JamfJAMF
JAMF
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: 2,595
0
Funds holding %
of 7,299 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
6,019% more call options, than puts
Call options by funds: $10.8M | Put options by funds: $177K
76% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 45
30% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 30
20% more funds holding in top 10
Funds holding in top 10: 5 [Q4 2024] → 6 (+1) [Q1 2025]
4% more funds holding
Funds holding: 181 [Q4 2024] → 188 (+7) [Q1 2025]
0.16% more ownership
Funds ownership: 93.78% [Q4 2024] → 93.94% (+0.16%) [Q1 2025]
13% less capital invested
Capital invested by funds: $1.69B [Q4 2024] → $1.48B (-$216M) [Q1 2025]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$14
48%
upside
Avg. target
$17.75
88%
upside
High target
$27
185%
upside
4 analyst ratings
2 positive
50%
2 neutral
50%
0 negative
0%
JMP Securities Joey Marincek | 185%upside $27 | Market Outperform Reiterated | 28 May 2025 |
Barclays Raimo Lenschow | 59%upside $15 | Equal-Weight Maintained | 7 May 2025 |
JP Morgan Samik Chatterjee | 59%upside $15 | Overweight Maintained | 17 Apr 2025 |
Morgan Stanley Hamza Fodderwala | 48%upside $14 | Equal-Weight Maintained | 16 Apr 2025 |
Financial journalist opinion
Neutral
GlobeNewsWire
1 week ago
Jamf showcases AI-powered management features and enhanced security capabilities at Jamf Nation Live
MINNEAPOLIS, June 05, 2025 (GLOBE NEWSWIRE) -- Jamf (NASDAQ: JAMF), the standard in managing and securing Apple at work, showcased its latest platform advancements during the U.S. leg of its global customer event series, Jamf Nation Live. Jamf's newest innovations in artificial intelligence, automation, compliance, and identity management transform the way customers deploy, manage, and secure Apple devices at scale. The Jamf Nation Live series will continue in the coming months with events in Europe and Asia.
Neutral
GlobeNewsWire
2 weeks ago
Jamf Announces Upcoming Conference Participation
MINNEAPOLIS, May 30, 2025 (GLOBE NEWSWIRE) -- Jamf (NASDAQ: JAMF), the standard in managing and securing Apple at work, announced today that members of its management team will present at the following investor conferences:
Neutral
GlobeNewsWire
1 month ago
Jamf Announces Upcoming Conference Participation
MINNEAPOLIS, May 07, 2025 (GLOBE NEWSWIRE) -- Jamf (NASDAQ: JAMF), the standard in managing and securing Apple at work, announced today that members of its management team will present at the following investor conference:
Neutral
Seeking Alpha
1 month ago
Jamf Holding Corp. (JAMF) Q1 2025 Earnings Call Transcript
Jamf Holding Corp. (NASDAQ:JAMF ) Q1 2025 Earnings Conference Call May 6, 2025 4:30 PM ET Company Participants Jennifer Gaumond - Vice President of Investor Relations John Strosahl - Chief Executive Officer David Rudow - Chief Financial Officer Henry Patel - Chief Strategy Officer Conference Call Participants Joshua Riley - Needham Koji Ikeda - Bank of America Jake Roberge - William Blair Aidan Perry - Piper Sandler Operator Thank you for standing by and welcome to Jamf's First Quarter 2025 Earnings Conference Call. At this time, all participants are in listen-only mode.
Positive
Zacks Investment Research
1 month ago
Jamf Holding (JAMF) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for Jamf Holding (JAMF) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Positive
Zacks Investment Research
1 month ago
Jamf Holding (JAMF) Q1 Earnings and Revenues Surpass Estimates
Jamf Holding (JAMF) came out with quarterly earnings of $0.22 per share, beating the Zacks Consensus Estimate of $0.21 per share. This compares to earnings of $0.14 per share a year ago.
Neutral
GlobeNewsWire
1 month ago
Jamf Releases First Quarter Financial Results
MINNEAPOLIS, May 06, 2025 (GLOBE NEWSWIRE) -- Jamf (NASDAQ: JAMF), the standard in managing and securing Apple at work, today announced financial results for its first quarter ended March 31, 2025, through an earnings release available on the company's Investor Relations website at https://ir.jamf.com. The earnings release will be furnished to the SEC on Form 8-K.
Neutral
GlobeNewsWire
1 month ago
Amplifier Security and Jamf Partner to Automate Mac Compliance with AI-Powered User Security
Integrated solution to be showcased at RSA conference; Introduces free product tier to democratize Jamf Smart Group automation Integrated solution to be showcased at RSA conference; Introduces free product tier to democratize Jamf Smart Group automation
Negative
Seeking Alpha
2 months ago
Jamf Holding Revenue Growth Drags On Results And Valuation (Downgrade)
Jamf Holding's stock has declined due to lackluster growth and severe valuation compression. The company provides Apple device management and security solutions, but faces slowing revenue growth and potential international trade tensions. Despite some financial improvements, Jamf's topline growth rate is slowing, and its valuation multiple has compressed significantly.
Neutral
GlobeNewsWire
2 months ago
Jamf completes acquisition of Identity Automation, expanding its platform to include dynamic identity management for specific industries
MINNEAPOLIS, April 01, 2025 (GLOBE NEWSWIRE) -- Jamf (NASDAQ: JAMF), the standard in managing and securing Apple at work, today announced it has completed the acquisition of Identity Automation , a dynamic identity and access management (IAM) platform for industries that are defined by frequent role adjustments, such as education and healthcare.
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