FROG

FROG

JFrog Ltd.

Company Information

SectorTechnology
IndustrySoftware - Application
Market Cap$12.19B
Analysts Rating2.1/5

Recommendation Details

PortfolioSmallcap
DateOct 29, 2026
ForecastQ Daily Probabilities
39.5%
56.9%
27.5%

Company Description

JFrog Ltd. delivers a comprehensive DevOps platform to businesses throughout the United States, providing a suite of tools designed to streamline software development and delivery. At the heart of their offerings is JFrog Artifactory, a flexible package repository that enables teams and enterprises to effectively store, update, and manage their software packages regardless of scale. Accompanying this is JFrog Pipelines, a robust continuous integration and continuous delivery (CI/CD) engine that automates and orchestrates the movement of software packages. For security and quality assurance, JFrog Xray integrates to scan the Artifactory repositories, while JFrog Distribution ensures high-performance software package deployment, especially for enterprise-grade needs. The company's portfolio extends to specialized solutions such as JFrog Artifactory Edge, which cleverly utilizes metadata from Artifactory to facilitate the efficient transfer of only incremental changes in software packages. JFrog Mission Control serves as a central dashboard, providing a holistic overview of an organization's entire software supply chain workflow. Analytics are powered by JFrog Insight, a dedicated DevOps intelligence tool, and JFrog Connect provides a powerful device management solution, allowing companies to remotely manage software updates and monitor the performance of their IoT device fleets across the globe. JFrog also offers various product tiers, including JFrog Pro, Pro Team, Pro X, Enterprise, Enterprise X, and Enterprise Plus. These different levels ensure continuous support with ongoing updates, upgrades, and bug fixes, along with advanced capabilities like cluster configuration, multi-site replication, and dedicated service level agreement (SLA) support. JFrog's clientele spans diverse sectors, including technology, financial services, retail, healthcare, and telecommunications. The company was founded in 2008 and is headquartered in Sunnyvale, California.

Recent News & Events

Multiple analyst price target hikes and a highly anticipated Q3 earnings report on Nov 5 create a near-term positive setup, though elevated valuation raises the bar for a beat-and-raise.

POSITIVEOct 14, 2026
Earnings Report

Q3 2026 Earnings Scheduled for November 5

JFrog will report Q3 2026 results after market close on Nov 5, with consensus at $0.23 EPS on ~$165.6M revenue versus guidance of $164-166M. Management's cautious guide implies ~21% growth (a deceleration), but the guidance functions as a floor given excluded cloud overage; a beat-and-raise is the key near-term catalyst, while the ~100x forward multiple means any shortfall could trigger a sharp selloff.

JFrog Investor Relations (Press Release)
POSITIVEOct 27, 2026
Analyst Rating/Price Target

KeyBanc Reiterates Overweight, $114 Target

KeyBanc reiterated an Overweight rating with a $114 price target, citing rising budget prioritization for DevSecOps/DevGovOps and persistent AI-driven consumption growth from SwampUP checks. The firm called FROG a top conviction idea and said it would build positions ahead of Q3 earnings, supporting near-term positive sentiment.

Investing.com
POSITIVEOct 23, 2026
Analyst Price Target Hike

BofA and Truist Raise Targets to $115

BofA raised its price target to $115 from $105 (Buy) and Truist lifted its target to $115 from $110 within three days, driving FROG shares up ~6%. The consensus target has roughly doubled over the past year to ~$113, reflecting broad analyst optimism into the Q3 print and reinforcing positive momentum.

Yahoo Finance
POSITIVEOct 21, 2026
Product Launch

JFrog Unveils AI-SEC Shadow AI Security Suite

At swampUP Europe, JFrog announced AI-SEC advancements including Local Shadow AI Detection and AI Asset Scanning with BYOK, extending security controls to developer endpoints and AI agents. The launch strengthens the security/DevSecOps growth narrative that analysts cite as a durable driver, though immediate revenue impact is likely limited near-term.

JFrog Investor Relations (Press Release)

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