Norges Bank Invests $76.43 Million in JFrog Ltd. $FROG

Norges Bank acquired a new position in JFrog Ltd. (NASDAQ:FROG) during the 4th quarter, Holdings Channel reports. The firm acquired 1,223,615 shares of the company’s stock, valued at approximately $76,427,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Blue Trust Inc. bought a new stake in JFrog during the 4th quarter worth approximately $30,000. Farther Finance Advisors LLC raised its stake in JFrog by 318.7% during the 4th quarter. Farther Finance Advisors LLC now owns 628 shares of the company’s stock worth $39,000 after acquiring an additional 478 shares during the period. Employees Retirement System of Texas bought a new stake in JFrog during the 4th quarter worth approximately $44,000. First Horizon Corp bought a new stake in JFrog during the 4th quarter worth approximately $47,000. Finally, Aster Capital Management DIFC Ltd bought a new stake in JFrog during the 3rd quarter worth approximately $56,000. Institutional investors own 85.02% of the company’s stock.

Key Headlines Impacting JFrog

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: JFrog’s recent quarterly results were strong, with EPS of $0.27 beating estimates of $0.22 and revenue of $153.98 million topping expectations. The company also raised guidance, which has helped fuel bullish sentiment around the stock. JFrog leaps on EPS beat and raised guidance
• Positive Sentiment: Analysts remain constructive on JFrog, with multiple price-target increases and a consensus “Moderate Buy” rating, suggesting continued confidence in the company’s growth outlook. 2 Tech stocks getting bullish upgrades ahead of Q1
• Neutral Sentiment: JFrog presented at the Bank of America 2026 Global Technology Conference, keeping the company in focus but without any major new business update. JFrog Ltd. (FROG) Presents at Bank of America 2026 Global Technology Conference Transcript
• Neutral Sentiment: A comparison article pitting JFrog against PTC may have added visibility, but it is not a direct catalyst for the stock. Which Is a Better Investment, JFrog Ltd. or PTC Inc. Stock?
• Negative Sentiment: Several insiders have sold shares in recent days, including CEO Shlomi Ben Haim, CTO Yoav Landman, CFO Eduard Grabscheid, and director Frederic Simon. The company says the sales were tied to 10b5-1 plans or tax withholding, but the cluster of insider selling can still weigh on sentiment. Frederic Simon Sells 120,000 Shares of JFrog (NASDAQ:FROG) Stock

Insider Buying and Selling at JFrog

In other JFrog news, CRO Tali Notman sold 22,854 shares of the stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $86.54, for a total transaction of $1,977,785.16. Following the completion of the sale, the executive directly owned 728,644 shares of the company’s stock, valued at $63,056,851.76. This trade represents a 3.04% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Eduard Grabscheid sold 5,654 shares of the stock in a transaction that occurred on Wednesday, June 3rd. The shares were sold at an average price of $84.69, for a total transaction of $478,837.26. Following the sale, the chief financial officer directly owned 209,658 shares of the company’s stock, valued at approximately $17,755,936.02. This trade represents a 2.63% decrease in their ownership of the stock. 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders sold 689,363 shares of company stock worth $48,658,874. Insiders own 11.80% of the company’s stock.

JFrog Price Performance

Shares of FROG opened at $84.00 on Friday. JFrog Ltd. has a 1 year low of $34.05 and a 1 year high of $89.16. The company has a 50 day simple moving average of $58.41 and a two-hundred day simple moving average of $56.06. The firm has a market cap of $10.17 billion, a P/E ratio of -158.49 and a beta of 1.23.

JFrog (NASDAQ:FROG) last announced its quarterly earnings data on Thursday, May 7th. The company reported $0.27 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.22 by $0.05. JFrog had a negative net margin of 10.93% and a negative return on equity of 4.61%. The business had revenue of $153.98 million during the quarter, compared to analyst estimates of $147.45 million. During the same period last year, the firm posted $0.20 EPS. The company’s revenue was up 25.8% on a year-over-year basis. 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, sell-side analysts anticipate that JFrog Ltd. will post -0.17 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on FROG shares. DA Davidson set a $90.00 target price on shares of JFrog in a research note on Friday, May 8th. Truist Financial raised their target price on shares of JFrog from $70.00 to $80.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. TD Cowen decreased their target price on shares of JFrog from $80.00 to $70.00 and set a “buy” rating on the stock in a research note on Wednesday, April 15th. Morgan Stanley restated an “overweight” rating and set a $80.00 target price on shares of JFrog in a research note on Friday, May 8th. Finally, Raymond James Financial restated an “outperform” rating and set a $70.00 target price on shares of JFrog in a research note on Thursday, February 26th. Eighteen 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. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $76.63.

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.