Key Points
- CEO Ben Haim Shlomi sold 71,841 shares on March 2 at an average of $40.15 for about $2.88M, reducing his stake to 4,815,612 shares (a 1.47% decrease).
- Multiple insiders — including the CFO (21,702 shares) and a director (35,000 shares) — also sold shares in early March, a string of material insider sales that may concern investors about insider conviction.
- Operationally, JFrog recently beat estimates with $0.22 EPS and $145.31M revenue (up 25.2% YoY) and set FY26 guidance of $0.880–0.920 EPS; analysts have a consensus rating of “Moderate Buy” with a $67.42 price target.
JFrog Ltd. (NASDAQ:FROG - Get Free Report) CFO Eduard Grabscheid sold 6,063 shares of the business's stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $40.32, for a total transaction of $244,460.16. Following the sale, the chief financial officer directly owned 233,839 shares of the company's stock, valued at $9,428,388.48. This represents a 2.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link.
Eduard Grabscheid also recently made the following trade(s):
- On Monday, March 2nd, Eduard Grabscheid sold 15,639 shares of JFrog stock. The stock was sold at an average price of $40.15, for a total value of $627,905.85.
JFrog Stock Performance
Shares of FROG traded up $2.19 during trading hours on Thursday, hitting $41.38. The stock had a trading volume of 802,507 shares, compared to its average volume of 3,408,535. The company's fifty day simple moving average is $53.51 and its 200 day simple moving average is $53.64. JFrog Ltd. has a 12-month low of $27.00 and a 12-month high of $70.43. The firm has a market cap of $4.95 billion, a P/E ratio of -66.83 and a beta of 1.20.
JFrog (NASDAQ:FROG - Get Free Report) last announced its quarterly earnings results on Thursday, February 12th. The company reported $0.22 EPS for the quarter, topping the consensus estimate of $0.19 by $0.03. The company had revenue of $145.31 million during the quarter, compared to analyst estimates of $138.09 million. JFrog had a negative return on equity of 5.74% and a negative net margin of 13.50%.The firm's revenue was up 25.2% on a year-over-year basis. During the same period in the prior year, the firm posted $0.19 earnings per share. JFrog has set its FY 2026 guidance at 0.880-0.920 EPS and its Q1 2026 guidance at 0.200-0.220 EPS. As a group, sell-side analysts predict that JFrog Ltd. will post -0.33 earnings per share for the current fiscal year.
Trending Headlines about JFrog
Here are the key news stories impacting JFrog this week:
- Positive Sentiment: JFrog beat Q4 estimates and raised FY guidance (EPS and revenue beat; FY26 guidance 0.88–0.92 EPS). This underpins longer‑term growth expectations. Article: JFrog leaps on EPS beat and raised guidance
- Positive Sentiment: Analysts remain constructive: majority of coverage is Buy/Overweight, average price target well above current trading levels — supporting potential upside if execution continues. Article: 2 Tech stocks getting bullish upgrades ahead of Q1
- Neutral Sentiment: Institutional ownership is high (~85%), and recent small institutional buys and rebalances were reported; these moves are not large enough to offset insider sales but indicate continued institutional interest.
- Negative Sentiment: CEO Shlomi Ben Haim sold 71,841 shares (~$40.15 avg), a material transaction by the company’s top executive — likely contributing to near‑term selling pressure. SEC Form 4 - Ben Haim
- Negative Sentiment: CFO Eduard Grabscheid completed two sales (15,639 shares on Mar 2 at ~$40.15 and 6,063 shares on Mar 3 at ~$40.32), reducing his stake by several percent — multiple recent insider sales from finance leadership increase investor concern. SEC Form 4 - Grabscheid
- Negative Sentiment: Director Frederic Simon sold 25,000 shares on Mar 2 and 10,000 on Mar 3 (avg ~$40–$42), adding to the cluster of insider sales this week. SEC Form 4 - Frederic Simon
Hedge Funds Weigh In On JFrog
A number of institutional investors and hedge funds have recently added to or reduced their stakes in FROG. Whale Rock Capital Management LLC grew its stake in shares of JFrog by 82.2% during the fourth quarter. Whale Rock Capital Management LLC now owns 5,297,812 shares of the company's stock valued at $330,901,000 after acquiring an additional 2,389,415 shares in the last quarter. Invesco Ltd. lifted its stake in shares of JFrog by 6,868.3% in the fourth quarter. Invesco Ltd. now owns 2,104,071 shares of the company's stock worth $131,420,000 after acquiring an additional 2,073,876 shares in the last quarter. Anatole Investment Management Ltd purchased a new position in JFrog in the fourth quarter valued at about $86,557,000. Morgan Stanley grew its stake in JFrog by 550.2% during the 4th quarter. Morgan Stanley now owns 1,562,151 shares of the company's stock valued at $97,572,000 after purchasing an additional 1,321,899 shares in the last quarter. Finally, Norges Bank acquired a new stake in JFrog during the 4th quarter valued at approximately $76,427,000. 85.02% of the stock is owned by hedge funds and other institutional investors.
Analyst Ratings Changes
Several equities research analysts have issued reports on the stock. Morgan Stanley set a $70.00 price objective on shares of JFrog in a research note on Monday, February 23rd. Needham & Company LLC upped their price target on shares of JFrog from $55.00 to $70.00 and gave the stock a "buy" rating in a research report on Friday, November 7th. Raymond James Financial reiterated an "outperform" rating and issued a $70.00 price target on shares of JFrog in a report on Thursday, February 26th. Oppenheimer raised JFrog from a "market perform" rating to an "outperform" rating and set a $75.00 price objective on the stock in a research report on Friday, November 7th. Finally, Barclays upped their target price on JFrog from $67.00 to $70.00 and gave the stock an "overweight" rating in a research report on Monday, January 12th. Sixteen equities research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $67.42.
Check Out Our Latest Stock Report on JFrog
About JFrog
(
Get Free Report)
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.
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