Key Points
- Director Elisa Steele sold 554 JFrog shares for approximately $57,289, reducing her holdings by 2.28% to 23,750 shares. The transaction was made under a pre-arranged Rule 10b5-1 trading plan.
- JFrog exceeded quarterly expectations with adjusted EPS of $0.27 versus $0.24 expected and revenue of $163.77 million, up 28.7% year over year. The company issued third-quarter and full-year 2026 guidance.
- Analyst sentiment remains favorable, with 22 Buy ratings, one Hold and one Sell, producing a “Moderate Buy” consensus and an average price target of $106.36. However, reported exploitation of a critical Artifactory vulnerability could create security and reputational risks.
JFrog Ltd. (NASDAQ:FROG - Get Free Report) Director Elisa Steele sold 554 shares of the company's stock in a transaction dated Friday, August 28th. The stock was sold at an average price of $103.41, for a total transaction of $57,289.14. Following the completion of the sale, the director owned 23,750 shares in the company, valued at $2,455,987.50. This represents a 2.28% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
JFrog Trading Down 8.3%
Shares of JFrog stock opened at $91.78 on Wednesday. The company has a market capitalization of $11.32 billion, a P/E ratio of -248.05 and a beta of 1.27. The stock has a fifty day simple moving average of $88.75 and a 200 day simple moving average of $67.75. JFrog Ltd. has a 12-month low of $34.05 and a 12-month high of $105.76.
JFrog (NASDAQ:FROG - Get Free Report) last posted its earnings results on Thursday, August 6th. The company reported $0.27 EPS for the quarter, topping the consensus estimate of $0.24 by $0.03. The firm had revenue of $163.77 million for the quarter, compared to analysts' expectations of $155.63 million. JFrog had a negative net margin of 7.35% and a negative return on equity of 2.71%. The company's quarterly revenue was up 28.7% compared to the same quarter last year. During the same quarter last year, the firm earned $0.18 EPS. JFrog has set its Q3 2026 guidance at 0.220-0.240 EPS and its FY 2026 guidance at 0.960-1.000 EPS. On average, analysts predict that JFrog Ltd. will post -0.11 EPS for the current year.
Institutional Inflows and Outflows
A number of institutional investors and hedge funds have recently modified their holdings of FROG. Millstone Evans Group LLC lifted its position in JFrog by 242.6% in the first quarter. Millstone Evans Group LLC now owns 603 shares of the company's stock valued at $28,000 after purchasing an additional 427 shares during the last quarter. Western Wealth Management LLC purchased a new position in shares of JFrog in the first quarter worth $30,000. Bessemer Group Inc. purchased a new position in shares of JFrog in the first quarter worth $36,000. Farther Finance Advisors LLC boosted its position in JFrog by 318.7% during the 4th quarter. Farther Finance Advisors LLC now owns 628 shares of the company's stock valued at $39,000 after buying an additional 478 shares during the period. Finally, Employees Retirement System of Texas bought a new stake in JFrog in the 4th quarter worth $44,000. 85.02% of the stock is owned by institutional investors.
Wall Street Analyst Weigh In
FROG has been the subject of a number of recent analyst reports. UBS Group lifted their target price on JFrog from $110.00 to $120.00 and gave the company a "buy" rating in a report on Friday, August 7th. Benchmark lifted their price target on JFrog from $100.00 to $120.00 and gave the stock a "buy" rating in a research note on Friday, August 7th. BTIG Research raised their price objective on JFrog from $100.00 to $115.00 and gave the company a "buy" rating in a report on Friday, August 7th. Piper Sandler boosted their target price on JFrog from $65.00 to $90.00 and gave the stock a "neutral" rating in a research report on Friday, August 7th. Finally, TD Cowen upped their target price on JFrog from $100.00 to $120.00 and gave the stock a "buy" rating in a research note on Friday, August 7th. Twenty-two research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat, JFrog presently has an average rating of "Moderate Buy" and a consensus target price of $106.36.
Get Our Latest Report on FROG
Trending Headlines about JFrog
Here are the key news stories impacting JFrog this week:
- Positive Sentiment: JFrog remains prominent among technology companies approaching potential buy points, reflecting continued investor interest in its artificial intelligence and DevOps software opportunity. Oil Names Mix With AI Stocks On Elite Screen As Three Trade Near Buy Points
- Positive Sentiment: The company’s latest results provide fundamental support: quarterly revenue increased 28.7% year over year to $163.77 million, exceeding expectations, while adjusted earnings also beat consensus. JFrog issued third-quarter and full-year 2026 earnings guidance, and analysts largely maintain Buy or Outperform ratings with a consensus price target above the stock’s recent trading level.
- Positive Sentiment: Institutional ownership remains high at approximately 85%, with several large investors—including California State Teachers’ Retirement System and Wellington Management—recently adding or initiating positions.
- Neutral Sentiment: Director Elisa Steele sold 554 shares for approximately $57,000, reducing her position by 2.28%. The transaction was executed under a pre-arranged Rule 10b5-1 plan, which may lessen its significance as a discretionary signal. Elisa Steele insider profile
- Negative Sentiment: CTO Yoav Landman sold 249,300 shares valued at roughly $25.1 million, following several earlier sales. Although the trade was also made under a 10b5-1 plan and he retained more than 5.2 million shares, the size and repeated nature of the sales can weigh on sentiment.
- Negative Sentiment: A critical vulnerability in JFrog Artifactory was reportedly exploited in the wild, with attackers allegedly using it to create administrative tokens. CISA added the related vulnerability to its Known Exploited Vulnerabilities catalog after reports involving exploitation, raising concerns about customer security, remediation costs and potential reputational damage. Attackers Exploit Critical JFrog Artifactory Flaw Critical JFrog Artifactory Vulnerability Reportedly Exploited in the Wild
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.
See Also
This instant news alert was generated by narrative science technology and financial data from InsiderTrades.com in order to provide readers with the fastest and most accurate reporting. Please send any questions or comments about this story to [email protected].
