Tali Notman Sells 22,854 Shares of JFrog (NASDAQ:FROG) Stock

JFrog Ltd. (NASDAQ:FROG) CRO Tali Notman sold 22,854 shares of the company’s stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $86.54, for a total value of $1,977,785.16. Following the sale, the executive owned 728,644 shares of the company’s stock, valued at approximately $63,056,851.76. The trade was a 3.04% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

JFrog Stock Down 2.5%

FROG stock opened at $84.00 on Friday. The company has a market cap of $10.17 billion, a price-to-earnings ratio of -158.49 and a beta of 1.23. The business has a fifty day simple moving average of $58.41 and a 200-day simple moving average of $56.06. JFrog Ltd. has a 52 week low of $34.05 and a 52 week high of $89.16.

JFrog (NASDAQ:FROG) last released its quarterly earnings data on Thursday, May 7th. The company reported $0.27 EPS for the quarter, topping analysts’ consensus estimates of $0.22 by $0.05. JFrog had a negative return on equity of 4.61% and a negative net margin of 10.93%.The business had revenue of $153.98 million during the quarter, compared to the consensus estimate of $147.45 million. During the same period in the prior year, the firm posted $0.20 EPS. The business’s revenue for the quarter was up 25.8% on a year-over-year basis. JFrog has set its FY 2026 guidance at 0.930-0.970 EPS and its Q2 2026 guidance at 0.230-0.25 EPS. As a group, analysts expect that JFrog Ltd. will post -0.17 earnings per share for the current fiscal year.

Institutional Investors Weigh In On JFrog

Several large investors have recently made changes to their positions in FROG. Royal Bank of Canada increased its stake in shares of JFrog by 48.4% in the first quarter. Royal Bank of Canada now owns 189,148 shares of the company’s stock valued at $6,053,000 after purchasing an additional 61,685 shares during the period. Cubist Systematic Strategies LLC acquired a new stake in shares of JFrog in the first quarter valued at approximately $205,000. AQR Capital Management LLC acquired a new stake in shares of JFrog in the first quarter valued at approximately $368,000. Integrated Wealth Concepts LLC acquired a new stake in shares of JFrog in the first quarter valued at approximately $203,000. Finally, Goldman Sachs Group Inc. increased its stake in shares of JFrog by 14.7% in the first quarter. Goldman Sachs Group Inc. now owns 692,909 shares of the company’s stock valued at $22,173,000 after purchasing an additional 88,784 shares during the period. Institutional investors and hedge funds own 85.02% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have recently commented on FROG shares. Morgan Stanley reaffirmed an “overweight” rating and set a $80.00 price target on shares of JFrog in a research report on Friday, May 8th. UBS Group increased their price target on shares of JFrog from $60.00 to $80.00 and gave the stock a “buy” rating in a research report on Friday, May 8th. Canaccord Genuity Group reduced their price target on shares of JFrog from $75.00 to $66.00 and set a “buy” rating on the stock in a research report on Friday, February 13th. JPMorgan Chase & Co. increased their price target on shares of JFrog from $68.00 to $76.00 and gave the stock an “overweight” rating in a research report on Friday, May 8th. Finally, Wall Street Zen cut shares of JFrog from a “buy” rating to a “hold” rating in a research report on Saturday, March 21st. Eighteen investment 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. Based on data from MarketBeat.com, JFrog presently has a consensus rating of “Moderate Buy” and a consensus target price of $76.63.

Trending Headlines about JFrog

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: JFrog’s recent quarterly results were strong, with EPS of $0.27 beating estimates of $0.22 and revenue of $153.98 million topping expectations. The company also raised guidance, which has helped fuel bullish sentiment around the stock. JFrog leaps on EPS beat and raised guidance
• Positive Sentiment: Analysts remain constructive on JFrog, with multiple price-target increases and a consensus “Moderate Buy” rating, suggesting continued confidence in the company’s growth outlook. 2 Tech stocks getting bullish upgrades ahead of Q1
• Neutral Sentiment: JFrog presented at the Bank of America 2026 Global Technology Conference, keeping the company in focus but without any major new business update. JFrog Ltd. (FROG) Presents at Bank of America 2026 Global Technology Conference Transcript
• Neutral Sentiment: A comparison article pitting JFrog against PTC may have added visibility, but it is not a direct catalyst for the stock. Which Is a Better Investment, JFrog Ltd. or PTC Inc. Stock?
• Negative Sentiment: Several insiders have sold shares in recent days, including CEO Shlomi Ben Haim, CTO Yoav Landman, CFO Eduard Grabscheid, and director Frederic Simon. The company says the sales were tied to 10b5-1 plans or tax withholding, but the cluster of insider selling can still weigh on sentiment. Frederic Simon Sells 120,000 Shares of JFrog (NASDAQ:FROG) Stock

About JFrog

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.