JFrog (FROG) reported third-quarter 2025 revenue of $136.91 million, above the $128.30 million consensus, and its shares rose more than 25% that day. KeyBanc and Morgan Stanley raised price targets to $71 and $70, while Oppenheimer upgraded the stock to Outperform with a $75 target. Shares then fell sharply in February 2026 amid a software sell-off and stayed below the $47.26 level from February into late April. JFrog has since beaten EPS and revenue estimates in four consecutive reports, with cloud revenue up 53% in the second quarter, and shares trade at $91.02. The article calls the third-quarter guidance of $164 million to $166 million the next test.
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