Piper Sandler raises JFrog stock price target to $48 on cloud growth

Published 08/08/2025, 12:36
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Investing.com - Piper Sandler has raised its price target on JFrog (NASDAQ:FROG) to $48.00 from $40.00 while maintaining a Neutral rating on the software company’s stock. According to InvestingPro data, the stock has already delivered an impressive 31.89% return year-to-date, with analyst targets ranging from $42 to $55.

The research firm cited JFrog’s "solid" second-quarter results, highlighting accelerating cloud growth that contributed to a 150 basis point increase in total revenue growth compared to the previous quarter. The company maintains robust gross profit margins of 76.06% and has achieved revenue growth of 21.66% over the last twelve months.

Piper Sandler noted that JFrog’s remaining performance obligations (RPO) and bookings showed a "marked increase" driven by expanded annual commitments in cloud services and success with large deals.

Strong security momentum and favorable emerging market dynamics around artificial intelligence and machine learning operations (MLOps) were additional factors supporting JFrog’s performance in the quarter.

The firm increased its financial projections for JFrog "modestly in excess of the beat," though it characterized these revised estimates as "still appearing conservative" while maintaining its Neutral stance on the stock.

In other recent news, JFrog Ltd. exceeded analysts’ expectations in its Q2 2025 earnings report. The company reported an earnings per share of $0.18, surpassing the forecasted $0.16, which represents a 12.5% positive surprise. Additionally, JFrog’s revenue came in at $127.2 million, outperforming the anticipated $122.79 million. These results reflect a strong performance for the quarter, highlighting the company’s ability to exceed market projections. The earnings and revenue achievements are significant for investors, as they indicate robust financial health. This recent development positions JFrog positively in the market, drawing attention from investors and analysts alike.

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