Key Points
- JFrog director Barry Zwarenstein sold 1,250 shares for $112,625, reducing his holdings by 4.11% to 29,187 shares. The transaction was conducted under a pre-arranged Rule 10b5-1 trading plan.
- JFrog reported quarterly revenue of $163.77 million, up 28.7% year over year, and adjusted EPS of $0.27, beating analyst estimates of $155.63 million in revenue and $0.24 EPS.
- Analysts remain broadly bullish, with 21 Buy ratings and a consensus price target of $109.95 versus the cited share price of $93.89; Truist recently raised its target to $115.
JFrog Ltd. (NASDAQ:FROG - Get Free Report) Director Barry Zwarenstein sold 1,250 shares of JFrog stock in a transaction on Tuesday, October 20th. The stock was sold at an average price of $90.10, for a total value of $112,625.00. Following the sale, the director owned 29,187 shares of the company's stock, valued at approximately $2,629,748.70. This trade represents a 4.11% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Barry Zwarenstein also recently made the following trade(s):
- On Monday, September 14th, Barry Zwarenstein sold 1,250 shares of JFrog stock. The stock was sold at an average price of $88.38, for a total transaction of $110,475.00.
JFrog Price Performance
Shares of FROG stock opened at $93.89 on Friday. The company has a market capitalization of $11.58 billion, a P/E ratio of -253.75 and a beta of 1.24. The company's 50-day simple moving average is $93.22 and its two-hundred day simple moving average is $80.53. JFrog Ltd. has a one year low of $34.05 and a one year high of $105.76.
JFrog (NASDAQ:FROG - Get Free Report) last issued its earnings results on Thursday, August 6th. The company reported $0.27 EPS for the quarter, topping analysts' consensus estimates of $0.24 by $0.03. JFrog had a negative net margin of 7.35% and a negative return on equity of 2.71%. The business had revenue of $163.77 million for the quarter, compared to analyst estimates of $155.63 million. During the same period last year, the company posted $0.18 earnings per share. The company's quarterly revenue was up 28.7% compared to the same quarter last year. 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 expect that JFrog Ltd. will post -0.11 EPS for the current fiscal year.
Key Stories Impacting JFrog
Here are the key news stories impacting JFrog this week:
- Positive Sentiment: Truist raised its price target to $115 from $110 and maintained a “Buy” rating. The revised target suggests meaningful upside from the recent reference price of $93.89, signaling continued analyst confidence in JFrog’s growth prospects. JFrog price target raised by Truist
- Positive Sentiment: JFrog introduced AI-SEC capabilities aimed at controlling “shadow AI” usage. The offering includes local shadow-AI detection and scanning for customers using their own large-language-model keys, expanding JFrog’s role in securing AI agents, skills, and models from development through production. The launch could strengthen its competitive position in the growing AI-security market, although the announcements did not include financial guidance. JFrog AI-SEC announcement
- Positive Sentiment: New DevGovOps features add signed compliance evidence, repository-level policies, DORA compliance support, and AI-verification policies. These tools are designed to help enterprises meet regulatory requirements without slowing software releases, potentially improving customer adoption and retention. JFrog DevGovOps announcement
- Neutral Sentiment: JFrog shares were cited among cybersecurity stocks that rallied broadly. The move appears to reflect sector-wide interest rather than a JFrog-specific financial catalyst. Cybersecurity stocks article
- Neutral Sentiment: Director Barry Zwarenstein sold 1,250 shares for approximately $112,625. The transaction reduced his holdings by 4.11%, but it was executed under a pre-arranged Rule 10b5-1 plan, making it a limited signal of changing management confidence.
- Neutral Sentiment: An article comparing JFrog with Check Point Software provides sector context but does not identify a new company-specific catalyst. Check Point and JFrog comparison
Analysts Set New Price Targets
A number of equities analysts have recently issued reports on the company. Morgan Stanley set a $100.00 price target on JFrog in a research report on Friday, August 7th. Stifel Nicolaus set a $102.00 price objective on JFrog in a report on Friday, September 4th. Royal Bank Of Canada reaffirmed an "outperform" rating and issued a $118.00 price objective on shares of JFrog in a research note on Thursday, September 3rd. Benchmark increased their target price on shares of JFrog from $100.00 to $120.00 and gave the stock a "buy" rating in a report on Friday, August 7th. Finally, Truist Financial increased their target price on shares of JFrog from $110.00 to $115.00 and gave the stock a "buy" rating in a report on Wednesday. Twenty-one analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $109.95.
Read Our Latest Stock Analysis on JFrog
Institutional Trading of JFrog
A number of hedge funds have recently bought and sold shares of FROG. Millstone Evans Group LLC boosted its position in JFrog by 242.6% during the 1st quarter. Millstone Evans Group LLC now owns 603 shares of the company's stock valued at $28,000 after acquiring an additional 427 shares in the last quarter. Western Wealth Management LLC purchased a new position in shares of JFrog in the 1st quarter valued at $30,000. Bessemer Group Inc. bought a new position in shares of JFrog in the 1st quarter worth $36,000. Caitong International Asset Management Co. Ltd raised its position in shares of JFrog by 12,566.7% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 760 shares of the company's stock worth $47,000 after acquiring an additional 754 shares in the last quarter. Finally, Allworth Financial LP raised its position in shares of JFrog by 83.1% in the 2nd quarter. Allworth Financial LP now owns 648 shares of the company's stock worth $59,000 after acquiring an additional 294 shares in the last quarter. Hedge funds and other institutional investors own 85.02% of the company's stock.
JFrog Company Profile
(
Get Free Report)
JFrog Ltd. is a software company that provides a platform for managing, securing and distributing software packages and releases throughout the application development lifecycle. Its technology is designed to help organizations move software reliably from development through production across cloud, on-premises and hybrid environments.
The company's products include JFrog Artifactory, a repository for storing and managing software packages and container images; JFrog Xray, which provides security and compliance analysis for software components; and tools for continuous integration, continuous delivery, software distribution and release management.
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