JFrog (NASDAQ:FROG) Shares Gap Down – What’s Next?

JFrog Ltd. (NASDAQ:FROG) shares gapped down before the market opened on Friday . The stock had previously closed at $46.91, but opened at $44.45. JFrog shares last traded at $44.0050, with a volume of 1,397,109 shares traded.

Analyst Ratings Changes

Several analysts have commented on the stock. Guggenheim started coverage on shares of JFrog in a research note on Monday, March 16th. They set a “buy” rating and a $60.00 price objective for the company. DA Davidson cut their price objective on shares of JFrog from $75.00 to $65.00 and set a “buy” rating on the stock in a research note on Friday, February 13th. Barclays raised their target price on shares of JFrog from $67.00 to $70.00 and gave the stock an “overweight” rating in a report on Monday, January 12th. Raymond James Financial reaffirmed an “outperform” rating and issued a $70.00 price target on shares of JFrog in a report on Thursday, February 26th. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating and set a $80.00 price target on shares of JFrog in a research report on Wednesday, February 4th. Eighteen analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, JFrog currently has a consensus rating of “Moderate Buy” and a consensus price target of $67.05.

JFrog Trading Down 7.6%

The company has a market cap of $5.18 billion, a price-to-earnings ratio of -69.89 and a beta of 1.20. The business has a fifty day moving average of $47.34 and a two-hundred day moving average of $53.05.

JFrog (NASDAQ:FROG) last issued its quarterly earnings data on Thursday, February 12th. The company reported $0.22 EPS for the quarter, beating the consensus estimate of $0.19 by $0.03. The company had revenue of $145.31 million for the quarter, compared to analyst estimates of $138.09 million. JFrog had a negative return on equity of 5.74% and a negative net margin of 13.50%.JFrog’s quarterly revenue was up 25.2% compared to the same quarter last year. During the same period last year, the company earned $0.19 earnings per share. 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 forecast that JFrog Ltd. will post -0.33 EPS for the current fiscal year.

Insider Transactions at JFrog

In other JFrog news, CFO Eduard Grabscheid sold 6,063 shares of the stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $40.32, for a total transaction of $244,460.16. Following the transaction, the chief financial officer directly owned 233,839 shares of the company’s stock, valued at $9,428,388.48. This trade represents a 2.53% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Frederic Simon sold 10,000 shares of JFrog stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $42.08, for a total transaction of $420,800.00. Following the completion of the sale, the director owned 3,558,286 shares in the company, valued at approximately $149,732,674.88. This trade represents a 0.28% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 351,960 shares of company stock worth $17,367,657 in the last ninety days. Company insiders own 14.10% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the stock. Blue Trust Inc. acquired a new stake in JFrog in the 4th quarter worth about $30,000. Farther Finance Advisors LLC raised its holdings in shares of JFrog by 318.7% during the fourth quarter. Farther Finance Advisors LLC now owns 628 shares of the company’s stock valued at $39,000 after acquiring an additional 478 shares during the last quarter. Employees Retirement System of Texas acquired a new position in shares of JFrog during the fourth quarter valued at approximately $44,000. First Horizon Corp purchased a new position in shares of JFrog in the fourth quarter valued at approximately $47,000. Finally, Caitong International Asset Management Co. Ltd boosted its stake in shares of JFrog by 12,566.7% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 760 shares of the company’s stock worth $47,000 after acquiring an additional 754 shares during the last quarter. 85.02% of the stock is owned by hedge funds and other institutional investors.

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.