JFrog (NASDAQ:FROG) Director Barry Zwarenstein Sells 1,250 Shares of Stock

JFrog Ltd. (NASDAQ:FROG) Director Barry Zwarenstein sold 1,250 shares of the firm’s stock in a transaction dated Tuesday, October 20th. The shares were sold at an average price of $90.10, for a total value of $112,625.00. Following the transaction, the director owned 29,187 shares of the company’s stock, valued at approximately $2,629,748.70. The trade was a 4.11% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Barry Zwarenstein also recently made the following trade(s):

• On Monday, September 14th, Barry Zwarenstein sold 1,250 shares of JFrog stock. The stock was sold at an average price of $88.38, for a total value of $110,475.00.

JFrog Trading Down 2.5%

NASDAQ:FROG opened at $93.89 on Friday. The company has a market capitalization of $11.58 billion, a P/E ratio of -253.75 and a beta of 1.24. JFrog Ltd. has a 12 month low of $34.05 and a 12 month high of $105.76. The business’s 50-day moving average is $93.22 and its 200 day moving average is $80.53.

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

Institutional Investors Weigh In On JFrog

Several institutional investors have recently made changes to their positions in the company. First Trust Advisors LP grew its holdings in JFrog by 85,066.4% during the 1st quarter. First Trust Advisors LP now owns 3,362,370 shares of the company’s stock valued at $157,796,000 after purchasing an additional 3,358,422 shares during the last quarter. Wasatch Advisors LP lifted its stake in JFrog by 187.4% in the first quarter. Wasatch Advisors LP now owns 4,156,033 shares of the company’s stock worth $195,043,000 after purchasing an additional 2,710,167 shares during the last quarter. Swedbank AB bought a new position in shares of JFrog during the first quarter valued at approximately $78,872,000. Stephens Investment Management Group LLC purchased a new stake in shares of JFrog in the first quarter worth approximately $41,956,000. Finally, Arrowstreet Capital Limited Partnership raised its holdings in shares of JFrog by 78.1% in the first quarter. Arrowstreet Capital Limited Partnership now owns 1,964,925 shares of the company’s stock worth $92,214,000 after buying an additional 861,835 shares during the period. Institutional investors own 85.02% of the company’s stock.

JFrog News Summary

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: Truist raised its price target to $115 from $110 and maintained a “Buy” rating. The revised target suggests meaningful upside from the recent reference price of $93.89, signaling continued analyst confidence in JFrog’s growth prospects. JFrog price target raised by Truist
• Positive Sentiment: JFrog introduced AI-SEC capabilities aimed at controlling “shadow AI” usage. The offering includes local shadow-AI detection and scanning for customers using their own large-language-model keys, expanding JFrog’s role in securing AI agents, skills, and models from development through production. The launch could strengthen its competitive position in the growing AI-security market, although the announcements did not include financial guidance. JFrog AI-SEC announcement
• Positive Sentiment: New DevGovOps features add signed compliance evidence, repository-level policies, DORA compliance support, and AI-verification policies. These tools are designed to help enterprises meet regulatory requirements without slowing software releases, potentially improving customer adoption and retention. JFrog DevGovOps announcement
• Neutral Sentiment: JFrog shares were cited among cybersecurity stocks that rallied broadly. The move appears to reflect sector-wide interest rather than a JFrog-specific financial catalyst. Cybersecurity stocks article
• Neutral Sentiment: Director Barry Zwarenstein sold 1,250 shares for approximately $112,625. The transaction reduced his holdings by 4.11%, but it was executed under a pre-arranged Rule 10b5-1 plan, making it a limited signal of changing management confidence.
• Neutral Sentiment: An article comparing JFrog with Check Point Software provides sector context but does not identify a new company-specific catalyst. Check Point and JFrog comparison

Analyst Ratings Changes

FROG has been the topic of several recent research reports. Morgan Stanley set a $100.00 target price on shares of JFrog in a research report on Friday, August 7th. KeyCorp lifted their price target on JFrog from $89.00 to $114.00 and gave the stock an “overweight” rating in a research report on Friday, August 7th. Piper Sandler lifted their price target on JFrog from $65.00 to $90.00 and gave the stock a “neutral” rating in a research report on Friday, August 7th. Barclays reissued an “overweight” rating and set a $110.00 price objective on shares of JFrog in a research note on Friday, August 7th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $118.00 price objective on shares of JFrog in a research note on Thursday, September 3rd. Twenty-one 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’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $109.95.

JFrog Company Profile

JFrog Ltd. is a software company that provides a platform for managing, securing and distributing software packages and releases throughout the application development lifecycle. Its technology is designed to help organizations move software reliably from development through production across cloud, on-premises and hybrid environments.

The company’s products include JFrog Artifactory, a repository for storing and managing software packages and container images; JFrog Xray, which provides security and compliance analysis for software components; and tools for continuous integration, continuous delivery, software distribution and release management.