JFrog Ltd. $FROG Shares Acquired by California State Teachers Retirement System

California State Teachers Retirement System increased its holdings in JFrog Ltd. (NASDAQ:FROG - Free Report) by 26.2% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 110,992 shares of the company's stock after buying an additional 23,032 shares during the period. California State Teachers Retirement System owned about 0.09% of JFrog worth $5,209,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in the business. Millstone Evans Group LLC increased its stake in shares of JFrog by 242.6% during the 1st quarter. Millstone Evans Group LLC now owns 603 shares of the company's stock worth $28,000 after purchasing an additional 427 shares in the last quarter. Blue Trust Inc. acquired a new stake in JFrog during the 4th quarter valued at $30,000. Bessemer Group Inc. acquired a new stake in JFrog during the 1st quarter valued at $36,000. 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 worth $39,000 after buying an additional 478 shares in the last quarter. Finally, Employees Retirement System of Texas purchased a new position in JFrog during the fourth quarter worth $44,000. 85.02% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several brokerages have recently issued reports on FROG. JPMorgan Chase & Co. upped their price objective on JFrog from $76.00 to $100.00 and gave the company an "overweight" rating in a research report on Monday, July 27th. Needham & Company LLC lifted their price objective on JFrog from $70.00 to $80.00 and gave the stock a "buy" rating in a research report on Friday, May 8th. Bank of America boosted their target price on shares of JFrog from $85.00 to $100.00 and gave the company a "buy" rating in a research note on Monday, June 8th. Weiss Ratings restated a "sell (d-)" rating on shares of JFrog in a report on Friday, July 17th. Finally, Canaccord Genuity Group raised their price target on shares of JFrog from $78.00 to $95.00 and gave the stock a "buy" rating in a research note on Tuesday. Twenty-one equities research 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. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $91.19.

Insider Activity

In other JFrog news, Director Frederic Simon sold 120,000 shares of the business's stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $85.84, for a total transaction of $10,300,800.00. Following the completion of the sale, the director directly owned 3,224,328 shares in the company, valued at $276,776,315.52. The trade was a 3.59% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Yoav Landman sold 150,000 shares of the stock in a transaction on Monday, June 29th. The stock was sold at an average price of $89.99, for a total transaction of $13,498,500.00. Following the completion of the sale, the chief technology officer directly owned 5,539,038 shares of the company's stock, valued at $498,458,029.62. The trade was a 2.64% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 938,649 shares of company stock valued at $76,347,827 in the last three months. Corporate insiders own 11.80% of the company's stock.

More JFrog News

Here are the key news stories impacting JFrog this week:

• Positive Sentiment: Q2 results surpassed estimates: JFrog reported adjusted EPS of $0.27 versus the $0.24 consensus estimate, while revenue rose 28.7% year over year to $163.8 million, ahead of both analyst expectations and management’s prior $154 million–$156 million forecast. JFrog quarterly earnings report
• Positive Sentiment: Cloud growth remained a key catalyst: Cloud revenue climbed 53% year over year to $87.5 million and represented 53% of total revenue. JFrog also reported 97 customers with more than $1 million in annual recurring revenue and 121% net dollar retention, signaling strong expansion among existing customers.
• Positive Sentiment: Higher guidance reinforced the bullish reaction: JFrog raised fiscal 2026 revenue guidance to $648 million–$652 million from $628 million–$632 million and adjusted EPS guidance to $0.96–$1.00 from $0.93–$0.97. Third-quarter guidance of $164 million–$166 million in revenue and $0.22–$0.24 in EPS also exceeded consensus estimates. JFrog Q2 results and outlook
• Neutral Sentiment: Analyst sentiment remains favorable, with recent Buy ratings and price targets generally ranging from $85 to $110, although the median target of $85 provides less upside than the most optimistic forecasts.
• Negative Sentiment: Insider trading data shows 77 open-market sales and no purchases by insiders during the past six months. These sales may reflect compensation or diversification, but the absence of insider buying is a potential cautionary signal.

JFrog Stock Down 1.8%

FROG stock opened at $83.04 on Friday. The company has a market cap of $10.06 billion, a price-to-earnings ratio of -156.68 and a beta of 1.22. The business has a fifty day simple moving average of $84.96 and a 200-day simple moving average of $62.93. JFrog Ltd. has a 52 week low of $34.05 and a 52 week high of $99.22.

JFrog (NASDAQ:FROG - Get Free Report) last issued its earnings results 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 4.61% and a negative net margin of 10.93%.The firm had revenue of $163.77 million for the quarter, compared to analysts' expectations of $155.63 million. During the same quarter last year, the firm earned $0.18 earnings per share. The firm's revenue for the quarter 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, analysts expect that JFrog Ltd. will post -0.15 earnings per share for the current fiscal year.

JFrog 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.

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