JFrog (NASDAQ:FROG) Stock: Insider Barry Zwarenstein Sells 1,250 Shares

JFrog Ltd. (NASDAQ:FROG) Director Barry Zwarenstein sold 1,250 shares of the company’s stock in a transaction that occurred on Tuesday, October 20th. The shares were sold at an average price of $90.10, for a total transaction of $112,625.00. Following the completion of the transaction, the director owned 29,187 shares of the company’s stock, valued at approximately $2,629,748.70. This trade represents a 4.11% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Barry Zwarenstein also recently made the following trade(s):

• On Monday, September 14th, Barry Zwarenstein sold 1,250 shares of JFrog stock. The shares were sold at an average price of $88.38, for a total transaction of $110,475.00.

JFrog Stock Performance

Shares of NASDAQ:FROG opened at $100.62 on Friday. The firm has a market cap of $12.41 billion, a PE ratio of -271.94 and a beta of 1.24. The firm’s fifty day moving average is $93.30 and its 200-day moving average is $80.67. JFrog Ltd. has a 52 week low of $34.05 and a 52 week high of $105.76.

JFrog (NASDAQ:FROG) last posted its quarterly earnings data on Thursday, August 6th. The company reported $0.27 earnings per share for the quarter, beating analysts’ consensus estimates of $0.24 by $0.03. The business had revenue of $163.77 million during the quarter, compared to the consensus estimate of $155.63 million. JFrog had a negative return on equity of 2.71% and a negative net margin of 7.35%. JFrog’s quarterly revenue was up 28.7% on a year-over-year basis. During the same period in the prior year, the business posted $0.18 earnings per share. 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 forecast that JFrog Ltd. will post -0.11 EPS for the current year.

Institutional Trading of JFrog

A number of large investors have recently bought and sold shares of the business. Wasatch Advisors LP lifted its position in shares of JFrog by 187.4% during the 1st 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 period. First Trust Advisors LP increased its stake 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 in the last quarter. Bank of America Corp DE increased its stake in JFrog by 48.2% in the first quarter. Bank of America Corp DE now owns 2,517,899 shares of the company’s stock valued at $118,165,000 after purchasing an additional 819,326 shares in the last quarter. Arrowstreet Capital Limited Partnership raised its holdings in shares of JFrog by 78.1% during the first quarter. Arrowstreet Capital Limited Partnership now owns 1,964,925 shares of the company’s stock valued at $92,214,000 after purchasing an additional 861,835 shares during the period. Finally, Lazard Asset Management LLC raised its holdings in shares of JFrog by 41.9% during the first quarter. Lazard Asset Management LLC now owns 1,716,050 shares of the company’s stock valued at $80,534,000 after purchasing an additional 506,366 shares during the period. 85.02% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

FROG has been the subject of a number of analyst reports. Piper Sandler raised their price objective on JFrog from $65.00 to $90.00 and gave the stock a “neutral” rating in a research report on Friday, August 7th. UBS Group set a $115.00 target price on JFrog in a report on Friday. JPMorgan Chase & Co. upped their target price on JFrog from $100.00 to $115.00 and gave the company an “overweight” rating in a report on Friday, August 7th. Cantor Fitzgerald increased their target price on shares of JFrog from $80.00 to $100.00 and gave the company an “overweight” rating in a research report on Monday, August 3rd. Finally, Raymond James Financial set a $120.00 price target on shares of JFrog in a report on Friday, August 7th. Twenty-one investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $109.48.

More JFrog News

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: JFrog’s new AI-SEC products strengthen its growth narrative. The company introduced tools for detecting “shadow AI,” scanning AI assets and enforcing policies across development and production environments. The offering expands JFrog beyond artifact management into the potentially higher-value AI-security market. JFrog AI Security article
• Positive Sentiment: New DevGovOps and compliance capabilities could support enterprise adoption. Features including signed compliance evidence, repository-level policies and DORA-related controls position JFrog as a broader software governance platform and may improve customer retention. JFrog DevGovOps announcement
• Positive Sentiment: Analyst sentiment remains supportive. Truist raised its price target to $115 while maintaining a Buy rating, citing confidence in JFrog’s growth outlook. Recent institutional filings also showed substantial share additions by BlackRock, JPMorgan and other investors.
• Neutral Sentiment: The upcoming earnings report is the next major catalyst. JFrog previously beat quarterly revenue and EPS expectations, with revenue up 28.7% year over year, but investors will look for confirmation that cloud momentum and fiscal-year guidance remain on track. JFrog pre-earnings sentiment article
• Negative Sentiment: Insider selling is a risk signal. Director Barry Zwarenstein sold 1,250 shares under a pre-arranged Rule 10b5-1 plan. Separately, company insiders have reported numerous sales and no open-market purchases in the past six months, which could temper enthusiasm despite the recent product and analyst catalysts.

About JFrog

JFrog Ltd. is a software company that provides a platform for managing, securing and distributing software packages and releases throughout the application development lifecycle. Its technology is designed to help organizations move software reliably from development through production across cloud, on-premises and hybrid environments.

The company’s products include JFrog Artifactory, a repository for storing and managing software packages and container images; JFrog Xray, which provides security and compliance analysis for software components; and tools for continuous integration, continuous delivery, software distribution and release management.