FROG

Analyst Ratings Overview: JFrog's analyst ratings show a mix of bullish and bearish sentiments, with recent evaluations indicating an average 12-month price target of $43.6, reflecting a significant increase from previous targets.

Financial Performance Insights: Despite positive revenue growth of 19.35%, JFrog faces challenges with profitability, as indicated by negative net margins and returns on equity and assets that lag behind industry averages.

Wall Street Stock Recommendations: Major firms like Citi, JPMorgan, and UBS have made various stock recommendations, with Citi maintaining a buy on Nvidia despite macro concerns, while JPMorgan continues to favor Amazon due to its bullish sentiment and growth potential.

Initiations and Upgrades/Downgrades: Several companies received new ratings, including Raymond James initiating JFrog as outperform, Wells Fargo rating Sarepta as overweight, and Scotiabank downgrading Chevron to sector perform, reflecting differing outlooks on growth and market conditions across sectors.

Key Findings of the Report: The JFrog Software Supply Chain State of the Union 2025 report identifies a "Quad-fecta" of security vulnerabilities threatening software integrity, including CVEs, malicious packages, secret exposures, and human errors, alongside a significant rise in AI/ML model attacks and inadequate governance practices.

Challenges in Software Security: The report highlights that many organizations still rely on manual processes for managing ML models, leading to increased risks, while only 43% of IT professionals conduct comprehensive security scans, leaving critical blind spots in identifying software vulnerabilities.

Emerging Security Threats: The JFrog Software Supply Chain State of the Union 2025 report identifies a "Quad-fecta" of security vulnerabilities, including CVEs, malicious packages, exposed secrets, and human errors, which are complicating software supply chain security amidst growing AI adoption.

Governance Challenges: A significant number of organizations still rely on manual processes for managing ML model governance, leading to increased risks, while only a minority apply comprehensive security scans, leaving many blind spots in their software security practices.

Analyst Forecast: Morgan Stanley's Sanjit Singh has set a price target of $39.00 for $FROG, while insider trading shows 60 sales and no purchases in the past six months.

Institutional Activity: In the latest quarter, 122 institutional investors increased their holdings in $FROG, while 101 reduced their positions.

Stock Performance Overview: FROG's stock has a 52-week low of $22.91 and a high of $43, with the last trade recorded at $32.05.

Author's Perspective Disclaimer: The opinions expressed in the article are solely those of the author and do not necessarily represent Nasdaq, Inc.

Stock Performance Overview: FROG's stock has a 52-week low of $22.91 and a high of $45.94, with the last trade recorded at $32.33.

Author's Perspective Disclaimer: The opinions expressed in the article are solely those of the author and do not necessarily represent Nasdaq, Inc.

New Appointment: ThoughtSpot has appointed Micheline Nijmeh as Chief Marketing Officer, emphasizing the company's focus on transforming business intelligence and enhancing data accessibility for decision-makers.

Company Growth: Under Nijmeh's leadership, ThoughtSpot aims to expand its global marketing strategy following significant fiscal growth in FY 2024, including a 40% increase in SaaS revenue and advancements in AI capabilities with new product launches.

Insider Trading Activity: Tali Notman, the Chief Revenue Officer of $FROG, sold 16,548 shares for approximately $604,829, representing about 2.2% of their holdings, while insiders have conducted 50 sales and no purchases in the last six months.

Institutional Investor Movements: In the most recent quarter, 121 institutional investors increased their positions in $FROG stock, while 150 reduced their holdings.

Insider Trading Activity: Eduard Grabscheid, CFO of $FROG, sold 355 shares for approximately $12,510, marking a total of 48 insider sales without any purchases in the last six months.

Institutional Investor Movements: In the latest quarter, 121 institutional investors increased their holdings in $FROG, while 150 reduced their positions.

JFrog ML Launch: JFrog Ltd has introduced JFrog ML, an MLOps solution integrated into its Software Supply Chain Platform, enabling teams to develop and deploy AI applications securely and efficiently while addressing challenges in scalability and management.

Unified Development Framework: The platform merges machine learning practices with traditional DevSecOps processes, providing a structured framework that enhances collaboration among data scientists, software engineers, and security teams, ensuring reliable and secure deployment of ML models.

JFrog ML Launch: JFrog Ltd has introduced JFrog ML, an MLOps solution that integrates machine learning practices with DevSecOps processes, enabling secure and efficient deployment of AI applications at scale. This platform addresses challenges in security, scalability, and management of AI technologies.

Key Features and Benefits: JFrog ML offers a unified view of the software supply chain, secured model management, and streamlined AI pipelines, enhancing collaboration among development, data science, and operations teams while ensuring compliance and governance throughout the AI development process.

New Partnership for Enhanced Security: JFrog Ltd has partnered with Hugging Face to improve the security and trustworthiness of open-source machine learning models by implementing advanced scanning capabilities that identify malicious code, ensuring safer AI applications for developers.

Significant Security Challenges in ML Models: As machine learning becomes integral to business operations, the partnership addresses the growing security risks associated with ML models, including potential data breaches and malicious attacks, while providing a "JFrog Certified" checkmark for trusted models.

Integration Announcement: JFrog Ltd has launched an integration with NVIDIA NIM microservices, enabling secure and efficient deployment of machine learning models and large language models (LLMs) like Meta's Llama 3, enhancing transparency and governance in AI applications.

Benefits for Developers: The integration streamlines workflows for data scientists and ML engineers by providing a unified platform for managing AI models, ensuring security and compliance while optimizing performance and scalability for enterprise-level AI deployments.

Market Overview: Stocks are showing potential weekly gains despite a slight dip in the Dow Jones, with weaker-than-expected retail sales and easing geopolitical tensions influencing trading.

Stock Performance Highlights: Major indices like the Nasdaq and S&P 500 saw minor increases, while notable stock movements included significant drops for Serve Robotics and SoundHound AI after NVIDIA dissolved its stakes in both companies.

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Fourth Quarter Results: JFrog, Ltd reported better-than-expected fourth-quarter earnings of 19 cents per share and revenue of $116.08 million, surpassing analyst estimates and showing significant growth from the previous year.

Future Outlook and Analyst Ratings: The company anticipates first-quarter revenue between $116 million to $118 million and fiscal 2025 revenue between $499 million to $503 million, while analysts have raised their price targets for JFrog stock following the earnings announcement.

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Community of Serious Traders: Over 10,000 traders are part of the Benzinga Pro community, benefiting from accurate market intelligence and timely updates.

JFrog Analyst Ratings: J.P. Morgan analyst Pinjalim Bora maintains a Buy rating on JFrog with a price target of $46, indicating a 17.9% upside from its current price, supported by a Strong Buy consensus among analysts.

Procore Technologies Analyst Ratings: J.P. Morgan analyst Alexei Gogolev also reiterates a Buy rating for Procore Technologies with a price target of $97, suggesting a 14.4% upside, while the overall analyst consensus is a Moderate Buy.

Stock Performance: JFrog Ltd's shares have surpassed the average analyst 12-month target price of $36.94, currently trading at $37.71, prompting analysts to consider either downgrading their valuations or raising their target prices based on the company's performance.

Analyst Insights: The average target price is derived from 17 analysts, with predictions ranging from $30 to $45, indicating a diverse outlook on the stock's future value and encouraging investors to reassess their positions in light of the recent price movement.