JFrog Ltd. (FROG)

In March 2026, UBS upgraded JFrog's stock to buy with a $60 price target, citing overblown AI disruption fears. JFrog announced a $300 million share repurchase program in March 2026. Also in March 2026, JFrog's CFO, Eduard Grabscheid, sold 9,043 shares for approximately $406,935 under a pre-arranged trading plan. In February 2026, JFrog reported strong Q4 and Fiscal 2025 results, exceeding revenue and EPS estimates, and provided optimistic Q1 CY2026 revenue guidance. In November 2025, JFrog announced strong Q3 2025 results, with significant year-over-year revenue growth, and released 'AppTrust' and 'AI Catalog'. The stock has experienced volatility, trading between $27.00 and $70.43, and as of March 25, 2026, it was trading at $47.14, down 20.9% YTD but up 31.7% over the past year.

The provided information does not explicitly detail demand seasonality for JFrog Ltd.'s products and services. However, consistent revenue growth and a high net revenue retention rate suggest a relatively stable demand rather than pronounced seasonality.

JFrog Ltd. is a U.S.-listed technology company providing an end-to-end, hybrid, universal Software Supply Chain Platform, operating in the Software - Application industry with a focus on DevOps, software supply-chain management, and CI/CD tooling. Its mission is to enable continuous software updates and secure software supply chains. The JFrog Platform includes JFrog Artifactory, a universal repository; JFrog Xray, which scans for vulnerabilities; JFrog Advanced Security, an optional security add-on; JFrog Distribution, for secure software package distribution; JFrog Artifactory Edge, for efficient updates; JFrog Mission Control, an integrated platform control panel; JFrog Insight, a DevOps intelligence tool; JFrog Connect; and JFrog Pipelines, for pipeline automation.

JFrog Ltd. has a corporate presence in the United States and internationally, with offices in multiple countries. The company derives a majority of its revenue from the United States and also has a significant presence in Israel and India, along with other regions.

JFrog has maintained a positive brand reputation through its focus on AI and cybersecurity in the software supply chain. The company has been actively integrating its platform with AI-driven software development, including unveiling a Universal MCP Registry and partnering with NVIDIA. JFrog Xray and JFrog Advanced Security received the Global InfoSec Award 2023 for 'Most Comprehensive DevSecOps'. JFrog was also recognized as one of the Silicon Valley Business Journal's 'Best Places to Work'.

JFrog's ownership is a mix of institutional, retail, and individual investors. Institutional investors hold approximately 56.88% to 67.62% of the stock, insiders own around 13.02%, and public companies and individual investors hold about 10.73% to 19.36%. Major institutional owners include Vanguard Group Inc, Whale Rock Capital Management LLC, and Fmr Llc, among others.