Ben Haim Shlomi Sells 45,700 Shares of JFrog (NASDAQ:FROG) Stock

JFrog Ltd. (NASDAQ:FROG) CEO Shlomi Ben Haim sold 45,700 shares of the company’s stock in a transaction that occurred on Tuesday, September 8th. The shares were sold at an average price of $85.35, for a total value of $3,900,495.00. Following the completion of the sale, the chief executive officer owned 4,449,305 shares in the company, valued at $379,748,181.75. The trade was a 1.02% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Ben Haim Shlomi also recently made the following trade(s):

• On Wednesday, September 2nd, Shlomi Ben Haim sold 37,232 shares of JFrog stock. The stock was sold at an average price of $90.51, for a total transaction of $3,369,868.32.
• On Friday, August 7th, Shlomi Ben Haim sold 15,000 shares of JFrog stock. The stock was sold at an average price of $91.00, for a total transaction of $1,365,000.00.
• On Wednesday, July 8th, Shlomi Ben Haim sold 15,000 shares of JFrog stock. The shares were sold at an average price of $94.37, for a total transaction of $1,415,550.00.
• On Monday, June 29th, Shlomi Ben Haim sold 65,999 shares of JFrog stock. The shares were sold at an average price of $90.03, for a total transaction of $5,941,889.97.

JFrog Stock Down 1.7%

FROG opened at $87.18 on Friday. JFrog Ltd. has a twelve month low of $34.05 and a twelve month high of $105.76. The company has a fifty day moving average of $88.82 and a 200-day moving average of $69.84. The stock has a market cap of $10.75 billion, a PE ratio of -235.62 and a beta of 1.28.

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

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in FROG. Millstone Evans Group LLC boosted its holdings in JFrog by 242.6% in the first quarter. Millstone Evans Group LLC now owns 603 shares of the company’s stock worth $28,000 after acquiring an additional 427 shares in the last quarter. Western Wealth Management LLC bought a new stake in shares of JFrog during the first quarter valued at approximately $30,000. Bessemer Group Inc. acquired a new position in shares of JFrog during the first quarter worth approximately $36,000. Employees Retirement System of Texas acquired a new position in shares of JFrog during the fourth quarter worth approximately $44,000. Finally, Caitong International Asset Management Co. Ltd lifted its holdings in shares of JFrog by 12,566.7% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 760 shares of the company’s stock worth $47,000 after purchasing an additional 754 shares in the last quarter. 85.02% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about JFrog

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: Strong feedback from JFrog’s customer conference led one analysis to identify FROG as a top software-sector pick, suggesting continued confidence in demand for its software supply-chain platform and AI-related growth opportunities. JFrog Stock Emerges as Top Software Pick Following Strong Customer Conference Feedback
• Positive Sentiment: JFrog unveiled “zero-touch remediation,” a capability intended to automatically detect and resolve software-supply-chain vulnerabilities. The offering could strengthen the company’s security and AI positioning and support enterprise demand. JFrog Unveils Zero-Touch Remediation
• Positive Sentiment: JFrog’s latest quarterly results showed 28.7% year-over-year revenue growth and EPS above consensus, while analysts remain broadly positive. The stock’s consensus rating is “Moderate Buy,” with price targets generally above recent trading levels.
• Neutral Sentiment: A JPMorgan Chase case study highlighted the use of JFrog technology to scale secure software delivery, providing enterprise validation for the platform, although it did not represent a new contract or financial forecast. How JPMorgan Chase Scaled Secure Software Delivery
• Negative Sentiment: A report said attackers chained vulnerabilities in JFrog Artifactory to obtain administrative control and plant backdoors. The allegations raise potential concerns about customer security, remediation costs and trust in JFrog’s software-supply-chain products. Attackers Chain JFrog Artifactory Flaws
• Negative Sentiment: JFrog’s CEO, CRO and CTO recently sold shares totaling roughly $9.6 million. The transactions were executed under pre-arranged Rule 10b5-1 plans, limiting their significance, but repeated insider selling can still weigh on investor sentiment. JFrog CRO Stock Sale
• Negative Sentiment: A valuation-focused analysis downgraded JFrog, arguing that the company’s elevated valuation and negative trailing profitability leave the stock vulnerable if bond yields rise. JFrog Valuation at Risk as Yields Rise

Analysts Set New Price Targets

Several equities research analysts recently commented on FROG shares. KeyCorp raised their target price on JFrog from $89.00 to $114.00 and gave the stock an “overweight” rating in a research note on Friday, August 7th. UBS Group increased their price target on JFrog from $110.00 to $120.00 and gave the stock a “buy” rating in a report on Friday, August 7th. BTIG Research reaffirmed a “buy” rating and set a $115.00 price objective on shares of JFrog in a research report on Friday, September 4th. Weiss Ratings reiterated a “sell (d-)” rating on shares of JFrog in a research note on Friday, July 17th. Finally, Wall Street Zen downgraded shares of JFrog from a “buy” rating to a “hold” rating in a research report on Sunday, August 23rd. Twenty-one research 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 currently has an average rating of “Moderate Buy” and an average target price of $109.48.

About JFrog

JFrog Ltd. (NASDAQ: FROG) develops a software supply chain platform designed to help organizations manage, secure and automate the delivery of software. Its technology supports developers and operations teams throughout the application lifecycle, from source code and package management through continuous integration, release and deployment.

The company’s product portfolio includes JFrog Artifactory, a universal repository for storing and distributing software packages and artifacts, as well as JFrog Xray, which provides security and compliance analysis for software components.