JFrog (NASDAQ:FROG) Director Sells 120,000 Shares of Stock

JFrog Ltd. (NASDAQ:FROG) Director Frederic Simon sold 120,000 shares of the firm’s stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $93.21, for a total value of $11,185,200.00. Following the transaction, the director directly owned 2,864,328 shares in the company, valued at $266,984,012.88. This trade represents a 4.02% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Frederic Simon also recently made the following trade(s):

• On Thursday, August 13th, Frederic Simon sold 120,000 shares of JFrog stock. The shares were sold at an average price of $90.86, for a total transaction of $10,903,200.00.

JFrog Price Performance

Shares of FROG traded down $1.12 during midday trading on Thursday, reaching $90.61. The stock had a trading volume of 2,748,538 shares, compared to its average volume of 2,931,994. The company has a market capitalization of $11.17 billion, a P/E ratio of -244.89 and a beta of 1.28. The firm’s 50 day moving average price is $89.06 and its 200-day moving average price is $68.02. JFrog Ltd. has a 52 week low of $34.05 and a 52 week high of $105.76.

JFrog (NASDAQ:FROG) last released its earnings results on Thursday, August 6th. The company reported $0.27 EPS for the quarter, beating the consensus estimate of $0.24 by $0.03. JFrog had a negative net margin of 7.35% and a negative return on equity of 2.71%. The business had revenue of $163.77 million during the quarter, compared to analyst estimates of $155.63 million. During the same period in the prior year, the business earned $0.18 earnings per share. The business’s quarterly revenue was up 28.7% on a year-over-year basis. JFrog has set its Q3 2026 guidance at 0.220-0.240 EPS and its FY 2026 guidance at 0.960-1.000 EPS. On average, equities analysts forecast that JFrog Ltd. will post -0.11 earnings per share for the current year.

JFrog News Summary

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: TD Cowen, RBC and Needham reaffirmed favorable ratings on JFrog—Buy, Outperform and Buy, respectively—with price targets of $120, $118 and $115. These targets imply roughly 23%–28% potential upside from recent levels and reinforce strong Wall Street confidence.
• Positive Sentiment: JFrog announced expanded security and software-supply-chain offerings, including zero-touch remediation, continuous compliance capabilities for AI-era development and security features for agentic workforces. These products could broaden the company’s addressable market and increase platform adoption. JFrog Introduces Zero-Touch Remediation
• Positive Sentiment: A partnership with Wiz is intended to improve protection against AI-era threats, supporting JFrog’s positioning as a broader software supply-chain security provider. JFrog Partners with Wiz
• Neutral Sentiment: Director Elisa Steele sold approximately $57,000 of stock under a pre-arranged Rule 10b5-1 plan. The relatively small transaction and planned nature reduce its significance as a discretionary bearish signal.
• Negative Sentiment: JFrog CTO Yoav Landman reportedly sold about $25.1 million in shares. Although the sale was made under a 10b5-1 plan and he retained a substantial stake, its size may weigh on investor sentiment.
• Negative Sentiment: Security researchers reported that a critical JFrog Artifactory flaw is being exploited in the wild to forge administrative tokens and potentially gain broad control. The incident raises risks involving customer remediation, reputation and future security costs. Hackers Exploit Critical JFrog Artifactory Flaw

Institutional Trading of JFrog

A number of institutional investors and hedge funds have recently modified their holdings of FROG. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new stake in shares of JFrog in the second quarter valued at approximately $1,427,000. California State Teachers Retirement System increased its position in JFrog by 9,666.3% during the second quarter. California State Teachers Retirement System now owns 10,839,803 shares of the company’s stock worth $985,121,000 after acquiring an additional 10,728,811 shares during the period. Comprehensive Financial Planning Inc. PA bought a new position in JFrog during the second quarter worth $363,000. Wellington Management Group LLP acquired a new position in JFrog during the 2nd quarter valued at $69,951,000. Finally, American Capital Management Inc. acquired a new position in JFrog during the 2nd quarter valued at $1,225,000. 85.02% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on the stock. Guggenheim increased their target price on shares of JFrog from $105.00 to $115.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. Bank of America upped their price target on shares of JFrog from $85.00 to $100.00 and gave the stock a “buy” rating in a research note on Monday, June 8th. Benchmark increased their price objective on JFrog from $100.00 to $120.00 and gave the stock a “buy” rating in a report on Friday, August 7th. Needham & Company LLC reissued a “buy” rating and set a $115.00 price objective on shares of JFrog in a research report on Thursday. Finally, Citigroup restated a “buy” rating on shares of JFrog in a research note on Monday, June 8th. Twenty-two investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $106.36.

About JFrog

JFrog is a software company specializing in DevOps solutions designed to streamline the management, distribution and security of software binaries. Its core offering, JFrog Artifactory, serves as a universal artifact repository manager compatible with all major package formats, enabling development teams to store, version and share build artifacts across the software delivery pipeline. The company’s platform also includes tools for continuous integration and delivery (CI/CD), security scanning and release automation.

Among JFrog’s flagship products are JFrog Xray, a security and compliance scanning service that analyzes artifacts and dependencies for vulnerabilities; JFrog Pipelines, a CI/CD orchestration engine that automates build and release workflows; and JFrog Distribution, which accelerates the secure distribution of software releases to edge nodes and end users.