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

JFrog Ltd. (NASDAQ:FROG) CEO Shlomi Ben Haim sold 37,232 shares of the company’s stock in a transaction on Wednesday, September 2nd. The shares were sold at an average price of $90.51, for a total transaction of $3,369,868.32. Following the completion of the sale, the chief executive officer owned 4,495,005 shares of the company’s stock, valued at approximately $406,842,902.55. This trade represents a 0.82% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through 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 shares were 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 transaction 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 Trading Down 3.3%

NASDAQ:FROG opened at $87.60 on Friday. The company has a market capitalization of $10.80 billion, a P/E ratio of -236.75 and a beta of 1.28. The firm has a 50-day moving average price of $89.29 and a two-hundred day moving average price of $68.43. JFrog Ltd. has a twelve month low of $34.05 and a twelve month high of $105.76.

JFrog (NASDAQ:FROG) last released its quarterly earnings results on Thursday, August 6th. The company reported $0.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.24 by $0.03. The company had revenue of $163.77 million for 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 firm’s revenue for the quarter was up 28.7% compared to the same quarter last year. During the same period last year, the company earned $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. On average, equities research analysts predict that JFrog Ltd. will post -0.11 earnings per share for the current year.

Institutional Trading of JFrog

Large investors have recently added to or reduced their stakes in the business. California State Teachers Retirement System increased its position in shares of JFrog by 9,666.3% in the second quarter. California State Teachers Retirement System now owns 10,839,803 shares of the company’s stock worth $985,121,000 after acquiring an additional 10,728,811 shares in the last quarter. Whale Rock Capital Management LLC raised its stake 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 valued at $330,901,000 after acquiring an additional 2,389,415 shares in the last quarter. Wasatch Advisors LP raised its holdings in JFrog by 187.4% in the 1st quarter. Wasatch Advisors LP now owns 4,156,033 shares of the company’s stock worth $195,043,000 after acquiring an additional 2,710,167 shares during the period. First Trust Advisors LP lifted its position 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 worth $157,796,000 after acquiring an additional 3,358,422 shares during the last quarter. Finally, Price T Rowe Associates Inc. MD lifted its position in JFrog by 30.9% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 2,683,153 shares of the company’s stock worth $167,590,000 after acquiring an additional 633,231 shares during the last quarter. 85.02% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on FROG. Piper Sandler boosted their target price on JFrog from $65.00 to $90.00 and gave the stock a “neutral” rating in a report on Friday, August 7th. Raymond James Financial set a $120.00 target price on JFrog in a research report on Friday, August 7th. JPMorgan Chase & Co. raised their price objective on JFrog from $100.00 to $115.00 and gave the company an “overweight” rating in a research note on Friday, August 7th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of JFrog in a research report on Friday, July 17th. Finally, Benchmark increased their target price on JFrog from $100.00 to $120.00 and gave the company a “buy” rating in a research note on Friday, August 7th. Twenty-two research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $107.14.

Trending Headlines about 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.