Short Interest in JFrog Ltd. (NASDAQ:FROG) Rises By 41.8%

JFrog Ltd. (NASDAQ:FROG) was the target of a large growth in short interest in the month of March. As of March 13th, there was short interest totaling 7,587,726 shares, a growth of 41.8% from the February 26th total of 5,351,094 shares. Approximately 7.4% of the company’s shares are short sold. Based on an average daily volume of 2,845,875 shares, the short-interest ratio is currently 2.7 days.

Insider Transactions at JFrog

In related news, CTO Yoav Landman sold 45,000 shares of JFrog stock in a transaction on Friday, January 16th. The shares were sold at an average price of $57.71, for a total value of $2,596,950.00. Following the transaction, the chief technology officer directly owned 5,868,641 shares of the company’s stock, valued at $338,679,272.11. The trade was a 0.76% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CRO Tali Notman sold 21,097 shares of the company’s stock in a transaction on Thursday, March 5th. The shares were sold at an average price of $41.28, for a total transaction of $870,884.16. Following the sale, the executive owned 752,598 shares of the company’s stock, valued at $31,067,245.44. This represents a 2.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 351,960 shares of company stock valued at $17,367,657. Insiders own 14.10% of the company’s stock.

Institutional Trading of JFrog

A number of hedge funds have recently modified their holdings of the business. Whale Rock Capital Management LLC increased its stake in shares of JFrog by 82.2% during the fourth quarter. Whale Rock Capital Management LLC now owns 5,297,812 shares of the company’s stock valued at $330,901,000 after purchasing an additional 2,389,415 shares in the last quarter. Invesco Ltd. boosted its position in shares of JFrog by 6,868.3% in the 4th quarter. Invesco Ltd. now owns 2,104,071 shares of the company’s stock worth $131,420,000 after purchasing an additional 2,073,876 shares in the last quarter. Anatole Investment Management Ltd purchased a new stake in shares of JFrog in the 4th quarter worth approximately $86,557,000. Morgan Stanley grew its stake 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 buying an additional 1,321,899 shares during the last quarter. Finally, Norges Bank bought a new position in JFrog during the 4th quarter valued at approximately $76,427,000. Institutional investors own 85.02% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have recently commented on FROG. Evercore set a $80.00 price objective on shares of JFrog in a research note on Thursday, February 26th. Wall Street Zen cut JFrog from a “buy” rating to a “hold” rating in a research note on Saturday, March 21st. Cantor Fitzgerald restated an “overweight” rating and set a $80.00 price target on shares of JFrog in a report on Wednesday, February 4th. William Blair reiterated an “outperform” rating on shares of JFrog in a report on Monday, February 23rd. Finally, TD Cowen lifted their price objective on JFrog from $75.00 to $80.00 and gave the stock a “buy” rating in a research report on Friday, February 13th. Eighteen analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, JFrog has an average rating of “Moderate Buy” and an average target price of $67.05.

JFrog Trading Down 1.3%

JFrog stock traded down $0.57 during trading hours on Monday, hitting $42.76. 2,682,551 shares of the stock traded hands, compared to its average volume of 3,360,038. JFrog has a one year low of $27.00 and a one year high of $70.43. The firm’s 50-day moving average price is $47.34 and its two-hundred day moving average price is $53.07. The company has a market cap of $5.12 billion, a PE ratio of -68.97 and a beta of 1.20.

JFrog (NASDAQ:FROG) last released its earnings results on Thursday, February 12th. The company reported $0.22 EPS for the quarter, beating analysts’ consensus estimates of $0.19 by $0.03. JFrog had a negative return on equity of 5.74% and a negative net margin of 13.50%.The company had revenue of $145.31 million during the quarter, compared to analysts’ expectations of $138.09 million. During the same quarter last year, the business posted $0.19 EPS. The firm’s revenue for the quarter was up 25.2% compared to the same quarter last year. 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, sell-side analysts expect that JFrog will post -0.33 earnings per share 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.