Key Points
- JFrog CRO Tali Notman sold 19,157 shares for approximately $1.73 million at an average price of $90.51. The sale covered tax-withholding obligations tied to vested equity awards, leaving her with 687,472 shares.
- JFrog reported strong quarterly results, with revenue up 28.7% year over year to $163.77 million and EPS of $0.27, beating estimates. The company guided to $0.96–$1.00 in full-year 2026 EPS, though it remains unprofitable on a GAAP basis.
- Wall Street remains broadly positive, with 22 Buy ratings and a consensus target price of $107.14. However, a reported Artifactory security flaw and broader insider selling could weigh on investor sentiment.
JFrog Ltd. (NASDAQ:FROG - Get Free Report) CFO Eduard Grabscheid sold 8,436 shares of the company's stock in a transaction that occurred on Thursday, September 3rd. The shares were sold at an average price of $91.60, for a total transaction of $772,737.60. Following the completion of the transaction, the chief financial officer owned 192,060 shares in the company, valued at approximately $17,592,696. This represents a 4.21% decrease in their position. The transaction was disclosed in a document filed 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 Wednesday, September 2nd, Eduard Grabscheid sold 8,780 shares of JFrog stock. The shares were sold at an average price of $90.51, for a total transaction of $794,677.80.
JFrog Trading Down 3.3%
NASDAQ FROG opened at $87.60 on Friday. JFrog Ltd. has a 1 year low of $34.05 and a 1 year high of $105.76. The company has a fifty day simple moving average of $89.29 and a 200 day simple moving average of $68.43. The company has a market cap of $10.80 billion, a P/E ratio of -236.75 and a beta of 1.28.
JFrog (NASDAQ:FROG - Get Free Report) last announced its earnings results on Thursday, August 6th. The company reported $0.27 earnings per share for the quarter, beating the consensus estimate of $0.24 by $0.03. The firm had revenue of $163.77 million during the quarter, compared to the consensus estimate of $155.63 million. JFrog had a negative return on equity of 2.71% and a negative net margin of 7.35%.The firm's revenue for the quarter was up 28.7% compared to the same quarter last year. During the same quarter in the prior year, the company 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. Equities research analysts forecast that JFrog Ltd. will post -0.11 EPS for the current fiscal year.
JFrog News Summary
Here are the key news stories impacting JFrog this week:
- Positive Sentiment: Analysts remain bullish. DA Davidson and BTIG Research reaffirmed “buy” ratings with $115 price targets, while TD Cowen set a $120 target and RBC maintained an “outperform” rating with a $118 target. These targets imply substantial upside and reflect continued confidence in JFrog’s software-supply-chain and AI opportunity. Analyst rating report
- Positive Sentiment: JFrog highlighted products and partnerships aimed at securing AI-era software development, including zero-touch remediation, continuous compliance and security for agentic workforces. The initiatives could expand the company’s addressable market and reinforce its strategic importance to enterprise customers. JFrog zero-touch remediation announcement
- Neutral Sentiment: Recent quarterly results were strong, with revenue rising 28.7% year over year to $163.8 million and adjusted EPS of $0.27 beating estimates. However, the company remains unprofitable on a GAAP basis, making execution against its full-year guidance of $0.96–$1.00 EPS important for valuation.
- Negative Sentiment: Security researchers reported that attackers are exploiting a critical JFrog Artifactory flaw to forge administrative tokens. The issue could lead to urgent customer patching, increased scrutiny of JFrog’s security controls and potential reputational or retention risks. JFrog Artifactory security vulnerability report
- Negative Sentiment: Executives and directors reported substantial selling, including CEO Shlomi Ben Haim, CFO Eduard Grabscheid, CRO Tali Notman and director Frederic Simon. Most transactions were conducted under Rule 10b5-1 plans or to cover taxes on vested equity, limiting their value as bearish signals, but the volume may still pressure investor sentiment.
Analyst Ratings Changes
FROG has been the subject of a number of research analyst reports. KeyCorp upped their price objective on shares of JFrog from $89.00 to $114.00 and gave the company an "overweight" rating in a research report on Friday, August 7th. Guggenheim boosted their price target on JFrog from $105.00 to $115.00 and gave the company a "buy" rating in a research note on Friday, August 7th. Stifel Nicolaus set a $102.00 price objective on JFrog in a report on Friday. Royal Bank Of Canada restated an "outperform" rating and issued a $118.00 target price on shares of JFrog in a research note on Thursday. Finally, Piper Sandler raised 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. Twenty-two equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, JFrog has a consensus rating of "Moderate Buy" and an average target price of $107.14.
Read Our Latest Analysis on JFrog
Institutional Inflows and Outflows
Several hedge funds have recently bought and sold shares of FROG. Millstone Evans Group LLC boosted its stake in shares of JFrog by 242.6% in the 1st quarter. Millstone Evans Group LLC now owns 603 shares of the company's stock valued at $28,000 after purchasing an additional 427 shares in the last quarter. Western Wealth Management LLC bought a new position in JFrog during the 1st quarter valued at about $30,000. Bessemer Group Inc. bought a new position in JFrog during the 1st quarter valued at about $36,000. Farther Finance Advisors LLC boosted its position in JFrog by 318.7% in the fourth quarter. Farther Finance Advisors LLC now owns 628 shares of the company's stock valued at $39,000 after buying an additional 478 shares in the last quarter. Finally, Employees Retirement System of Texas acquired a new position in JFrog in the fourth quarter valued at about $44,000. 85.02% of the stock is currently owned by institutional investors and hedge funds.
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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