JFrog (NASDAQ:FROG) CEO Ben Haim Shlomi Sells 37,232 Shares of Stock

JFrog Ltd. (NASDAQ:FROG) CEO Shlomi Ben Haim sold 37,232 shares of JFrog stock in a transaction on Wednesday, September 2nd. The shares were sold at an average price of $90.51, for a total value of $3,369,868.32. Following the completion of the sale, the chief executive officer owned 4,495,005 shares in the company, valued at $406,842,902.55. This represents a 0.82% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Ben Haim Shlomi also recently made the following trade(s):

• On Friday, August 7th, Shlomi Ben Haim sold 15,000 shares of JFrog stock. The stock was sold at an average price of $91.00, for a total value of $1,365,000.00.
• On Wednesday, July 8th, Shlomi Ben Haim sold 15,000 shares of JFrog stock. The stock was sold at an average price of $94.37, for a total value of $1,415,550.00.
• On Monday, June 29th, Shlomi Ben Haim sold 65,999 shares of JFrog stock. The stock was sold at an average price of $90.03, for a total value of $5,941,889.97.
• On Monday, June 8th, Shlomi Ben Haim sold 93,072 shares of JFrog stock. The shares were sold at an average price of $84.60, for a total transaction of $7,873,891.20.

JFrog Price Performance

NASDAQ FROG opened at $90.61 on Friday. The firm’s 50-day moving average is $89.29 and its two-hundred day moving average is $68.29. JFrog Ltd. has a 12 month low of $34.05 and a 12 month high of $105.76. The stock has a market capitalization of $11.17 billion, a P/E ratio of -244.89 and a beta of 1.28.

JFrog (NASDAQ:FROG) last announced its quarterly earnings results on Thursday, August 6th. The company reported $0.27 earnings per share for the quarter, beating analysts’ consensus estimates of $0.24 by $0.03. The business had revenue of $163.77 million during the quarter, compared to analysts’ expectations of $155.63 million. JFrog had a negative net margin of 7.35% and a negative return on equity of 2.71%. The business’s revenue for the quarter was up 28.7% on a year-over-year basis. During the same period last year, the business earned $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. As a group, analysts anticipate that JFrog Ltd. will post -0.11 EPS for the current year.

Hedge Funds Weigh In On JFrog

Several hedge funds and other institutional investors have recently made changes to their positions in FROG. Royal Bank of Canada raised its holdings in JFrog by 48.4% in the first quarter. Royal Bank of Canada now owns 189,148 shares of the company’s stock valued at $6,053,000 after acquiring an additional 61,685 shares in the last quarter. Cubist Systematic Strategies LLC acquired a new stake in shares of JFrog in the 1st quarter valued at $205,000. AQR Capital Management LLC purchased a new stake in shares of JFrog during the 1st quarter worth $368,000. Integrated Wealth Concepts LLC acquired a new position in shares of JFrog during the first quarter worth $203,000. Finally, Goldman Sachs Group Inc. increased its holdings in JFrog by 14.7% in the first quarter. Goldman Sachs Group Inc. now owns 692,909 shares of the company’s stock valued at $22,173,000 after buying an additional 88,784 shares during the last quarter. Hedge funds and other institutional investors own 85.02% of the company’s stock.

Key Stories Impacting JFrog

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: TD Cowen, RBC and Needham reaffirmed bullish ratings on JFrog and assigned price targets of $120, $118 and $115, respectively, implying substantial upside from recent trading levels. The endorsements reinforce Wall Street’s confidence in JFrog’s DevOps, software-supply-chain and artificial-intelligence opportunity.
• Positive Sentiment: JFrog announced a partnership with Wiz focused on securing AI-era software supply chains. The company also highlighted zero-touch remediation, continuous compliance and security for agentic workforces, potentially expanding its addressable market and strengthening its platform’s strategic value. JFrog Wiz partnership announcement JFrog zero-touch remediation announcement
• Neutral Sentiment: Director Frederic Simon sold 120,000 shares worth approximately $11.2 million under a pre-arranged Rule 10b5-1 plan, while CEO Shlomi Ben Haim sold about $3.4 million of shares to cover tax withholding on vested equity. Both executives retained substantial holdings, reducing the significance of the sales as discretionary bearish signals. JFrog insider transaction filings
• Negative Sentiment: Security researchers reported that attackers are exploiting a critical JFrog Artifactory flaw to forge administrative tokens and potentially gain elevated control. The reports may prompt urgent customer patching, increase scrutiny of JFrog’s security practices and create potential liability or retention risks. Hackers exploit JFrog Artifactory flaw
• Negative Sentiment: Additional insider-selling reports, including a roughly $25.1 million sale by CTO Yoav Landman and a smaller director transaction, could weigh on sentiment, although pre-arranged trading plans and tax-related sales limit their predictive value.

Analyst Upgrades and Downgrades

FROG has been the topic of a number of research reports. Morgan Stanley set a $100.00 price target on JFrog in a research note on Friday, August 7th. Barclays reaffirmed an “overweight” rating and issued a $110.00 price objective on shares of JFrog in a research note on Friday, August 7th. Guggenheim boosted their price objective on JFrog from $105.00 to $115.00 and gave the company a “buy” rating in a report on Friday, August 7th. TD Cowen reissued a “buy” rating and set a $120.00 target price on shares of JFrog in a research note on Thursday. Finally, KeyCorp raised their target price on JFrog from $89.00 to $114.00 and gave the company an “overweight” rating in a report on Friday, August 7th. Twenty-two investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, JFrog has a consensus rating of “Moderate Buy” and an average price target of $106.36.

About JFrog

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.