Gibbs Wealth Management Buys New Shares in JFrog Ltd. $FROG

Gibbs Wealth Management purchased a new stake in shares of JFrog Ltd. (NASDAQ:FROG) in the 1st quarter, Holdings Channel reports. The fund purchased 11,215 shares of the company’s stock, valued at approximately $526,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. UBS Group AG raised its stake in JFrog by 293.8% in the fourth quarter. UBS Group AG now owns 296,419 shares of the company’s stock valued at $18,514,000 after buying an additional 221,155 shares during the period. Summit Partners Public Asset Management LLC raised its stake in JFrog by 77.8% in the 4th quarter. Summit Partners Public Asset Management LLC now owns 1,587,525 shares of the company’s stock worth $99,157,000 after purchasing an additional 694,700 shares in the last quarter. Dana Investment Advisors Inc. acquired a new stake in JFrog in the 4th quarter worth about $2,013,000. Robeco Schweiz AG bought a new stake in JFrog in the 4th quarter valued at about $11,293,000. Finally, AMJ Financial Wealth Management bought a new stake in JFrog in the 4th quarter valued at about $4,077,000. Institutional investors own 85.02% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on FROG. Oppenheimer reaffirmed an “outperform” rating and issued a $105.00 price objective on shares of JFrog in a report on Wednesday. Benchmark began coverage on shares of JFrog in a research report on Thursday, June 25th. They set a “buy” rating and a $100.00 price objective for the company. Bank of America raised their target price on shares of JFrog from $85.00 to $100.00 and gave the company a “buy” rating in a report on Monday, June 8th. Guggenheim boosted their target price on shares of JFrog from $80.00 to $105.00 and gave the company a “buy” rating in a research report on Friday, July 17th. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of JFrog in a research report on Friday, July 17th. Twenty-one analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $86.76.

Insider Activity at JFrog

In other JFrog news, Director Frederic Simon sold 120,000 shares of the company’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $85.84, for a total transaction of $10,300,800.00. Following the sale, the director owned 3,224,328 shares of the company’s stock, valued at approximately $276,776,315.52. This represents a 3.59% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Yoav Landman sold 150,000 shares of JFrog stock in a transaction dated Monday, June 29th. The stock was sold at an average price of $89.99, for a total value of $13,498,500.00. Following the completion of the transaction, the chief technology officer directly 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 917,399 shares of company stock worth $73,629,102 over the last quarter. Company insiders own 11.80% of the company’s stock.

JFrog Stock Down 1.3%

Shares of JFrog stock opened at $80.16 on Friday. The stock has a market cap of $9.71 billion, a price-to-earnings ratio of -151.25 and a beta of 1.20. JFrog Ltd. has a twelve month low of $34.05 and a twelve month high of $99.22. The company’s fifty day moving average is $83.42 and its 200 day moving average is $61.53.

JFrog (NASDAQ:FROG) last released its quarterly earnings results on Thursday, May 7th. The company reported $0.27 EPS for the quarter, beating analysts’ consensus estimates of $0.22 by $0.05. The firm had revenue of $153.98 million for the quarter, compared to analyst estimates of $147.45 million. JFrog had a negative return on equity of 4.61% and a negative net margin of 10.93%.The business’s revenue was up 25.8% on a year-over-year basis. During the same quarter in the previous year, the company 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, equities analysts anticipate that JFrog Ltd. will post -0.15 earnings per share for the current fiscal year.

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.