Insider Selling: JFrog (NASDAQ:FROG) CRO Sells $1,977,785.16 in Stock

JFrog Ltd. (NASDAQ:FROG) CRO Tali Notman sold 22,854 shares of JFrog stock in a transaction dated Tuesday, June 2nd. The stock was sold at an average price of $86.54, for a total transaction of $1,977,785.16. Following the transaction, the executive directly owned 728,644 shares in the company, valued at $63,056,851.76. This trade represents a 3.04% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

JFrog Price Performance

Shares of FROG stock opened at $84.00 on Friday. The firm’s 50-day moving average is $58.41 and its two-hundred day moving average is $56.06. JFrog Ltd. has a 12 month low of $34.05 and a 12 month high of $89.16. The company has a market capitalization of $10.17 billion, a PE ratio of -158.49 and a beta of 1.23.

JFrog (NASDAQ:FROG) last issued its earnings results on Thursday, May 7th. The company reported $0.27 EPS for the quarter, topping 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 company had revenue of $153.98 million for the quarter, compared to the consensus estimate of $147.45 million. During the same period in the previous year, the firm earned $0.20 earnings per share. JFrog’s quarterly revenue was up 25.8% compared to the same quarter last year. JFrog has set its FY 2026 guidance at 0.930-0.970 EPS and its Q2 2026 guidance at 0.230-0.25 EPS. Sell-side analysts forecast that JFrog Ltd. will post -0.17 EPS for the current year.

Trending Headlines about JFrog

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: JFrog’s recent quarterly results were strong, with EPS of $0.27 beating estimates of $0.22 and revenue of $153.98 million topping expectations. The company also raised guidance, which has helped fuel bullish sentiment around the stock. JFrog leaps on EPS beat and raised guidance
• Positive Sentiment: Analysts remain constructive on JFrog, with multiple price-target increases and a consensus “Moderate Buy” rating, suggesting continued confidence in the company’s growth outlook. 2 Tech stocks getting bullish upgrades ahead of Q1
• Neutral Sentiment: JFrog presented at the Bank of America 2026 Global Technology Conference, keeping the company in focus but without any major new business update. JFrog Ltd. (FROG) Presents at Bank of America 2026 Global Technology Conference Transcript
• Neutral Sentiment: A comparison article pitting JFrog against PTC may have added visibility, but it is not a direct catalyst for the stock. Which Is a Better Investment, JFrog Ltd. or PTC Inc. Stock?
• Negative Sentiment: Several insiders have sold shares in recent days, including CEO Shlomi Ben Haim, CTO Yoav Landman, CFO Eduard Grabscheid, and director Frederic Simon. The company says the sales were tied to 10b5-1 plans or tax withholding, but the cluster of insider selling can still weigh on sentiment. Frederic Simon Sells 120,000 Shares of JFrog (NASDAQ:FROG) Stock

Analyst Upgrades and Downgrades

FROG has been the topic of a number of analyst reports. Raymond James Financial reaffirmed an “outperform” rating and set a $70.00 target price on shares of JFrog in a research note on Thursday, February 26th. Wall Street Zen downgraded shares of JFrog from a “buy” rating to a “hold” rating in a research note on Saturday, March 21st. Stifel Nicolaus lifted their target price on shares of JFrog from $75.00 to $85.00 and gave the stock a “buy” rating in a research note on Tuesday, May 26th. Canaccord Genuity Group reduced their target price on shares of JFrog from $75.00 to $66.00 and set a “buy” rating on the stock in a research note on Friday, February 13th. Finally, Truist Financial lifted their target price on shares of JFrog from $70.00 to $80.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. Eighteen equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $76.63.

Institutional Investors Weigh In On JFrog

A number of institutional investors and hedge funds have recently made changes to their positions in FROG. Millstone Evans Group LLC raised its stake in shares of JFrog by 242.6% in the 1st quarter. Millstone Evans Group LLC now owns 603 shares of the company’s stock valued at $28,000 after acquiring an additional 427 shares during the period. Blue Trust Inc. purchased a new stake in shares of JFrog in the 4th quarter valued at approximately $30,000. Western Wealth Management LLC purchased a new stake in shares of JFrog in the 1st quarter valued at approximately $30,000. Bessemer Group Inc. acquired a new position in shares of JFrog in the first quarter valued at approximately $36,000. Finally, Farther Finance Advisors LLC grew its holdings 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 in the last quarter. 85.02% of the stock is owned by hedge funds and other institutional investors.

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.