JFrog Ltd.

JFrog Ltd.

FROGยทNASDAQ

$83.86

-4.8%
TechnologySoftware - Application

JFrog Ltd. provides DevOps platform in the United States. The company's products include JFrog Artifactory, a package repository that allows teams and organizations to store, update, and manage their software packages at any scale; JFrog Pipelines, an integration/continuous delivery tool for automating and orchestrating the movement of software packages; JFrog Xray, which scan JFrog Artifactory; and JFrog Distribution that provides software package distribution with enterprise-grade performance. Its products include JFrog Artifactory Edge that utilizes and leverages metadata from JFrog Artifactory to facilitate the transfer of the incremental changes in software packages from their previous versions; JFrog Mission Control, a platform control panel that provides a view of moving pieces of an organization's software supply chain workflow; JFrog Insight, a DevOps intelligence tool; and JFrog Connect, a device management solution that allows companies to manage software updates and monitor performance across IoT device fleets from anywhere in the world. The company's products also comprise JFrog Pro, JFrog Pro Team, JFrog Pro X, JFrog Enterprise, JFrog Enterprise X, and JFrog Enterprise Plus products that offer ongoing updates, upgrades, and bug fixes, as well as cluster configuration, multi-site replication, and SLA support. It serves technology, financial services, retail, healthcare, and telecommunications organizations. JFrog Ltd. was incorporated in 2008 and is headquartered in Sunnyvale, California.

At a Glance

Live Snapshot
Market Cap$10.16B
EPS-0.6200
P/E Ratio-135.26
Earnings Date08/06/2026
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JFrog Ltd. Street Expectations Map

FROG ยท NASDAQ

Wall Street analysts project that FROG stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 77.13, with estimates ranging from a low of 60.00 to a high of 90.00.

Lowest Target
60.00
-28.45%
Consensus Target
77.13
-8.03%
Highest Target
90.00
7.32%

The consensus 1-year price target stands at 77.13, with estimates ranging from a low of 60.00 to a high of 90.00.

Analyst Consensus Analysis

Upside Potential

-8.0%

Downside risk. Current price above analyst targets indicates potential overvaluation. Exercise caution and review catalysts.

Analyst Agreement

38.9% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

0.26x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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JFrog Ltd. Forward Estimates of Revenue

FROG ยท NASDAQ
Latest Revenue
531.84M
FY 2025
Avg Estimate
611.82M
FY 2026
Estimate Range
601.00M - 619.61M
Analyst Spread

Forward Growth Analysis

Projected Growth+15.0%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.

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JFrog Ltd. Forward Estimates of Net Income

FROG ยท NASDAQ
Latest Net Income
-71.82M
FY 2025
Avg Estimate
96.51M
FY 2026
Estimate Range
85.42M - 107.61M
Analyst Spread

Forward Growth Analysis

Projected Growth+234.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread23%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.

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JFrog Ltd. Forward Estimates of EPS

FROG ยท NASDAQ
Latest EPS
-0.62
FY 2025
Avg Estimate
$0.88
FY 2026
Estimate Range
$0.78 - $0.98
Analyst Spread

Forward Growth Analysis

Projected Growth+241.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread23%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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JFrog Ltd. Forward Estimates of EBIT

FROG ยท NASDAQ
Latest EBIT
-83.64M
FY 2025
Avg Estimate
-141.46M
FY 2026
Estimate Range
-143.26M - -138.96M
Analyst Spread

Forward Growth Analysis

Projected Growth-69.1%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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JFrog Ltd. Forward Estimates of EBITDA

FROG ยท NASDAQ
Latest EBITDA
-59.13M
FY 2025
Avg Estimate
-112.21M
FY 2026
Estimate Range
-113.64M - -110.23M
Analyst Spread

Forward Growth Analysis

Projected Growth-89.8%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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JFrog Ltd. Forward Estimates of SG&A Expense

FROG ยท NASDAQ
Latest SG&A Expense
293.11M
FY 2025
Avg Estimate
397.38M
FY 2026
Estimate Range
390.36M - 402.45M
Analyst Spread

Forward Growth Analysis

Projected Growth+35.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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JFrog Ltd. Insider Positioning

FROG ยท NASDAQ

During the last 12 months, insiders have sold $212.21M worth of FROG shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

185.6K

11.73M

Net Activity

-11.7M

-$11.73M

3-6 Months

Bought

0

0.00

Sold

379.4K

162.74M

Net Activity

-162.7M

-$162.74M

6-9 Months

Bought

0

0.00

Sold

271.3K

15.95M

Net Activity

-16.0M

-$15.95M

9-12 Months

Bought

0

0.00

Sold

470.8K

21.78M

Net Activity

-21.8M

-$21.78M

Top Buyers

No buying activity

Top Sellers

1
NT

Notman Tali

Officer: Chief Revenue Officer

109.5K sharesโ€ข8 transactions

$147.73M

2
SBH

Shlomi Ben Haim

Director, Officer: Chief Executive Officer

409.6K sharesโ€ข18 transactions

$22.22M

3
LY

Landman Yoav

Director, Officer: Chief Technology Officer

379.3K sharesโ€ข16 transactions

$20.86M

4
SF

Simon Frederic

Director

285.7K sharesโ€ข15 transactions

$15.20M

5
SY

Sela Yossi

Director

61.5K sharesโ€ข3 transactions

$3.30M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $212.21M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$11.73M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.