JFrog (NASDAQ:FROG) CTO Yoav Landman Sells 45,000 Shares of Stock

JFrog Ltd. (NASDAQ:FROG) CTO Yoav Landman sold 45,000 shares of the firm’s stock in a transaction that occurred on Friday, July 17th. The shares were sold at an average price of $87.23, for a total value of $3,925,350.00. Following the completion of the transaction, the chief technology officer owned 5,493,338 shares in the company, valued at approximately $479,183,873.74. This trade represents a 0.81% decrease in their position. The transaction was disclosed in a 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 Tuesday, July 7th, Yoav Landman sold 700 shares of JFrog stock. The stock was sold at an average price of $99.00, for a total value of $69,300.00.
• On Monday, June 29th, Yoav Landman sold 150,000 shares of JFrog stock. The shares were sold at an average price of $89.99, for a total value of $13,498,500.00.
• On Monday, June 1st, Yoav Landman sold 100,000 shares of JFrog stock. The shares were sold at an average price of $81.47, for a total value of $8,147,000.00.
• On Thursday, May 14th, Yoav Landman sold 75,000 shares of JFrog stock. The stock was sold at an average price of $64.22, for a total transaction of $4,816,500.00.

JFrog Stock Down 5.9%

JFrog stock opened at $76.43 on Wednesday. JFrog Ltd. has a 52-week low of $34.05 and a 52-week high of $99.22. The firm has a market capitalization of $9.26 billion, a price-to-earnings ratio of -144.21 and a beta of 1.20. The company has a fifty day simple moving average of $83.80 and a 200-day simple moving average of $61.79.

JFrog (NASDAQ:FROG) last posted its quarterly 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. The firm had revenue of $153.98 million for the quarter, compared to the consensus estimate of $147.45 million. JFrog had a negative net margin of 10.93% and a negative return on equity of 4.61%. The company’s revenue for the quarter was up 25.8% on a year-over-year basis. During the same period last year, the firm posted $0.20 earnings per share. JFrog has set its FY 2026 guidance at 0.930-0.970 EPS and its Q2 2026 guidance at 0.230-0.25 EPS. On average, research analysts anticipate that JFrog Ltd. will post -0.15 EPS for the current fiscal year.

Institutional Investors Weigh In On JFrog

A number of institutional investors and hedge funds have recently added to or reduced their stakes in FROG. Millstone Evans Group LLC grew its holdings in shares of JFrog by 242.6% during the 1st quarter. Millstone Evans Group LLC now owns 603 shares of the company’s stock worth $28,000 after purchasing an additional 427 shares during the period. Blue Trust Inc. acquired a new position in JFrog in the fourth quarter valued at about $30,000. Western Wealth Management LLC acquired a new position in JFrog in the first quarter valued at about $30,000. Bessemer Group Inc. purchased a new position in JFrog during the first quarter worth about $36,000. Finally, Farther Finance Advisors LLC boosted its stake in JFrog by 318.7% during the fourth quarter. Farther Finance Advisors LLC now owns 628 shares of the company’s stock worth $39,000 after buying an additional 478 shares during the period. Hedge funds and other institutional investors own 85.02% of the company’s stock.

Analyst Ratings Changes

FROG has been the subject of a number of analyst reports. KeyCorp upped their price target on JFrog from $86.00 to $89.00 and gave the company an “overweight” rating in a research report on Thursday, June 25th. JPMorgan Chase & Co. boosted their price objective on JFrog from $76.00 to $100.00 and gave the stock an “overweight” rating in a research note on Monday. Weiss Ratings restated a “sell (d-)” rating on shares of JFrog in a report on Friday, July 17th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of JFrog in a research note on Monday, June 15th. Finally, Raymond James Financial reiterated an “outperform” rating on shares of JFrog in a report on Wednesday, July 22nd. Twenty-one equities research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $88.86.

Key Headlines Impacting JFrog

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: BTIG raised its JFrog price target from $80 to $100 and reiterated a “Buy” rating, implying substantial upside from recent trading levels. JPMorgan also lifted its target to $100 and maintained an “Overweight” rating. These actions reflect confidence in JFrog’s growth prospects and execution. Benzinga
• Positive Sentiment: Recent operating trends remain strong: first-quarter revenue grew approximately 26% year over year, cloud revenue increased 50%, and net dollar retention improved. Analysts cited JFrog’s AI-related momentum and expanding software-supply-chain platform opportunity as reasons for continued investor interest. JFrog Overcomes AI Challenges and Gains Momentum
• Neutral Sentiment: JFrog will present at the KeyBanc and Canaccord Genuity investor conferences during the third quarter of 2026. The events could provide updates on demand, AI adoption, and guidance, but they do not represent a new financial disclosure. JFrog to Present at Upcoming Investor Conferences
• Negative Sentiment: The primary pressure appears valuation-related. Following a sharp rally, Morgan Stanley moved JFrog to an “Equal-Weight” stance, arguing that the share price had outpaced near-term upside. Investors may also be reducing risk ahead of the August 6 earnings report. JFrog slides as valuation concerns outweigh recent strong execution
• Negative Sentiment: Reports that attackers exploited an Artifactory zero-day involving OpenAI models may create reputational and cybersecurity concerns, although the report does not indicate a new financial impact for JFrog. In addition, several executives and directors have recently sold shares under pre-arranged Rule 10b5-1 plans, adding to cautious sentiment. JFrog Artifactory Zero-Day Report

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.