15,700 Shares in JFrog Ltd. $FROG Bought by VIRGINIA RETIREMENT SYSTEMS ET Al

VIRGINIA RETIREMENT SYSTEMS ET Al bought a new position in shares of JFrog Ltd. (NASDAQ:FROG) during the second quarter, Holdings Channel.com reports. The fund bought 15,700 shares of the company’s stock, valued at approximately $1,427,000.

Other large investors have also recently bought and sold shares of the company. Millstone Evans Group LLC raised its position in shares of JFrog by 242.6% during the 1st quarter. Millstone Evans Group LLC now owns 603 shares of the company’s stock worth $28,000 after acquiring an additional 427 shares in the last quarter. Western Wealth Management LLC acquired a new stake in JFrog during the 1st quarter worth $30,000. Bessemer Group Inc. purchased a new position in JFrog during the 1st quarter worth $36,000. Employees Retirement System of Texas acquired a new position in JFrog in the 4th quarter valued at about $44,000. Finally, Caitong International Asset Management Co. Ltd increased its holdings in shares of JFrog by 12,566.7% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 760 shares of the company’s stock valued at $47,000 after purchasing an additional 754 shares during the period. Hedge funds and other institutional investors own 85.02% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on the stock. TD Cowen reissued a “buy” rating and set a $120.00 price target on shares of JFrog in a report on Thursday, September 3rd. Cantor Fitzgerald increased their price target on shares of JFrog from $80.00 to $100.00 and gave the company an “overweight” rating in a research report on Monday, August 3rd. Citigroup reissued a “buy” rating on shares of JFrog in a research note on Monday, June 8th. Needham & Company LLC reaffirmed a “buy” rating and issued a $115.00 price objective on shares of JFrog in a research report on Thursday, September 3rd. Finally, DA Davidson restated a “buy” rating and set a $115.00 price objective on shares of JFrog in a report on Friday, September 4th. Twenty-one research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $109.48.

JFrog News Summary

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: Strong feedback from JFrog’s customer conference led one analysis to identify FROG as a top software-sector pick, suggesting continued confidence in demand for its software supply-chain platform and AI-related growth opportunities. JFrog Stock Emerges as Top Software Pick Following Strong Customer Conference Feedback
• Positive Sentiment: JFrog unveiled “zero-touch remediation,” a capability intended to automatically detect and resolve software-supply-chain vulnerabilities. The offering could strengthen the company’s security and AI positioning and support enterprise demand. JFrog Unveils Zero-Touch Remediation
• Positive Sentiment: JFrog’s latest quarterly results showed 28.7% year-over-year revenue growth and EPS above consensus, while analysts remain broadly positive. The stock’s consensus rating is “Moderate Buy,” with price targets generally above recent trading levels.
• Neutral Sentiment: A JPMorgan Chase case study highlighted the use of JFrog technology to scale secure software delivery, providing enterprise validation for the platform, although it did not represent a new contract or financial forecast. How JPMorgan Chase Scaled Secure Software Delivery
• Negative Sentiment: A report said attackers chained vulnerabilities in JFrog Artifactory to obtain administrative control and plant backdoors. The allegations raise potential concerns about customer security, remediation costs and trust in JFrog’s software-supply-chain products. Attackers Chain JFrog Artifactory Flaws
• Negative Sentiment: JFrog’s CEO, CRO and CTO recently sold shares totaling roughly $9.6 million. The transactions were executed under pre-arranged Rule 10b5-1 plans, limiting their significance, but repeated insider selling can still weigh on investor sentiment. JFrog CRO Stock Sale
• Negative Sentiment: A valuation-focused analysis downgraded JFrog, arguing that the company’s elevated valuation and negative trailing profitability leave the stock vulnerable if bond yields rise. JFrog Valuation at Risk as Yields Rise

Insiders Place Their Bets

In other news, Director Frederic Simon sold 120,000 shares of the business’s stock in a transaction that occurred on Thursday, August 13th. The stock was sold at an average price of $90.86, for a total value of $10,903,200.00. Following the completion of the sale, the director directly owned 2,984,328 shares in the company, valued at approximately $271,156,042.08. The trade was a 3.87% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Shlomi Ben Haim sold 65,999 shares of the company’s stock in a transaction that occurred on Monday, June 29th. The shares were sold at an average price of $90.03, for a total value of $5,941,889.97. Following the sale, the chief executive officer directly owned 4,592,237 shares in the company, valued at approximately $413,439,097.11. This represents a 1.42% 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 have sold a total of 1,010,902 shares of company stock valued at $93,883,131 in the last quarter. Insiders own 11.80% of the company’s stock.

JFrog Price Performance

Shares of FROG stock opened at $87.18 on Friday. The firm has a fifty day moving average of $88.82 and a two-hundred day moving average of $69.84. The firm has a market cap of $10.75 billion, a P/E ratio of -235.62 and a beta of 1.28. JFrog Ltd. has a 1-year low of $34.05 and a 1-year high of $105.76.

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. The business had revenue of $163.77 million for the quarter, compared to analyst estimates of $155.63 million. JFrog had a negative net margin of 7.35% and a negative return on equity of 2.71%. The company’s revenue for the quarter was up 28.7% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.18 EPS. 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, sell-side analysts expect that JFrog Ltd. will post -0.11 EPS for the current year.

JFrog Company Profile

JFrog Ltd. (NASDAQ: FROG) develops a software supply chain platform designed to help organizations manage, secure and automate the delivery of software. Its technology supports developers and operations teams throughout the application lifecycle, from source code and package management through continuous integration, release and deployment.

The company’s product portfolio includes JFrog Artifactory, a universal repository for storing and distributing software packages and artifacts, as well as JFrog Xray, which provides security and compliance analysis for software components.