Changing Perspectives on Jamf Following Analyst Responses to Its Acquisition
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 14 2025
0mins
Should l Buy JAMF?
Source: Yahoo Finance
Analyst Price Target Changes: Jamf Holding's consensus analyst price target has decreased from $13.46 to $12.76 per share, reflecting a cautious outlook following its acquisition by Francisco Partners, with analysts weighing the buyout premium against long-term growth concerns.
Bullish and Bearish Perspectives: Some analysts have raised their price targets in light of the acquisition, indicating a positive view on the deal's immediate value for shareholders, while others have downgraded their ratings and price targets, citing limited future growth potential.
Impact of Acquisition on Valuation: The acquisition is expected to stabilize Jamf's valuation in the near term, but analysts agree that further stock appreciation is unlikely, as the buyout premium is already factored into the current price.
Long-term Growth Concerns: Analysts express ongoing worries about Jamf's long-term growth prospects amid competitive pressures, with revenue growth projections and future P/E ratios reflecting tempered optimism for the company's expansion.
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Analyst Views on JAMF
Wall Street analysts forecast JAMF stock price to fall
9 Analyst Rating
0 Buy
9 Hold
0 Sell
Hold
Current: 13.050
Low
10.00
Averages
12.52
High
13.05
Current: 13.050
Low
10.00
Averages
12.52
High
13.05
About JAMF
Jamf Holding Corp. is engaged in selling software-as-a-service solutions through a subscription model, direct sales force, online and indirectly through its channel partners, including Apple. The Company provides a complete management and security solution for an Apple-first environment designed to be enterprise secure, consumer simple and protects personal privacy. It also provides a platform that combines Apple management, identity, and security to protect devices and sensitive company data, while simplifying work and preserving privacy for end users. Its multi-dimensional go-to-market model and cloud-deployed offering enable it to reach all organizations around the world, large and small, with its software solutions. Its solutions include Jamf Pro, Jamf Now, Jamf School, Jamf Connect, Jamf Protect, and others. Jamf Pro offers a robust Apple ecosystem management software solution for IT environments, serving larger enterprises, educational institutions, and entire school districts.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Jamf Acquired by Francisco Partners for $2.2 Billion
- Acquisition Finalized: Jamf has been acquired by Francisco Partners for $13.05 per share in cash, representing a total enterprise value of approximately $2.2 billion, further solidifying its leading position in the Apple management and security market.
- Strategic Partnership Outlook: The investment from Francisco Partners will provide Jamf with essential resources and support to accelerate its innovation roadmap and expand its product offerings, thereby enhancing value for customers and partners globally.
- Shareholder Approval: Jamf's shareholders voted to approve the transaction at a special meeting on January 8, 2026, marking the company's transition to a privately held entity and allowing it to focus more on its core business.
- Industry Leadership: As the only company globally providing a complete management and security solution for Apple environments, Jamf is committed to simplifying workflows while ensuring user experience and corporate trust, continuing to play a significant role in the technology sector.
See More
Jamf Appoints David Helfer as Chief Revenue Officer to Drive Global Growth
- Executive Appointment: Jamf has announced the immediate appointment of David Helfer as Chief Revenue Officer, leveraging his global leadership experience in complex technology organizations to drive revenue growth and market expansion.
- Channel Partnership Strategy: Helfer will implement a tightly integrated partner-centric approach, utilizing his extensive experience in infrastructure software and cybersecurity to strengthen Jamf's relationships with channel partners, thereby enhancing market competitiveness.
- Leadership Transition: Helfer succeeds current Chief Sales Officer Liz Benz, aiming to build on the strong foundation established during her tenure and propel Jamf's sales organization forward to achieve ambitious growth objectives.
- Market Impact: Currently, Jamf assists over 75,000 organizations across 100 countries in managing and securing over 30 million devices, and Helfer's addition is expected to further solidify its leadership position in Apple device management.
See More
Gulf Island Fabrication, Inc. (GIFI) to Sell to IES Holdings, Inc. for $12.00 per Share
- Potential Violation Investigation: Halper Sadeh LLC is investigating Gulf Island Fabrication, Inc. (NASDAQ: GIFI) regarding its sale to IES Holdings, Inc. for $12.00 per share in cash, which may involve violations of federal securities laws, potentially impacting shareholder rights.
- Shareholder Rights Protection: The law firm encourages Gulf Island shareholders to learn about their rights and options, potentially seeking increased compensation or other relief measures, thereby enhancing shareholder influence in the transaction.
- Investigation of Other Companies: In addition to GIFI, Halper Sadeh is also investigating transactions involving Avadel Pharmaceuticals plc and Jamf Holding Corp., which involve acquisitions by Alkermes plc and Francisco Partners respectively, indicating a broad focus on multiple companies.
- Legal Service Commitment: Halper Sadeh LLC offers legal services on a contingency fee basis, aiming to support affected shareholders and emphasizing its expertise in securities fraud and corporate misconduct.
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Halper Sadeh Investigates Shareholder Rights Violations at Multiple Companies
- Shareholder Rights Investigation: Halper Sadeh LLC is investigating Blue Foundry Bancorp (NASDAQ:BLFY) regarding its sale to Fulton Financial Corporation, which involves an exchange of 0.65 shares of Fulton stock per share of Blue Foundry, potentially violating shareholder rights.
- Cash Transaction Scrutiny: Gulf Island Fabrication, Inc. (NASDAQ:GIFI) is being sold to IES Holdings, Inc. for $12.00 per share in cash, with Halper Sadeh LLC possibly seeking increased compensation for shareholders.
- Equity Exchange Concerns: Middlefield Banc Corp. (NASDAQ:MBCN) is selling for 2.6 shares of Farmers National Banc Corp. stock per share, and Halper Sadeh LLC is assessing the impact of this transaction on shareholders.
- Acquisition Deal Review: Jamf Holding Corp. (NASDAQ:JAMF) is being sold to Francisco Partners for $13.05 per share, with Halper Sadeh LLC potentially advocating for more disclosures and compensation for shareholders.
See More
Electronic Arts to Sell for $210 per Share to Investor Consortium
- Potential Violation Investigation: Halper Sadeh LLC is investigating Electronic Arts (NASDAQ: EA) for its sale to an investor consortium for $210 per share in cash, which may involve violations of federal securities laws and breaches of fiduciary duties to shareholders.
- Merger Impact: Should the transaction close, Electronic Arts shareholders could face significant implications for their interests, prompting Halper Sadeh LLC to seek increased compensation and additional disclosures to protect shareholder rights.
- Shareholder Rights Protection: The law firm encourages Electronic Arts shareholders to reach out to discuss their legal rights and options, emphasizing the importance of safeguarding shareholder interests in corporate transactions.
- Legal Fee Arrangement: Halper Sadeh LLC will handle the case on a contingent fee basis, meaning shareholders will not be responsible for out-of-pocket legal fees or expenses, thereby reducing the financial burden on shareholders.
See More
Halper Sadeh LLC Encourages JAMF, FRGE, SEE, MOVE Shareholders to Contact the Firm to Discuss Their Rights
Investigation of Companies: Halper Sadeh LLC is investigating potential violations of federal securities laws and breaches of fiduciary duties related to the sales of Jamf Holding Corp., Forge Global Holdings, Inc., Sealed Air Corporation, and Movano Inc.
Shareholder Rights: Shareholders of the mentioned companies are encouraged to contact Halper Sadeh LLC to discuss their legal rights and options, as there may be limited time to enforce these rights.
Contingent Fee Basis: The law firm operates on a contingent fee basis, meaning shareholders will not incur out-of-pocket legal fees unless the case is successful.
Legal Support for Investors: Halper Sadeh LLC represents investors globally who have experienced securities fraud and corporate misconduct, aiming to recover losses and implement corporate reforms.
See More
Jamf Acquired by Francisco Partners for $2.2 Billion
- Acquisition Finalized: Jamf has been acquired by Francisco Partners for $13.05 per share in cash, representing a total enterprise value of approximately $2.2 billion, further solidifying its leading position in the Apple management and security market.
- Strategic Partnership Outlook: The investment from Francisco Partners will provide Jamf with essential resources and support to accelerate its innovation roadmap and expand its product offerings, thereby enhancing value for customers and partners globally.
- Shareholder Approval: Jamf's shareholders voted to approve the transaction at a special meeting on January 8, 2026, marking the company's transition to a privately held entity and allowing it to focus more on its core business.
- Industry Leadership: As the only company globally providing a complete management and security solution for Apple environments, Jamf is committed to simplifying workflows while ensuring user experience and corporate trust, continuing to play a significant role in the technology sector.
See More
Jamf Appoints David Helfer as Chief Revenue Officer to Drive Global Growth
- Executive Appointment: Jamf has announced the immediate appointment of David Helfer as Chief Revenue Officer, leveraging his global leadership experience in complex technology organizations to drive revenue growth and market expansion.
- Channel Partnership Strategy: Helfer will implement a tightly integrated partner-centric approach, utilizing his extensive experience in infrastructure software and cybersecurity to strengthen Jamf's relationships with channel partners, thereby enhancing market competitiveness.
- Leadership Transition: Helfer succeeds current Chief Sales Officer Liz Benz, aiming to build on the strong foundation established during her tenure and propel Jamf's sales organization forward to achieve ambitious growth objectives.
- Market Impact: Currently, Jamf assists over 75,000 organizations across 100 countries in managing and securing over 30 million devices, and Helfer's addition is expected to further solidify its leadership position in Apple device management.
See More
Gulf Island Fabrication, Inc. (GIFI) to Sell to IES Holdings, Inc. for $12.00 per Share
- Potential Violation Investigation: Halper Sadeh LLC is investigating Gulf Island Fabrication, Inc. (NASDAQ: GIFI) regarding its sale to IES Holdings, Inc. for $12.00 per share in cash, which may involve violations of federal securities laws, potentially impacting shareholder rights.
- Shareholder Rights Protection: The law firm encourages Gulf Island shareholders to learn about their rights and options, potentially seeking increased compensation or other relief measures, thereby enhancing shareholder influence in the transaction.
- Investigation of Other Companies: In addition to GIFI, Halper Sadeh is also investigating transactions involving Avadel Pharmaceuticals plc and Jamf Holding Corp., which involve acquisitions by Alkermes plc and Francisco Partners respectively, indicating a broad focus on multiple companies.
- Legal Service Commitment: Halper Sadeh LLC offers legal services on a contingency fee basis, aiming to support affected shareholders and emphasizing its expertise in securities fraud and corporate misconduct.
See More
Halper Sadeh Investigates Shareholder Rights Violations at Multiple Companies
- Shareholder Rights Investigation: Halper Sadeh LLC is investigating Blue Foundry Bancorp (NASDAQ:BLFY) regarding its sale to Fulton Financial Corporation, which involves an exchange of 0.65 shares of Fulton stock per share of Blue Foundry, potentially violating shareholder rights.
- Cash Transaction Scrutiny: Gulf Island Fabrication, Inc. (NASDAQ:GIFI) is being sold to IES Holdings, Inc. for $12.00 per share in cash, with Halper Sadeh LLC possibly seeking increased compensation for shareholders.
- Equity Exchange Concerns: Middlefield Banc Corp. (NASDAQ:MBCN) is selling for 2.6 shares of Farmers National Banc Corp. stock per share, and Halper Sadeh LLC is assessing the impact of this transaction on shareholders.
- Acquisition Deal Review: Jamf Holding Corp. (NASDAQ:JAMF) is being sold to Francisco Partners for $13.05 per share, with Halper Sadeh LLC potentially advocating for more disclosures and compensation for shareholders.
See More
Electronic Arts to Sell for $210 per Share to Investor Consortium
- Potential Violation Investigation: Halper Sadeh LLC is investigating Electronic Arts (NASDAQ: EA) for its sale to an investor consortium for $210 per share in cash, which may involve violations of federal securities laws and breaches of fiduciary duties to shareholders.
- Merger Impact: Should the transaction close, Electronic Arts shareholders could face significant implications for their interests, prompting Halper Sadeh LLC to seek increased compensation and additional disclosures to protect shareholder rights.
- Shareholder Rights Protection: The law firm encourages Electronic Arts shareholders to reach out to discuss their legal rights and options, emphasizing the importance of safeguarding shareholder interests in corporate transactions.
- Legal Fee Arrangement: Halper Sadeh LLC will handle the case on a contingent fee basis, meaning shareholders will not be responsible for out-of-pocket legal fees or expenses, thereby reducing the financial burden on shareholders.
See More
Halper Sadeh LLC Encourages JAMF, FRGE, SEE, MOVE Shareholders to Contact the Firm to Discuss Their Rights
Investigation of Companies: Halper Sadeh LLC is investigating potential violations of federal securities laws and breaches of fiduciary duties related to the sales of Jamf Holding Corp., Forge Global Holdings, Inc., Sealed Air Corporation, and Movano Inc.
Shareholder Rights: Shareholders of the mentioned companies are encouraged to contact Halper Sadeh LLC to discuss their legal rights and options, as there may be limited time to enforce these rights.
Contingent Fee Basis: The law firm operates on a contingent fee basis, meaning shareholders will not incur out-of-pocket legal fees unless the case is successful.
Legal Support for Investors: Halper Sadeh LLC represents investors globally who have experienced securities fraud and corporate misconduct, aiming to recover losses and implement corporate reforms.
See More
