JFrog Ltd. (NASDAQ:FROG - Get Free Report) Director Barry Zwarenstein sold 1,250 shares of the business's stock in a transaction that occurred on Thursday, July 23rd. The stock was sold at an average price of $80.10, for a total value of $100,125.00. Following the completion of the transaction, the director directly owned 31,687 shares in the company, valued at approximately $2,538,128.70. This represents a 3.80% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Barry Zwarenstein also recently made the following trade(s):
- On Monday, June 8th, Barry Zwarenstein sold 1,250 shares of JFrog stock. The stock was sold at an average price of $84.35, for a total value of $105,437.50.
JFrog Price Performance
Shares of FROG opened at $76.43 on Wednesday. JFrog Ltd. has a 1 year low of $34.05 and a 1 year high of $99.22. The company has a 50 day simple moving average of $83.80 and a two-hundred day simple moving average of $61.79. The firm has a market cap of $9.26 billion, a P/E ratio of -144.21 and a beta of 1.20.
JFrog (NASDAQ:FROG - Get Free Report) last released its quarterly earnings data on Thursday, May 7th. The company reported $0.27 earnings per share (EPS) for the quarter, beating the consensus estimate 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 analysts' expectations of $147.45 million. During the same quarter last year, the business posted $0.20 earnings per share. The company's revenue for the quarter was up 25.8% compared to the same quarter last year. 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 anticipate that JFrog Ltd. will post -0.15 earnings per share for the current year.
Key Headlines Impacting JFrog
Here are the key news stories impacting JFrog this week:
- Positive Sentiment: BTIG raised its JFrog price target from $80 to $100 and reiterated a “Buy” rating, implying substantial upside from recent trading levels. JPMorgan also lifted its target to $100 and maintained an “Overweight” rating. These actions reflect confidence in JFrog’s growth prospects and execution. Benzinga
- Positive Sentiment: Recent operating trends remain strong: first-quarter revenue grew approximately 26% year over year, cloud revenue increased 50%, and net dollar retention improved. Analysts cited JFrog’s AI-related momentum and expanding software-supply-chain platform opportunity as reasons for continued investor interest. JFrog Overcomes AI Challenges and Gains Momentum
- Neutral Sentiment: JFrog will present at the KeyBanc and Canaccord Genuity investor conferences during the third quarter of 2026. The events could provide updates on demand, AI adoption, and guidance, but they do not represent a new financial disclosure. JFrog to Present at Upcoming Investor Conferences
- Negative Sentiment: The primary pressure appears valuation-related. Following a sharp rally, Morgan Stanley moved JFrog to an “Equal-Weight” stance, arguing that the share price had outpaced near-term upside. Investors may also be reducing risk ahead of the August 6 earnings report. JFrog slides as valuation concerns outweigh recent strong execution
- Negative Sentiment: Reports that attackers exploited an Artifactory zero-day involving OpenAI models may create reputational and cybersecurity concerns, although the report does not indicate a new financial impact for JFrog. In addition, several executives and directors have recently sold shares under pre-arranged Rule 10b5-1 plans, adding to cautious sentiment. JFrog Artifactory Zero-Day Report
Institutional Investors Weigh In On JFrog
A number of hedge funds have recently bought and sold shares of FROG. First Trust Advisors LP lifted 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 purchasing an additional 3,358,422 shares during the last quarter. Wasatch Advisors LP increased its holdings in shares of JFrog by 187.4% in the 1st quarter. Wasatch Advisors LP now owns 4,156,033 shares of the company's stock worth $195,043,000 after buying an additional 2,710,167 shares during the last quarter. Whale Rock Capital Management LLC raised its position in shares of JFrog by 82.2% during the 4th quarter. Whale Rock Capital Management LLC now owns 5,297,812 shares of the company's stock valued at $330,901,000 after buying an additional 2,389,415 shares in the last quarter. Invesco Ltd. raised its position in shares of JFrog by 6,868.3% during the 4th quarter. Invesco Ltd. now owns 2,104,071 shares of the company's stock valued at $131,420,000 after buying an additional 2,073,876 shares in the last quarter. Finally, Swedbank AB purchased a new stake in shares of JFrog during the 1st quarter valued at about $78,872,000. Hedge funds and other institutional investors own 85.02% of the company's stock.
Wall Street Analysts Forecast Growth
Several analysts have commented on the stock. Oppenheimer reiterated an "outperform" rating and issued a $105.00 price target on shares of JFrog in a research note on Wednesday, July 22nd. Truist Financial raised their price objective on JFrog from $80.00 to $105.00 and gave the company a "buy" rating in a research report on Thursday, July 9th. Needham & Company LLC lifted their target price on JFrog from $70.00 to $80.00 and gave the stock a "buy" rating in a report on Friday, May 8th. Benchmark initiated coverage on JFrog in a research report on Thursday, June 25th. They issued a "buy" rating and a $100.00 target price on the stock. Finally, Cantor Fitzgerald reissued an "overweight" rating on shares of JFrog in a research note on Monday, June 15th. Twenty-one investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $88.86.
View Our Latest Analysis 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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