JFrog Ltd. (NASDAQ:FROG) Sees Large Increase in Short Interest

JFrog Ltd. (NASDAQ:FROG) was the recipient of a large increase in short interest during the month of February. As of February 13th, there was short interest totaling 5,447,063 shares, an increase of 59.0% from the January 29th total of 3,426,245 shares. Based on an average daily volume of 4,008,845 shares, the short-interest ratio is currently 1.4 days. Currently, 5.3% of the shares of the stock are sold short. Currently, 5.3% of the shares of the stock are sold short. Based on an average daily volume of 4,008,845 shares, the short-interest ratio is currently 1.4 days.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on the company. TD Cowen increased their target price on JFrog from $75.00 to $80.00 and gave the stock a “buy” rating in a research report on Friday, February 13th. William Blair reissued an “outperform” rating on shares of JFrog in a research report on Monday, February 23rd. Raymond James Financial reaffirmed an “outperform” rating and set a $70.00 target price on shares of JFrog in a report on Thursday. Needham & Company LLC increased their target price on shares of JFrog from $55.00 to $70.00 and gave the company a “buy” rating in a research report on Friday, November 7th. Finally, Morgan Stanley set a $70.00 price target on shares of JFrog in a research report on Monday, February 23rd. Sixteen investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, JFrog presently has an average rating of “Moderate Buy” and a consensus price target of $67.42.

Insider Activity

In related news, CEO Ben Haim Shlomi sold 25,000 shares of the firm’s stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $51.92, for a total transaction of $1,298,000.00. Following the completion of the transaction, the chief executive officer directly owned 4,741,893 shares in the company, valued at $246,199,084.56. This trade represents a 0.52% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CTO Yoav Landman sold 45,000 shares of the company’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $57.71, for a total transaction of $2,596,950.00. Following the sale, the chief technology officer owned 5,868,641 shares in the company, valued at $338,679,272.11. The trade was a 0.76% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 327,814 shares of company stock valued at $20,028,460 in the last three months. Company insiders own 14.10% of the company’s stock.

Institutional Trading of JFrog

Hedge funds have recently added to or reduced their stakes in the company. Whale Rock Capital Management LLC grew its stake in JFrog by 82.2% during the fourth quarter. Whale Rock Capital Management LLC now owns 5,297,812 shares of the company’s stock worth $330,901,000 after buying an additional 2,389,415 shares in the last quarter. Invesco Ltd. boosted its holdings in JFrog by 6,868.3% in the fourth quarter. Invesco Ltd. now owns 2,104,071 shares of the company’s stock valued at $131,420,000 after acquiring an additional 2,073,876 shares during the last quarter. Anatole Investment Management Ltd bought a new position in JFrog during the fourth quarter worth $86,557,000. Morgan Stanley raised its position in shares of JFrog by 550.2% in the 4th quarter. Morgan Stanley now owns 1,562,151 shares of the company’s stock worth $97,572,000 after acquiring an additional 1,321,899 shares in the last quarter. Finally, Norges Bank bought a new stake in shares of JFrog during the 4th quarter valued at about $76,427,000. 85.02% of the stock is owned by institutional investors and hedge funds.

JFrog Price Performance

Shares of FROG stock traded down $1.41 during trading hours on Friday, reaching $40.15. 4,849,200 shares of the company were exchanged, compared to its average volume of 4,686,102. The company has a market cap of $4.80 billion, a price-to-earnings ratio of -64.76 and a beta of 1.13. The stock’s fifty day moving average is $55.08 and its two-hundred day moving average is $53.69. JFrog has a fifty-two week low of $27.00 and a fifty-two week high of $70.43.

JFrog (NASDAQ:FROG) last issued its earnings results on Thursday, February 12th. The company reported $0.22 EPS for the quarter, beating the consensus estimate of $0.19 by $0.03. JFrog had a negative net margin of 13.50% and a negative return on equity of 5.74%. The firm had revenue of $145.31 million during the quarter, compared to the consensus estimate of $138.09 million. During the same quarter in the prior year, the firm earned $0.19 earnings per share. The business’s quarterly revenue was up 25.2% on a year-over-year basis. JFrog has set its FY 2026 guidance at 0.880-0.920 EPS and its Q1 2026 guidance at 0.200-0.220 EPS. On average, research analysts anticipate that JFrog will post -0.33 earnings per share for the current year.

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.