Insider Selling: JFrog (NASDAQ:FROG) CTO Sells $8,147,000.00 in Stock

JFrog Ltd. (NASDAQ:FROG) CTO Yoav Landman sold 100,000 shares of the business’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $81.47, for a total transaction of $8,147,000.00. Following the sale, the chief technology officer owned 5,734,038 shares of the company’s stock, valued at $467,152,075.86. This trade represents a 1.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Yoav Landman also recently made the following trade(s):

• On Thursday, May 14th, Yoav Landman sold 75,000 shares of JFrog stock. The shares were sold at an average price of $64.22, for a total transaction of $4,816,500.00.
• On Friday, April 10th, Yoav Landman sold 15,000 shares of JFrog stock. The shares were sold at an average price of $42.87, for a total transaction of $643,050.00.

JFrog Trading Down 2.5%

Shares of NASDAQ FROG opened at $84.00 on Friday. The firm has a 50 day moving average of $58.41 and a 200 day moving average of $56.06. The firm has a market capitalization of $10.17 billion, a price-to-earnings ratio of -158.49 and a beta of 1.23. JFrog Ltd. has a 12-month low of $34.05 and a 12-month high of $89.16.

JFrog (NASDAQ:FROG) last announced its earnings results on Thursday, May 7th. The company reported $0.27 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.22 by $0.05. The company had revenue of $153.98 million during the quarter, compared to analyst estimates of $147.45 million. JFrog had a negative net margin of 10.93% and a negative return on equity of 4.61%. The firm’s quarterly revenue was up 25.8% compared to the same quarter last year. During the same period in the previous year, the business posted $0.20 earnings per share. JFrog has set its FY 2026 guidance at 0.930-0.970 EPS and its Q2 2026 guidance at 0.230-0.25 EPS. Sell-side analysts predict that JFrog Ltd. will post -0.17 EPS for the current year.

Key Stories Impacting JFrog

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: JFrog’s recent quarterly results were strong, with EPS of $0.27 beating estimates of $0.22 and revenue of $153.98 million topping expectations. The company also raised guidance, which has helped fuel bullish sentiment around the stock. JFrog leaps on EPS beat and raised guidance
• Positive Sentiment: Analysts remain constructive on JFrog, with multiple price-target increases and a consensus “Moderate Buy” rating, suggesting continued confidence in the company’s growth outlook. 2 Tech stocks getting bullish upgrades ahead of Q1
• Neutral Sentiment: JFrog presented at the Bank of America 2026 Global Technology Conference, keeping the company in focus but without any major new business update. JFrog Ltd. (FROG) Presents at Bank of America 2026 Global Technology Conference Transcript
• Neutral Sentiment: A comparison article pitting JFrog against PTC may have added visibility, but it is not a direct catalyst for the stock. Which Is a Better Investment, JFrog Ltd. or PTC Inc. Stock?
• Negative Sentiment: Several insiders have sold shares in recent days, including CEO Shlomi Ben Haim, CTO Yoav Landman, CFO Eduard Grabscheid, and director Frederic Simon. The company says the sales were tied to 10b5-1 plans or tax withholding, but the cluster of insider selling can still weigh on sentiment. Frederic Simon Sells 120,000 Shares of JFrog (NASDAQ:FROG) Stock

Institutional Investors Weigh In On JFrog

A number of hedge funds have recently bought and sold shares of FROG. Millstone Evans Group LLC raised its stake in JFrog by 242.6% during the first quarter. Millstone Evans Group LLC now owns 603 shares of the company’s stock valued at $28,000 after purchasing an additional 427 shares in the last quarter. Blue Trust Inc. purchased a new stake in JFrog during the fourth quarter valued at $30,000. Western Wealth Management LLC purchased a new stake in JFrog during the first quarter valued at $30,000. Bessemer Group Inc. bought a new position in JFrog during the first quarter valued at $36,000. Finally, Farther Finance Advisors LLC increased its position in JFrog by 318.7% during the fourth quarter. Farther Finance Advisors LLC now owns 628 shares of the company’s stock valued at $39,000 after acquiring an additional 478 shares during the last quarter. Hedge funds and other institutional investors own 85.02% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have weighed in on FROG. Piper Sandler lowered their price target on shares of JFrog from $70.00 to $65.00 and set a “neutral” rating on the stock in a report on Friday, February 13th. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $80.00 price target on shares of JFrog in a report on Wednesday, April 22nd. Needham & Company LLC boosted their target price on shares of JFrog from $70.00 to $80.00 and gave the stock a “buy” rating in a report on Friday, May 8th. TD Cowen lowered their target price on shares of JFrog from $80.00 to $70.00 and set a “buy” rating on the stock in a report on Wednesday, April 15th. Finally, William Blair reissued an “outperform” rating on shares of JFrog in a report on Monday, February 23rd. Eighteen investment analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $76.63.

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.