JFrog (NASDAQ:FROG) Trading Down 6.5% – Here’s What Happened

JFrog Ltd. (NASDAQ:FROG)’s stock price fell 6.5% on Thursday . The company traded as low as $42.78 and last traded at $43.6380. 631,747 shares were traded during mid-day trading, a decline of 81% from the average session volume of 3,244,050 shares. The stock had previously closed at $46.66.

Analysts Set New Price Targets

A number of equities analysts have commented on FROG shares. Cantor Fitzgerald restated an “overweight” rating and set a $80.00 price objective on shares of JFrog in a research report on Wednesday, February 4th. TD Cowen boosted their price target on shares of JFrog from $75.00 to $80.00 and gave the stock a “buy” rating in a research note on Friday, February 13th. Guggenheim started coverage on shares of JFrog in a research report on Monday, March 16th. They issued a “buy” rating and a $60.00 price objective for the company. Barclays boosted their target price on JFrog from $67.00 to $70.00 and gave the stock an “overweight” rating in a research report on Monday, January 12th. Finally, BTIG Research reduced their price target on JFrog from $83.00 to $70.00 and set a “buy” rating for the company in a report on Friday, February 13th. Eighteen research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $67.05.

JFrog Stock Down 8.7%

The stock has a market cap of $5.16 billion, a PE ratio of -68.82 and a beta of 1.14. The business’s fifty day moving average is $45.80 and its 200 day moving average is $52.98.

JFrog (NASDAQ:FROG) last issued its earnings results on Thursday, February 12th. The company reported $0.22 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.19 by $0.03. JFrog had a negative net margin of 13.50% and a negative return on equity of 5.74%. The company had revenue of $145.31 million during the quarter, compared to analysts’ expectations of $138.09 million. During the same period last year, the company posted $0.19 earnings per share. The firm’s quarterly revenue was up 25.2% compared to the same quarter last year. JFrog has set its FY 2026 guidance at 0.880-0.920 EPS and its Q1 2026 guidance at 0.200-0.220 EPS. As a group, analysts predict that JFrog Ltd. will post -0.33 EPS for the current year.

Insider Transactions at JFrog

In related news, CEO Ben Haim Shlomi sold 71,841 shares of JFrog stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $40.15, for a total transaction of $2,884,416.15. Following the completion of the transaction, the chief executive officer directly owned 4,815,612 shares of the company’s stock, valued at approximately $193,346,821.80. The trade was a 1.47% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, CRO Tali Notman sold 21,097 shares of the business’s stock in a transaction on Thursday, March 5th. The stock was sold at an average price of $41.28, for a total value of $870,884.16. Following the sale, the executive owned 752,598 shares in the company, valued at approximately $31,067,245.44. The trade was a 2.73% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 300,003 shares of company stock worth $13,659,181 over the last ninety days. 14.10% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On JFrog

A number of large investors have recently added to or reduced their stakes in the business. Blue Trust Inc. acquired a new position in JFrog during the fourth quarter worth about $30,000. Farther Finance Advisors LLC grew its position 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 during the last quarter. Employees Retirement System of Texas purchased a new position in shares of JFrog during the 4th quarter worth approximately $44,000. First Horizon Corp acquired a new position in shares of JFrog during the 4th quarter worth approximately $47,000. Finally, Caitong International Asset Management Co. Ltd lifted its stake in JFrog by 12,566.7% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 760 shares of the company’s stock valued at $47,000 after buying an additional 754 shares in the last quarter. 85.02% of the stock is owned by institutional investors and hedge funds.

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.