Frederic Simon Sells 120,000 Shares of JFrog (NASDAQ:FROG) Stock

JFrog Ltd. (NASDAQ:FROG) Director Frederic Simon sold 120,000 shares of the company’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $85.84, for a total value of $10,300,800.00. Following the completion of the transaction, the director directly owned 3,224,328 shares in the company, valued at approximately $276,776,315.52. The trade was a 3.59% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Frederic Simon also recently made the following trade(s):

• On Thursday, May 14th, Frederic Simon sold 117,500 shares of JFrog stock. The stock was sold at an average price of $63.78, for a total value of $7,494,150.00.
• On Thursday, April 2nd, Frederic Simon sold 25,000 shares of JFrog stock. The stock was sold at an average price of $50.35, for a total value of $1,258,750.00.
• On Wednesday, April 1st, Frederic Simon sold 55,000 shares of JFrog stock. The stock was sold at an average price of $48.34, for a total value of $2,658,700.00.

JFrog Price Performance

Shares of FROG stock opened at $86.20 on Friday. JFrog Ltd. has a fifty-two week low of $34.05 and a fifty-two week high of $89.16. The stock’s 50-day moving average is $57.68 and its two-hundred day moving average is $55.86. The firm has a market cap of $10.44 billion, a P/E ratio of -162.63 and a beta of 1.23.

JFrog (NASDAQ:FROG) last issued its earnings results on Thursday, May 7th. The company reported $0.27 earnings per share for the quarter, topping the consensus estimate of $0.22 by $0.05. JFrog had a negative return on equity of 4.61% and a negative net margin of 10.93%.The company had revenue of $153.98 million for the quarter, compared to analyst estimates of $147.45 million. During the same period in the prior year, the firm posted $0.20 EPS. The business’s 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. As a group, research analysts expect that JFrog Ltd. will post -0.17 EPS for the current year.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on FROG shares. Piper Sandler dropped their target price on JFrog from $70.00 to $65.00 and set a “neutral” rating on the stock in a research report on Friday, February 13th. KeyCorp increased their price objective on JFrog from $83.00 to $86.00 and gave the company an “overweight” rating in a report on Friday, May 22nd. Raymond James Financial reissued an “outperform” rating and set a $70.00 price objective on shares of JFrog in a report on Thursday, February 26th. Morgan Stanley reissued an “overweight” rating and set a $80.00 price objective on shares of JFrog in a report on Friday, May 8th. Finally, Barclays increased their price objective on JFrog from $70.00 to $75.00 and gave the company an “overweight” rating in a report on Monday, May 11th. Eighteen analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $76.63.

JFrog News Summary

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 Inflows and Outflows

A number of hedge funds have recently made changes to their positions in FROG. Royal Bank of Canada increased its holdings in shares of JFrog by 48.4% during the 1st quarter. Royal Bank of Canada now owns 189,148 shares of the company’s stock valued at $6,053,000 after acquiring an additional 61,685 shares during the last quarter. Cubist Systematic Strategies LLC acquired a new stake in JFrog in the 1st quarter valued at approximately $205,000. AQR Capital Management LLC acquired a new stake in JFrog in the 1st quarter valued at approximately $368,000. Integrated Wealth Concepts LLC acquired a new stake in JFrog in the 1st quarter valued at approximately $203,000. Finally, Goldman Sachs Group Inc. grew its holdings in JFrog by 14.7% in the 1st quarter. Goldman Sachs Group Inc. now owns 692,909 shares of the company’s stock valued at $22,173,000 after buying an additional 88,784 shares during the last quarter. Institutional investors and hedge funds own 85.02% of the company’s stock.

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.