JFrog (NASDAQ:FROG) Stock Price Up 5.7% – Time to Buy?

JFrog Ltd. (NASDAQ:FROG)’s share price shot up 5.7% during mid-day trading on Monday. The company traded as high as $89.31 and last traded at $89.0780. 183,606 shares traded hands during trading, a decline of 93% from the average session volume of 2,738,159 shares. The stock had previously closed at $84.31.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on FROG shares. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of JFrog in a report on Thursday. BTIG Research reissued a “buy” rating and set a $115.00 target price on shares of JFrog in a research note on Friday, September 4th. DA Davidson reissued a “buy” rating and issued a $115.00 price target on shares of JFrog in a report on Friday, September 4th. Guggenheim raised their price target on JFrog from $105.00 to $115.00 and gave the company a “buy” rating in a report on Friday, August 7th. Finally, Oppenheimer lifted their price target on JFrog from $105.00 to $115.00 and gave the company an “outperform” rating in a research note on Friday, August 7th. Twenty-one 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. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $109.71.

JFrog Stock Up 8.7%

The business’s fifty day moving average is $92.85 and its 200 day moving average is $79.28. The stock has a market cap of $11.30 billion, a PE ratio of -247.43 and a beta of 1.24.

JFrog (NASDAQ:FROG) last issued its earnings results on Thursday, August 6th. The company reported $0.27 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 company had revenue of $163.77 million during the quarter, compared to analysts’ expectations of $155.63 million. During the same period last year, the company posted $0.18 earnings per share. The firm’s quarterly 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. As a group, analysts predict that JFrog Ltd. will post -0.11 EPS for the current year.

Insider Transactions at JFrog

In other JFrog news, CRO Tali Notman sold 19,157 shares of the firm’s stock in a transaction dated 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 directly owned 687,472 shares in the company, valued at approximately $62,223,090.72. This trade represents a 2.71% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Frederic Simon sold 120,000 shares of the company’s stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $93.21, for a total transaction of $11,185,200.00. Following the completion of the sale, 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 position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 915,453 shares of company stock worth $86,651,766. Corporate insiders own 11.80% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the stock. Wasatch Advisors LP grew its holdings in JFrog by 187.4% during the 1st quarter. Wasatch Advisors LP now owns 4,156,033 shares of the company’s stock valued at $195,043,000 after buying an additional 2,710,167 shares during the last quarter. First Trust Advisors LP lifted its position in shares of JFrog by 85,066.4% in the first quarter. First Trust Advisors LP now owns 3,362,370 shares of the company’s stock valued at $157,796,000 after acquiring an additional 3,358,422 shares in the last quarter. Congress Asset Management Co. lifted its position in shares of JFrog by 14.4% in the third quarter. Congress Asset Management Co. now owns 1,420,301 shares of the company’s stock valued at $137,826,000 after acquiring an additional 178,310 shares in the last quarter. Bank of America Corp DE lifted its position in shares of JFrog by 48.2% in the first quarter. Bank of America Corp DE now owns 2,517,899 shares of the company’s stock valued at $118,165,000 after acquiring an additional 819,326 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership boosted its stake in shares of JFrog by 78.1% during the first quarter. Arrowstreet Capital Limited Partnership now owns 1,964,925 shares of the company’s stock valued at $92,214,000 after acquiring an additional 861,835 shares during the last quarter. 85.02% of the stock is currently owned by institutional investors and hedge funds.

About JFrog

JFrog Ltd. is a software company that provides a platform for managing, securing and distributing software packages and releases throughout the application development lifecycle. Its technology is designed to help organizations move software reliably from development through production across cloud, on-premises and hybrid environments.

The company’s products include JFrog Artifactory, a repository for storing and managing software packages and container images; JFrog Xray, which provides security and compliance analysis for software components; and tools for continuous integration, continuous delivery, software distribution and release management.