JFrog (NASDAQ:FROG) Director Frederic Simon Sells 120,000 Shares

JFrog Ltd. (NASDAQ:FROG) Director Frederic Simon sold 120,000 shares of the stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $93.21, for a total value of $11,185,200.00. Following the sale, the director owned 2,864,328 shares in the company, valued at $266,984,012.88. The trade was a 4.02% 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.

Frederic Simon also recently made the following trade(s):

• On Thursday, August 13th, Frederic Simon sold 120,000 shares of JFrog stock. The stock was sold at an average price of $90.86, for a total value of $10,903,200.00.

JFrog Stock Down 1.2%

NASDAQ FROG opened at $90.61 on Friday. The company has a fifty day moving average of $89.29 and a two-hundred day moving average of $68.29. The firm has a market capitalization of $11.17 billion, a price-to-earnings ratio of -244.89 and a beta of 1.28. JFrog Ltd. has a 52 week low of $34.05 and a 52 week high of $105.76.

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

Analyst Upgrades and Downgrades

FROG has been the subject of several recent analyst reports. Canaccord Genuity Group set a $105.00 target price on JFrog in a research report on Friday, August 7th. Raymond James Financial set a $120.00 price target on JFrog in a report on Friday, August 7th. Royal Bank Of Canada reissued an “outperform” rating and set a $118.00 price target on shares of JFrog in a research note on Thursday. TD Cowen restated a “buy” rating and set a $120.00 price objective on shares of JFrog in a report on Thursday. Finally, Barclays reaffirmed an “overweight” rating and issued a $110.00 price objective on shares of JFrog in a research report on Friday, August 7th. Twenty-two investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $106.36.

Hedge Funds Weigh In On JFrog

A number of hedge funds have recently added to or reduced their stakes in FROG. California State Teachers Retirement System increased its position in shares of JFrog by 9,666.3% during the second quarter. California State Teachers Retirement System now owns 10,839,803 shares of the company’s stock worth $985,121,000 after acquiring an additional 10,728,811 shares during the period. Whale Rock Capital Management LLC boosted its holdings in shares of JFrog by 82.2% in the fourth 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 grew its stake in JFrog by 187.4% in the first quarter. Wasatch Advisors LP now owns 4,156,033 shares of the company’s stock worth $195,043,000 after purchasing an additional 2,710,167 shares in the last quarter. First Trust Advisors LP grew 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 worth $157,796,000 after purchasing an additional 3,358,422 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD increased its holdings in JFrog by 30.9% during the 4th 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. 85.02% of the stock is currently owned by institutional investors.

Trending Headlines about JFrog

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: TD Cowen, RBC and Needham reaffirmed bullish ratings on JFrog and assigned price targets of $120, $118 and $115, respectively, implying substantial upside from recent trading levels. The endorsements reinforce Wall Street’s confidence in JFrog’s DevOps, software-supply-chain and artificial-intelligence opportunity.
• Positive Sentiment: JFrog announced a partnership with Wiz focused on securing AI-era software supply chains. The company also highlighted zero-touch remediation, continuous compliance and security for agentic workforces, potentially expanding its addressable market and strengthening its platform’s strategic value. JFrog Wiz partnership announcement JFrog zero-touch remediation announcement
• Neutral Sentiment: Director Frederic Simon sold 120,000 shares worth approximately $11.2 million under a pre-arranged Rule 10b5-1 plan, while CEO Shlomi Ben Haim sold about $3.4 million of shares to cover tax withholding on vested equity. Both executives retained substantial holdings, reducing the significance of the sales as discretionary bearish signals. JFrog insider transaction filings
• Negative Sentiment: Security researchers reported that attackers are exploiting a critical JFrog Artifactory flaw to forge administrative tokens and potentially gain elevated control. The reports may prompt urgent customer patching, increase scrutiny of JFrog’s security practices and create potential liability or retention risks. Hackers exploit JFrog Artifactory flaw
• Negative Sentiment: Additional insider-selling reports, including a roughly $25.1 million sale by CTO Yoav Landman and a smaller director transaction, could weigh on sentiment, although pre-arranged trading plans and tax-related sales limit their predictive value.

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.