JFrog (NASDAQ:FROG) Stock Price Down 5.4% – What’s Next?

JFrog Ltd. (NASDAQ:FROG)’s stock price traded down 5.4% during mid-day trading on Tuesday . The stock traded as low as $86.82 and last traded at $87.0610. 804,767 shares traded hands during trading, a decline of 72% from the average session volume of 2,842,496 shares. The stock had previously closed at $92.00.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on the company. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $118.00 price target on shares of JFrog in a research note on Thursday, September 3rd. Morgan Stanley set a $100.00 price target on JFrog in a research note on Friday, August 7th. UBS Group raised their price objective on shares of JFrog from $110.00 to $120.00 and gave the company a “buy” rating in a research report on Friday, August 7th. Citigroup reissued a “buy” rating on shares of JFrog in a research report on Monday, June 8th. Finally, BTIG Research restated a “buy” rating and set a $115.00 price target on shares of JFrog in a report on Friday, September 4th. Twenty-one investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, JFrog presently has an average rating of “Moderate Buy” and a consensus price target of $109.48.

JFrog Stock Up 2.6%

The firm has a 50-day moving average price of $88.70 and a two-hundred day moving average price of $73.05. The company has a market capitalization of $11.38 billion, a P/E ratio of -249.53 and a beta of 1.28.

JFrog (NASDAQ:FROG) last released its earnings results on Thursday, August 6th. The company reported $0.27 EPS for the quarter, beating the consensus estimate of $0.24 by $0.03. The firm had revenue of $163.77 million during the quarter, compared to analysts’ expectations 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 quarterly revenue was up 28.7% compared to the same quarter last year. During the same period in the prior year, the company earned $0.18 EPS. JFrog has set its Q3 2026 guidance at 0.220-0.240 EPS and its FY 2026 guidance at 0.960-1.000 EPS. On average, analysts predict that JFrog Ltd. will post -0.11 EPS for the current fiscal year.

Insider Activity at JFrog

In other JFrog news, CTO Yoav Landman sold 249,300 shares of the company’s stock in a transaction that occurred on Thursday, August 27th. The stock was sold at an average price of $100.72, for a total value of $25,109,496.00. Following the completion of the transaction, the chief technology officer owned 5,199,038 shares of the company’s stock, valued at $523,647,107.36. This represents a 4.58% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Frederic Simon sold 120,000 shares of the firm’s stock in a transaction that occurred on Thursday, August 13th. The stock was sold at an average price of $90.86, for a total value of $10,903,200.00. Following the completion of the sale, the director owned 2,984,328 shares of the company’s stock, valued at $271,156,042.08. This represents a 3.87% 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 have sold 1,012,152 shares of company stock worth $93,993,606 over the last three months. Company insiders own 11.80% of the company’s stock.

Institutional Investors Weigh In On JFrog

Institutional investors and hedge funds have recently bought and sold shares of the business. QRG Capital Management Inc. acquired a new stake in JFrog during the second quarter valued at approximately $222,000. Envestnet Portfolio Solutions Inc. acquired a new stake in JFrog in the 2nd quarter valued at $248,000. SkyView Investment Advisors LLC acquired a new position in JFrog during the second quarter worth $500,000. IPG Investment Advisors LLC bought a new position in shares of JFrog during the second quarter valued at $228,000. Finally, WINTON GROUP Ltd boosted its stake in shares of JFrog by 37.9% in the 2nd quarter. WINTON GROUP Ltd now owns 11,800 shares of the company’s stock valued at $1,072,000 after purchasing an additional 3,244 shares in the last quarter. Institutional investors own 85.02% of the company’s stock.

About JFrog

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.