JFrog (NASDAQ:FROG) Director Barry Zwarenstein Sells 1,250 Shares

JFrog Ltd. (NASDAQ:FROG) Director Barry Zwarenstein sold 1,250 shares of the business’s stock in a transaction dated Thursday, July 23rd. The shares were sold at an average price of $80.10, for a total value of $100,125.00. Following the sale, the director owned 31,687 shares of the company’s stock, valued at approximately $2,538,128.70. This represents a 3.80% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Barry Zwarenstein also recently made the following trade(s):

• On Monday, June 8th, Barry Zwarenstein sold 1,250 shares of JFrog stock. The shares were sold at an average price of $84.35, for a total transaction of $105,437.50.

JFrog Stock Down 5.9%

Shares of NASDAQ:FROG opened at $76.43 on Wednesday. The stock has a market capitalization of $9.26 billion, a PE ratio of -144.21 and a beta of 1.20. The firm’s 50 day moving average price is $83.80 and its 200-day moving average price is $61.79. JFrog Ltd. has a twelve month low of $34.05 and a twelve month high of $99.22.

JFrog (NASDAQ:FROG) last announced its earnings results on Thursday, May 7th. The company reported $0.27 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.22 by $0.05. The company had revenue of $153.98 million during the quarter, compared to analyst estimates of $147.45 million. JFrog had a negative net margin of 10.93% and a negative return on equity of 4.61%. The firm’s quarterly revenue was up 25.8% compared to the same quarter last year. During the same period in the previous year, the business posted $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. Analysts expect that JFrog Ltd. will post -0.15 earnings per share for the current fiscal year.

More JFrog News

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: BTIG raised its JFrog price target from $80 to $100 and reiterated a “Buy” rating, implying substantial upside from recent trading levels. JPMorgan also lifted its target to $100 and maintained an “Overweight” rating. These actions reflect confidence in JFrog’s growth prospects and execution. Benzinga
• Positive Sentiment: Recent operating trends remain strong: first-quarter revenue grew approximately 26% year over year, cloud revenue increased 50%, and net dollar retention improved. Analysts cited JFrog’s AI-related momentum and expanding software-supply-chain platform opportunity as reasons for continued investor interest. JFrog Overcomes AI Challenges and Gains Momentum
• Neutral Sentiment: JFrog will present at the KeyBanc and Canaccord Genuity investor conferences during the third quarter of 2026. The events could provide updates on demand, AI adoption, and guidance, but they do not represent a new financial disclosure. JFrog to Present at Upcoming Investor Conferences
• Negative Sentiment: The primary pressure appears valuation-related. Following a sharp rally, Morgan Stanley moved JFrog to an “Equal-Weight” stance, arguing that the share price had outpaced near-term upside. Investors may also be reducing risk ahead of the August 6 earnings report. JFrog slides as valuation concerns outweigh recent strong execution
• Negative Sentiment: Reports that attackers exploited an Artifactory zero-day involving OpenAI models may create reputational and cybersecurity concerns, although the report does not indicate a new financial impact for JFrog. In addition, several executives and directors have recently sold shares under pre-arranged Rule 10b5-1 plans, adding to cautious sentiment. JFrog Artifactory Zero-Day Report

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on the company. Needham & Company LLC upped their price objective on JFrog from $70.00 to $80.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. Morgan Stanley reiterated an “overweight” rating and set a $80.00 target price on shares of JFrog in a research report on Friday, May 8th. Weiss Ratings reissued a “sell (d-)” rating on shares of JFrog in a report on Friday, July 17th. KeyCorp upped their price target on JFrog from $86.00 to $89.00 and gave the stock an “overweight” rating in a research report on Thursday, June 25th. Finally, BTIG Research raised their price objective on JFrog from $80.00 to $100.00 and gave the stock a “buy” rating in a research note on Tuesday. Twenty-one 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, the stock has an average rating of “Moderate Buy” and a consensus target price of $88.86.

Institutional Trading of JFrog

Several institutional investors and hedge funds have recently modified their holdings of the company. Millstone Evans Group LLC lifted its stake in shares of 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 buying an additional 427 shares in the last quarter. Blue Trust Inc. purchased a new stake in JFrog in the 4th quarter worth $30,000. Western Wealth Management LLC purchased a new stake in JFrog in the 1st quarter worth $30,000. Bessemer Group Inc. bought a new stake in JFrog during the first quarter valued at about $36,000. Finally, Farther Finance Advisors LLC raised its holdings in JFrog by 318.7% during the fourth quarter. Farther Finance Advisors LLC now owns 628 shares of the company’s stock valued at $39,000 after acquiring an additional 478 shares during the period. 85.02% of the stock is currently owned by institutional investors.

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.