JFrog (NASDAQ:FROG) Given New $95.00 Price Target at Piper Sandler

JFrog (NASDAQ:FROG) had its price objective hoisted by equities researchers at Piper Sandler from $90.00 to $95.00 in a research note issued to investors on Friday, Benzinga reports. The brokerage currently has a “neutral” rating on the stock. Piper Sandler‘s target price suggests a potential downside of 2.00% from the stock’s previous close.

FROG has been the subject of a number of other reports. Wall Street Zen cut JFrog from a “buy” rating to a “hold” rating in a report on Saturday, October 24th. DA Davidson restated a “buy” rating and issued a $115.00 target price on shares of JFrog in a research note on Friday, September 4th. Stifel Nicolaus set a $102.00 target price on shares of JFrog in a report on Friday, September 4th. Cantor Fitzgerald reiterated an “overweight” rating and set a $115.00 target price on shares of JFrog in a research report on Wednesday. Finally, Needham & Company LLC reissued a “buy” rating and set a $115.00 price target on shares of JFrog in a report on Thursday, September 3rd. Twenty-one 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. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $111.57.

JFrog Trading Up 29.9%

Shares of FROG opened at $96.94 on Friday. JFrog has a 1 year low of $34.05 and a 1 year high of $105.76. The stock has a 50 day simple moving average of $93.48 and a 200-day simple moving average of $72.36. The stock has a market cap of $11.95 billion, a PE ratio of -254.63 and a beta of 1.31.

JFrog (NASDAQ:FROG) last announced its quarterly earnings results on Thursday, November 5th. The company reported $0.32 EPS for the quarter, beating the consensus estimate of $0.23 by $0.09. The business had revenue of $179.17 million for the quarter, compared to analyst estimates of $165.92 million. JFrog had a negative return on equity of 2.71% and a negative net margin of 7.35%. JFrog’s quarterly revenue was up 30.9% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.22 EPS. On average, sell-side analysts forecast that JFrog will post -0.11 EPS for the current fiscal year.

Insiders Place Their Bets

In other JFrog news, Director Frederic Simon sold 120,000 shares of the business’s stock in a transaction on Thursday, August 13th. The stock was sold at an average price of $90.86, for a total value of $10,903,200.00. Following the transaction, the director owned 2,984,328 shares of the company’s stock, valued at approximately $271,156,042.08. The trade was a 3.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Shlomi Ben Haim sold 45,700 shares of the stock in a transaction on Tuesday, September 8th. The stock was sold at an average price of $85.35, for a total value of $3,900,495.00. Following the sale, the chief executive officer owned 4,449,305 shares in the company, valued at $379,748,181.75. The trade was a 1.02% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 900,453 shares of company stock worth $85,299,266 in the last three months. Company insiders own 11.80% of the company’s stock.

Institutional Investors Weigh In On JFrog

Hedge funds have recently added to or reduced their stakes in the stock. First Trust Advisors LP increased its position in JFrog by 85,066.4% in the 1st quarter. First Trust Advisors LP now owns 3,362,370 shares of the company’s stock valued at $157,796,000 after acquiring an additional 3,358,422 shares in the last quarter. Bank of America Corp DE lifted its position in shares of JFrog by 48.2% during the first quarter. Bank of America Corp DE now owns 2,517,899 shares of the company’s stock worth $118,165,000 after purchasing an additional 819,326 shares in the last quarter. Arrowstreet Capital Limited Partnership lifted its position in shares of JFrog by 78.1% during the first quarter. Arrowstreet Capital Limited Partnership now owns 1,964,925 shares of the company’s stock worth $92,214,000 after purchasing an additional 861,835 shares in the last quarter. Lazard Asset Management LLC grew its stake in shares of JFrog by 41.9% during the first quarter. Lazard Asset Management LLC now owns 1,716,050 shares of the company’s stock valued at $80,534,000 after purchasing an additional 506,366 shares during the last quarter. Finally, Sumitomo Mitsui Trust Group Inc. grew its stake in shares of JFrog by 48.1% during the first quarter. Sumitomo Mitsui Trust Group Inc. now owns 1,592,386 shares of the company’s stock valued at $74,731,000 after purchasing an additional 517,291 shares during the last quarter. Institutional investors own 85.02% of the company’s stock.

Key Stories Impacting JFrog

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: JFrog reported Q3 revenue of $179.2 million, up 31% year over year and above the $165.9 million analyst estimate. Non-GAAP EPS was $0.32, beating the $0.23 consensus and rising from $0.22 a year earlier. JFrog Announces Third Quarter 2026 Results
• Positive Sentiment: The company raised its FY 2026 revenue outlook to $680 million–$682 million and projected cloud baseline growth of 52%–54%, signaling stronger expected growth. The upbeat results and outlook prompted an after-hours rally. JFrog FY 2026 outlook
• Positive Sentiment: JFrog also announced expanded AI security capabilities designed to detect “Shadow AI” on developer workstations, potentially strengthening its product offering. JFrog extends AI security capabilities

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.