JamfJAMF
About: Jamf Holding Corp is the standard in Apple Enterprise Management, and its cloud software platform is the vertically focused Apple infrastructure and security platform. The company helps organizations, including businesses, hospitals, schools, and government agencies, connect, manage, and protect Apple products, apps, and corporate resources in the cloud without ever having to touch the devices. It sells its Software-as-a-Service, or SaaS, solutions via a subscription model, through a direct sales force, online, and indirectly via its channel partners, including Apple. The company operates in The Americas; Europe, the Middle East, India, and Africa; and Asia Pacific.
Employees: 2,767
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
513% more call options, than puts
Call options by funds: $5.43M | Put options by funds: $886K
206% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 17
92% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 36
26% more funds holding
Funds holding: 134 [Q1] → 169 (+35) [Q2]
1.87% less ownership
Funds ownership: 94.58% [Q1] → 92.71% (-1.87%) [Q2]
11% less capital invested
Capital invested by funds: $2.21B [Q1] → $1.96B (-$240M) [Q2]
13% less funds holding in top 10
Funds holding in top 10: 8 [Q1] → 7 (-1) [Q2]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
Morgan Stanley Hamza Fodderwala 85% 1-year accuracy 22 / 26 met price target | 20%upside $20 | Equal-Weight Initiated | 14 Oct 2024 |
Needham Joshua Reilly 68% 1-year accuracy 52 / 77 met price target | 50%upside $25 | Buy Reiterated | 4 Oct 2024 |
JMP Securities Joey Marincek 0% 1-year accuracy 0 / 3 met price target | 80%upside $30 | Market Outperform Reiterated | 1 Oct 2024 |
JMP Securities Joey Marincek 0% 1-year accuracy 0 / 3 met price target | 80%upside $30 | Market Outperform Reiterated | 24 Sept 2024 |
Needham Joshua Reilly 68% 1-year accuracy 52 / 77 met price target | 50%upside $25 | Buy Reiterated | 24 Sept 2024 |
Financial journalist opinion
Based on 4 articles about JAMF published over the past 30 days
