Insider Selling: JFrog (NASDAQ:FROG) CTO Sells $69,300.00 in Stock

JFrog Ltd. (NASDAQ:FROG) CTO Yoav Landman sold 700 shares of the company’s stock in a transaction on Tuesday, July 7th. The shares were sold at an average price of $99.00, for a total transaction of $69,300.00. Following the transaction, the chief technology officer owned 5,538,338 shares of the company’s stock, valued at approximately $548,295,462. The trade was a 0.01% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through 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 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 transaction of $13,498,500.00.
• On Monday, June 1st, Yoav Landman sold 100,000 shares of JFrog stock. The stock was sold at an average price of $81.47, for a total transaction of $8,147,000.00.
• 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 Trading Down 5.0%

FROG stock traded down $4.76 during trading on Friday, reaching $90.74. 1,849,932 shares of the stock were exchanged, compared to its average volume of 3,453,375. JFrog Ltd. has a twelve month low of $34.05 and a twelve month high of $99.22. The company has a market capitalization of $10.99 billion, a P/E ratio of -171.21 and a beta of 1.20. The stock has a 50 day simple moving average of $78.35 and a 200-day simple moving average of $60.01.

JFrog (NASDAQ:FROG) last posted its quarterly earnings results on Thursday, May 7th. The company reported $0.27 EPS for the quarter, beating 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 firm had revenue of $153.98 million during the quarter, compared to analysts’ expectations of $147.45 million. During the same quarter in the prior year, the firm posted $0.20 EPS. The company’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. Equities analysts predict that JFrog Ltd. will post -0.15 EPS for the current year.

JFrog News Summary

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: Truist raised its price target on JFrog to $105 from $80 and reiterated a Buy rating, reinforcing bullish analyst sentiment. JFrog (NASDAQ:FROG) Price Target Raised to $105.00 at Truist Financial
• Positive Sentiment: JFrog continues to benefit from strong analyst support overall, with recent buy ratings and multiple higher price targets suggesting expectations remain constructive. 2 Tech stocks getting bullish upgrades ahead of Q1
• Neutral Sentiment: CTO Yoav Landman sold 700 shares under a pre-arranged 10b5-1 plan, a small transaction that may still weigh on sentiment because JFrog insiders have been active sellers recently. Yoav Landman Sells 700 Shares of JFrog (NASDAQ:FROG) Stock
• Neutral Sentiment: Short interest jumped sharply in June to 10.85 million shares, or about 10.2% of the float, showing that bearish bets have increased even though the days-to-cover ratio remains moderate.
• Neutral Sentiment: July short-interest data showed 0 shares reported, which appears to be a data anomaly and does not provide a reliable new signal for investors.
• Negative Sentiment: The latest insider sale and recent history of heavy insider selling may be pressuring the stock, especially after a strong move higher in recent months. JFrog Falls 5% as Fresh Negative Catalyst Appears Limited

Institutional Investors Weigh In On JFrog

Several large investors have recently made changes to their positions in FROG. First Trust Advisors LP boosted 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 valued at $157,796,000 after buying an additional 3,358,422 shares in the last quarter. Wasatch Advisors LP raised its stake in shares of JFrog by 187.4% in the first quarter. Wasatch Advisors LP now owns 4,156,033 shares of the company’s stock valued at $195,043,000 after acquiring an additional 2,710,167 shares during the last quarter. Whale Rock Capital Management LLC boosted its holdings in shares of JFrog by 82.2% in the 4th 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 in the last quarter. Invesco Ltd. grew its position in JFrog by 6,868.3% during the 4th quarter. Invesco Ltd. now owns 2,104,071 shares of the company’s stock worth $131,420,000 after acquiring an additional 2,073,876 shares during the last quarter. Finally, Swedbank AB acquired a new stake in JFrog during the 1st quarter valued at $78,872,000. Institutional investors own 85.02% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on FROG. UBS Group lifted their price target on shares of JFrog from $92.00 to $110.00 and gave the stock a “buy” rating in a research note on Thursday, July 2nd. TD Cowen raised their price objective on shares of JFrog from $80.00 to $100.00 and gave the stock a “buy” rating in a report on Thursday, June 18th. DA Davidson set a $90.00 target price on shares of JFrog in a research note on Friday, May 8th. Benchmark began coverage on shares of JFrog in a research report on Thursday, June 25th. They issued a “buy” rating and a $100.00 price target for the company. Finally, Morgan Stanley restated an “overweight” rating and set a $80.00 price target on shares of JFrog in a research note on Friday, May 8th. Twenty-one investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $83.67.

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.