JFrog (NASDAQ:FROG) CRO Tali Notman Sells 22,854 Shares

JFrog Ltd. (NASDAQ:FROG) CRO Tali Notman sold 22,854 shares of the company’s stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $86.54, for a total value of $1,977,785.16. Following the sale, the executive directly owned 728,644 shares of the company’s stock, valued at approximately $63,056,851.76. This represents a 3.04% 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 this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

JFrog Stock Up 2.8%

FROG traded up $2.34 on Thursday, hitting $86.20. 1,799,152 shares of the company traded hands, compared to its average volume of 3,073,387. The company has a 50 day moving average of $56.81 and a 200-day moving average of $55.67. The stock has a market capitalization of $10.44 billion, a PE ratio of -162.63 and a beta of 1.23. JFrog Ltd. has a 12-month low of $34.05 and a 12-month high of $89.16.

JFrog (NASDAQ:FROG) last posted its quarterly earnings data on Thursday, May 7th. The company reported $0.27 EPS for the quarter, beating the consensus estimate of $0.22 by $0.05. The firm had revenue of $153.98 million during the quarter, compared to the consensus estimate of $147.45 million. JFrog had a negative return on equity of 4.61% and a negative net margin of 10.93%.The firm’s revenue was up 25.8% compared to the same quarter last year. During the same period in the prior year, the business earned $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. On average, research analysts anticipate that JFrog Ltd. will post -0.17 EPS for the current year.

Hedge Funds Weigh In On JFrog

Hedge funds have recently bought and sold shares of the company. Public Sector Pension Investment Board purchased a new position in JFrog in the 3rd quarter valued at approximately $3,247,000. HighTower Advisors LLC increased its stake in JFrog by 452.1% in the 3rd quarter. HighTower Advisors LLC now owns 56,821 shares of the company’s stock valued at $2,689,000 after purchasing an additional 46,529 shares in the last quarter. UBS Group AG increased its stake in JFrog by 293.8% in the 4th quarter. UBS Group AG now owns 296,419 shares of the company’s stock valued at $18,514,000 after purchasing an additional 221,155 shares in the last quarter. Wilson Asset Management International PTY Ltd. purchased a new position in JFrog in the 3rd quarter valued at approximately $3,133,000. Finally, Robeco Schweiz AG purchased a new position in JFrog in the 4th quarter valued at approximately $11,293,000. 85.02% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on FROG. Needham & Company LLC increased their target price on JFrog from $70.00 to $80.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. JPMorgan Chase & Co. increased their target price on JFrog from $68.00 to $76.00 and gave the stock an “overweight” rating in a research note on Friday, May 8th. Stifel Nicolaus increased their target price on JFrog from $75.00 to $85.00 and gave the stock a “buy” rating in a research note on Tuesday, May 26th. William Blair reissued an “outperform” rating on shares of JFrog in a research note on Monday, February 23rd. Finally, TD Cowen cut their target price on JFrog from $80.00 to $70.00 and set a “buy” rating for the company in a research note on Wednesday, April 15th. Eighteen equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $76.63.

Key Stories Impacting JFrog

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: JFrog’s recent quarterly report beat expectations, with EPS and revenue topping estimates and revenue rising 25.8% year over year. The company also raised FY2026 and Q2 guidance, reinforcing the view that fundamentals are improving. JFrog leaps on EPS beat and raised guidance
• Positive Sentiment: Several analysts recently boosted price targets or reiterated bullish ratings, including Stifel, BTIG, Needham, and Cantor, which supports investor confidence in JFrog’s growth outlook. 2 Tech stocks getting bullish upgrades ahead of Q1
• Neutral Sentiment: JFrog was added to the Russell 3000 index, a supportive visibility milestone that can attract passive investment flows over time. JFrog Announces Inclusion in Russell 3000 ® Index
• Neutral Sentiment: Management presented at the Bank of America Global Technology Conference, but no major new financial update was included in the headline item. JFrog Ltd. (FROG) Presents at Bank of America 2026 Global Technology Conference Transcript
• Negative Sentiment: Multiple insiders, including the CEO, CFO, CTO, and a director, sold shares this week. The company said these were largely related to tax withholding and pre-arranged 10b5-1 plans, which softens the bearish signal, but the cluster of sales may still weigh on sentiment. Yoav Landman Sells 100,000 Shares of JFrog (NASDAQ:FROG) Stock

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.