JFrog (NASDAQ:FROG) Releases FY 2025 Earnings Guidance

JFrog (NASDAQ:FROG) issued an update on its FY 2025 earnings guidance on Thursday morning. The company provided EPS guidance of 0.780-0.800 for the period, compared to the consensus EPS estimate of 0.280. The company issued revenue guidance of $523.0 million-$525.0 million, compared to the consensus revenue estimate of $509.4 million. JFrog also updated its Q4 2025 guidance to 0.180-0.200 EPS.

JFrog Price Performance

FROG stock traded up $12.74 on Friday, hitting $60.00. 7,756,599 shares of the company were exchanged, compared to its average volume of 871,480. The stock has a market capitalization of $7.00 billion, a price-to-earnings ratio of -85.71 and a beta of 1.02. JFrog has a twelve month low of $27.00 and a twelve month high of $60.68. The business’s fifty day moving average is $48.70 and its two-hundred day moving average is $44.03.

JFrog (NASDAQ:FROG) last announced its quarterly earnings data on Thursday, November 6th. The company reported $0.22 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.16 by $0.06. The company had revenue of $136.91 million during the quarter, compared to analysts’ expectations of $128.28 million. JFrog had a negative net margin of 15.88% and a negative return on equity of 6.82%. The business’s quarterly revenue was up 25.5% compared to the same quarter last year. During the same period in the previous year, the company earned $0.15 EPS. JFrog has set its FY 2025 guidance at 0.780-0.800 EPS. Q4 2025 guidance at 0.180-0.200 EPS. Equities research analysts expect that JFrog will post -0.33 earnings per share for the current year.

Analysts Set New Price Targets

FROG has been the topic of a number of research reports. Piper Sandler raised their price objective on JFrog from $48.00 to $60.00 and gave the stock a “neutral” rating in a report on Friday. JPMorgan Chase & Co. increased their target price on shares of JFrog from $55.00 to $65.00 and gave the stock an “overweight” rating in a research report on Friday. KeyCorp raised their price target on shares of JFrog from $57.00 to $71.00 and gave the company an “overweight” rating in a report on Friday. Stifel Nicolaus lifted their price target on shares of JFrog from $45.00 to $53.00 and gave the company a “buy” rating in a research report on Friday, August 8th. Finally, Canaccord Genuity Group increased their price objective on shares of JFrog from $55.00 to $65.00 and gave the stock a “buy” rating in a research report on Friday. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $62.69.

Insiders Place Their Bets

In other news, CEO Ben Haim Shlomi sold 15,000 shares of the stock in a transaction dated Tuesday, October 7th. The shares were sold at an average price of $48.08, for a total transaction of $721,200.00. Following the transaction, the chief executive officer owned 4,884,152 shares of the company’s stock, valued at approximately $234,830,028.16. This trade represents a 0.31% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Frederic Simon sold 35,000 shares of the business’s stock in a transaction dated Tuesday, October 14th. The shares were sold at an average price of $46.92, for a total value of $1,642,200.00. Following the completion of the sale, the director directly owned 4,084,903 shares of the company’s stock, valued at approximately $191,663,648.76. This represents a 0.85% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 431,492 shares of company stock valued at $20,979,800. 14.10% of the stock is owned by insiders.

Hedge Funds Weigh In On JFrog

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

JFrog Company Profile

JFrog Ltd. provides end-to-end hybrid software supply chain platform in the United States, Israel, India, and internationally. The company offers JFrog Artifactory, a package repository that allows teams and organizations to store, update, and manage their software packages; JFrog Curation that functions as a guardian outside the software development pipeline, controlling the admission of packages into an organization, primarily from open source or public repositories; JFrog Xray, which scans JFrog Artifactory to secure all software packages; JFrog Advanced Security, an optional add-on for select JFrog subscriptions; and JFrog Distribution that provides software package distribution.