JFrog (NASDAQ:FROG) CRO Sells 19,157 Shares of Stock

JFrog Ltd. (NASDAQ:FROG) CRO Tali Notman sold 19,157 shares of the company’s stock in a transaction on Wednesday, September 2nd. The shares were sold at an average price of $90.51, for a total transaction of $1,733,900.07. Following the completion of the transaction, the executive owned 687,472 shares in the company, valued at approximately $62,223,090.72. This represents a 2.71% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

JFrog Stock Down 3.3%

Shares of FROG traded down $3.01 during trading hours on Friday, hitting $87.60. The company had a trading volume of 1,655,976 shares, compared to its average volume of 2,924,493. The business has a fifty day moving average of $89.29 and a 200-day moving average of $68.29. The firm has a market cap of $10.80 billion, a price-to-earnings ratio of -236.75 and a beta of 1.28. JFrog Ltd. has a 12 month low of $34.05 and a 12 month high of $105.76.

JFrog (NASDAQ:FROG) last announced its earnings results on Thursday, August 6th. The company reported $0.27 EPS for the quarter, topping 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 the consensus estimate of $155.63 million. During the same quarter in the previous year, the firm posted $0.18 EPS. JFrog’s revenue was up 28.7% compared to the same quarter last year. 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 expect that JFrog Ltd. will post -0.11 EPS for the current fiscal year.

Key Stories Impacting JFrog

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: DA Davidson and BTIG Research reaffirmed “Buy” ratings with $115 price targets. TD Cowen also maintained a “Buy” rating with a $120 target, while RBC reiterated “Outperform” with a $118 target. The recommendations indicate continued confidence in JFrog’s growth prospects in DevOps, software supply-chain security and artificial intelligence.
• Positive Sentiment: JFrog’s product announcements around zero-touch remediation, continuous compliance, AI-era software supply-chain security and its partnership with Wiz could expand the company’s addressable market and strengthen its competitive position. JFrog zero-touch remediation announcement
• Neutral Sentiment: JFrog’s CEO Shlomi Ben Haim sold 37,232 shares worth approximately $3.4 million to cover tax withholding related to vested equity awards. Because he retained roughly 4.5 million shares, the transaction is less significant as a discretionary bearish signal. JFrog CEO insider sale
• Negative Sentiment: Security researchers reported that attackers are exploiting a critical JFrog Artifactory vulnerability to forge administrative tokens and potentially obtain elevated access. The issue may lead to urgent customer patching, increased scrutiny of JFrog’s security practices and potential customer-retention or liability concerns. Exploited JFrog Artifactory vulnerability
• Negative Sentiment: Director Frederic Simon sold 120,000 shares for approximately $11.2 million, and reports also cited a roughly $25.1 million sale by CTO Yoav Landman. Simon’s transaction was made under a Rule 10b5-1 plan, which reduces its predictive value, but the volume of insider selling can still pressure investor sentiment.

Institutional Investors Weigh In On JFrog

A number of large investors have recently bought and sold shares of the company. UBS Group AG raised its position in JFrog by 293.8% during the fourth quarter. UBS Group AG now owns 296,419 shares of the company’s stock valued at $18,514,000 after purchasing an additional 221,155 shares in the last quarter. Summit Partners Public Asset Management LLC boosted its holdings in shares of JFrog by 77.8% in the 4th quarter. Summit Partners Public Asset Management LLC now owns 1,587,525 shares of the company’s stock valued at $99,157,000 after purchasing an additional 694,700 shares in the last quarter. Dana Investment Advisors Inc. bought a new position in shares of JFrog in the 4th quarter valued at $2,013,000. American Capital Management Inc. bought a new position in shares of JFrog in the 2nd quarter valued at $1,225,000. Finally, Robeco Schweiz AG acquired a new position in shares of JFrog during the 4th quarter worth $11,293,000. 85.02% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

FROG has been the topic of a number of research reports. Truist Financial upped their price objective on JFrog from $105.00 to $110.00 and gave the company a “buy” rating in a report on Friday, August 7th. Morgan Stanley set a $100.00 price objective on shares of JFrog in a research note on Friday, August 7th. Oppenheimer boosted their price objective on shares of JFrog from $105.00 to $115.00 and gave the company an “outperform” rating in a report on Friday, August 7th. Royal Bank Of Canada restated an “outperform” rating and set a $118.00 target price on shares of JFrog in a research report on Thursday. Finally, Guggenheim raised their target price on shares of JFrog from $105.00 to $115.00 and gave the stock a “buy” rating in a report on Friday, August 7th. Twenty-two investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $107.14.

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.