Key Points
- Director Frederic Simon sold 55,000 shares of JFrog on April 1 at an average price of $48.34 for $2.66M, leaving him with 3,483,286 shares (a 1.55% reduction); combined with March sales of 35,000 shares, his recent sales total about 90,000 shares.
- JFrog beat Q4 estimates with $0.22 EPS versus $0.19 expected and revenue of $145.3M (up 25.2% YoY), and set FY2026 EPS guidance of $0.880–0.920, but the company still shows a negative net margin (-13.5%) and analysts expect a -0.33 EPS for the current fiscal year.
- Analyst sentiment is broadly positive with a consensus rating of “Moderate Buy”, 18 Buy, 2 Hold and 1 Sell ratings, and an average price target of $67.05.
JFrog Ltd. (NASDAQ:FROG - Get Free Report) Director Frederic Simon sold 55,000 shares of the business's stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $48.34, for a total transaction of $2,658,700.00. Following the sale, the director owned 3,483,286 shares of the company's stock, valued at $168,382,045.24. This represents a 1.55% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink.
Frederic Simon also recently made the following trade(s):
- On Tuesday, March 3rd, Frederic Simon sold 10,000 shares of JFrog stock. The shares were sold at an average price of $42.08, for a total transaction of $420,800.00.
- On Monday, March 2nd, Frederic Simon sold 25,000 shares of JFrog stock. The stock was sold at an average price of $40.18, for a total value of $1,004,500.00.
JFrog Price Performance
FROG opened at $50.61 on Friday. JFrog Ltd. has a 52 week low of $27.00 and a 52 week high of $70.43. The business's 50 day moving average is $46.48 and its two-hundred day moving average is $52.96. The firm has a market cap of $6.13 billion, a price-to-earnings ratio of -81.63 and a beta of 1.14.
JFrog (NASDAQ:FROG - Get Free Report) last announced its earnings results on Thursday, February 12th. The company reported $0.22 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.19 by $0.03. The business had revenue of $145.31 million for the quarter, compared to analyst estimates of $138.09 million. JFrog had a negative net margin of 13.50% and a negative return on equity of 5.74%. The company's revenue for the quarter was up 25.2% compared to the same quarter last year. During the same period last 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. Equities analysts expect that JFrog Ltd. will post -0.33 EPS for the current fiscal year.
Institutional Inflows and Outflows
Several large investors have recently added to or reduced their stakes in the company. Verdence Capital Advisors LLC increased its position in JFrog by 2.7% during the 3rd quarter. Verdence Capital Advisors LLC now owns 9,639 shares of the company's stock worth $481,000 after purchasing an additional 253 shares during the period. Snowden Capital Advisors LLC boosted its stake in shares of JFrog by 1.7% in the second quarter. Snowden Capital Advisors LLC now owns 15,183 shares of the company's stock valued at $666,000 after buying an additional 253 shares in the last quarter. Park Avenue Securities LLC grew its holdings in JFrog by 3.1% during the fourth quarter. Park Avenue Securities LLC now owns 9,362 shares of the company's stock worth $585,000 after acquiring an additional 279 shares during the period. Oppenheimer Asset Management Inc. grew its holdings in JFrog by 2.0% during the fourth quarter. Oppenheimer Asset Management Inc. now owns 15,184 shares of the company's stock worth $948,000 after acquiring an additional 299 shares during the period. Finally, Arizona State Retirement System raised its position in JFrog by 1.3% in the third quarter. Arizona State Retirement System now owns 28,768 shares of the company's stock worth $1,362,000 after acquiring an additional 362 shares in the last quarter. 85.02% of the stock is owned by hedge funds and other institutional investors.
Analyst Ratings Changes
A number of research analysts have commented on FROG shares. Wall Street Zen lowered shares of JFrog from a "buy" rating to a "hold" rating in a research note on Saturday, March 21st. Evercore set a $80.00 price target on JFrog in a report on Thursday, February 26th. TD Cowen boosted their price target on JFrog from $75.00 to $80.00 and gave the company a "buy" rating in a research report on Friday, February 13th. Morgan Stanley set a $70.00 price objective on JFrog in a research note on Monday, February 23rd. Finally, Cantor Fitzgerald reaffirmed an "overweight" rating and set a $80.00 price objective on shares of JFrog in a research report on Wednesday, February 4th. Eighteen equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $67.05.
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JFrog Company Profile
(
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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.
Further Reading
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