Lido Advisors LLC Makes New $435,000 Investment in JFrog Ltd. $FROG

Lido Advisors LLC purchased a new stake in shares of JFrog Ltd. (NASDAQ:FROG) in the first quarter, according to its most recent disclosure with the SEC. The firm purchased 9,265 shares of the company’s stock, valued at approximately $435,000.

Other hedge funds also recently modified their holdings of the company. Blue Trust Inc. acquired a new stake in shares of JFrog in the fourth quarter valued at $30,000. Millstone Evans Group LLC grew its holdings in JFrog by 242.6% during 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 during the period. Farther Finance Advisors LLC grew its holdings in JFrog by 318.7% during the fourth quarter. Farther Finance Advisors LLC now owns 628 shares of the company’s stock worth $39,000 after acquiring an additional 478 shares during the period. Employees Retirement System of Texas acquired a new position in JFrog during the fourth quarter worth about $44,000. Finally, First Horizon Corp bought a new stake in JFrog in the fourth quarter worth about $47,000. 85.02% of the stock is currently owned by institutional investors and hedge funds.

JFrog Stock Up 1.7%

Shares of NASDAQ FROG opened at $79.79 on Friday. JFrog Ltd. has a 12 month low of $34.05 and a 12 month high of $99.22. The company has a market cap of $9.66 billion, a price-to-earnings ratio of -150.55 and a beta of 1.20. The business has a fifty day simple moving average of $84.05 and a 200-day simple moving average of $62.15.

JFrog (NASDAQ:FROG) last issued its quarterly earnings results on Thursday, May 7th. The company reported $0.27 earnings per share for the quarter, topping analysts’ consensus estimates of $0.22 by $0.05. The firm had revenue of $153.98 million for the quarter, compared to analysts’ expectations of $147.45 million. JFrog had a negative return on equity of 4.61% and a negative net margin of 10.93%.JFrog’s revenue was up 25.8% on a year-over-year basis. During the same quarter last year, the business posted $0.20 EPS. JFrog has set its FY 2026 guidance at 0.930-0.970 EPS and its Q2 2026 guidance at 0.230-0.25 EPS. As a group, sell-side analysts expect that JFrog Ltd. will post -0.15 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, CEO Ben Haim Shlomi sold 93,072 shares of the business’s stock in a transaction that occurred on Monday, June 8th. The shares were sold at an average price of $84.60, for a total transaction of $7,873,891.20. Following the sale, the chief executive officer owned 4,658,236 shares in the company, valued at $394,086,765.60. The trade was a 1.96% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Yoav Landman sold 150,000 shares of the company’s stock in a transaction that occurred on Monday, June 29th. The shares were sold at an average price of $89.99, for a total transaction of $13,498,500.00. Following the completion of the sale, the chief technology officer owned 5,539,038 shares of the company’s stock, valued at approximately $498,458,029.62. This trade represents a 2.64% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 963,649 shares of company stock worth $77,654,577 over the last ninety days. 11.80% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

FROG has been the subject of a number of research analyst reports. Raymond James Financial reissued an “outperform” rating on shares of JFrog in a report on Wednesday, July 22nd. KeyCorp reaffirmed an “overweight” rating on shares of JFrog in a research note on Friday. Weiss Ratings reiterated a “sell (d-)” rating on shares of JFrog in a report on Friday, July 17th. Oppenheimer reissued an “outperform” rating and set a $105.00 target price on shares of JFrog in a research note on Wednesday, July 22nd. Finally, Guggenheim raised their target price on shares of JFrog from $80.00 to $105.00 and gave the stock a “buy” rating in a report on Friday, July 17th. Twenty-one analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $88.86.

JFrog 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.