63,000 JFrog Ltd. $FROG Shares Bought by Kornitzer Capital Management Inc. KS

Kornitzer Capital Management Inc. KS increased its stake in JFrog Ltd. (NASDAQ:FROG) by 348.1% in the 3rd quarter, Holdings Channel reports. The fund owned 81,100 shares of the company’s stock after buying an additional 63,000 shares during the quarter. Kornitzer Capital Management Inc. KS’s holdings in JFrog were worth $7,870,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in FROG. First Trust Advisors LP raised its position in JFrog by 85,066.4% during the first quarter. First Trust Advisors LP now owns 3,362,370 shares of the company’s stock valued at $157,796,000 after purchasing an additional 3,358,422 shares in the last quarter. Congress Asset Management Co. lifted its stake in JFrog by 14.4% during the third quarter. Congress Asset Management Co. now owns 1,420,301 shares of the company’s stock worth $137,826,000 after purchasing an additional 178,310 shares during the last quarter. Bank of America Corp DE lifted its stake in JFrog by 48.2% during the first quarter. Bank of America Corp DE now owns 2,517,899 shares of the company’s stock worth $118,165,000 after purchasing an additional 819,326 shares during the last quarter. Arrowstreet Capital Limited Partnership boosted its holdings in shares of JFrog by 78.1% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 1,964,925 shares of the company’s stock worth $92,214,000 after purchasing an additional 861,835 shares in the last quarter. Finally, Sumitomo Mitsui Trust Group Inc. boosted its holdings in shares of JFrog by 1.1% in the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 904,403 shares of the company’s stock worth $87,763,000 after purchasing an additional 9,520 shares in the last quarter. Institutional investors own 85.02% of the company’s stock.

JFrog Stock Up 35.3%

JFrog stock opened at $100.98 on Friday. The firm has a fifty day simple moving average of $93.42 and a two-hundred day simple moving average of $72.58. JFrog Ltd. has a twelve month low of $34.05 and a twelve month high of $105.76. The company has a market capitalization of $12.45 billion, a PE ratio of -561.00 and a beta of 1.31.

JFrog (NASDAQ:FROG) last announced its quarterly earnings data on Thursday, November 5th. The company reported $0.32 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.23 by $0.09. The firm had revenue of $179.17 million for the quarter, compared to analysts’ expectations of $165.92 million. JFrog had a negative return on equity of 1.58% and a negative net margin of 3.29%. The company’s revenue for the quarter was up 30.9% compared to the same quarter last year. During the same period last year, the firm earned $0.22 earnings per share. As a group, equities analysts expect that JFrog Ltd. will post -0.11 earnings per share for the current fiscal year.

Insider Activity at JFrog

In other JFrog news, Director Frederic Simon sold 120,000 shares of JFrog stock in a transaction that occurred on Thursday, October 1st. The stock was sold at an average price of $97.24, for a total value of $11,668,800.00. Following the transaction, the director directly owned 2,744,328 shares of the company’s stock, valued at $266,858,454.72. The trade was a 4.19% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Barry Zwarenstein sold 1,250 shares of JFrog stock in a transaction that occurred on Tuesday, October 20th. The stock was sold at an average price of $90.10, for a total value of $112,625.00. Following the completion of the transaction, the director directly owned 29,187 shares in the company, valued at $2,629,748.70. This trade represents a 4.11% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 900,453 shares of company stock worth $85,299,266 over the last three months. Corporate insiders own 11.80% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have recently commented on the company. BTIG Research reiterated a “buy” rating and set a $115.00 price objective on shares of JFrog in a research report on Friday, September 4th. JPMorgan Chase & Co. boosted their target price on JFrog from $100.00 to $115.00 and gave the stock an “overweight” rating in a research report on Friday, August 7th. Needham & Company LLC reaffirmed a “buy” rating and issued a $115.00 target price on shares of JFrog in a research note on Thursday, September 3rd. TD Cowen reaffirmed a “buy” rating and issued a $120.00 target price on shares of JFrog in a research note on Thursday, September 3rd. Finally, Barclays reiterated an “overweight” rating and set a $110.00 price target on shares of JFrog in a research report on Friday, August 7th. Twenty-one 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 presently has a consensus rating of “Moderate Buy” and a consensus price target of $112.19.

More JFrog News

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: JFrog reported third-quarter adjusted EPS of $0.32, above the $0.23 consensus, while revenue of $179.2 million beat expectations of $165.9 million and grew 31% year over year. JFrog Shares Rally on Outlook Boost, 3Q Beat
• Positive Sentiment: AI-driven coding activity is boosting demand for JFrog’s software tools. Reports highlight cloud revenue growth of about 60%, reinforcing the view that the company is benefiting from wider adoption of AI coding agents. JFrog Cloud Revenue Surges 60% Amid AI-Driven Software Growth
• Positive Sentiment: The company raised its 2026 revenue outlook to $680–$682 million and projected cloud baseline growth of 52%–54%, signaling continued momentum beyond the quarterly beat. JFrog Projects 2026 Revenue and Cloud Growth
• Positive Sentiment: Several firms raised price targets and kept bullish ratings: RBC to $121, Truist to $120, KeyCorp to $118 and Canaccord to $110. These revisions reflect stronger analyst expectations after the results. Truist Raises JFrog Price Target
• Negative Sentiment: Piper Sandler raised its target from $90 to $95 but maintained a neutral rating; the target remains below the stock’s recent trading level, suggesting some analysts see limited near-term upside after the rally.

JFrog Company Profile

JFrog Ltd. develops software delivery and supply-chain tools for organizations building and deploying applications. Its platform helps teams manage software packages and other binary artifacts throughout the development lifecycle, from creation and testing to distribution and deployment.

Its products include JFrog Artifactory, a repository manager for storing and managing software artifacts, and JFrog Xray, which scans software components for security vulnerabilities and policy issues.