Stephens Inc. AR Acquires New Position in JFrog Ltd. $FROG

Stephens Inc. AR acquired a new position in shares of JFrog Ltd. (NASDAQ:FROG) during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 8,076 shares of the company’s stock, valued at approximately $379,000.

A number of other hedge funds also recently added to or reduced their stakes in FROG. Wasatch Advisors LP lifted its position in shares of JFrog by 187.4% during the 1st quarter. Wasatch Advisors LP now owns 4,156,033 shares of the company’s stock valued at $195,043,000 after acquiring an additional 2,710,167 shares during the period. Whale Rock Capital Management LLC grew its holdings in shares of JFrog by 82.2% in the 4th quarter. Whale Rock Capital Management LLC now owns 5,297,812 shares of the company’s stock worth $330,901,000 after acquiring an additional 2,389,415 shares during the period. Invesco Ltd. grew its holdings in shares of JFrog by 6,868.3% in the 4th quarter. Invesco Ltd. now owns 2,104,071 shares of the company’s stock worth $131,420,000 after acquiring an additional 2,073,876 shares during the period. Anatole Investment Management Ltd purchased a new position in JFrog in the 4th quarter valued at approximately $86,557,000. Finally, Morgan Stanley raised its holdings in JFrog by 550.2% during the fourth quarter. Morgan Stanley now owns 1,562,151 shares of the company’s stock worth $97,572,000 after purchasing an additional 1,321,899 shares during the last quarter. 85.02% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting JFrog

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: Truist raised its price target on JFrog to $105 from $80 and reiterated a Buy rating, reinforcing bullish analyst sentiment. JFrog (NASDAQ:FROG) Price Target Raised to $105.00 at Truist Financial
• Positive Sentiment: JFrog continues to benefit from strong analyst support overall, with recent buy ratings and multiple higher price targets suggesting expectations remain constructive. 2 Tech stocks getting bullish upgrades ahead of Q1
• Neutral Sentiment: CTO Yoav Landman sold 700 shares under a pre-arranged 10b5-1 plan, a small transaction that may still weigh on sentiment because JFrog insiders have been active sellers recently. Yoav Landman Sells 700 Shares of JFrog (NASDAQ:FROG) Stock
• Neutral Sentiment: Short interest jumped sharply in June to 10.85 million shares, or about 10.2% of the float, showing that bearish bets have increased even though the days-to-cover ratio remains moderate.
• Neutral Sentiment: July short-interest data showed 0 shares reported, which appears to be a data anomaly and does not provide a reliable new signal for investors.
• Negative Sentiment: The latest insider sale and recent history of heavy insider selling may be pressuring the stock, especially after a strong move higher in recent months. JFrog Falls 5% as Fresh Negative Catalyst Appears Limited

JFrog Stock Performance

Shares of NASDAQ:FROG opened at $90.74 on Monday. The business’s fifty day moving average price is $78.35 and its two-hundred day moving average price is $59.95. The stock has a market cap of $10.99 billion, a PE ratio of -171.21 and a beta of 1.20. JFrog Ltd. has a one year low of $34.05 and a one year high of $99.22.

JFrog (NASDAQ:FROG) last released its quarterly earnings results on Thursday, May 7th. The company reported $0.27 earnings per share for the quarter, topping analysts’ consensus estimates of $0.22 by $0.05. JFrog had a negative return on equity of 4.61% and a negative net margin of 10.93%.The company had revenue of $153.98 million during the quarter, compared to analysts’ expectations of $147.45 million. During the same period in the previous year, the firm posted $0.20 earnings per share. The business’s revenue for the quarter was up 25.8% compared to the same quarter last year. JFrog has set its FY 2026 guidance at 0.930-0.970 EPS and its Q2 2026 guidance at 0.230-0.25 EPS. As a group, equities research analysts predict that JFrog Ltd. will post -0.15 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of analysts have commented on the company. KeyCorp boosted their target price on JFrog from $86.00 to $89.00 and gave the stock an “overweight” rating in a research report on Thursday, June 25th. UBS Group lifted their price target on JFrog from $92.00 to $110.00 and gave the stock a “buy” rating in a research note on Thursday, July 2nd. Wall Street Zen lowered shares of JFrog from a “buy” rating to a “hold” rating in a research report on Saturday, March 21st. Barclays increased their price objective on shares of JFrog from $75.00 to $88.00 and gave the company an “overweight” rating in a research note on Wednesday, June 10th. Finally, Truist Financial raised their target price on shares of JFrog from $80.00 to $105.00 and gave the company a “buy” rating in a report on Thursday. Twenty-one research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $83.67.

Insider Activity at JFrog

In other news, CTO Yoav Landman sold 150,000 shares of JFrog stock in a transaction dated Monday, June 29th. The shares were sold at an average price of $89.99, for a total transaction of $13,498,500.00. Following the completion of the sale, the chief technology officer directly owned 5,539,038 shares in the company, valued at $498,458,029.62. The trade was a 2.64% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ben Haim Shlomi sold 93,072 shares of the business’s stock in a transaction that occurred on Monday, June 8th. The shares were sold at an average price of $84.60, for a total transaction of $7,873,891.20. Following the completion of the transaction, the chief executive officer directly owned 4,658,236 shares of the company’s stock, valued at approximately $394,086,765.60. This represents a 1.96% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 917,399 shares of company stock valued at $73,629,102. 11.80% of the stock is owned by insiders.

JFrog 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.