JFrog (NASDAQ:FROG) Releases FY 2026 Earnings Guidance

JFrog (NASDAQ:FROG) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 0.880-0.920 for the period, compared to the consensus estimate of 0.430. The company issued revenue guidance of $623.0 million-$628.0 million, compared to the consensus revenue estimate of $576.9 million. JFrog also updated its Q1 2026 guidance to 0.200-0.220 EPS.

JFrog Stock Up 2.5%

Shares of NASDAQ FROG traded up $1.31 during midday trading on Thursday, hitting $53.30. 6,044,444 shares of the company’s stock were exchanged, compared to its average volume of 2,459,864. The firm has a market capitalization of $6.31 billion, a PE ratio of -76.14 and a beta of 1.13. JFrog has a 12 month low of $27.00 and a 12 month high of $70.43. The company’s 50 day moving average price is $60.32 and its 200 day moving average price is $53.53.

JFrog (NASDAQ:FROG) last released its quarterly earnings data on Thursday, February 12th. The company reported ($0.09) EPS for the quarter, missing analysts’ consensus estimates of $0.19 by ($0.28). JFrog had a negative return on equity of 6.69% and a negative net margin of 15.88%.JFrog has set its FY 2026 guidance at 0.880-0.920 EPS and its Q1 2026 guidance at 0.200-0.220 EPS. On average, equities research analysts anticipate that JFrog will post -0.33 EPS for the current year.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on the company. KeyCorp upped their target price on JFrog from $71.00 to $79.00 and gave the company an “overweight” rating in a research report on Tuesday, December 16th. Barclays boosted their price target on JFrog from $67.00 to $70.00 and gave the company an “overweight” rating in a research note on Monday, January 12th. Morgan Stanley upped their price objective on JFrog from $65.00 to $70.00 and gave the company an “overweight” rating in a report on Friday, November 7th. BTIG Research started coverage on JFrog in a report on Tuesday, December 16th. They set a “buy” rating and a $83.00 target price for the company. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of JFrog in a research report on Thursday, January 22nd. Two analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $65.71.

Insider Activity at JFrog

In other JFrog news, Director Yvonne Wassenaar sold 1,957 shares of the company’s stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $58.70, for a total transaction of $114,875.90. Following the completion of the sale, the director directly owned 20,495 shares in the company, valued at $1,203,056.50. This represents a 8.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Ben Haim Shlomi sold 25,000 shares of the firm’s stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $51.92, for a total value of $1,298,000.00. Following the completion of the sale, the chief executive officer directly owned 4,741,893 shares in the company, valued at $246,199,084.56. This trade represents a 0.52% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 407,814 shares of company stock worth $24,969,260 in the last 90 days. Corporate insiders own 14.10% of the company’s stock.

JFrog News Summary

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: Management raised Q1 FY2026 guidance to $0.200–$0.220 EPS and revenue of $146–$148M, well above consensus — a near-term beat that supports upside to estimates. Q4 press release / slides
• Positive Sentiment: JFrog raised FY2026 guidance to $0.880–$0.920 EPS and $623–$628M revenue versus consensus ~ $0.43 EPS / $576.9M — the bigger upward revision for the full year is the key catalyst for today’s rally. Business Wire: FY2025 results
• Positive Sentiment: Q4 revenue of ~$145M (+25% YoY) and gross profit growth beat expectations, and operating cash flow remained positive — evidence of revenue momentum even as GAAP EPS was negative. Quiver: Q4 financials
• Positive Sentiment: Analyst coverage and price targets remain constructive (median target ~$70, multiple recent Buys/Overweights), and some large institutions have added positions — supportive for medium-term sentiment. Quiver: analyst/holder summary
• Neutral Sentiment: Press narratives highlight AI security and shifting growth story for JFrog, which could re-rate expectations if adoption accelerates but is still narrative-driven. Yahoo Finance: AI narrative
• Neutral Sentiment: Short-interest data in the feeds shows zeros/NaN (likely reporting anomalies) and does not provide a reliable signal today.
• Negative Sentiment: GAAP/diluted EPS missed expectations (company reported negative EPS for the quarter), and JFrog still posted an operating loss — fundamentals that limit the upside until profitability trends improve. Q4 press release / slides
• Negative Sentiment: Significant insider selling activity reported over the past six months (many disclosed sales) could concern some investors about near-term insider conviction. Quiver: insider trading
• Negative Sentiment: Total liabilities grew year‑over‑year, which investors will watch alongside cash balances as the company scales and invests in growth. Quiver: balance sheet notes

Institutional Inflows and Outflows

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

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.