Stock Traders Purchase Large Volume of JFrog Call Options (NASDAQ:FROG)

JFrog Ltd. (NASDAQ:FROG) saw some unusual options trading on Thursday. Investors purchased 5,348 call options on the company. This is an increase of 108% compared to the average volume of 2,577 call options.

Insider Activity

In other JFrog news, CEO Ben Haim Shlomi sold 93,072 shares of the stock in a transaction on Monday, June 8th. The shares were sold at an average price of $84.60, for a total transaction of $7,873,891.20. Following the transaction, the chief executive officer directly owned 4,658,236 shares in the company, valued at $394,086,765.60. This represents a 1.96% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Frederic Simon sold 120,000 shares of the firm’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $85.84, for a total transaction of $10,300,800.00. Following the transaction, the director directly owned 3,224,328 shares of the company’s stock, valued at approximately $276,776,315.52. This represents a 3.59% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 941,699 shares of company stock worth $74,009,302. 11.80% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the stock. Millstone Evans Group LLC lifted its stake in JFrog by 242.6% in the first quarter. Millstone Evans Group LLC now owns 603 shares of the company’s stock valued at $28,000 after buying an additional 427 shares during the last quarter. Blue Trust Inc. acquired a new position in JFrog during the 4th quarter valued at about $30,000. Western Wealth Management LLC bought a new position in JFrog in the 1st quarter worth about $30,000. Bessemer Group Inc. acquired a new stake in shares of JFrog in the first quarter valued at approximately $36,000. Finally, Farther Finance Advisors LLC increased its stake in shares of JFrog by 318.7% in the fourth quarter. Farther Finance Advisors LLC now owns 628 shares of the company’s stock valued at $39,000 after purchasing an additional 478 shares during the period. 85.02% of the stock is currently owned by institutional investors.

JFrog Stock Performance

FROG remained flat at $94.81 on Friday. 3,114,142 shares of the company traded hands, compared to its average volume of 3,529,301. The firm has a market capitalization of $11.48 billion, a price-to-earnings ratio of -178.89 and a beta of 1.20. JFrog has a 52-week low of $34.05 and a 52-week high of $96.00. The company’s fifty day simple moving average is $72.47 and its two-hundred day simple moving average is $58.74.

JFrog (NASDAQ:FROG) last issued its earnings results on Thursday, May 7th. The company reported $0.27 EPS for the quarter, beating analysts’ consensus estimates of $0.22 by $0.05. The company 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%.JFrog’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 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. On average, equities analysts expect that JFrog will post -0.15 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on the stock. Wall Street Zen cut shares of JFrog from a “buy” rating to a “hold” rating in a research report on Saturday, March 21st. Truist Financial boosted their price objective on JFrog from $70.00 to $80.00 and gave the company a “buy” rating in a report on Friday, May 8th. Bank of America upped their price objective on JFrog from $85.00 to $100.00 and gave the company a “buy” rating in a research note on Monday, June 8th. UBS Group lifted their target price on JFrog from $92.00 to $110.00 and gave the stock a “buy” rating in a research report on Thursday. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of JFrog in a report on Tuesday, April 21st. Twenty-one analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $82.48.

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.