Short Interest in JFrog Ltd. (NASDAQ:FROG) Grows By 59.0%

JFrog Ltd. (NASDAQ:FROG) was the recipient of a significant growth in short interest in February. As of February 13th, there was short interest totaling 5,447,063 shares, a growth of 59.0% from the January 29th total of 3,426,245 shares. Currently, 5.3% of the shares of the stock are short sold. Based on an average trading volume of 4,008,845 shares, the days-to-cover ratio is presently 1.4 days. Based on an average trading volume of 4,008,845 shares, the days-to-cover ratio is presently 1.4 days. Currently, 5.3% of the shares of the stock are short sold.

JFrog Stock Performance

Shares of JFrog stock traded down $1.41 during midday trading on Friday, reaching $40.15. 4,849,200 shares of the company’s stock traded hands, compared to its average volume of 4,686,102. The stock has a 50 day moving average of $55.08 and a 200-day moving average of $53.69. JFrog has a 12 month low of $27.00 and a 12 month high of $70.43. The company has a market cap of $4.80 billion, a PE ratio of -64.76 and a beta of 1.13.

JFrog (NASDAQ:FROG) last released its quarterly earnings results on Thursday, February 12th. The company reported $0.22 earnings per share for the quarter, beating the consensus estimate of $0.19 by $0.03. JFrog had a negative net margin of 13.50% and a negative return on equity of 5.74%. The business had revenue of $145.31 million for the quarter, compared to analysts’ expectations of $138.09 million. During the same quarter in the previous year, the business posted $0.19 earnings per share. The firm’s revenue for the quarter was up 25.2% compared to the same quarter last year. JFrog has set its FY 2026 guidance at 0.880-0.920 EPS and its Q1 2026 guidance at 0.200-0.220 EPS. On average, equities analysts anticipate that JFrog will post -0.33 earnings per share for the current fiscal year.

Insider Transactions at JFrog

In other news, Director Frederic Simon sold 80,000 shares of the company’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $59.51, for a total value of $4,760,800.00. Following the completion of the sale, the director owned 3,660,786 shares of the company’s stock, valued at approximately $217,853,374.86. This represents a 2.14% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CTO Yoav Landman sold 45,000 shares of the stock in a transaction on 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 directly owned 5,868,641 shares in the company, valued at approximately $338,679,272.11. This represents a 0.76% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 327,814 shares of company stock worth $20,028,460. Corporate insiders own 14.10% of the company’s stock.

Institutional Trading of JFrog

Several institutional investors and hedge funds have recently bought and sold shares of the stock. Vanguard Group Inc. boosted its position in JFrog by 4.0% during the 4th quarter. Vanguard Group Inc. now owns 9,505,832 shares of the company’s stock valued at $593,734,000 after acquiring an additional 362,654 shares in the last quarter. Whale Rock Capital Management LLC lifted its stake in shares of JFrog by 82.2% in the 4th quarter. Whale Rock Capital Management LLC now owns 5,297,812 shares of the company’s stock valued at $330,901,000 after purchasing an additional 2,389,415 shares during the period. Wasatch Advisors LP boosted its position in shares of JFrog by 6.0% during the third quarter. Wasatch Advisors LP now owns 2,710,886 shares of the company’s stock valued at $128,306,000 after purchasing an additional 153,283 shares in the last quarter. Price T Rowe Associates Inc. MD grew its stake in JFrog by 30.9% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 2,683,153 shares of the company’s stock worth $167,590,000 after purchasing an additional 633,231 shares during the period. Finally, Fiera Capital Corp grew its stake in JFrog by 37.5% in the fourth quarter. Fiera Capital Corp now owns 2,253,450 shares of the company’s stock worth $140,750,000 after purchasing an additional 614,383 shares during the period. 85.02% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on FROG shares. Evercore set a $80.00 target price on JFrog in a research note on Thursday. TD Cowen increased their price objective on JFrog from $75.00 to $80.00 and gave the company a “buy” rating in a research note on Friday, February 13th. BTIG Research cut their target price on shares of JFrog from $83.00 to $70.00 and set a “buy” rating on the stock in a report on Friday, February 13th. Canaccord Genuity Group lowered their price target on shares of JFrog from $75.00 to $66.00 and set a “buy” rating for the company in a report on Friday, February 13th. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of JFrog in a research report on Thursday, January 22nd. Sixteen analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $67.42.

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.