Insider Selling: JFrog (NASDAQ:FROG) CTO Sells $4,017,150.00 in Stock

JFrog Ltd. (NASDAQ:FROG) CTO Yoav Landman sold 45,000 shares of the stock in a transaction dated Friday, September 4th. The stock was sold at an average price of $89.27, for a total transaction of $4,017,150.00. Following the transaction, the chief technology officer owned 5,154,038 shares of the company’s stock, valued at approximately $460,100,972.26. This represents a 0.87% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Yoav Landman also recently made the following trade(s):

• On Thursday, August 27th, Yoav Landman sold 249,300 shares of JFrog stock. The shares were sold at an average price of $100.72, for a total value of $25,109,496.00.
• On Thursday, August 13th, Yoav Landman sold 45,000 shares of JFrog stock. The shares were sold at an average price of $90.86, for a total value of $4,088,700.00.
• On Friday, July 17th, Yoav Landman sold 45,000 shares of JFrog stock. The shares were sold at an average price of $87.23, for a total value of $3,925,350.00.
• On Tuesday, July 7th, Yoav Landman sold 700 shares of JFrog stock. The stock was sold at an average price of $99.00, for a total value of $69,300.00.
• On Monday, June 29th, Yoav Landman sold 150,000 shares of JFrog stock. The stock was sold at an average price of $89.99, for a total value of $13,498,500.00.

JFrog Stock Down 1.7%

Shares of JFrog stock opened at $87.18 on Friday. The stock has a market cap of $10.75 billion, a P/E ratio of -235.62 and a beta of 1.28. JFrog Ltd. has a 12-month low of $34.05 and a 12-month high of $105.76. The business’s 50 day moving average is $88.82 and its 200-day moving average is $69.84.

JFrog (NASDAQ:FROG) last issued its earnings results on Thursday, August 6th. The company reported $0.27 earnings per share for the quarter, topping analysts’ consensus estimates 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 business had revenue of $163.77 million for the quarter, compared to the consensus estimate of $155.63 million. During the same period in the previous year, the company earned $0.18 earnings per share. The firm’s revenue for the quarter was up 28.7% on a year-over-year basis. 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, sell-side analysts expect that JFrog Ltd. will post -0.11 EPS for the current year.

Trending Headlines about JFrog

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: Strong feedback from JFrog’s customer conference led one analysis to identify FROG as a top software-sector pick, suggesting continued confidence in demand for its software supply-chain platform and AI-related growth opportunities. JFrog Stock Emerges as Top Software Pick Following Strong Customer Conference Feedback
• Positive Sentiment: JFrog unveiled “zero-touch remediation,” a capability intended to automatically detect and resolve software-supply-chain vulnerabilities. The offering could strengthen the company’s security and AI positioning and support enterprise demand. JFrog Unveils Zero-Touch Remediation
• Positive Sentiment: JFrog’s latest quarterly results showed 28.7% year-over-year revenue growth and EPS above consensus, while analysts remain broadly positive. The stock’s consensus rating is “Moderate Buy,” with price targets generally above recent trading levels.
• Neutral Sentiment: A JPMorgan Chase case study highlighted the use of JFrog technology to scale secure software delivery, providing enterprise validation for the platform, although it did not represent a new contract or financial forecast. How JPMorgan Chase Scaled Secure Software Delivery
• Negative Sentiment: A report said attackers chained vulnerabilities in JFrog Artifactory to obtain administrative control and plant backdoors. The allegations raise potential concerns about customer security, remediation costs and trust in JFrog’s software-supply-chain products. Attackers Chain JFrog Artifactory Flaws
• Negative Sentiment: JFrog’s CEO, CRO and CTO recently sold shares totaling roughly $9.6 million. The transactions were executed under pre-arranged Rule 10b5-1 plans, limiting their significance, but repeated insider selling can still weigh on investor sentiment. JFrog CRO Stock Sale
• Negative Sentiment: A valuation-focused analysis downgraded JFrog, arguing that the company’s elevated valuation and negative trailing profitability leave the stock vulnerable if bond yields rise. JFrog Valuation at Risk as Yields Rise

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the stock. IPG Investment Advisors LLC acquired a new position in shares of JFrog in the second quarter valued at approximately $228,000. WINTON GROUP Ltd lifted its holdings in JFrog by 37.9% during the 2nd quarter. WINTON GROUP Ltd now owns 11,800 shares of the company’s stock worth $1,072,000 after purchasing an additional 3,244 shares during the last quarter. IFP Advisors Inc boosted its stake in JFrog by 4.7% in the 2nd quarter. IFP Advisors Inc now owns 6,872 shares of the company’s stock valued at $625,000 after purchasing an additional 309 shares during the period. Allworth Financial LP boosted its stake in JFrog by 83.1% in the 2nd quarter. Allworth Financial LP now owns 648 shares of the company’s stock valued at $59,000 after purchasing an additional 294 shares during the period. Finally, Arizona State Retirement System grew its holdings in JFrog by 2.9% in the 2nd quarter. Arizona State Retirement System now owns 28,416 shares of the company’s stock valued at $2,582,000 after buying an additional 793 shares in the last quarter. 85.02% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on FROG shares. Wall Street Zen downgraded shares of JFrog from a “buy” rating to a “hold” rating in a research note on Sunday, August 23rd. Citigroup restated a “buy” rating on shares of JFrog in a research note on Monday, June 8th. Stifel Nicolaus set a $102.00 price objective on JFrog in a research report on Friday, September 4th. Guggenheim lifted their target price on JFrog from $105.00 to $115.00 and gave the stock a “buy” rating in a research note on Friday, August 7th. Finally, Truist Financial boosted their target price on JFrog from $105.00 to $110.00 and gave the stock a “buy” rating in a report on Friday, August 7th. Twenty-one analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $109.48.

JFrog Company Profile

JFrog Ltd. (NASDAQ: FROG) develops a software supply chain platform designed to help organizations manage, secure and automate the delivery of software. Its technology supports developers and operations teams throughout the application lifecycle, from source code and package management through continuous integration, release and deployment.

The company’s product portfolio includes JFrog Artifactory, a universal repository for storing and distributing software packages and artifacts, as well as JFrog Xray, which provides security and compliance analysis for software components.