Roubaix Capital LLC Takes Position in JFrog Ltd. $FROG

Roubaix Capital LLC bought a new stake in JFrog Ltd. (NASDAQ:FROG) in the 1st quarter, Holdings Channel.com reports. The firm bought 95,944 shares of the company’s stock, valued at approximately $4,503,000. JFrog accounts for about 2.1% of Roubaix Capital LLC’s portfolio, making the stock its 26th largest position.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Millstone Evans Group LLC grew its holdings in JFrog by 242.6% during the first quarter. Millstone Evans Group LLC now owns 603 shares of the company’s stock worth $28,000 after purchasing an additional 427 shares during the period. Blue Trust Inc. bought a new stake in JFrog in the fourth quarter valued at approximately $30,000. Bessemer Group Inc. bought a new stake in JFrog in the first quarter valued at approximately $36,000. Farther Finance Advisors LLC lifted its position in shares of 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 during the last quarter. Finally, Employees Retirement System of Texas acquired a new stake in shares of JFrog in the fourth quarter valued at approximately $44,000. Institutional investors own 85.02% of the company’s stock.

Insider Buying and Selling at JFrog

In other JFrog news, Director Frederic Simon sold 120,000 shares of the company’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $85.84, for a total value of $10,300,800.00. Following the transaction, the director directly owned 3,224,328 shares of the company’s stock, valued at $276,776,315.52. This represents a 3.59% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ben Haim Shlomi sold 93,072 shares of the stock in a transaction on Monday, June 8th. The stock was sold at an average price of $84.60, for a total value of $7,873,891.20. Following the transaction, the chief executive officer owned 4,658,236 shares in the company, valued at $394,086,765.60. The trade was a 1.96% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 917,399 shares of company stock valued at $73,629,102 in the last ninety days. 11.80% of the stock is currently owned by corporate insiders.

JFrog Stock Up 2.3%

Shares of NASDAQ:FROG opened at $88.54 on Friday. JFrog Ltd. has a 12-month low of $34.05 and a 12-month high of $99.22. The business has a 50 day moving average of $81.70 and a 200-day moving average of $60.81. The stock has a market cap of $10.72 billion, a PE ratio of -167.06 and a beta of 1.20.

JFrog (NASDAQ:FROG) last announced its earnings results on Thursday, May 7th. The company reported $0.27 earnings per share for the quarter, topping analysts’ consensus estimates of $0.22 by $0.05. The company had revenue of $153.98 million for the quarter, compared to analyst estimates of $147.45 million. JFrog had a negative return on equity of 4.61% and a negative net margin of 10.93%.The firm’s quarterly revenue was up 25.8% compared to the same quarter last year. During the same quarter last year, the company earned $0.20 earnings per share. JFrog has set its FY 2026 guidance at 0.930-0.970 EPS and its Q2 2026 guidance at 0.230-0.25 EPS. Equities research analysts expect that JFrog Ltd. will post -0.15 earnings per share for the current year.

Analysts Set New Price Targets

A number of research analysts recently weighed in on the company. Barclays boosted their target price on JFrog from $75.00 to $88.00 and gave the stock an “overweight” rating in a report on Wednesday, June 10th. UBS Group raised their price target on JFrog from $92.00 to $110.00 and gave the company a “buy” rating in a report on Thursday, July 2nd. Bank of America lifted their price objective on shares of JFrog from $85.00 to $100.00 and gave the stock a “buy” rating in a research report on Monday, June 8th. Cantor Fitzgerald reiterated an “overweight” rating on shares of JFrog in a report on Monday, June 15th. Finally, BTIG Research upped their price objective on shares of JFrog from $60.00 to $80.00 and gave the company a “buy” rating in a report on Friday, May 8th. Twenty-one analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $84.86.

JFrog Profile

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.