JFrog (NASDAQ:FROG) CRO Tali Notman Sells 18,794 Shares of Stock

JFrog Ltd. (NASDAQ:FROG) CRO Tali Notman sold 18,794 shares of the firm’s stock in a transaction dated Tuesday, September 8th. The shares were sold at an average price of $86.98, for a total transaction of $1,634,702.12. Following the transaction, the executive directly owned 668,678 shares in the company, valued at approximately $58,161,612.44. The trade was a 2.73% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Tali Notman also recently made the following trade(s):

• On Wednesday, September 2nd, Tali Notman sold 19,157 shares of JFrog stock. The stock was sold at an average price of $90.51, for a total transaction of $1,733,900.07.

JFrog Trading Up 1.5%

Shares of NASDAQ:FROG opened at $88.65 on Friday. The company has a 50 day moving average of $88.98 and a 200-day moving average of $69.72. The firm has a market cap of $10.93 billion, a P/E ratio of -239.59 and a beta of 1.28. JFrog Ltd. has a twelve month low of $34.05 and a twelve month high of $105.76.

JFrog (NASDAQ:FROG) last posted its quarterly earnings data on Thursday, August 6th. The company reported $0.27 EPS for the quarter, beating analysts’ consensus estimates 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 last year, the business earned $0.18 earnings per share. The business’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. Equities research analysts forecast that JFrog Ltd. will post -0.11 EPS for the current year.

Hedge Funds Weigh In On JFrog

A number of hedge funds have recently modified their holdings of FROG. Millstone Evans Group LLC lifted its holdings in shares of JFrog by 242.6% during the first quarter. Millstone Evans Group LLC now owns 603 shares of the company’s stock valued at $28,000 after purchasing an additional 427 shares during the last quarter. Allworth Financial LP raised its holdings in JFrog by 83.1% during the 2nd quarter. Allworth Financial LP now owns 648 shares of the company’s stock worth $59,000 after buying an additional 294 shares during the period. Western Wealth Management LLC acquired a new stake in JFrog during the 1st quarter worth about $30,000. Employees Retirement System of Texas purchased a new stake in JFrog during the fourth quarter valued at about $44,000. Finally, Caitong International Asset Management Co. Ltd lifted its stake in JFrog by 12,566.7% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 760 shares of the company’s stock valued at $47,000 after buying an additional 754 shares in the last quarter. 85.02% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on FROG. Guggenheim boosted their price objective on JFrog from $105.00 to $115.00 and gave the stock a “buy” rating in a research note on Friday, August 7th. Oppenheimer lifted their target price on JFrog from $105.00 to $115.00 and gave the stock an “outperform” rating in a report on Friday, August 7th. Weiss Ratings reiterated a “sell (d-)” rating on shares of JFrog in a research report on Friday, July 17th. Canaccord Genuity Group set a $105.00 price target on shares of JFrog in a report on Friday, August 7th. Finally, TD Cowen restated a “buy” rating and set a $120.00 price objective on shares of JFrog in a research report on Thursday, September 3rd. Twenty-one investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $109.48.

JFrog News Roundup

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: JFrog unveiled “zero-touch remediation,” a capability designed to automatically detect and resolve software supply-chain vulnerabilities. The announcement strengthens the company’s security and artificial-intelligence positioning and could support demand for its platform. JFrog Unveils Zero-Touch Remediation for Self-Healing Software Supply Chain
• Positive Sentiment: A JPMorgan Chase case study highlighted how the bank scaled secure software delivery using JFrog’s technology. The customer example provides validation of JFrog’s relevance to large, security-sensitive enterprises and may reinforce its long-term growth opportunity. How JPMorgan Chase Scaled Secure Software Delivery
• Positive Sentiment: JFrog’s latest reported quarter featured revenue growth of 28.7% year over year and earnings above analyst expectations, while its full-year guidance was raised. Analysts remain broadly constructive, with a consensus “Moderate Buy” rating and an average price target above the current trading level.
• Neutral Sentiment: Reported short-interest data showed zero shares short, but the figures appear inconsistent and provide little meaningful insight into current trading pressure.
• Negative Sentiment: CEO Shlomi Ben Haim sold 45,700 shares for approximately $3.9 million, CRO Tali Notman sold 18,794 shares for about $1.6 million, and CTO Yoav Landman sold 45,000 shares for roughly $4.0 million. Each transaction was conducted under a pre-arranged Rule 10b5-1 plan, reducing its signaling value, but the repeated executive selling can still weigh on sentiment. JFrog CTO Sells Stock
• Negative Sentiment: A Seeking Alpha analysis downgraded JFrog, arguing that its elevated valuation is vulnerable to rising bond yields. With the stock trading at a high earnings multiple despite negative trailing profitability, higher interest rates could pressure its valuation. JFrog Valuation at Risk as Yields Rise

JFrog Company Profile

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.