Eduard Grabscheid Sells 8,780 Shares of JFrog (NASDAQ:FROG) Stock

JFrog Ltd. (NASDAQ:FROG) CFO Eduard Grabscheid sold 8,780 shares of the company’s stock in a transaction on Wednesday, September 2nd. The stock was sold at an average price of $90.51, for a total transaction of $794,677.80. Following the sale, the chief financial officer directly owned 200,496 shares of the company’s stock, valued at $18,146,892.96. The trade was a 4.20% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Eduard Grabscheid also recently made the following trade(s):

• On Thursday, September 3rd, Eduard Grabscheid sold 8,436 shares of JFrog stock. The stock was sold at an average price of $91.60, for a total transaction of $772,737.60.

JFrog Trading Down 3.3%

Shares of NASDAQ FROG opened at $87.60 on Friday. The stock has a market cap of $10.80 billion, a PE ratio of -236.75 and a beta of 1.28. JFrog Ltd. has a 12-month low of $34.05 and a 12-month high of $105.76. The company has a 50-day moving average of $89.29 and a 200 day moving average of $68.43.

JFrog (NASDAQ:FROG) last released its earnings results on Thursday, August 6th. The company reported $0.27 earnings per share for the quarter, topping analysts’ consensus estimates of $0.24 by $0.03. The business had revenue of $163.77 million for the quarter, compared to analyst estimates 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 was up 28.7% on a year-over-year basis. During the same period last year, the company 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. On average, sell-side analysts forecast that JFrog Ltd. will post -0.11 EPS for the current fiscal year.

Key JFrog News

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.

Hedge Funds Weigh In On JFrog

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

Analyst Upgrades and Downgrades

Several research firms have recently commented on FROG. Cantor Fitzgerald raised their price target on JFrog from $80.00 to $100.00 and gave the stock an “overweight” rating in a research report on Monday, August 3rd. TD Cowen reaffirmed a “buy” rating and issued a $120.00 target price on shares of JFrog in a research report on Thursday. Benchmark boosted their price target on shares of JFrog from $100.00 to $120.00 and gave the stock a “buy” rating in a research note on Friday, August 7th. Guggenheim raised their price objective on shares of JFrog from $105.00 to $115.00 and gave the company a “buy” rating in a research note on Friday, August 7th. Finally, Stifel Nicolaus set a $102.00 target price on shares of JFrog in a research note on Friday. Twenty-two research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, JFrog has an average rating of “Moderate Buy” and an average target price of $107.14.

JFrog Company 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.