Oak Ridge Investments LLC Makes New $1.78 Million Investment in JFrog Ltd. $FROG

Key Points

• Oak Ridge Investments LLC opened a new position in JFrog Ltd., purchasing 28,521 shares valued at approximately $1.78 million in the fourth quarter.
• Wall Street analysts collectively rate JFrog a Moderate Buy (18 Buys, 2 Holds, 1 Sell) with a consensus price target of $67.05.
• Insiders have sold 350,003 shares worth about $16.14 million over the past 90 days, though insiders still own roughly 14.10% of the company.

Oak Ridge Investments LLC acquired a new position in JFrog Ltd. (NASDAQ:FROG - Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 28,521 shares of the company's stock, valued at approximately $1,781,000.

Other institutional investors have also added to or reduced their stakes in the company. Blue Trust Inc. bought a new stake in shares of JFrog in the fourth quarter valued at about $30,000. Aster Capital Management DIFC Ltd acquired a new position in JFrog in the 3rd quarter valued at $56,000. Wilmington Savings Fund Society FSB raised its stake in JFrog by 1,086.8% in the 3rd quarter. Wilmington Savings Fund Society FSB now owns 1,258 shares of the company's stock valued at $60,000 after purchasing an additional 1,152 shares during the last quarter. RiverPark Advisors LLC acquired a new position in JFrog in the 3rd quarter valued at $103,000. Finally, Tower Research Capital LLC TRC raised its stake in JFrog by 7,185.4% in the 2nd quarter. Tower Research Capital LLC TRC now owns 2,987 shares of the company's stock valued at $131,000 after purchasing an additional 2,946 shares during the last quarter. 85.02% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on FROG shares. UBS Group raised JFrog from a "neutral" rating to a "buy" rating and set a $60.00 price objective for the company in a research note on Tuesday, March 24th. Cantor Fitzgerald reissued an "overweight" rating and issued a $80.00 price objective on shares of JFrog in a research note on Wednesday, February 4th. Piper Sandler reduced their price objective on JFrog from $70.00 to $65.00 and set a "neutral" rating for the company in a research note on Friday, February 13th. BTIG Research reduced their price objective on JFrog from $83.00 to $70.00 and set a "buy" rating for the company in a research note on Friday, February 13th. Finally, William Blair reissued an "outperform" rating on shares of JFrog in a research note on Monday, February 23rd. Eighteen analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $67.05.

Insiders Place Their Bets

In other news, Director Frederic Simon sold 25,000 shares of the firm's stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $50.35, for a total transaction of $1,258,750.00. Following the sale, the director owned 3,458,286 shares of the company's stock, valued at approximately $174,124,700.10. This trade represents a 0.72% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Ben Haim Shlomi sold 25,000 shares of the firm's stock in a transaction dated Tuesday, April 7th. The stock was sold at an average price of $48.88, for a total value of $1,222,000.00. Following the sale, the chief executive officer directly owned 4,740,249 shares in the company, valued at $231,703,371.12. This trade represents a 0.52% 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 sold a total of 350,003 shares of company stock worth $16,139,931 over the last 90 days. Insiders own 14.10% of the company's stock.

JFrog Price Performance

FROG stock opened at $45.23 on Tuesday. The firm has a market capitalization of $5.48 billion, a P/E ratio of -72.95 and a beta of 1.14. The business's 50-day moving average is $45.15 and its two-hundred day moving average is $52.88. JFrog Ltd. has a 1 year low of $29.50 and a 1 year high of $70.43.

JFrog (NASDAQ:FROG - Get Free Report) last posted its quarterly earnings results on Thursday, February 12th. The company reported $0.22 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.19 by $0.03. JFrog had a negative return on equity of 5.74% and a negative net margin of 13.50%.The company had revenue of $145.31 million for the quarter, compared to analyst estimates of $138.09 million. During the same quarter last year, the company earned $0.19 EPS. JFrog's revenue for the quarter was up 25.2% compared to the same quarter last year. JFrog has set its FY 2026 guidance at 0.880-0.920 EPS and its Q1 2026 guidance at 0.200-0.220 EPS. On average, analysts expect that JFrog Ltd. will post -0.33 EPS for the current year.

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.

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