Shared on 06 Jun 26

Fair value Increased 1.64%

FROG: AI Software Supply Chain Governance And Cloud Adoption Will Shape Future Workflows

JFrog gets a small lift in expectations as more analysts bet that the surge in AI-made code, cloud moves, and tighter software security rules keep pushing customers toward tools that organize and protect what they build. New AI governance products, a fresh integration inside an AI coding app, and a planned move into a major index add to the debate over how much growth the company can really capture amid competition.

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Shared on 21 May 26

Fair value Increased 17%

FROG: AI Binary Governance And AI Agent Registries Will Shape Future Security Workflows

New products are pushing JFrog deeper into how companies manage and control the flood of AI-built software, with new registries designed to track AI agents and the tools they use. Analysts are split on whether AI coding security tools become a tailwind for JFrog’s “binary” focus or a new competitive threat, even as the company rolls out integrations and a buyback plan.

1 view

Shared on 28 Apr 26

Fair value Decreased 2.66%

FROG: AI Code Surge Will Cement Binary Governance As Core Security Layer

Narrative update on JFrog The updated fair value estimate for JFrog moves slightly lower to $67.80 from $69.65. This reflects recent cuts to Street price targets alongside analyst views that AI related volatility and competitive headlines have reset expectations without changing the core long term role of its binary management platform.

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Shared on 12 Apr 26

FROG: AI Code Surge Will Elevate Binary Governance And Security Importance

Analysts kept JFrog's fair value estimate steady at $69.65 while adjusting underlying assumptions, such as a slightly lower discount rate and modestly refined long term P/E outlook, citing recent AI driven volatility and renewed Buy ratings that highlight its role as a system of record for software artifacts and a potential beneficiary of increased AI generated code and enterprise security needs. Analyst Commentary Recent research focuses heavily on how AI related volatility and new security tools are feeding into JFrog's valuation, with several firms updating ratings and targets after a sharp selloff tied to Claude Code Security headlines.

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Shared on 29 Mar 26

Fair value Decreased 0.72%

FROG: AI Binary Governance Will Benefit From Rising Agentic Code Volumes

JFrog's updated fair value estimate has been trimmed slightly to $69.65 as analysts balance a modest adjustment to long term profitability assumptions with fresh research highlighting the company's role as a system of record for software artifacts and a potential beneficiary of increased AI generated code volumes. Analyst Commentary Street research has been active on JFrog, with several firms reacting to recent volatility tied to AI security headlines and adjusting their views on the shares and long term positioning.

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Shared on 12 Mar 26

FROG: AI Binary Artifact Focus Will Benefit From Agentic Workload Expansion

Analysts have trimmed their consolidated JFrog price target to $52 from $64, reflecting a modestly higher discount rate and slightly adjusted profit and P/E assumptions after recent AI related volatility. They continue to point to JFrog's core focus on binaries and artifact management as the key rationale behind their updated views.

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Shared on 26 Feb 26

Fair value Decreased 3.27%

FROG: AI Driven Binary Management Demand Will Support 2026 Outlook

Analysts have nudged their JFrog price target slightly lower to $70 from about $72.50, as they factor in mixed reactions to Claude Code Security, reassess long term P/E assumptions, and continue to highlight JFrog's role in binary management along with its potential benefits from AI driven software development. Analyst Commentary Recent research shows a split view on JFrog, with some firms leaning into the AI driven upside for its core binary management platform, while others trim targets to reflect sector volatility and questions around how new AI security tools fit into the DevSecOps stack.

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Shared on 11 Feb 26

Fair value Increased 0.73%

FROG: AI Security Demand And Larger Deals Will Support 2026 Outlook

Analysts have lifted their JFrog price targets, with recent moves from $67 to $70 and then to $80, citing a stronger 2026 setup for software, including expectations for larger deals and rising AI driven security demand. Analyst Commentary Bullish Takeaways Bullish analysts see the higher price targets as reflecting what they view as a constructive setup for software into 2026, with current stock valuations described as low and the sector out of favor.

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Shared on 27 Jan 26

FROG: Cloud And Security Momentum Will Support Stronger Outlook Through 2026

Analysts have nudged their JFrog fair value estimate to US$72.00, reflecting a modestly lower discount rate and slightly higher modeled profit margins in response to recent target hikes across the Street, tied to strong Q3 results, cloud and security momentum, and a more constructive multi year software outlook. Analyst Commentary Recent Street research on JFrog skews constructive, with several firms lifting price targets following Q3 results and updated sector views.

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Shared on 13 Jan 26

Fair value Increased 4.01%

FROG: Cloud And Security Execution Will Support Stronger Outlook Through 2026

Analysts have raised their consolidated fair value estimate for JFrog to $72.00 per share, reflecting a series of higher Street price targets tied to stronger Q3 execution, growing cloud and security contributions, and constructive views on software and cybersecurity demand through 2026. Analyst Commentary Bullish Takeaways Bullish analysts are lifting fair value views into a US$70 to US$80 range, pointing to stronger Q3 execution, especially in cloud and security, as support for higher valuation.

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Shared on 14 Dec 25

FROG: Cloud And Security Momentum Will Support Balanced Long Term Outlook

Analysts have raised their price target for JFrog to $70 from $55, citing accelerating cloud momentum, growing security contributions, and converging enterprise growth initiatives that support a stronger long term outlook despite only modest tweaks to discount rate and margin assumptions. Analyst Commentary Recent Street research reflects a broadly positive reassessment of JFrog, with multiple firms lifting price targets following stronger than expected Q3 performance and improving confidence in the company’s cloud and security trajectory.

12 views

Shared on 28 Nov 25

Fair value Increased 23%

FROG: Cloud And Security Momentum Will Sustain Upside Into Next Year

JFrog's fair value estimate has increased significantly from $56.44 to $69.22. Analysts cite sustained Q3 outperformance, rising cloud and security momentum, and enhanced growth expectations as key drivers behind their higher price targets.

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Shared on 07 Nov 25

FROG: Cloud And Security Will Drive Continued Strong Upside Momentum

JFrog's analyst price target has risen sharply, increasing from $58 to $70 as analysts cite strong Q3 performance and growing confidence in the company's cloud and security-driven growth potential. Analyst Commentary Analyst opinions on JFrog's recent performance and outlook reflect a blend of growing optimism and some remaining caution.

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Shared on 24 Oct 25

Fair value Increased 1.12%

JFrog's analyst price target has been raised slightly by $0.63, with analysts citing continued growth momentum, new product offerings, and confidence in the company's outlook as key factors in their updated valuation. Analyst Commentary In recent weeks, JFrog has received several price target increases from analysts, reflecting positive sentiment about the company’s strategic positioning, growth momentum, and product innovation.

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Shared on 10 Oct 25

Fair value Increased 1.71%

JFrog's analyst price target increased modestly from $54.88 to $55.81, as analysts cite enhanced confidence in the company's outlook. This is driven by recent product momentum and AI-driven opportunities highlighted at industry conferences.

1 view

Shared on 26 Sep 25

Fair value Increased 1.97%

Analysts have raised JFrog’s price target to $54.88, citing increased confidence in its expanding security and platform offerings, strong execution, and resilient recurring revenue growth. Analyst Commentary Increased confidence in JFrog’s market positioning driven by new product announcements, especially the AppTrust solution, expanding the platform’s scope and enhancing Enterprise Plus upgrade incentives.

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Shared on 11 Sep 25

Fair value Increased 2.87%

Analysts raised JFrog’s price target to $53.81, citing strong cloud growth, new product innovation (notably AppTrust), expanding cybersecurity initiatives, and greater confidence in its competitive positioning and exposure to AI trends. Analyst Commentary Bullish analysts point to JFrog’s accelerating cloud business, improved recurring revenue, and expanding annual cloud commitments as key drivers behind stronger fundamental performance.

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Shared on 10 Aug 25

Fair value Increased 14%

The notable increase in JFrog’s future P/E multiple, despite stable revenue growth forecasts, suggests higher investor confidence in future profitability and has driven the consensus analyst price target up from $46.06 to $51.81. What's in the News JFrog provided Q3 2025 revenue guidance of $127–$129 million and full-year guidance of $507–$510 million.

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Shared on 01 May 25

Fair value Increased 1.66%

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Shared on 24 Apr 25

Fair value Decreased 2.51%

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Shared on 17 Apr 25

Fair value Decreased 0.45%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 02 Apr 25

Fair value Increased 3.59%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 26 Mar 25

Fair value Increased 0.16%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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AI And Cloud Expansion Will Drive Platform Momentum And Market Reach

FROG: AI Software Supply Chain Governance And Cloud Adoption Will Shape Future Workflows

FROG: AI Binary Governance And AI Agent Registries Will Shape Future Security Workflows

FROG: AI Code Surge Will Cement Binary Governance As Core Security Layer

FROG: AI Code Surge Will Elevate Binary Governance And Security Importance

FROG: AI Binary Governance Will Benefit From Rising Agentic Code Volumes

FROG: AI Binary Artifact Focus Will Benefit From Agentic Workload Expansion

FROG: AI Driven Binary Management Demand Will Support 2026 Outlook

FROG: AI Security Demand And Larger Deals Will Support 2026 Outlook

FROG: Cloud And Security Momentum Will Support Stronger Outlook Through 2026

FROG: Cloud And Security Execution Will Support Stronger Outlook Through 2026

FROG: Cloud And Security Momentum Will Support Balanced Long Term Outlook

FROG: Cloud And Security Momentum Will Sustain Upside Into Next Year

FROG: Cloud And Security Will Drive Continued Strong Upside Momentum

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