Yoav Landman Sells 100,000 Shares of JFrog (NASDAQ:FROG) Stock

JFrog Ltd. (NASDAQ:FROG) CTO Yoav Landman sold 100,000 shares of the stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $81.47, for a total transaction of $8,147,000.00. Following the sale, the chief technology officer owned 5,734,038 shares in the company, valued at approximately $467,152,075.86. The trade was a 1.71% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

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

• On Thursday, May 14th, Yoav Landman sold 75,000 shares of JFrog stock. The shares were sold at an average price of $64.22, for a total transaction of $4,816,500.00.
• On Friday, April 10th, Yoav Landman sold 15,000 shares of JFrog stock. The shares were sold at an average price of $42.87, for a total transaction of $643,050.00.

JFrog Stock Up 2.8%

NASDAQ:FROG opened at $86.20 on Friday. The company’s 50 day moving average price is $57.68 and its 200-day moving average price is $55.86. JFrog Ltd. has a 52 week low of $34.05 and a 52 week high of $89.16. The stock has a market cap of $10.44 billion, a price-to-earnings ratio of -162.63 and a beta of 1.23.

JFrog (NASDAQ:FROG) last posted its quarterly 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. JFrog had a negative net margin of 10.93% and a negative return on equity of 4.61%. The firm had revenue of $153.98 million for the quarter, compared to analysts’ expectations of $147.45 million. During the same quarter in the prior year, the company posted $0.20 earnings per share. The business’s revenue for the quarter was up 25.8% on a year-over-year basis. 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, sell-side analysts anticipate that JFrog Ltd. will post -0.17 earnings per share for the current year.

Trending Headlines about JFrog

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: JFrog recently reported better-than-expected quarterly results, with EPS and revenue both topping estimates and revenue growing 25.8% year over year; management also raised full-year guidance, which is helping reinforce the stock’s bullish momentum. JFrog leaps on EPS beat and raised guidance
• Positive Sentiment: Analysts have been lifting price targets and reiterating positive ratings, including recent increases from Stifel, BTIG, and Needham, which suggests Wall Street remains constructive on JFrog’s growth outlook.
• Positive Sentiment: JFrog was added to the Russell 3000 index, a development that can increase institutional visibility and passive fund buying over time. JFrog Announces Inclusion in Russell 3000 Index
• Neutral Sentiment: The company presented at the Bank of America 2026 Global Technology Conference, which keeps investors focused on management’s growth narrative but does not appear to have included any major new announcement. JFrog Ltd. Presents at Bank of America 2026 Global Technology Conference Transcript
• Negative Sentiment: Several insiders, including CEO Shlomi Ben Haim, CTO Yoav Landman, CFO Eduard Grabscheid, and director Frederic Simon, sold shares recently. Most of the transactions were tied to tax withholding or pre-arranged 10b5-1 plans, but the volume of selling may still weigh on sentiment.

Institutional Investors Weigh In On JFrog

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Vanguard Group Inc. boosted its holdings in JFrog by 4.0% in the fourth quarter. Vanguard Group Inc. now owns 9,505,832 shares of the company’s stock worth $593,734,000 after purchasing an additional 362,654 shares during the last quarter. Whale Rock Capital Management LLC raised its position in JFrog by 82.2% in the fourth quarter. Whale Rock Capital Management LLC now owns 5,297,812 shares of the company’s stock worth $330,901,000 after acquiring an additional 2,389,415 shares during the period. Wasatch Advisors LP raised its position in JFrog by 187.4% in the first quarter. Wasatch Advisors LP now owns 4,156,033 shares of the company’s stock worth $195,043,000 after acquiring an additional 2,710,167 shares during the period. First Trust Advisors LP raised its position in JFrog by 85,066.4% in the first quarter. First Trust Advisors LP now owns 3,362,370 shares of the company’s stock worth $157,796,000 after acquiring an additional 3,358,422 shares during the period. Finally, Price T Rowe Associates Inc. MD raised its position in JFrog by 30.9% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 2,683,153 shares of the company’s stock worth $167,590,000 after acquiring an additional 633,231 shares during the period. Hedge funds and other institutional investors own 85.02% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts recently issued reports on the stock. KeyCorp raised their target price on shares of JFrog from $83.00 to $86.00 and gave the stock an “overweight” rating in a report on Friday, May 22nd. Cantor Fitzgerald restated an “overweight” rating and issued a $80.00 target price on shares of JFrog in a report on Wednesday, April 22nd. Stifel Nicolaus raised their target price on shares of JFrog from $75.00 to $85.00 and gave the stock a “buy” rating in a report on Tuesday, May 26th. Truist Financial raised their target price on shares of JFrog from $70.00 to $80.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of JFrog in a report on Tuesday, April 21st. Eighteen equities research 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. Based on data from MarketBeat.com, JFrog presently has a consensus rating of “Moderate Buy” and an average price target of $76.63.

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.