TD Cowen reiterates JFrog stock rating on code security concerns

NodeGuardian · 2026-03-13T14:33:05+00:00

TD Cowen maintains a Buy rating and $80 price target for JFrog despite a 27% stock drop due to security concerns. They view the market reaction as exaggerated, highlighting JFrog's unique focus on binary security and strong profit margins.

NodeGuardian

2026-03-13 14:33:05

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TD Cowen has reiterated a Buy rating and an $80 price target for JFrog (NASDAQ: FROG) despite a recent 27% stock decline linked to Claude Code Security concerns. The firm believes the market’s reaction is overblown, emphasizing JFrog’s specialization in securing binaries, which represents a small portion of its offerings and differentiates it from competitors. JFrog’s strong gross profit margin of 77% and its focus on the increasing volume of binaries reinforce TD Cowen’s positive stance.

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