JFrog (NASDAQ:FROG) CFO Eduard Grabscheid Sells 8,780 Shares of Stock

JFrog Ltd. (NASDAQ:FROG) CFO Eduard Grabscheid sold 8,780 shares of the business’s stock in a transaction dated Wednesday, September 2nd. The stock was sold at an average price of $90.51, for a total transaction of $794,677.80. Following the sale, the chief financial officer directly owned 200,496 shares in the company, valued at approximately $18,146,892.96. This represents a 4.20% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Eduard Grabscheid also recently made the following trade(s):

• On Thursday, September 3rd, Eduard Grabscheid sold 8,436 shares of JFrog stock. The shares were sold at an average price of $91.60, for a total transaction of $772,737.60.

JFrog Price Performance

Shares of FROG stock traded down $3.01 during midday trading on Friday, reaching $87.60. 1,655,976 shares of the company traded hands, compared to its average volume of 2,924,493. The firm’s 50 day simple moving average is $89.29 and its two-hundred day simple moving average is $68.29. JFrog Ltd. has a 1-year low of $34.05 and a 1-year high of $105.76. The firm has a market cap of $10.80 billion, a PE ratio of -236.75 and a beta of 1.28.

JFrog (NASDAQ:FROG) last announced its quarterly earnings results on Thursday, August 6th. The company reported $0.27 EPS for the quarter, topping the consensus estimate of $0.24 by $0.03. The business had revenue of $163.77 million for the quarter, compared to analyst estimates of $155.63 million. JFrog had a negative return on equity of 2.71% and a negative net margin of 7.35%.The company’s quarterly revenue was up 28.7% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.18 EPS. JFrog has set its Q3 2026 guidance at 0.220-0.240 EPS and its FY 2026 guidance at 0.960-1.000 EPS. As a group, research analysts anticipate that JFrog Ltd. will post -0.11 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of research analysts have recently weighed in on the company. Canaccord Genuity Group set a $105.00 price target on JFrog in a research report on Friday, August 7th. Needham & Company LLC restated a “buy” rating and set a $115.00 target price on shares of JFrog in a report on Thursday. Wall Street Zen downgraded shares of JFrog from a “buy” rating to a “hold” rating in a report on Sunday, August 23rd. TD Cowen reaffirmed a “buy” rating and issued a $120.00 price target on shares of JFrog in a report on Thursday. Finally, Guggenheim increased their price target on shares of JFrog from $105.00 to $115.00 and gave the company a “buy” rating in a research report on Friday, August 7th. Twenty-two investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, JFrog has a consensus rating of “Moderate Buy” and a consensus target price of $107.14.

Institutional Trading of JFrog

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. California State Teachers Retirement System increased its stake in shares of JFrog by 9,666.3% during the 2nd quarter. California State Teachers Retirement System now owns 10,839,803 shares of the company’s stock valued at $985,121,000 after acquiring an additional 10,728,811 shares during the last quarter. First Trust Advisors LP grew its holdings 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 purchasing an additional 3,358,422 shares during the period. Wasatch Advisors LP grew its holdings in 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 purchasing an additional 2,710,167 shares during the period. Whale Rock Capital Management LLC increased its position in JFrog by 82.2% during the fourth quarter. Whale Rock Capital Management LLC now owns 5,297,812 shares of the company’s stock worth $330,901,000 after purchasing an additional 2,389,415 shares during the last quarter. Finally, Invesco Ltd. raised its stake in JFrog by 6,868.3% during the fourth quarter. Invesco Ltd. now owns 2,104,071 shares of the company’s stock worth $131,420,000 after purchasing an additional 2,073,876 shares during the period. Hedge funds and other institutional investors own 85.02% of the company’s stock.

Key JFrog News

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: DA Davidson and BTIG Research reaffirmed “Buy” ratings with $115 price targets. TD Cowen also maintained a “Buy” rating with a $120 target, while RBC reiterated “Outperform” with a $118 target. The recommendations indicate continued confidence in JFrog’s growth prospects in DevOps, software supply-chain security and artificial intelligence.
• Positive Sentiment: JFrog’s product announcements around zero-touch remediation, continuous compliance, AI-era software supply-chain security and its partnership with Wiz could expand the company’s addressable market and strengthen its competitive position. JFrog zero-touch remediation announcement
• Neutral Sentiment: JFrog’s CEO Shlomi Ben Haim sold 37,232 shares worth approximately $3.4 million to cover tax withholding related to vested equity awards. Because he retained roughly 4.5 million shares, the transaction is less significant as a discretionary bearish signal. JFrog CEO insider sale
• Negative Sentiment: Security researchers reported that attackers are exploiting a critical JFrog Artifactory vulnerability to forge administrative tokens and potentially obtain elevated access. The issue may lead to urgent customer patching, increased scrutiny of JFrog’s security practices and potential customer-retention or liability concerns. Exploited JFrog Artifactory vulnerability
• Negative Sentiment: Director Frederic Simon sold 120,000 shares for approximately $11.2 million, and reports also cited a roughly $25.1 million sale by CTO Yoav Landman. Simon’s transaction was made under a Rule 10b5-1 plan, which reduces its predictive value, but the volume of insider selling can still pressure investor sentiment.

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.