JFrog (NASDAQ:FROG) Stock Price Down 8.1% – Time to Sell?

16 Oct 2026, 16:01 by Tristan Rich · The Markets Daily

JFrog Ltd. (NASDAQ:FROG – Get Free Report) was down 8.1% on Friday. The company traded as low as $88.74 and last traded at $86.8730. Approximately 149,683 shares changed hands during mid-day trading, a decline of 95% from the average session volume of 2,728,472 shares. The stock had previously closed at $94.54.

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on FROG. JPMorgan Chase & Co. lifted their price objective on shares of JFrog from $100.00 to $115.00 and gave the company an “overweight” rating in a research note on Friday, August 7th. Cantor Fitzgerald boosted their target price on shares of JFrog from $80.00 to $100.00 and gave the stock an “overweight” rating in a research report on Monday, August 3rd. Guggenheim upped their target price 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. Wall Street Zen upgraded shares of JFrog from a “hold” rating to a “buy” rating in a research note on Saturday, October 10th. Finally, Oppenheimer raised their price target on shares of JFrog from $105.00 to $115.00 and gave the company an “outperform” rating in a report on Friday, August 7th. Twenty-one equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $109.71.

Get Our Latest Stock Report on FROG

JFrog Stock Down 10.3%

The firm has a market cap of $10.46 billion, a price-to-earnings ratio of -229.77 and a beta of 1.24. The company has a 50 day moving average of $92.96 and a 200 day moving average of $78.99.

JFrog (NASDAQ:FROG – Get Free Report) last issued its quarterly earnings data on Thursday, August 6th. The company reported $0.27 earnings per share for the quarter, beating analysts’ consensus estimates of $0.24 by $0.03. JFrog had a negative return on equity of 2.71% and a negative net margin of 7.35%. The firm had revenue of $163.77 million during the quarter, compared to analyst estimates of $155.63 million. During the same quarter last year, the firm earned $0.18 EPS. JFrog’s quarterly revenue was up 28.7% on a year-over-year basis. 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, equities research analysts expect that JFrog Ltd. will post -0.11 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, Director Frederic Simon sold 120,000 shares of JFrog stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $93.21, for a total value of $11,185,200.00. Following the completion of the sale, the director owned 2,864,328 shares in the company, valued at approximately $266,984,012.88. The trade was a 4.02% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CRO Tali Notman sold 19,157 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 $1,733,900.07. Following the completion of the sale, the executive directly owned 687,472 shares in the company, valued at $62,223,090.72. This represents a 2.71% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last 90 days, insiders have sold 915,453 shares of company stock valued at $86,651,766. Corporate insiders own 11.80% of the company’s stock.

Hedge Funds Weigh In On JFrog

A number of hedge funds have recently bought and sold shares of FROG. Millstone Evans Group LLC increased its holdings in shares of JFrog by 242.6% in the 1st quarter. Millstone Evans Group LLC now owns 603 shares of the company’s stock valued at $28,000 after acquiring an additional 427 shares during the last quarter. Western Wealth Management LLC acquired a new position in JFrog during the 1st quarter valued at about $30,000. Bessemer Group Inc. acquired a new stake in JFrog in the 1st quarter valued at approximately $36,000. Caitong International Asset Management Co. Ltd increased its holdings in shares of JFrog by 12,566.7% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 760 shares of the company’s stock valued at $47,000 after purchasing an additional 754 shares during the period. Finally, Allworth Financial LP grew its holdings in shares of JFrog by 83.1% during the second quarter. Allworth Financial LP now owns 648 shares of the company’s stock valued at $59,000 after buying an additional 294 shares in the last quarter. 85.02% of the stock is currently owned by institutional investors and hedge funds.

JFrog Company Profile

(Get Free Report)

JFrog Ltd. develops a software supply chain platform that helps organizations build, manage, secure and distribute software across cloud, on-premises and hybrid environments. Its platform is designed to support DevOps and DevSecOps workflows by connecting software development, security and operations teams throughout the application lifecycle.