JFrog (NASDAQ:FROG) Director Sells 120,000 Shares

JFrog Ltd. (NASDAQ:FROG) Director Frederic Simon sold 120,000 shares of the firm’s stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $93.21, for a total value of $11,185,200.00. Following the completion of the transaction, the director directly owned 2,864,328 shares of the company’s stock, valued at approximately $266,984,012.88. This trade represents a 4.02% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Frederic Simon also recently made the following trade(s):

• On Thursday, August 13th, Frederic Simon sold 120,000 shares of JFrog stock. The stock was sold at an average price of $90.86, for a total transaction of $10,903,200.00.

JFrog Trading Down 1.2%

FROG stock traded down $1.12 during trading on Thursday, hitting $90.61. The company had a trading volume of 2,748,538 shares, compared to its average volume of 2,931,994. The company has a fifty day moving average price of $89.06 and a two-hundred day moving average price of $68.02. The company has a market cap of $11.17 billion, a P/E ratio of -244.89 and a beta of 1.28. JFrog Ltd. has a fifty-two week low of $34.05 and a fifty-two week high of $105.76.

JFrog (NASDAQ:FROG) last issued its earnings results on Thursday, August 6th. The company reported $0.27 EPS for the quarter, beating the consensus estimate of $0.24 by $0.03. JFrog had a negative net margin of 7.35% and a negative return on equity of 2.71%. The company had revenue of $163.77 million for the quarter, compared to the consensus estimate of $155.63 million. During the same quarter in the previous year, the company earned $0.18 EPS. The firm’s revenue for the quarter was up 28.7% compared to the same quarter last year. JFrog has set its Q3 2026 guidance at 0.220-0.240 EPS and its FY 2026 guidance at 0.960-1.000 EPS. On average, analysts expect that JFrog Ltd. will post -0.11 earnings per share for the current year.

Key Headlines Impacting JFrog

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: TD Cowen, RBC and Needham reaffirmed favorable ratings on JFrog—Buy, Outperform and Buy, respectively—with price targets of $120, $118 and $115. These targets imply roughly 23%–28% potential upside from recent levels and reinforce strong Wall Street confidence.
• Positive Sentiment: JFrog announced expanded security and software-supply-chain offerings, including zero-touch remediation, continuous compliance capabilities for AI-era development and security features for agentic workforces. These products could broaden the company’s addressable market and increase platform adoption. JFrog Introduces Zero-Touch Remediation
• Positive Sentiment: A partnership with Wiz is intended to improve protection against AI-era threats, supporting JFrog’s positioning as a broader software supply-chain security provider. JFrog Partners with Wiz
• Neutral Sentiment: Director Elisa Steele sold approximately $57,000 of stock under a pre-arranged Rule 10b5-1 plan. The relatively small transaction and planned nature reduce its significance as a discretionary bearish signal.
• Negative Sentiment: JFrog CTO Yoav Landman reportedly sold about $25.1 million in shares. Although the sale was made under a 10b5-1 plan and he retained a substantial stake, its size may weigh on investor sentiment.
• Negative Sentiment: Security researchers reported that a critical JFrog Artifactory flaw is being exploited in the wild to forge administrative tokens and potentially gain broad control. The incident raises risks involving customer remediation, reputation and future security costs. Hackers Exploit Critical JFrog Artifactory Flaw

Institutional Investors Weigh In On JFrog

A number of institutional investors and hedge funds have recently modified their holdings of the business. UBS Group AG raised its position in shares of JFrog by 293.8% during the 4th quarter. UBS Group AG now owns 296,419 shares of the company’s stock valued at $18,514,000 after acquiring an additional 221,155 shares during the last quarter. Summit Partners Public Asset Management LLC lifted its stake in shares of JFrog by 77.8% in the 4th quarter. Summit Partners Public Asset Management LLC now owns 1,587,525 shares of the company’s stock valued at $99,157,000 after purchasing an additional 694,700 shares during the period. Dana Investment Advisors Inc. bought a new position in shares of JFrog in the 4th quarter worth $2,013,000. American Capital Management Inc. bought a new position in shares of JFrog in the 2nd quarter worth $1,225,000. Finally, Robeco Schweiz AG acquired a new stake in shares of JFrog during the fourth quarter worth $11,293,000. 85.02% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on FROG shares. Morgan Stanley set a $100.00 target price on shares of JFrog in a research note on Friday, August 7th. Canaccord Genuity Group set a $105.00 price target on JFrog in a report on Friday, August 7th. Guggenheim upped their price target on shares of JFrog from $105.00 to $115.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. JPMorgan Chase & Co. increased their price objective on shares of JFrog from $100.00 to $115.00 and gave the stock an “overweight” rating in a report on Friday, August 7th. Finally, TD Cowen reissued a “buy” rating and set a $120.00 price objective on shares of JFrog in a report on Thursday. Twenty-two investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $106.36.

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.