Street Calls of the Week
Investing.com - Cantor Fitzgerald has reiterated an Overweight rating on JFrog Ltd. (NASDAQ:FROG) with a price target of $60.00 ahead of the company’s third-quarter 2025 earnings report, scheduled for November 6. The stock has demonstrated strong momentum, delivering a 62% return over the past year. According to InvestingPro analysis, JFrog is currently trading near its Fair Value.
The investment firm maintains a bullish stance on the software company, citing Artifactory as the primary driver of JFrog’s long-term growth trajectory.
Cantor Fitzgerald sees JFrog’s growth path focused on three key areas: Enterprise+ adoption, accelerating cloud growth, and monetization of enhanced security features.
The firm expects JFrog to exceed what it describes as a "largely de-risked guide" in its upcoming earnings report, supported by artificial intelligence-driven usage tailwinds and related contract renegotiations.
Cantor Fitzgerald anticipates JFrog’s management will deliver "continued optimistic commentary" when the company reports its third-quarter 2025 financial results.
In other recent news, JFrog has seen several updates from analysts regarding its stock price targets. TD Cowen raised its price target for JFrog to $58, maintaining a Buy rating, and highlighted the company’s anticipated 36% growth in its cloud business. Cantor Fitzgerald also adjusted its price target upward to $60, emphasizing JFrog’s positioning as a secure platform for AI adoption. KeyBanc increased its price target to $57, citing the company’s licensing model and consumption-based pricing as strengths. Meanwhile, Stifel reiterated its Buy rating with a $53 target, noting JFrog’s expansion into generative AI with new features like JFrog Fly and Agentic Remediation.
Additionally, JFrog announced that Sigal Zarmi, former CIO at Morgan Stanley and other major firms, will join its Board of Directors starting November 1, 2025. These developments reflect a period of strategic growth and adaptation for JFrog, with a focus on cloud services and AI integration.
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