Yoav Landman Sells 249,300 Shares of JFrog (NASDAQ:FROG) Stock

JFrog Ltd. (NASDAQ:FROG) 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 directly owned 5,199,038 shares in the company, valued at $523,647,107.36. This represents a 4.58% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Yoav Landman also recently made the following trade(s):

• On Thursday, August 13th, Yoav Landman sold 45,000 shares of JFrog stock. The stock was sold at an average price of $90.86, for a total value of $4,088,700.00.
• On Friday, July 17th, Yoav Landman sold 45,000 shares of JFrog stock. The shares were sold at an average price of $87.23, for a total value of $3,925,350.00.
• On Tuesday, July 7th, Yoav Landman sold 700 shares of JFrog stock. The shares were sold at an average price of $99.00, for a total transaction of $69,300.00.
• On Monday, June 29th, Yoav Landman sold 150,000 shares of JFrog stock. The stock was sold at an average price of $89.99, for a total transaction of $13,498,500.00.

JFrog Stock Down 8.3%

Shares of NASDAQ:FROG opened at $91.78 on Wednesday. The firm has a market capitalization of $11.32 billion, a PE ratio of -248.05 and a beta of 1.27. The company has a 50-day moving average price of $88.75 and a two-hundred day moving average price of $67.75. JFrog Ltd. has a twelve month low of $34.05 and a twelve month high of $105.76.

JFrog (NASDAQ:FROG) last posted its quarterly earnings results on Thursday, August 6th. The company reported $0.27 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.24 by $0.03. The company had revenue of $163.77 million for the quarter, compared to analyst estimates of $155.63 million. JFrog had a negative net margin of 7.35% and a negative return on equity of 2.71%. The company’s quarterly revenue was up 28.7% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.18 earnings per share. JFrog has set its Q3 2026 guidance at 0.220-0.240 EPS and its FY 2026 guidance at 0.960-1.000 EPS. Analysts anticipate that JFrog Ltd. will post -0.11 earnings per share for the current fiscal year.

Key Headlines Impacting JFrog

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: JFrog remains prominent among technology companies approaching potential buy points, reflecting continued investor interest in its artificial intelligence and DevOps software opportunity. Oil Names Mix With AI Stocks On Elite Screen As Three Trade Near Buy Points
• Positive Sentiment: The company’s latest results provide fundamental support: quarterly revenue increased 28.7% year over year to $163.77 million, exceeding expectations, while adjusted earnings also beat consensus. JFrog issued third-quarter and full-year 2026 earnings guidance, and analysts largely maintain Buy or Outperform ratings with a consensus price target above the stock’s recent trading level.
• Positive Sentiment: Institutional ownership remains high at approximately 85%, with several large investors—including California State Teachers’ Retirement System and Wellington Management—recently adding or initiating positions.
• Neutral Sentiment: Director Elisa Steele sold 554 shares for approximately $57,000, reducing her position by 2.28%. The transaction was executed under a pre-arranged Rule 10b5-1 plan, which may lessen its significance as a discretionary signal. Elisa Steele insider profile
• Negative Sentiment: CTO Yoav Landman sold 249,300 shares valued at roughly $25.1 million, following several earlier sales. Although the trade was also made under a 10b5-1 plan and he retained more than 5.2 million shares, the size and repeated nature of the sales can weigh on sentiment.
• Negative Sentiment: A critical vulnerability in JFrog Artifactory was reportedly exploited in the wild, with attackers allegedly using it to create administrative tokens. CISA added the related vulnerability to its Known Exploited Vulnerabilities catalog after reports involving exploitation, raising concerns about customer security, remediation costs and potential reputational damage. Attackers Exploit Critical JFrog Artifactory Flaw Critical JFrog Artifactory Vulnerability Reportedly Exploited in the Wild

Hedge Funds Weigh In On JFrog

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. UBS Group AG grew its holdings in shares of JFrog by 293.8% during the fourth quarter. UBS Group AG now owns 296,419 shares of the company’s stock worth $18,514,000 after purchasing an additional 221,155 shares in the last quarter. Summit Partners Public Asset Management LLC increased its position in shares of JFrog by 77.8% in the fourth 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 during the last quarter. Dana Investment Advisors Inc. purchased a new stake in JFrog in the fourth quarter valued at approximately $2,013,000. American Capital Management Inc. purchased a new stake in JFrog in the second quarter valued at approximately $1,225,000. Finally, Robeco Schweiz AG bought a new stake in JFrog during the fourth quarter valued at approximately $11,293,000. 85.02% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities analysts have recently commented on the company. TD Cowen raised their price target on JFrog from $100.00 to $120.00 and gave the stock a “buy” rating in a report on Friday, August 7th. Canaccord Genuity Group set a $105.00 price objective on JFrog in a research note on Friday, August 7th. Wall Street Zen cut JFrog from a “buy” rating to a “hold” rating in a report on Sunday, August 23rd. Weiss Ratings restated a “sell (d-)” rating on shares of JFrog in a research note on Friday, July 17th. Finally, Truist Financial lifted their target price on JFrog from $105.00 to $110.00 and gave the company a “buy” rating in a report on Friday, August 7th. Twenty-two 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 stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $106.36.

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.