Key Points
- Director Frederic Simon sold 25,000 JFrog shares on April 2 at $50.35 under a pre-arranged Rule 10b5-1 trading plan, part of recent insider sales totaling about $5.34 million, leaving him with 3,458,286 shares (a 0.72% reduction).
- JFrog recently beat EPS and revenue estimates (EPS $0.22 vs. $0.19; revenue $145.31M, +25.2% YoY), set FY2026 guidance of $0.880–0.920 EPS, yet the stock is down ~2.8% and trades well below the analyst consensus target of $67.05 amid a majority "Buy" rating.
JFrog Ltd. (NASDAQ:FROG - Get Free Report) Director Frederic Simon sold 25,000 shares of JFrog stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $50.35, for a total value of $1,258,750.00. Following the completion of the sale, the director owned 3,458,286 shares in the company, valued at $174,124,700.10. This represents a 0.72% decrease in their position. The transaction 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.
Frederic Simon also recently made the following trade(s):
- On Wednesday, April 1st, Frederic Simon sold 55,000 shares of JFrog stock. The shares were sold at an average price of $48.34, for a total value of $2,658,700.00.
- 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 value of $420,800.00.
- On Monday, March 2nd, Frederic Simon sold 25,000 shares of JFrog stock. The shares were sold at an average price of $40.18, for a total value of $1,004,500.00.
JFrog Stock Down 2.8%
NASDAQ:FROG opened at $43.24 on Friday. JFrog Ltd. has a 52 week low of $29.50 and a 52 week high of $70.43. The company has a market capitalization of $5.24 billion, a P/E ratio of -69.73 and a beta of 1.14. The stock's fifty day moving average is $45.35 and its two-hundred day moving average is $52.87.
JFrog (NASDAQ:FROG - Get Free Report) last posted its quarterly earnings data on Thursday, February 12th. The company reported $0.22 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.19 by $0.03. The firm had revenue of $145.31 million for the quarter, compared to the consensus estimate of $138.09 million. JFrog had a negative return on equity of 5.74% and a negative net margin of 13.50%.The company's quarterly revenue was up 25.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.19 EPS. JFrog has set its FY 2026 guidance at 0.880-0.920 EPS and its Q1 2026 guidance at 0.200-0.220 EPS. Sell-side analysts anticipate that JFrog Ltd. will post -0.33 earnings per share for the current fiscal year.
Institutional Inflows and Outflows
Several institutional investors and hedge funds have recently bought and sold shares of FROG. Royal Bank of Canada grew its stake in JFrog by 48.4% during the 1st quarter. Royal Bank of Canada now owns 189,148 shares of the company's stock worth $6,053,000 after purchasing an additional 61,685 shares in the last quarter. Cubist Systematic Strategies LLC acquired a new position in JFrog during the 1st quarter worth $205,000. AQR Capital Management LLC acquired a new position in JFrog during the 1st quarter worth $368,000. Integrated Wealth Concepts LLC acquired a new position in JFrog during the 1st quarter worth $203,000. Finally, Goldman Sachs Group Inc. grew its stake in JFrog by 14.7% during the 1st quarter. Goldman Sachs Group Inc. now owns 692,909 shares of the company's stock worth $22,173,000 after purchasing an additional 88,784 shares in the last quarter. 85.02% of the stock is owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In
Several equities research analysts recently issued reports on FROG shares. Evercore set a $80.00 price objective on JFrog in a report on Thursday, February 26th. Guggenheim started coverage on JFrog in a report on Monday, March 16th. They issued a "buy" rating and a $60.00 price objective on the stock. TD Cowen boosted their price objective on JFrog from $75.00 to $80.00 and gave the company a "buy" rating in a report on Friday, February 13th. William Blair reiterated an "outperform" rating on shares of JFrog in a report on Monday, February 23rd. Finally, Morgan Stanley set a $70.00 price objective on JFrog in a report on Monday, February 23rd. Eighteen investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, JFrog has an average rating of "Moderate Buy" and a consensus target price 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.
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