JFrog (NASDAQ:FROG) Stock Price Down 6.5% - Should You Sell?

Key Points

• JFrog shares fell 6.5% to $43.64 on Thursday on light volume (631,747 shares, down 81% vs. average) and are trading below their 50‑day ($45.80) and 200‑day ($52.98) moving averages.
• Analysts remain largely positive — 18 Buys, 2 Holds and 1 Sell — giving a consensus "Moderate Buy" and an average price target of $67.05, with several firms raising targets into the $70–$80 range.
• JFrog beat Q4 estimates (EPS $0.22 vs. $0.19; revenue $145.3M vs. $138.1M, +25.2% YoY) and issued FY2026 guidance of $0.88–$0.92 EPS and Q1 guidance of $0.20–$0.22.

JFrog Ltd. (NASDAQ:FROG - Get Free Report)'s stock price fell 6.5% during trading on Thursday . The company traded as low as $42.78 and last traded at $43.6380. 631,747 shares traded hands during trading, a decline of 81% from the average session volume of 3,244,050 shares. The stock had previously closed at $46.66.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on FROG. KeyCorp lifted their price objective on JFrog from $71.00 to $79.00 and gave the company an "overweight" rating in a research note on Tuesday, December 16th. Cantor Fitzgerald reissued an "overweight" rating and set a $80.00 target price on shares of JFrog in a research note on Wednesday, February 4th. Morgan Stanley set a $70.00 target price on JFrog in a research note on Monday, February 23rd. Wall Street Zen lowered JFrog from a "buy" rating to a "hold" rating in a research note on Saturday, March 21st. 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 given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $67.05.

JFrog Trading Down 8.7%

The firm has a market cap of $5.16 billion, a PE ratio of -68.82 and a beta of 1.14. The business has a fifty day moving average price of $45.80 and a 200 day moving average price of $52.98.

JFrog (NASDAQ:FROG - Get Free Report) last released its quarterly earnings data on Thursday, February 12th. The company reported $0.22 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 business had revenue of $145.31 million for the quarter, compared to the consensus estimate of $138.09 million. During the same quarter in the prior year, the business posted $0.19 EPS. The business's revenue for the quarter was up 25.2% on a year-over-year basis. 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, research analysts expect that JFrog Ltd. will post -0.33 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, CFO Eduard Grabscheid sold 15,639 shares of the stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $40.15, for a total value of $627,905.85. Following the transaction, the chief financial officer owned 239,902 shares in the company, valued at approximately $9,632,065.30. This represents a 6.12% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Ben Haim Shlomi sold 71,841 shares of the stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $40.15, for a total value of $2,884,416.15. Following the completion of the transaction, the chief executive officer owned 4,815,612 shares in the company, valued at approximately $193,346,821.80. The trade was a 1.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 300,003 shares of company stock worth $13,659,181. 14.10% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in FROG. Whale Rock Capital Management LLC grew its stake in JFrog by 82.2% during the 4th quarter. Whale Rock Capital Management LLC now owns 5,297,812 shares of the company's stock worth $330,901,000 after buying an additional 2,389,415 shares during the last quarter. Invesco Ltd. lifted its position in JFrog by 6,868.3% during the 4th quarter. Invesco Ltd. now owns 2,104,071 shares of the company's stock worth $131,420,000 after acquiring an additional 2,073,876 shares during the period. Anatole Investment Management Ltd purchased a new position in shares of JFrog in the 4th quarter valued at approximately $86,557,000. Morgan Stanley increased its holdings in shares of JFrog by 550.2% in the fourth quarter. Morgan Stanley now owns 1,562,151 shares of the company's stock valued at $97,572,000 after purchasing an additional 1,321,899 shares during the period. Finally, Norges Bank purchased a new stake in shares of JFrog during the fourth quarter worth approximately $76,427,000. Hedge funds and other institutional investors own 85.02% of the company's stock.

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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