JFrog (NASDAQ:FROG) Trading Down 8% – Should You Sell?

JFrog Ltd. (NASDAQ:FROG)’s share price traded down 8% on Tuesday . The stock traded as low as $46.67 and last traded at $47.5510. 965,927 shares were traded during mid-day trading, a decline of 63% from the average session volume of 2,580,033 shares. The stock had previously closed at $51.68.

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on the stock. JPMorgan Chase & Co. upped their price target on shares of JFrog from $55.00 to $65.00 and gave the stock an “overweight” rating in a research note on Friday, November 7th. Oppenheimer upgraded JFrog from a “market perform” rating to an “outperform” rating and set a $75.00 price target for the company in a report on Friday, November 7th. Weiss Ratings reissued a “sell (d-)” rating on shares of JFrog in a research note on Thursday, January 22nd. TD Cowen raised their price objective on shares of JFrog from $75.00 to $80.00 and gave the company a “buy” rating in a research report on Friday. Finally, Canaccord Genuity Group reduced their target price on shares of JFrog from $75.00 to $66.00 and set a “buy” rating for the company in a research note on Friday. Fifteen research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, JFrog has a consensus rating of “Moderate Buy” and a consensus price target of $65.94.

JFrog Stock Performance

The stock has a market cap of $5.63 billion, a price-to-earnings ratio of -76.71 and a beta of 1.13. The stock’s 50-day simple moving average is $59.62 and its two-hundred day simple moving average is $53.79.

JFrog (NASDAQ:FROG) last posted its quarterly earnings data on Thursday, February 12th. The company reported $0.22 earnings per share for the quarter, topping the consensus estimate of $0.19 by $0.03. The business had revenue of $145.31 million during the quarter, compared to analysts’ expectations of $138.09 million. JFrog had a negative return on equity of 5.84% and a negative net margin of 13.50%.The firm’s revenue was up 25.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.19 EPS. 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, research analysts predict that JFrog Ltd. will post -0.33 earnings per share for the current year.

Insiders Place Their Bets

In other news, CTO Yoav Landman sold 45,000 shares of the business’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $57.71, for a total transaction of $2,596,950.00. Following the transaction, the chief technology officer owned 5,868,641 shares in the company, valued at approximately $338,679,272.11. The trade was a 0.76% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Yvonne Wassenaar sold 1,957 shares of the stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $58.70, for a total transaction of $114,875.90. Following the completion of the sale, the director owned 20,495 shares of the company’s stock, valued at approximately $1,203,056.50. The trade was a 8.72% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 407,814 shares of company stock valued at $24,969,260 in the last 90 days. 14.10% of the stock is currently owned by corporate insiders.

Institutional Trading of JFrog

Institutional investors have recently modified their holdings of the company. Blue Trust Inc. bought a new position in JFrog in the fourth quarter worth $30,000. Farther Finance Advisors LLC raised its stake in shares of JFrog by 318.7% in the 4th quarter. Farther Finance Advisors LLC now owns 628 shares of the company’s stock valued at $39,000 after buying an additional 478 shares in the last quarter. Employees Retirement System of Texas bought a new position in shares of JFrog during the 4th quarter worth about $44,000. First Horizon Corp acquired a new stake in shares of JFrog during the 4th quarter valued at about $47,000. Finally, Aster Capital Management DIFC Ltd bought a new stake in JFrog in the third quarter valued at about $56,000. Institutional investors and hedge funds own 85.02% of the company’s stock.

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.