JFrog Sees Unusually Large Options Volume (NASDAQ:FROG)

JFrog Ltd. (NASDAQ:FROG) saw unusually large options trading activity on Thursday. Stock investors bought 5,348 call options on the stock. This represents an increase of 108% compared to the typical daily volume of 2,577 call options.

Insider Activity at JFrog

In other news, CTO Yoav Landman sold 150,000 shares of the company’s stock in a transaction on Monday, June 29th. The shares were sold at an average price of $89.99, for a total transaction of $13,498,500.00. Following the transaction, the chief technology officer directly owned 5,539,038 shares of the company’s stock, valued at $498,458,029.62. This represents a 2.64% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Barry Zwarenstein sold 1,250 shares of the stock in a transaction dated Monday, June 8th. The shares were sold at an average price of $84.35, for a total transaction of $105,437.50. Following the completion of the transaction, the director owned 32,937 shares of the company’s stock, valued at $2,778,235.95. This represents a 3.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 941,699 shares of company stock worth $74,009,302. 11.80% of the stock is currently owned by insiders.

Institutional Trading of JFrog

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Millstone Evans Group LLC increased its position in JFrog by 242.6% during the 1st quarter. Millstone Evans Group LLC now owns 603 shares of the company’s stock worth $28,000 after purchasing an additional 427 shares in the last quarter. Blue Trust Inc. purchased a new position in JFrog in the 4th quarter valued at about $30,000. Western Wealth Management LLC purchased a new position in JFrog in the 1st quarter valued at about $30,000. Bessemer Group Inc. acquired a new stake in shares of JFrog during the 1st quarter worth about $36,000. Finally, Farther Finance Advisors LLC boosted its stake in shares of JFrog by 318.7% during the 4th quarter. Farther Finance Advisors LLC now owns 628 shares of the company’s stock worth $39,000 after purchasing an additional 478 shares during the last quarter. 85.02% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of brokerages have issued reports on FROG. DA Davidson set a $90.00 target price on shares of JFrog in a report on Friday, May 8th. JPMorgan Chase & Co. upped their price target on JFrog from $68.00 to $76.00 and gave the stock an “overweight” rating in a report on Friday, May 8th. Benchmark started coverage on JFrog in a research note on Thursday, June 25th. They issued a “buy” rating and a $100.00 price objective for the company. Needham & Company LLC lifted their price objective on JFrog from $70.00 to $80.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Finally, UBS Group boosted their target price on JFrog from $92.00 to $110.00 and gave the stock a “buy” rating in a research report on Thursday. Twenty-one analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, JFrog presently has an average rating of “Moderate Buy” and an average target price of $82.48.

JFrog Stock Up 4.6%

Shares of FROG traded up $4.20 during mid-day trading on Thursday, reaching $94.58. 1,071,026 shares of the company’s stock were exchanged, compared to its average volume of 3,164,321. The company has a 50-day simple moving average of $71.49 and a two-hundred day simple moving average of $58.56. JFrog has a 52-week low of $34.05 and a 52-week high of $95.39. The company has a market cap of $11.46 billion, a price-to-earnings ratio of -176.61 and a beta of 1.20.

JFrog (NASDAQ:FROG) last issued its quarterly earnings data on Thursday, May 7th. The company reported $0.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.22 by $0.05. The firm had revenue of $153.98 million during the quarter, compared to the consensus estimate of $147.45 million. JFrog had a negative return on equity of 4.61% and a negative net margin of 10.93%.The company’s quarterly revenue was up 25.8% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.20 EPS. JFrog has set its FY 2026 guidance at 0.930-0.970 EPS and its Q2 2026 guidance at 0.230-0.25 EPS. As a group, equities research analysts predict that JFrog will post -0.15 EPS for the current fiscal 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.