FROG

JFrog Ltd.

Technology · $11.8B market cap

Share price

$95.50

close of Oct 3, 2026

Fair value

$41.26

Sticker Price

Payback Price

—

no buy price

Overpriced

FROG is Overpriced: at $95.50 it trades 131% above its fair value of $41.26. There's no buy price: it has lost money 3 years in a row, so its value rests on sales alone. Business quality is mixed: 2 of 5 key numbers clear the 10% bar.

How we valued it

Sales-Based (P/S). It has reported a loss for 3 years in a row. Its free cash flow looks positive ($0.14B), but $0.16B of that is stock paid to employees rather than cash, so we value it on its sales instead.

Business quality

2 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth—?

Equity per share growth5.1% a year✗

Sales growth33.9% a year✓

Free cash flow growth42.8% a year✓

Return on invested capital-10.3%✗

Follow FROG

Track it on your watchlist and see the full analysis. Free.

Create a free account

Superinvestors

1 of the investors we track holds FROG. In Q2 2026, 1 added. Who we track

Polen Capital Management

Polen Capital Management · as of Q2 2026

$8.5M

93,117 shares

Moves in Q2 2026

Added: Polen Capital Management

Insider activity

Since Jun 12, 2026: no open-market purchases, 86 sales worth $110.6M and 1 other filing (stock awards, tax withholding and similar). Why purchases matter

Sales

Notman Tali

CHIEF REVENUE OFFICER · 2026-09-08

Sold

$74K

Notman Tali

CHIEF REVENUE OFFICER · 2026-09-08

Sold

$1.6M

Shlomi Ben Haim

CHIEF EXECUTIVE OFFICER · 2026-09-08

Sold

$160K

Shlomi Ben Haim

CHIEF EXECUTIVE OFFICER · 2026-09-08

Sold

$482K

Shlomi Ben Haim

CHIEF EXECUTIVE OFFICER · 2026-09-08

Sold

$1.1M

Show all 86 sales

Shlomi Ben Haim

CHIEF EXECUTIVE OFFICER · 2026-09-08

Sold

$898K

Shlomi Ben Haim

CHIEF EXECUTIVE OFFICER · 2026-09-08

Sold

$550K

Shlomi Ben Haim

CHIEF EXECUTIVE OFFICER · 2026-09-08

Sold

$192K

Shlomi Ben Haim

CHIEF EXECUTIVE OFFICER · 2026-09-08

Sold

$563K

Landman Yoav

CHIEF TECHNOLOGY OFFICER · 2026-09-04

Sold

$439K

Landman Yoav

CHIEF TECHNOLOGY OFFICER · 2026-09-04

Sold

$1.3M

Landman Yoav

CHIEF TECHNOLOGY OFFICER · 2026-09-04

Sold

$631K

Landman Yoav

CHIEF TECHNOLOGY OFFICER · 2026-09-04

Sold

$239K

Landman Yoav

CHIEF TECHNOLOGY OFFICER · 2026-09-04

Sold

$1.4M

Grabscheid Eduard

CHIEF FINANCIAL OFFICER · 2026-09-03

Sold

$2K

Grabscheid Eduard

CHIEF FINANCIAL OFFICER · 2026-09-03

Sold

$4K

Grabscheid Eduard

CHIEF FINANCIAL OFFICER · 2026-09-03

Sold

$10K

Grabscheid Eduard

CHIEF FINANCIAL OFFICER · 2026-09-03

Sold

$72K

Grabscheid Eduard

CHIEF FINANCIAL OFFICER · 2026-09-03

Sold

$496K

Grabscheid Eduard

CHIEF FINANCIAL OFFICER · 2026-09-03

Sold

$188K

Shlomi Ben Haim

CHIEF EXECUTIVE OFFICER · 2026-09-02

Sold

$3.4M

Notman Tali

CHIEF REVENUE OFFICER · 2026-09-02

Sold

$1.7M

Grabscheid Eduard

CHIEF FINANCIAL OFFICER · 2026-09-02

Sold

$795K

Simon Frederic

director · 2026-09-01

Sold

$158K

Simon Frederic

director · 2026-09-01

Sold

$227K

Simon Frederic

director · 2026-09-01

Sold

$378K

Simon Frederic

director · 2026-09-01

Sold

$1.4M

Simon Frederic

director · 2026-09-01

Sold

$861K

Simon Frederic

director · 2026-09-01

Sold

$1.2M

Simon Frederic

director · 2026-09-01

Sold

$1.3M

Simon Frederic

director · 2026-09-01

Sold

$5.8M

Steele Elisa

director · 2026-08-28

Sold

$57K

Landman Yoav

CHIEF TECHNOLOGY OFFICER · 2026-08-27

Sold

$306K

Landman Yoav

CHIEF TECHNOLOGY OFFICER · 2026-08-27

Sold

$9.8M

Landman Yoav

CHIEF TECHNOLOGY OFFICER · 2026-08-27

Sold

$10.9M

Landman Yoav

CHIEF TECHNOLOGY OFFICER · 2026-08-27

Sold

$4.1M

Landman Yoav