JFrog (NASDAQ:FROG) Stock Falls 5.9% – Should You Sell?

Posted by Francis Steltz on Nov 2nd, 2026

Shares of JFrog Ltd. (NASDAQ:FROG – Get Free Report) traded down 5.9% during trading on Monday. The company traded as low as $88.88 and last traded at $88.8060. 144,746 shares were traded during mid-day trading, a decline of 95% from the average daily volume of 2,676,978 shares. The stock had previously closed at $94.39.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on FROG. Guggenheim lifted 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. TD Cowen reissued a “buy” rating and issued a $120.00 target price on shares of JFrog in a research report on Thursday, September 3rd. Cantor Fitzgerald raised their target price on JFrog from $80.00 to $100.00 and gave the company an “overweight” rating in a research note on Monday, August 3rd. Benchmark upped their price target on JFrog from $100.00 to $120.00 and gave the stock a “buy” rating in a research note on Friday, August 7th. Finally, Morgan Stanley set a $100.00 target price on shares of JFrog in a report on Friday, August 7th. Twenty-one investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $109.95.

Check Out Our Latest Report on FROG

JFrog Stock Down 6.5%

The firm has a fifty day moving average price of $94.08 and a two-hundred day moving average price of $71.84. The stock has a market capitalization of $10.88 billion, a P/E ratio of -238.60 and a beta of 1.31.

JFrog (NASDAQ:FROG – Get Free Report) last announced its quarterly earnings results on Thursday, August 6th. The company reported $0.27 earnings per share (EPS) for the quarter, topping 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 for the quarter, compared to analysts’ expectations of $155.63 million. During the same quarter in the previous year, the business posted $0.18 EPS. JFrog’s 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. Sell-side analysts anticipate that JFrog Ltd. will post -0.11 earnings per share for the current fiscal year.

Insider Buying and Selling at JFrog

In other JFrog news, CTO Yoav Landman sold 45,000 shares of JFrog stock in a transaction on Monday, October 5th. The stock was sold at an average price of $97.27, for a total value of $4,377,150.00. Following the completion of the sale, the chief technology officer owned 5,109,038 shares of the company’s stock, valued at approximately $496,956,126.26. This trade represents a 0.87% decrease in their position. The transaction was disclosed in a document filed 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, CEO Shlomi Ben Haim sold 15,000 shares of the business’s stock in a transaction dated Wednesday, October 7th. The stock was sold at an average price of $97.52, for a total value of $1,462,800.00. Following the completion of the transaction, the chief executive officer directly owned 4,434,305 shares of the company’s stock, valued at approximately $432,433,423.60. This trade represents a 0.34% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 915,453 shares of company stock worth $86,664,266. Insiders own 11.80% of the company’s stock.

Institutional Investors Weigh In On JFrog

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Congress Asset Management Co. raised its stake in shares of JFrog by 14.4% in the third quarter. Congress Asset Management Co. now owns 1,420,301 shares of the company’s stock worth $137,826,000 after buying an additional 178,310 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new position in shares of JFrog during the 2nd quarter valued at approximately $1,427,000. Wellington Management Group LLP purchased a new stake in JFrog in the 2nd quarter worth approximately $69,951,000. American Capital Management Inc. purchased a new stake in JFrog in the 2nd quarter worth approximately $1,225,000. Finally, Sei Investments Co. increased its holdings in JFrog by 169.0% in the 1st quarter. Sei Investments Co. now owns 468,861 shares of the company’s stock worth $22,004,000 after acquiring an additional 294,547 shares in the last quarter. Hedge funds and other institutional investors own 85.02% of the company’s stock.

About JFrog

(Get Free Report)

JFrog Ltd. is a software company that provides a platform for managing, securing and distributing software packages and releases throughout the application development lifecycle. Its technology is designed to help organizations move software reliably from development through production across cloud, on-premises and hybrid environments.

The company’s products include JFrog Artifactory, a repository for storing and managing software packages and container images; JFrog Xray, which provides security and compliance analysis for software components; and tools for continuous integration, continuous delivery, software distribution and release management.