Key Points
- JFrog CEO Ben Haim Shlomi sold 43,056 shares on June 2 at an average price of $86.54, generating about $3.73 million. The filing says the sale was made to cover tax withholding obligations tied to vesting equity awards.
- The CEO has been actively trimming his stake in recent weeks, with several additional sales reported in May, April, and March. The latest transaction reduced his ownership by about 0.90%.
- JFrog’s business performance has been strong, with the company recently beating earnings and revenue estimates and raising guidance. Analysts remain generally positive, with a consensus rating of “Moderate Buy” and a price target around $76.63.
JFrog Ltd. (NASDAQ:FROG - Get Free Report) CFO Eduard Grabscheid sold 5,654 shares of the stock in a transaction dated Wednesday, June 3rd. The stock was sold at an average price of $84.69, for a total transaction of $478,837.26. Following the completion of the sale, the chief financial officer directly owned 209,658 shares in the company, valued at approximately $17,755,936.02. The trade was a 2.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards.
Eduard Grabscheid also recently made the following trade(s):
- On Tuesday, June 2nd, Eduard Grabscheid sold 9,484 shares of JFrog stock. The stock was sold at an average price of $86.54, for a total transaction of $820,745.36.
JFrog Trading Up 2.8%
Shares of JFrog stock opened at $86.20 on Friday. JFrog Ltd. has a 12-month low of $34.05 and a 12-month high of $89.16. The company has a market cap of $10.44 billion, a price-to-earnings ratio of -162.63 and a beta of 1.23. The company's 50-day moving average price is $57.68 and its 200-day moving average price is $55.86.
JFrog (NASDAQ:FROG - Get Free Report) last announced its quarterly earnings results on Thursday, May 7th. The company reported $0.27 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.22 by $0.05. JFrog had a negative net margin of 10.93% and a negative return on equity of 4.61%. The firm had revenue of $153.98 million for the quarter, compared to the consensus estimate of $147.45 million. During the same period in the prior year, the firm posted $0.20 earnings per share. The company's revenue for the quarter was up 25.8% on a year-over-year basis. JFrog has set its FY 2026 guidance at 0.930-0.970 EPS and its Q2 2026 guidance at 0.230-0.25 EPS. On average, sell-side analysts predict that JFrog Ltd. will post -0.17 earnings per share for the current year.
Institutional Inflows and Outflows
A number of institutional investors and hedge funds have recently bought and sold shares of FROG. First Trust Advisors LP grew 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 acquiring an additional 3,358,422 shares during the last quarter. Wasatch Advisors LP grew its position in JFrog by 187.4% during the first quarter. Wasatch Advisors LP now owns 4,156,033 shares of the company's stock valued at $195,043,000 after acquiring an additional 2,710,167 shares during the last quarter. Whale Rock Capital Management LLC grew its position in 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 during the last quarter. Invesco Ltd. grew its position in JFrog by 6,868.3% during the fourth quarter. Invesco Ltd. now owns 2,104,071 shares of the company's stock valued at $131,420,000 after acquiring an additional 2,073,876 shares during the last quarter. Finally, Swedbank AB bought a new position in JFrog during the first quarter valued at approximately $78,872,000. 85.02% of the stock is currently owned by institutional investors.
Trending Headlines about JFrog
Here are the key news stories impacting JFrog this week:
- Positive Sentiment: JFrog’s latest quarterly results beat expectations, with EPS of $0.27 versus $0.22 expected and revenue of $153.98 million above estimates. The company also raised guidance, which supports the stock’s recent strength. JFrog leaps on EPS beat and raised guidance
- Positive Sentiment: Analysts remain constructive, with several firms lifting price targets and the consensus view still at “Moderate Buy,” suggesting expectations for continued growth. 2 Tech stocks getting bullish upgrades ahead of Q1
- Neutral Sentiment: JFrog presented at the Bank of America 2026 Global Technology Conference, which may have helped keep the company in focus, but no major new business update was reported. JFrog Ltd. (FROG) Presents at Bank of America 2026 Global Technology Conference Transcript
- Neutral Sentiment: Articles comparing JFrog with peers like PTC and Trimble may be drawing investor attention, but they are not direct catalysts for the stock. Which Is a Better Investment, JFrog Ltd. or PTC Inc. Stock?
- Negative Sentiment: Several insiders, including CEO Shlomi Ben Haim, CTO Yoav Landman, CFO Eduard Grabscheid, and director Frederic Simon, sold shares in recent days. While the filings say the sales were tied to tax withholding or 10b5-1 plans, the cluster of insider selling can weigh on sentiment. Frederic Simon Sells 120,000 Shares of JFrog (NASDAQ:FROG) Stock
Analyst Ratings Changes
A number of equities research analysts have recently issued reports on FROG shares. UBS Group increased their price target on shares of JFrog from $60.00 to $80.00 and gave the stock a "buy" rating in a report on Friday, May 8th. Evercore set a $80.00 price objective on shares of JFrog in a research report on Thursday, February 26th. Barclays upped their price objective on shares of JFrog from $70.00 to $75.00 and gave the stock an "overweight" rating in a research report on Monday, May 11th. Needham & Company LLC upped their price objective on shares of JFrog from $70.00 to $80.00 and gave the stock a "buy" rating in a research report on Friday, May 8th. Finally, Guggenheim upped their price objective on shares of JFrog from $60.00 to $80.00 and gave the stock a "buy" rating in a research report on Friday, May 8th. Eighteen analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $76.63.
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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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