDAQ:FROG) last announced its quarterly earnings data on Thursday, August 6th. The company reported $0.27 earnings per share for the quarter, beating the consensus estimate of $0.24 by $0.03. JFrog had a negative return on equity of 2.71% and a negative net margin of 7.35%.The company had revenue of $163.77 million during the quarter, compared to analysts’ expectations of $155.63 million. During the same quarter last year, the company earned $0.18 EPS. JFrog’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. On average, analysts anticipate that JFrog will post -0.11 earnings per share for the current fiscal year.

Insider Buying and Selling at JFrog

In other news, Director Frederic Simon sold 120,000 shares of the business’s stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $93.21, for a total transaction of $11,185,200.00. Following the completion of the sale, the director owned 2,864,328 shares in the company, valued at $266,984,012.88. The trade was a 4.02% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at 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 company’s stock in a transaction that occurred on Wednesday, September 2nd. The shares were sold at an average price of $90.51, for a total value of $1,733,900.07. Following the completion of the transaction, 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 have sold a total of 901,408 shares of company stock worth $84,330,784 in the last ninety days. Insiders own 11.80% of the company’s stock.

Institutional Trading of JFrog

Several institutional investors have recently added to or reduced their stakes in FROG. Royal Bank of Canada increased its position in JFrog by 48.4% during the 1st quarter. Royal Bank of Canada now owns 189,148 shares of the company’s stock worth $6,053,000 after buying an additional 61,685 shares during the period. Cubist Systematic Strategies LLC bought a new stake in shares of JFrog in the first quarter valued at about $205,000. AQR Capital Management LLC acquired a new position in shares of JFrog in the first quarter valued at about $368,000. Integrated Wealth Concepts LLC acquired a new position in shares of JFrog in the first quarter valued at about $203,000. Finally, Goldman Sachs Group Inc. increased its position in JFrog by 14.7% during the first quarter. Goldman Sachs Group Inc. now owns 692,909 shares of the company’s stock worth $22,173,000 after acquiring an additional 88,784 shares during the period. 85.02% of the stock is currently owned by institutional investors.

Key Headlines Impacting JFrog

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: Analysts remain bullish. DA Davidson and BTIG Research reaffirmed “buy” ratings with $115 price targets, while TD Cowen set a $120 target and RBC maintained an “outperform” rating with a $118 target. These targets imply substantial upside and reflect continued confidence in JFrog’s software-supply-chain and AI opportunity. Analyst rating report
• Positive Sentiment: JFrog highlighted products and partnerships aimed at securing AI-era software development, including zero-touch remediation, continuous compliance and security for agentic workforces. The initiatives could expand the company’s addressable market and reinforce its strategic importance to enterprise customers. JFrog zero-touch remediation announcement
• Neutral Sentiment: Recent quarterly results were strong, with revenue rising 28.7% year over year to $163.8 million and adjusted EPS of $0.27 beating estimates. However, the company remains unprofitable on a GAAP basis, making execution against its full-year guidance of $0.96–$1.00 EPS important for valuation.
• Negative Sentiment: Security researchers reported that attackers are exploiting a critical JFrog Artifactory flaw to forge administrative tokens. The issue could lead to urgent customer patching, increased scrutiny of JFrog’s security controls and potential reputational or retention risks. JFrog Artifactory security vulnerability report
• Negative Sentiment: Executives and directors reported substantial selling, including CEO Shlomi Ben Haim, CFO Eduard Grabscheid, CRO Tali Notman and director Frederic Simon. Most transactions were conducted under Rule 10b5-1 plans or to cover taxes on vested equity, limiting their value as bearish signals, but the volume may still pressure 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.