Elisa Steele Sells 554 Shares of JFrog (NASDAQ:FROG) Stock

JFrog Ltd. (NASDAQ:FROG) Director Elisa Steele sold 554 shares of the company’s stock in a transaction on Friday, August 28th. The shares were sold at an average price of $103.41, for a total value of $57,289.14. Following the completion of the transaction, the director owned 23,750 shares of the company’s stock, valued at $2,455,987.50. The trade was a 2.28% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

JFrog Trading Down 0.1%

Shares of NASDAQ:FROG opened at $91.73 on Thursday. The stock’s 50-day moving average price is $89.06 and its two-hundred day moving average price is $68.02. JFrog Ltd. has a 12-month low of $34.05 and a 12-month high of $105.76. The firm has a market cap of $11.31 billion, a price-to-earnings ratio of -247.91 and a beta of 1.28.

JFrog (NASDAQ:FROG) last posted its quarterly earnings data on Thursday, August 6th. The company reported $0.27 EPS for the quarter, beating analysts’ consensus estimates of $0.24 by $0.03. JFrog had a negative net margin of 7.35% and a negative return on equity of 2.71%. The company had revenue of $163.77 million during the quarter, compared to the consensus estimate of $155.63 million. During the same quarter in the prior year, the company posted $0.18 EPS. The company’s quarterly revenue was up 28.7% compared to the same quarter last year. JFrog has set its Q3 2026 guidance at 0.220-0.240 EPS and its FY 2026 guidance at 0.960-1.000 EPS. As a group, research analysts forecast that JFrog Ltd. will post -0.11 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the stock. DA Davidson lifted their price target on shares of JFrog from $90.00 to $115.00 and gave the company a “buy” rating in a report on Friday, August 7th. Cantor Fitzgerald increased their target price on JFrog from $80.00 to $100.00 and gave the stock an “overweight” rating in a research report on Monday, August 3rd. KeyCorp lifted their target price on JFrog from $89.00 to $114.00 and gave the company an “overweight” rating in a report on Friday, August 7th. TD Cowen raised their price objective on JFrog from $100.00 to $120.00 and gave the stock a “buy” rating in a report on Friday, August 7th. Finally, Bank of America boosted their target price on JFrog from $85.00 to $100.00 and gave the stock a “buy” rating in a report on Monday, June 8th. Twenty-two analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $106.36.

Institutional Trading of JFrog

Several large investors have recently added to or reduced their stakes in the stock. California State Teachers Retirement System lifted its stake in shares of JFrog by 9,666.3% during the second quarter. California State Teachers Retirement System now owns 10,839,803 shares of the company’s stock worth $985,121,000 after purchasing an additional 10,728,811 shares in the last quarter. Vanguard Group Inc. grew its stake in shares of JFrog by 4.0% in the fourth quarter. Vanguard Group Inc. now owns 9,505,832 shares of the company’s stock valued at $593,734,000 after buying an additional 362,654 shares in the last quarter. Whale Rock Capital Management LLC raised its holdings in shares of JFrog by 82.2% during 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 buying an additional 2,389,415 shares during the period. Wasatch Advisors LP lifted its position in JFrog by 187.4% during 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 in the last quarter. Finally, 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 in the last quarter. 85.02% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting JFrog

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: JFrog announced a partnership with Wiz to help customers identify and address AI-era threats across the software supply chain. The collaboration could strengthen JFrog’s security offering and support demand for its platform. JFrog Partners with Wiz
• Positive Sentiment: The company introduced zero-touch remediation for its self-healing software supply chain and highlighted secure open-source partnerships. Automated remediation may broaden JFrog’s addressable market and increase the value of its security products. JFrog Introduces Zero-Touch Remediation
• Positive Sentiment: JFrog promoted DevGovOps capabilities for continuous compliance and embedded security for agentic workforces, positioning its platform for software development and AI adoption. JFrog Delivers DevGovOps at Scale
• Neutral Sentiment: Recent insider transactions included CTO Yoav Landman’s sale of approximately $25.1 million in shares and director Elisa Steele’s sale of about $57,000. Both were conducted under pre-arranged Rule 10b5-1 plans, while the executives retained substantial holdings, reducing—but not eliminating—their signaling impact.
• Negative Sentiment: Multiple security outlets reported that hackers exploited a critical JFrog Artifactory vulnerability shortly after disclosure to mint admin tokens and potentially obtain full control. Active exploitation could pressure customer confidence and increase scrutiny of JFrog’s security response. Hackers exploit critical JFrog Artifactory flaw Critical vulnerability reportedly exploited

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.