JFrog
FROG
About: JFrog Ltd provides an end-to-end, hybrid, universal DevOps Platform that powers and controls the software supply chain, enabling organizations to continuously and securely deliver software updates across any system. Its product portfolio includes JFrog Artifactory; JFrog Pipelines; JFrog Xray; JFrog Distribution; JFrog Artifactory Edge; JFrog Mission Control and JFrog Insight. Geographically, it derives a majority of revenue from Israel and also has its presence in United States, India and other regions.
Employees: 1,600
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
133% more call options, than puts
Call options by funds: $46.2M | Put options by funds: $19.8M
71% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 28
35% more capital invested
Capital invested by funds: $2.68B [Q1] → $3.61B (+$927M) [Q2]
15% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 94
7% more funds holding
Funds holding: 273 [Q1] → 291 (+18) [Q2]
0.35% less ownership
Funds ownership: 72.07% [Q1] → 71.72% (-0.35%) [Q2]
33% less funds holding in top 10
Funds holding in top 10: 12 [Q1] → 8 (-4) [Q2]
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
10 analyst ratings
Keybanc
Jason Celino
|
$57
|
Overweight
Maintained
|
12 Sep 2025 |
Baird
Shrenik Kothari
|
$58
|
Outperform
Maintained
|
11 Sep 2025 |
Canaccord Genuity
Kingsley Crane
|
$55
|
Buy
Maintained
|
11 Sep 2025 |
DA Davidson
Gil Luria
|
$60
|
Buy
Maintained
|
10 Sep 2025 |
Needham
Mike Cikos
|
$55
|
Buy
Reiterated
|
10 Sep 2025 |
Raymond James
Mark Cash
|
$55
|
Outperform
Maintained
|
8 Aug 2025 |
Cantor Fitzgerald
Jonathan Ruykhaver
|
$55
|
Overweight
Maintained
|
8 Aug 2025 |
Stifel
Brad Reback
|
$53
|
Buy
Maintained
|
8 Aug 2025 |
Barclays
Ryan Macwilliams
|
$52
|
Overweight
Maintained
|
8 Aug 2025 |
Piper Sandler
Rob Owens
|
$48
|
Neutral
Maintained
|
8 Aug 2025 |
Financial journalist opinion
Based on 8 articles about FROG published over the past 30 days