Truist analyst Miller Jump raised the firm's price target on JFrog to $105 from $80 and keeps a Buy rating on the shares as part of a broader research note previewing the second half in Infrastructure Software. 2026 started off with a bang, as enterprise AI adoption hit the gas pedal propelled by demand for coding assist tools led by Anthropic's Claude Code, and looking to the second half, in the demand environment, the runway for continued enterprise adoption outweighs the potential impact of optimization on overall spend, the analyst tells investors in a research note. Truist adds that it expects context providers to play a critical role in enterprise AI buildouts.
