JFrog’s (FROG) Overweight Rating Reiterated at Cantor Fitzgerald

Cantor Fitzgerald restated their overweight rating on shares of JFrog (NASDAQ:FROG) in a research report report published on Wednesday,Benzinga reports. They currently have a $115.00 target price on the stock.

Other research analysts have also recently issued research reports about the company. DA Davidson reaffirmed a “buy” rating and issued a $115.00 price target on shares of JFrog in a report on Friday, September 4th. TD Cowen reissued a “buy” rating and set a $120.00 price objective on shares of JFrog in a research note on Thursday, September 3rd. Canaccord Genuity Group set a $105.00 target price on JFrog in a report on Friday, August 7th. Benchmark lifted their target price on JFrog from $100.00 to $120.00 and gave the stock a “buy” rating in a report on Friday, August 7th. Finally, Raymond James Financial set a $120.00 target price on JFrog in a report on Friday, August 7th. Twenty-one analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, JFrog has an average rating of “Moderate Buy” and an average price target of $112.19.

JFrog Stock Performance

NASDAQ FROG traded up $26.36 on Wednesday, reaching $100.98. The company’s stock had a trading volume of 7,028,737 shares, compared to its average volume of 1,776,768. JFrog has a twelve month low of $34.05 and a twelve month high of $105.76. The stock has a market cap of $12.45 billion, a PE ratio of -561.00 and a beta of 1.31. The firm’s 50 day moving average is $93.42 and its two-hundred day moving average is $72.58.

JFrog (NASDAQ:FROG) last announced its quarterly earnings data on Thursday, November 5th. The company reported $0.32 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.23 by $0.09. JFrog had a negative net margin of 7.35% and a negative return on equity of 2.71%. The company had revenue of $179.17 million for the quarter, compared to analysts’ expectations of $165.92 million. During the same quarter in the previous year, the company posted $0.22 EPS. The business’s revenue was up 30.9% compared to the same quarter last year. Equities research analysts anticipate that JFrog will post -0.11 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, CEO Shlomi Ben Haim sold 15,000 shares of the company’s stock in a transaction that occurred on Wednesday, October 7th. The shares were sold at an average price of $97.52, for a total value of $1,462,800.00. Following the completion of the sale, the chief executive officer owned 4,434,305 shares in the company, valued at approximately $432,433,423.60. This represents a 0.34% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Frederic Simon sold 120,000 shares of the firm’s stock in a transaction that occurred on Thursday, October 1st. The stock was sold at an average price of $97.24, for a total transaction of $11,668,800.00. Following the completion of the transaction, the director directly owned 2,744,328 shares of the company’s stock, valued at $266,858,454.72. This represents a 4.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 900,453 shares of company stock worth $85,299,266 in the last quarter. Corporate insiders own 11.80% of the company’s stock.

Institutional Trading of JFrog

Several hedge funds and other institutional investors have recently modified their holdings of FROG. Allworth Financial LP grew its holdings in shares of JFrog by 83.1% during the second quarter. Allworth Financial LP now owns 648 shares of the company’s stock valued at $59,000 after buying an additional 294 shares in the last quarter. IFP Advisors Inc lifted its stake in JFrog by 4.7% in the 2nd quarter. IFP Advisors Inc now owns 6,872 shares of the company’s stock worth $625,000 after acquiring an additional 309 shares in the last quarter. Praxis Investment Management Inc. lifted its stake in JFrog by 8.0% in the 1st quarter. Praxis Investment Management Inc. now owns 4,430 shares of the company’s stock worth $208,000 after acquiring an additional 330 shares in the last quarter. Millstone Evans Group LLC boosted its position in JFrog by 242.6% during the 1st quarter. Millstone Evans Group LLC now owns 603 shares of the company’s stock worth $28,000 after acquiring an additional 427 shares during the period. Finally, Western Wealth Management LLC acquired a new stake in JFrog during the 1st quarter worth about $30,000. Institutional investors and hedge funds own 85.02% of the company’s stock.

Key Headlines Impacting JFrog

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: JFrog reported third-quarter adjusted EPS of $0.32, above the $0.23 consensus, while revenue of $179.2 million beat expectations of $165.9 million and grew 31% year over year. JFrog Shares Rally on Outlook Boost, 3Q Beat
• Positive Sentiment: AI-driven coding activity is boosting demand for JFrog’s software tools. Reports highlight cloud revenue growth of about 60%, reinforcing the view that the company is benefiting from wider adoption of AI coding agents. JFrog Cloud Revenue Surges 60% Amid AI-Driven Software Growth
• Positive Sentiment: The company raised its 2026 revenue outlook to $680–$682 million and projected cloud baseline growth of 52%–54%, signaling continued momentum beyond the quarterly beat. JFrog Projects 2026 Revenue and Cloud Growth
• Positive Sentiment: Several firms raised price targets and kept bullish ratings: RBC to $121, Truist to $120, KeyCorp to $118 and Canaccord to $110. These revisions reflect stronger analyst expectations after the results. Truist Raises JFrog Price Target
• Negative Sentiment: Piper Sandler raised its target from $90 to $95 but maintained a neutral rating; the target remains below the stock’s recent trading level, suggesting some analysts see limited near-term upside after the rally.

About JFrog

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.