Key Points
- Director Frederic Simon sold 120,000 JFrog shares for approximately $11.2 million at an average price of $93.21, reducing his stake by 4.02% to 2.86 million shares. The transaction was conducted under a pre-arranged Rule 10b5-1 trading plan.
- JFrog recently exceeded quarterly earnings and revenue expectations, reporting $0.27 EPS and $163.77 million in revenue, up 28.7% year over year. Analysts remain broadly bullish, with a “Moderate Buy” consensus and an average price target of $106.36.
- JFrog faces both growth opportunities and risks: partnerships and products focused on AI-era software supply-chain security could expand its market, while reports of a critical Artifactory vulnerability and additional insider selling may weigh on investor sentiment.
JFrog Ltd. (NASDAQ:FROG - Get Free Report) Director Frederic Simon sold 120,000 shares of the stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $93.21, for a total transaction of $11,185,200.00. Following the transaction, the director owned 2,864,328 shares in the company, valued at approximately $266,984,012.88. The trade was a 4.02% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Frederic Simon also recently made the following trade(s):
- On Thursday, August 13th, Frederic Simon sold 120,000 shares of JFrog stock. The shares were sold at an average price of $90.86, for a total transaction of $10,903,200.00.
JFrog Stock Performance
NASDAQ:FROG opened at $90.61 on Friday. The firm has a 50-day simple moving average of $89.29 and a 200-day simple moving average of $68.29. JFrog Ltd. has a one year low of $34.05 and a one year high of $105.76. The firm has a market cap of $11.17 billion, a P/E ratio of -244.89 and a beta of 1.28.
JFrog (NASDAQ:FROG - Get Free Report) last issued its quarterly earnings data on Thursday, August 6th. The company reported $0.27 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.24 by $0.03. The company had revenue of $163.77 million for the quarter, compared to analyst estimates of $155.63 million. JFrog had a negative net margin of 7.35% and a negative return on equity of 2.71%. JFrog's revenue was up 28.7% compared to the same quarter last year. During the same period last year, the company posted $0.18 earnings per share. 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, research analysts predict that JFrog Ltd. will post -0.11 EPS for the current fiscal year.
Institutional Trading of JFrog
Hedge funds and other institutional investors have recently made changes to their positions in the business. UBS Group AG increased its holdings in shares of JFrog by 293.8% in the fourth quarter. UBS Group AG now owns 296,419 shares of the company's stock valued at $18,514,000 after purchasing an additional 221,155 shares during the period. Summit Partners Public Asset Management LLC lifted its holdings in shares of JFrog by 77.8% during the fourth quarter. Summit Partners Public Asset Management LLC now owns 1,587,525 shares of the company's stock worth $99,157,000 after purchasing an additional 694,700 shares during the period. Dana Investment Advisors Inc. acquired a new stake in shares of JFrog during the fourth quarter worth about $2,013,000. American Capital Management Inc. purchased a new stake in JFrog in the second quarter valued at approximately $1,225,000. Finally, Robeco Schweiz AG purchased a new stake in JFrog in the fourth quarter valued at approximately $11,293,000. Hedge funds and other institutional investors own 85.02% of the company's stock.
Key JFrog News
Here are the key news stories impacting JFrog this week:
- Positive Sentiment: TD Cowen, RBC and Needham reaffirmed bullish ratings on JFrog and assigned price targets of $120, $118 and $115, respectively, implying substantial upside from recent trading levels. The endorsements reinforce Wall Street’s confidence in JFrog’s DevOps, software-supply-chain and artificial-intelligence opportunity.
- Positive Sentiment: JFrog announced a partnership with Wiz focused on securing AI-era software supply chains. The company also highlighted zero-touch remediation, continuous compliance and security for agentic workforces, potentially expanding its addressable market and strengthening its platform’s strategic value. JFrog Wiz partnership announcement JFrog zero-touch remediation announcement
- Neutral Sentiment: Director Frederic Simon sold 120,000 shares worth approximately $11.2 million under a pre-arranged Rule 10b5-1 plan, while CEO Shlomi Ben Haim sold about $3.4 million of shares to cover tax withholding on vested equity. Both executives retained substantial holdings, reducing the significance of the sales as discretionary bearish signals. JFrog insider transaction filings
- Negative Sentiment: Security researchers reported that attackers are exploiting a critical JFrog Artifactory flaw to forge administrative tokens and potentially gain elevated control. The reports may prompt urgent customer patching, increase scrutiny of JFrog’s security practices and create potential liability or retention risks. Hackers exploit JFrog Artifactory flaw
- Negative Sentiment: Additional insider-selling reports, including a roughly $25.1 million sale by CTO Yoav Landman and a smaller director transaction, could weigh on sentiment, although pre-arranged trading plans and tax-related sales limit their predictive value.
Analyst Ratings Changes
FROG has been the subject of several recent research reports. JPMorgan Chase & Co. boosted their price target on JFrog from $100.00 to $115.00 and gave the stock an "overweight" rating in a research report on Friday, August 7th. Guggenheim raised their price objective on JFrog from $105.00 to $115.00 and gave the company a "buy" rating in a research report on Friday, August 7th. Barclays reiterated an "overweight" rating and issued a $110.00 target price on shares of JFrog in a research note on Friday, August 7th. Canaccord Genuity Group set a $105.00 target price on shares of JFrog in a report on Friday, August 7th. Finally, Raymond James Financial set a $120.00 price target on shares of JFrog in a research report on Friday, August 7th. Twenty-two analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $106.36.
Read Our Latest Research Report on FROG
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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