JFrog (NASDAQ:FROG) CEO Ben Haim Shlomi Sells 45,700 Shares

JFrog Ltd. (NASDAQ:FROG) CEO Shlomi Ben Haim sold 45,700 shares of the company’s stock in a transaction that occurred on Tuesday, September 8th. The stock was sold at an average price of $85.35, for a total transaction of $3,900,495.00. Following the transaction, the chief executive officer directly owned 4,449,305 shares of the company’s stock, valued at $379,748,181.75. This trade represents a 1.02% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Ben Haim Shlomi also recently made the following trade(s):

• On Wednesday, September 2nd, Shlomi Ben Haim sold 37,232 shares of JFrog stock. The shares were sold at an average price of $90.51, for a total transaction of $3,369,868.32.
• On Friday, August 7th, Shlomi Ben Haim sold 15,000 shares of JFrog stock. The shares were sold at an average price of $91.00, for a total transaction of $1,365,000.00.
• On Wednesday, July 8th, Shlomi Ben Haim sold 15,000 shares of JFrog stock. The shares were sold at an average price of $94.37, for a total transaction of $1,415,550.00.
• On Monday, June 29th, Shlomi Ben Haim sold 65,999 shares of JFrog stock. The stock was sold at an average price of $90.03, for a total value of $5,941,889.97.

JFrog Trading Up 1.5%

Shares of 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’s fifty day simple moving average is $88.98 and its 200 day simple moving average is $69.72. JFrog Ltd. has a twelve month low of $34.05 and a twelve month high of $105.76.

JFrog (NASDAQ:FROG) last issued its 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 firm had revenue of $163.77 million for the quarter, compared to analysts’ expectations of $155.63 million. JFrog had a negative return on equity of 2.71% and a negative net margin of 7.35%.The firm’s revenue for the quarter was up 28.7% compared to the same quarter last year. During the same quarter last year, the firm earned $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. Sell-side analysts predict that JFrog Ltd. will post -0.11 earnings per share for the current year.

Analysts Set New Price Targets

Several research analysts recently commented on FROG shares. KeyCorp raised their price target on shares of JFrog from $89.00 to $114.00 and gave the company an “overweight” rating in a report on Friday, August 7th. Guggenheim boosted their price objective on shares of JFrog from $105.00 to $115.00 and gave the stock a “buy” rating in a research note on Friday, August 7th. Piper Sandler increased their price objective on shares of JFrog from $65.00 to $90.00 and gave the stock a “neutral” rating in a research report on Friday, August 7th. Truist Financial raised their target price on shares of JFrog from $105.00 to $110.00 and gave the company a “buy” rating in a research note on Friday, August 7th. Finally, TD Cowen restated a “buy” rating and set a $120.00 target price on shares of JFrog in a report on Thursday, September 3rd. Twenty-one equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, JFrog currently has an average rating of “Moderate Buy” and an average target price of $109.48.

Key JFrog News

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

Hedge Funds Weigh In On JFrog

Institutional investors and hedge funds have recently bought and sold shares of the stock. IPG Investment Advisors LLC acquired a new stake in JFrog in the second quarter valued at approximately $228,000. WINTON GROUP Ltd lifted its position in shares of JFrog by 37.9% during the second quarter. WINTON GROUP Ltd now owns 11,800 shares of the company’s stock worth $1,072,000 after purchasing an additional 3,244 shares in the last quarter. IFP Advisors Inc lifted its position in shares of JFrog by 4.7% during the second quarter. IFP Advisors Inc now owns 6,872 shares of the company’s stock worth $625,000 after purchasing an additional 309 shares in the last quarter. Allworth Financial LP boosted its stake in shares of JFrog by 83.1% in the second quarter. Allworth Financial LP now owns 648 shares of the company’s stock valued at $59,000 after purchasing an additional 294 shares during the period. Finally, Arizona State Retirement System boosted its stake in shares of JFrog by 2.9% in the second quarter. Arizona State Retirement System now owns 28,416 shares of the company’s stock valued at $2,582,000 after purchasing an additional 793 shares during the period. Hedge funds and other institutional investors own 85.02% of the company’s stock.

About JFrog

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.