Insider Selling: JFrog (NASDAQ:FROG) CRO Sells $870,884.16 in Stock

JFrog Ltd. (NASDAQ:FROG) CRO Tali Notman sold 21,097 shares of the firm’s stock in a transaction that occurred 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 completion of the sale, the executive directly owned 752,598 shares in the company, valued at approximately $31,067,245.44. This trade represents a 2.73% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink.

Tali Notman also recently made the following trade(s):

• On Monday, March 2nd, Tali Notman sold 35,856 shares of JFrog stock. The stock was sold at an average price of $4,015.00, for a total value of $143,961,840.00.

JFrog Trading Up 2.3%

Shares of FROG opened at $41.85 on Thursday. The company’s 50 day simple moving average is $51.10 and its 200-day simple moving average is $53.49. JFrog Ltd. has a 12-month low of $27.00 and a 12-month high of $70.43. The firm has a market cap of $5.01 billion, a PE ratio of -67.50 and a beta of 1.20.

JFrog (NASDAQ:FROG) last issued its quarterly earnings results on Thursday, February 12th. The company reported $0.22 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.19 by $0.03. The firm had revenue of $145.31 million for the quarter, compared to analysts’ expectations of $138.09 million. JFrog had a negative return on equity of 5.74% and a negative net margin of 13.50%.The firm’s revenue for the quarter was up 25.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.19 EPS. JFrog has set its FY 2026 guidance at 0.880-0.920 EPS and its Q1 2026 guidance at 0.200-0.220 EPS. As a group, equities research analysts forecast that JFrog Ltd. will post -0.33 EPS for the current fiscal year.

Institutional Investors Weigh In On JFrog

Several hedge funds have recently modified their holdings of the company. Whale Rock Capital Management LLC raised its position in shares of JFrog by 82.2% in 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 buying an additional 2,389,415 shares during the last quarter. Invesco Ltd. grew its stake in 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 acquiring an additional 2,073,876 shares during the period. Anatole Investment Management Ltd purchased a new stake in JFrog in the 4th quarter worth approximately $86,557,000. Morgan Stanley raised its holdings in JFrog by 550.2% in the 4th quarter. Morgan Stanley now owns 1,562,151 shares of the company’s stock valued at $97,572,000 after acquiring an additional 1,321,899 shares during the last quarter. Finally, Norges Bank purchased a new position in shares of JFrog during the 4th quarter worth $76,427,000. 85.02% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on the stock. DA Davidson cut their price target on shares of JFrog from $75.00 to $65.00 and set a “buy” rating for the company in a report on Friday, February 13th. Canaccord Genuity Group cut their target price on shares of JFrog from $75.00 to $66.00 and set a “buy” rating for the company in a research report on Friday, February 13th. Raymond James Financial reiterated an “outperform” rating and issued a $70.00 price target on shares of JFrog in a research report on Thursday, February 26th. BTIG Research dropped their price objective on shares of JFrog from $83.00 to $70.00 and set a “buy” rating for the company in a research note on Friday, February 13th. Finally, Stifel Nicolaus cut their price objective on JFrog from $64.00 to $52.00 and set a “buy” rating for the company in a research report on Monday, February 23rd. Sixteen analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, JFrog has a consensus rating of “Moderate Buy” and an average price target of $67.42.

JFrog Company Profile

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.