JFrog Ltd. $FROG Stock Bought by Kornitzer Capital Management Inc. KS

Kornitzer Capital Management Inc. KS boosted its position in JFrog Ltd. (NASDAQ:FROG) by 348.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 81,100 shares of the company’s stock after purchasing an additional 63,000 shares during the period. Kornitzer Capital Management Inc. KS owned about 0.07% of JFrog worth $7,870,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of FROG. CenterBook Partners LP increased its holdings in JFrog by 350.2% in the 3rd quarter. CenterBook Partners LP now owns 18,599 shares of the company’s stock worth $1,805,000 after acquiring an additional 14,468 shares during the last quarter. Calamos Advisors LLC lifted its holdings in JFrog by 23.8% during the third quarter. Calamos Advisors LLC now owns 55,469 shares of the company’s stock valued at $5,383,000 after purchasing an additional 10,658 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. lifted its holdings in JFrog by 1.1% during the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 904,403 shares of the company’s stock valued at $87,763,000 after purchasing an additional 9,520 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. bought a new position in JFrog during the third quarter worth about $3,209,000. Finally, State of Wyoming bought a new position in JFrog during the third quarter worth about $125,000. 85.02% of the stock is owned by institutional investors.

Insider Activity

In other news, CTO Yoav Landman sold 249,300 shares of the company’s stock in a transaction on Thursday, August 27th. The shares were sold at an average price of $100.72, for a total value of $25,109,496.00. Following the transaction, the chief technology officer owned 5,199,038 shares of the company’s stock, valued at approximately $523,647,107.36. This represents a 4.58% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Shlomi Ben Haim sold 45,700 shares of the stock in a transaction on Tuesday, September 8th. The stock was sold at an average price of $85.35, for a total value of $3,900,495.00. Following the completion of the sale, the chief executive officer owned 4,449,305 shares in the company, valued at $379,748,181.75. This trade represents a 1.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 900,453 shares of company stock worth $85,299,266. Company insiders own 11.80% of the company’s stock.

Analyst Upgrades and Downgrades

FROG has been the subject of several analyst reports. Raymond James Financial set a $120.00 price objective on shares of JFrog in a report on Friday, August 7th. TD Cowen reissued a “buy” rating and set a $120.00 target price on shares of JFrog in a report on Thursday, September 3rd. Guggenheim increased their target price on JFrog from $115.00 to $125.00 and gave the stock a “buy” rating in a research report on Friday. Morgan Stanley set a $100.00 price target on JFrog in a report on Friday, August 7th. Finally, Cantor Fitzgerald reiterated an “overweight” rating and issued a $115.00 price target on shares of JFrog in a research report on Wednesday. Twenty-one research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $112.19.

JFrog Trading Up 35.3%

FROG stock opened at $100.98 on Friday. The firm has a 50 day moving average of $93.42 and a 200-day moving average of $72.58. The firm has a market capitalization of $12.45 billion, a P/E ratio of -561.00 and a beta of 1.31. JFrog Ltd. has a 12 month low of $34.05 and a 12 month high of $105.76.

JFrog (NASDAQ:FROG) last posted its earnings results on Thursday, November 5th. The company reported $0.32 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.23 by $0.09. JFrog had a negative net margin of 3.29% and a negative return on equity of 1.58%. The business had revenue of $179.17 million for the quarter, compared to analysts’ expectations of $165.92 million. During the same period in the prior year, the company posted $0.22 EPS. The business’s revenue for the quarter was up 30.9% compared to the same quarter last year. Sell-side analysts predict that JFrog Ltd. will post -0.11 EPS for the current year.

Key Headlines Impacting JFrog

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: JFrog reported third-quarter adjusted EPS of $0.32, above the $0.23 consensus, while revenue of $179.2 million beat expectations of $165.9 million and grew 31% year over year. JFrog Shares Rally on Outlook Boost, 3Q Beat
• Positive Sentiment: AI-driven coding activity is boosting demand for JFrog’s software tools. Reports highlight cloud revenue growth of about 60%, reinforcing the view that the company is benefiting from wider adoption of AI coding agents. JFrog Cloud Revenue Surges 60% Amid AI-Driven Software Growth
• Positive Sentiment: The company raised its 2026 revenue outlook to $680–$682 million and projected cloud baseline growth of 52%–54%, signaling continued momentum beyond the quarterly beat. JFrog Projects 2026 Revenue and Cloud Growth
• Positive Sentiment: Several firms raised price targets and kept bullish ratings: RBC to $121, Truist to $120, KeyCorp to $118 and Canaccord to $110. These revisions reflect stronger analyst expectations after the results. Truist Raises JFrog Price Target
• Negative Sentiment: Piper Sandler raised its target from $90 to $95 but maintained a neutral rating; the target remains below the stock’s recent trading level, suggesting some analysts see limited near-term upside after the rally.

JFrog Company Profile

JFrog Ltd. develops software delivery and supply-chain tools for organizations building and deploying applications. Its platform helps teams manage software packages and other binary artifacts throughout the development lifecycle, from creation and testing to distribution and deployment.

Its products include JFrog Artifactory, a repository manager for storing and managing software artifacts, and JFrog Xray, which scans software components for security vulnerabilities and policy issues.