JFrog Runtime Security
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Here’s Why JFrog Ltd (FROG) Price Target Was Raised To $78 by Baird
Yahoo Finance· 2026-02-15 17:11
Core Viewpoint - JFrog Ltd. is recognized as a strong investment opportunity in the AI sector, with analysts maintaining positive ratings and increasing price targets due to the company's growth potential and favorable market conditions [1][2]. Group 1: Analyst Ratings and Price Targets - Robert W. Baird analyst Shrenik Kothari reaffirmed a Buy rating on JFrog Ltd. and raised the price target from $70 to $78, citing strong growth and conservative guidance [1]. - Bank of America Securities also maintained a Buy rating and set a price target of $74, indicating that JFrog is expected to rebound quickly once market conditions improve [2]. Group 2: Growth Drivers - The increased adoption of AI is generating more binaries, which benefits JFrog as it is a leading tool for managing the distribution of binaries and mitigating associated risks [3]. - JFrog's Cloud revenue growth accelerated to +50% year-over-year in Q3 2025, up from +45% in Q2 2025, indicating strong demand and usage [3]. Group 3: Company Overview - JFrog Ltd. provides a supply chain platform that includes products like JFrog Artifactory, JFrog Xray, JFrog Advanced Security, and JFrog Runtime Security, serving various sectors including financial services, healthcare, technology, retail, and telecommunications [3].