JFrog Under Scrutiny as UBS Assigns Neutral Rating Following Recent Performance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 24 2025
0mins
Source: SeekingAlpha
UBS Neutral Rating: UBS has assigned a Neutral rating to JFrog, citing strong fundamental performance but caution regarding the stock's recent gains.
Positive Demand Indicators: Analyst Radi Sultan noted healthy demand for JFrog's core Artifactory product and growing interest in its security offerings, supporting above-consensus growth estimates for FY25-27.
AI Growth Potential: JFrog is well-positioned to benefit from AI trends, particularly in AI code generation and enterprise AI governance, although significant revenue increases are expected to take 12-18 months.
Price Target Increase: Along with the Neutral rating, UBS raised JFrog's price target from $48 to $55.
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Analyst Views on FROG
Wall Street analysts forecast FROG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for FROG is 72.22 USD with a low forecast of 64.00 USD and a high forecast of 83.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
19 Analyst Rating
17 Buy
2 Hold
0 Sell
Strong Buy
Current: 60.075
Low
64.00
Averages
72.22
High
83.00
Current: 60.075
Low
64.00
Averages
72.22
High
83.00
About FROG
JFrog Ltd. provides an end-to-end, hybrid, universal Software Supply Chain Platform. The Company’s solutions include The JFrog Artifactory, JFrog Curation, JFrog Xray (Security Essentials), JFrog Advanced Security, JFrog Runtime Security, JFrog Distribution, JFrog Connect, and JFrog ML. JFrog Artifactory supports all software package technologies and can be seamlessly deployed across public clouds, multi-cloud, on-premises, private cloud, and hybrid environments. JFrog Curation understands package metadata, allowing companies to build policies around the entry or blocking of software packages into a company’s repositories based on multiple factors such as age, version number, security risk, release timelines, target environments, and more. JFrog Distribution provides reliable, scalable, and secure software package distribution with enterprise-grade performance. JFrog Xray continuously scans JFrog Artifactory to secure all software packages stored in it.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
JFrog Director Yossi Sela Sells 25,000 Shares for $1.75 Million
- Share Reduction: JFrog Director Yossi Sela sold 25,000 shares on December 10, 2025, for $1.75 million, representing 16.22% of his direct holdings, indicating his strong confidence in the company’s future as he retains nearly 84% of his shares.
- Market Performance: The sale was executed at $70 per share, while the market close on the transaction date was $68.98, reflecting Sela's strategy to cash in at a high point and indicating JFrog's stock has returned to IPO levels after significant fluctuations.
- Holding Background: Serving on JFrog's board since 2012, Sela has witnessed the company's stock price volatility since its IPO, starting at $44, peaking at $95, and dropping to $16 mid-2022, showcasing his long-term confidence in the company's growth.
- Industry Position: JFrog holds a significant position in the DevOps software market, providing essential tools for automating and securing software delivery, and Sela's sale does not detract from the company's ongoing revenue growth strategy among enterprise clients.
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JFrog Director Sells 25,000 Shares for $1.75 Million
- Share Sale: JFrog Director Yossi Sela sold 25,000 shares at $70 each on December 10, 2025, totaling $1.75 million, indicating confidence in the company's current stock price.
- Ownership Change: Post-transaction, Sela retains 129,165 shares, representing 22.9% of his holdings, which shows his bullish outlook on JFrog despite the sale impacting 16.22% of his stake.
- Market Performance: The transaction occurred as JFrog's stock surged 126.83% over the past year, coinciding with the stock reaching a five-year high, reflecting strong demand for its DevOps solutions.
- Investor Confidence: Having served on the board since 2012 and witnessing the stock's volatility post-IPO, Sela's sale at $70 per share may represent a strategy to realize long-awaited returns, further bolstering market confidence in JFrog's future growth.
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