Frederic Simon Sells 120,000 Shares of JFrog (NASDAQ:FROG) Stock

JFrog Ltd. (NASDAQ:FROG) Director Frederic Simon sold 120,000 shares of the firm’s stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $93.21, for a total value of $11,185,200.00. Following the completion of the transaction, the director owned 2,864,328 shares in the company, valued at $266,984,012.88. This represents a 4.02% 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 transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Frederic Simon also recently made the following trade(s):

• On Thursday, August 13th, Frederic Simon sold 120,000 shares of JFrog stock. The shares were sold at an average price of $90.86, for a total value of $10,903,200.00.

JFrog Trading Down 3.3%

NASDAQ:FROG opened at $87.60 on Friday. JFrog Ltd. has a 1-year low of $34.05 and a 1-year high of $105.76. The firm has a market capitalization of $10.80 billion, a price-to-earnings ratio of -236.75 and a beta of 1.28. The business’s 50-day moving average price is $89.29 and its two-hundred day moving average price is $68.43.

JFrog (NASDAQ:FROG) last announced its quarterly 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. The company had revenue of $163.77 million during the quarter, compared to analysts’ expectations of $155.63 million. JFrog had a negative return on equity of 2.71% and a negative net margin of 7.35%.JFrog’s revenue was up 28.7% on a year-over-year basis. During the same period in the prior year, the business posted $0.18 EPS. JFrog has set its Q3 2026 guidance at 0.220-0.240 EPS and its FY 2026 guidance at 0.960-1.000 EPS. Sell-side analysts predict that JFrog Ltd. will post -0.11 earnings per share for the current year.

Analyst Ratings Changes

A number of research firms have commented on FROG. DA Davidson restated a “buy” rating and set a $115.00 price objective on shares of JFrog in a research note on Friday. Barclays reaffirmed an “overweight” rating and issued a $110.00 price objective on shares of JFrog in a research note on Friday, August 7th. Needham & Company LLC reiterated a “buy” rating and issued a $115.00 target price on shares of JFrog in a research report on Thursday. KeyCorp boosted their target price on shares of JFrog from $89.00 to $114.00 and gave the stock an “overweight” rating in a research note on Friday, August 7th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and issued a $118.00 target price on shares of JFrog in a research report on Thursday. Twenty-two research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $107.14.

Institutional Trading of JFrog

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Royal Bank of Canada increased its holdings in JFrog by 48.4% during the 1st quarter. Royal Bank of Canada now owns 189,148 shares of the company’s stock worth $6,053,000 after purchasing an additional 61,685 shares in the last quarter. Cubist Systematic Strategies LLC purchased a new stake in shares of JFrog in the first quarter valued at about $205,000. AQR Capital Management LLC bought a new position in shares of JFrog during the first quarter valued at about $368,000. Integrated Wealth Concepts LLC purchased a new stake in shares of JFrog during the first quarter valued at approximately $203,000. Finally, Goldman Sachs Group Inc. lifted its holdings in JFrog by 14.7% during the first quarter. Goldman Sachs Group Inc. now owns 692,909 shares of the company’s stock worth $22,173,000 after acquiring an additional 88,784 shares during the period. 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: Analysts remain bullish. DA Davidson and BTIG Research reaffirmed “buy” ratings with $115 price targets, while TD Cowen set a $120 target and RBC maintained an “outperform” rating with a $118 target. These targets imply substantial upside and reflect continued confidence in JFrog’s software-supply-chain and AI opportunity. Analyst rating report
• Positive Sentiment: JFrog highlighted products and partnerships aimed at securing AI-era software development, including zero-touch remediation, continuous compliance and security for agentic workforces. The initiatives could expand the company’s addressable market and reinforce its strategic importance to enterprise customers. JFrog zero-touch remediation announcement
• Neutral Sentiment: Recent quarterly results were strong, with revenue rising 28.7% year over year to $163.8 million and adjusted EPS of $0.27 beating estimates. However, the company remains unprofitable on a GAAP basis, making execution against its full-year guidance of $0.96–$1.00 EPS important for valuation.
• Negative Sentiment: Security researchers reported that attackers are exploiting a critical JFrog Artifactory flaw to forge administrative tokens. The issue could lead to urgent customer patching, increased scrutiny of JFrog’s security controls and potential reputational or retention risks. JFrog Artifactory security vulnerability report
• Negative Sentiment: Executives and directors reported substantial selling, including CEO Shlomi Ben Haim, CFO Eduard Grabscheid, CRO Tali Notman and director Frederic Simon. Most transactions were conducted under Rule 10b5-1 plans or to cover taxes on vested equity, limiting their value as bearish signals, but the volume may still pressure investor sentiment.

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.