Key Points
- CEO Shlomi Ben Haim sold 45,700 JFrog shares for approximately $3.9 million at an average price of $85.35, reducing his ownership by 1.02%. The transaction was conducted under a pre-arranged Rule 10b5-1 plan.
- JFrog reported strong quarterly results, with revenue rising 28.7% year over year to $163.77 million and adjusted EPS of $0.27, exceeding analyst expectations. The company also provided fiscal 2026 guidance, while analysts maintain a consensus “Moderate Buy” rating and an average price target of $109.48.
- JFrog shares opened at $88.65, giving the company a market capitalization of about $10.93 billion, but its valuation remains elevated and profitability is still negative. Institutional investors own approximately 85% of the stock.
JFrog Ltd. (NASDAQ:FROG - Get Free Report) CRO Tali Notman sold 18,794 shares of JFrog stock in a transaction that occurred on Tuesday, September 8th. The stock was sold at an average price of $86.98, for a total transaction of $1,634,702.12. Following the transaction, the executive owned 668,678 shares in the company, valued at approximately $58,161,612.44. The trade was a 2.73% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Tali Notman also recently made the following trade(s):
- On Wednesday, September 2nd, Tali Notman sold 19,157 shares of JFrog stock. The shares were sold at an average price of $90.51, for a total transaction of $1,733,900.07.
JFrog Stock Up 1.5%
FROG opened at $88.65 on Friday. The firm has a market capitalization of $10.93 billion, a P/E ratio of -239.59 and a beta of 1.28. The stock has a fifty day moving average of $88.98 and a 200-day moving average of $69.72. 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 issued its quarterly earnings results on Thursday, August 6th. The company reported $0.27 earnings per share for the quarter, beating analysts' consensus estimates of $0.24 by $0.03. The business had revenue of $163.77 million for 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%.JFrog's revenue for the quarter was up 28.7% compared to the same quarter last year. During the same quarter in the previous 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, analysts expect that JFrog Ltd. will post -0.11 earnings per share for the current fiscal year.
Analyst Ratings Changes
A number of equities analysts have recently weighed in on FROG shares. DA Davidson reiterated a "buy" rating and issued a $115.00 target price on shares of JFrog in a report on Friday, September 4th. BTIG Research restated a "buy" rating and set a $115.00 price target on shares of JFrog in a report on Friday, September 4th. Weiss Ratings reaffirmed a "sell (d-)" rating on shares of JFrog in a research report on Friday, July 17th. Canaccord Genuity Group set a $105.00 price objective on shares of JFrog in a research note on Friday, August 7th. Finally, Wall Street Zen downgraded shares of JFrog from a "buy" rating to a "hold" rating in a research report on Sunday, August 23rd. Twenty-one investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $109.48.
Check Out Our Latest Research Report on JFrog
Hedge Funds Weigh In On JFrog
Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Millstone Evans Group LLC raised its position in shares of 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 period. Western Wealth Management LLC bought a new stake in shares of JFrog during the 1st quarter worth $30,000. Bessemer Group Inc. bought a new stake in shares of JFrog during the 1st quarter worth $36,000. Employees Retirement System of Texas acquired a new position in JFrog in the 4th quarter valued at $44,000. Finally, Caitong International Asset Management Co. Ltd grew its stake in JFrog by 12,566.7% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 760 shares of the company's stock valued at $47,000 after buying an additional 754 shares during the last quarter. Institutional investors and hedge funds own 85.02% of the company's stock.
JFrog News Summary
Here are the key news stories impacting JFrog this week:
- Positive Sentiment: JFrog unveiled “zero-touch remediation,” a capability designed to automatically detect and resolve software supply-chain vulnerabilities. The announcement strengthens the company’s security and artificial-intelligence positioning and could support demand for its platform. JFrog Unveils Zero-Touch Remediation for Self-Healing Software Supply Chain
- Positive Sentiment: A JPMorgan Chase case study highlighted how the bank scaled secure software delivery using JFrog’s technology. The customer example provides validation of JFrog’s relevance to large, security-sensitive enterprises and may reinforce its long-term growth opportunity. How JPMorgan Chase Scaled Secure Software Delivery
- Positive Sentiment: JFrog’s latest reported quarter featured revenue growth of 28.7% year over year and earnings above analyst expectations, while its full-year guidance was raised. Analysts remain broadly constructive, with a consensus “Moderate Buy” rating and an average price target above the current trading level.
- Neutral Sentiment: Reported short-interest data showed zero shares short, but the figures appear inconsistent and provide little meaningful insight into current trading pressure.
- Negative Sentiment: CEO Shlomi Ben Haim sold 45,700 shares for approximately $3.9 million, CRO Tali Notman sold 18,794 shares for about $1.6 million, and CTO Yoav Landman sold 45,000 shares for roughly $4.0 million. Each transaction was conducted under a pre-arranged Rule 10b5-1 plan, reducing its signaling value, but the repeated executive selling can still weigh on sentiment. JFrog CTO Sells Stock
- Negative Sentiment: A Seeking Alpha analysis downgraded JFrog, arguing that its elevated valuation is vulnerable to rising bond yields. With the stock trading at a high earnings multiple despite negative trailing profitability, higher interest rates could pressure its valuation. JFrog Valuation at Risk as Yields Rise
About JFrog
(
Get Free Report)
JFrog Ltd. (NASDAQ: FROG) develops a software supply chain platform designed to help organizations manage, secure and automate the delivery of software. Its technology supports developers and operations teams throughout the application lifecycle, from source code and package management through continuous integration, release and deployment.
The company's product portfolio includes JFrog Artifactory, a universal repository for storing and distributing software packages and artifacts, as well as JFrog Xray, which provides security and compliance analysis for software components.
Further Reading
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