JFrog Ltd. (FROG)

JFrog Ltd.'s stock has experienced fluctuations, trading at $47.74 as of February 5, 2026, reflecting a recent decrease but an overall increase of 46.12% over the last 12 months. Key events include strong Q3 2025 results, leading to a stock increase and analyst upgrades. Truist Financial, Morgan Stanley, and Needham & Company LLC reaffirmed "buy" ratings and raised price targets. BTIG initiated coverage with a "Buy" rating. Piper Sandler, Cantor Fitzgerald, and Barclays also raised price targets. Wall Street Zen downgraded JFrog to "Hold". Insider selling activity has been noted, with corporate insiders selling approximately 497,814 shares in the past three months.

JFrog operates on a SaaS "land-and-expand" model, showing consistent demand for its services rather than pronounced seasonal fluctuations. A healthy Net Dollar Retention Rate and strong cloud revenue growth indicate ongoing enterprise needs for software development, security, and deployment drive demand throughout the year. Investment needs can be seasonal, causing temporary swings in cash profitability.

JFrog Ltd. is a technology company providing a software supply chain platform in the Software - Application industry, aiming for frictionless software delivery. Its platform serves as a single system of record for managing, securing, and distributing software packages. Key products include JFrog Artifactory for package management, JFrog Curation for controlling package admission, JFrog Xray for vulnerability scanning, JFrog Advanced Security and Runtime Security for deeper security analysis, JFrog ML for data science and MLOps, JFrog Distribution for secure package distribution, JFrog Connect for IoT device management, JFrog Pipelines for CI/CD automation, JFrog Mission Control and JFrog Insight for DevOps intelligence, JFrog AppTrust for release governance, and JFrog AI Catalog & Shadow AI Detection for AI model delivery and security. The company generates revenue through subscriptions to its platform, offered as SaaS and self-hosted options.

JFrog Ltd. has a global presence, with operations in the United States, Israel, India, and internationally, including France, Spain, China, Japan, and the UK. A majority of its revenue is derived from Israel.

JFrog is recognized as a global leader in the DevOps community, receiving accolades such as "Best DevOps Commercial Solution" and recognition for JFrog Xray and JFrog Advanced Security. The release of new products like AppTrust and AI Catalog in Q3 2025 contributes positively to its reputation as a forward-thinking software supply chain provider.

JFrog Ltd.'s ownership is primarily institutional, accounting for approximately 61.29% of the shares. Retail investors hold about 52.39% of the stock, while insiders own roughly 13.17%. Major institutional owners include Vanguard Group Inc., Optimus Prime Fund Management Co., Ltd., and Whale Rock Capital Management LLC. Key individual owners include co-founders Yoav Landman, Shlomi Ben Haim, and Frederic Simon.