JAMF

Jamf Holding Corp

Add to Watchlist

Advanced Chart

12.870

+0.01(0.078%)1D

Line

Candle

YTD

High

12.880

Open

12.860

VWAP

12.87

Vol

1.73M

Mkt Cap

1.71B

Low

12.860

Amount

22.26M

EV/EBITDA(TTM)

69.01

Total Shares

126.45M

2.00B

EV/OCF(TTM)

26.82

P/S(TTM)

2.55

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.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q3

FY2025Q4

FY2026Q1

177.37M

+11.36%

0.232

+45.14%

181.43M

+11.33%

0.228

+34.18%

183.46M

+9.45%

0.232

+7.89%

Estimates Revision

The market is revising Downward the revenue expectations for Jamf Holding Corp. (JAMF) for FY2025, with the revenue forecasts being adjusted by -0.18% over the past three months. During the same period, the stock price has changed by 62.71%.

Revenue Estimates for FY2025

Revise Downward

-0.18%

In Past 3 Month

EPS Estimates for FY2025

Revise Upward

+2.6%

In Past 3 Month

Stock Price

Go Up

+62.71%

In Past 3 Month

11 Analyst Rating

-1.79% Downside

Wall Street analysts forecast JAMF stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for JAMF is 12.64 USD with a low forecast of 10.00 USD and a high forecast of 18.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

3 Buy

8 Hold

0 Sell

Moderate Buy

-1.79% Downside

Current: 12.870

Low

10.00

Averages

12.64

High

18.00

-1.79% Downside

Current: 12.870

Low

10.00

Averages

12.64

High

18.00

Piper Sandler

Overweight -> Neutral

downgrade

$23

2025-10-29

Reason

Piper Sandler

Price Target

$23

2025-10-29

downgrade

Overweight -> Neutral

Reason

Piper Sandler downgraded Jamf Holding to Neutral from Overweight with a price target of $13.05, down from $23, after the company entered into an agreement to be acquired by Francisco Partners for $13.05 per share in an all-cash transaction.

William Blair

Jake Roberge

Outperform

Market Perform

downgrade

$13.05

2025-10-29

Reason

William Blair

Jake Roberge

Price Target

$13.05

2025-10-29

downgrade

Outperform

Market Perform

Reason

William Blair analyst Jake Roberge downgraded Jamf Holding to Market Perform from Outperform after the company agreed to be acquired by private equity firm Francisco Partners for $13.05 in cash per share. The firm views this transaction closing as the most likely outcome, the analyst tells investors.

Canaccord

Buy

Hold

downgrade

$15

2025-10-29

Reason

Canaccord

Price Target

$15

2025-10-29

downgrade

Buy

Hold

Reason

Canaccord downgraded Jamf Holding to Hold from Buy with a price target of $13.05, down from $15, after the company agreed to be acquired by private equity firm Francisco Partners for $13.05 in cash per share.

Mizuho

Gregg Moskowitz

Outperform

Neutral

downgrade

$12 -> $13

2025-10-29

Reason

Mizuho

Gregg Moskowitz

Price Target

$12 -> $13

2025-10-29

downgrade

Outperform

Neutral

Reason

Mizuho analyst Gregg Moskowitz downgraded Jamf Holding to Neutral from Outperform with a price target of $13, up from $12, after the company agreed to be acquired by private equity firm Francisco Partners for $13.05 in cash per share. The firm believes this deal "represents a decent exit" and that an alternative bid is unlikely to emerge, the analyst tells investors.

Morgan Stanley

Keith Weiss

Equal Weight

downgrade

$14 -> $10

2025-09-02

Reason

Morgan Stanley

Keith Weiss

Price Target

$14 -> $10

2025-09-02

downgrade

Equal Weight

Reason

Morgan Stanley analyst Keith Weiss lowered the firm's price target on Jamf Holding to $10 from $14 and keeps an Equal Weight rating on the shares. Though estimates have come down in the last year, the firm continues to see risk to the durability of Jamf's long-term growth given intense competitive pressures, the analyst tells investors.

Citizens JMP

Outperform

downgrade

$27 -> $18

2025-08-08

Reason

Citizens JMP

Price Target

$27 -> $18

2025-08-08

downgrade

Outperform

Reason

Citizens JMP lowered the firm's price target on Jamf Holding to $18 from $27 and keeps an Outperform rating on the shares. The company posted better than expected Q2 results and guidance for Q3 also beat expectations, the analyst tells investors in a research note. Although the macro remains uncertain and pressure from the federal government could inhibit device refreshes, the stock stock represents an attractive opportunity for capital appreciation, Citizens says.

See All Ratings

Valuation Metrics

The current forward P/E ratio for Jamf Holding Corp (JAMF.O) is 13.71, compared to its 5-year average forward P/E of 110.34. For a more detailed relative valuation and DCF analysis to assess Jamf Holding Corp 's fair value, click here.

Forward PE
Forward EV/EBITDA
Forward PS

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

Fair

5Y Average PE

110.34

Current PE

13.71

Overvalued PE

210.37

Undervalued PE

10.30

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

N/A

5Y Average EV/EBITDA

82.23

Current EV/EBITDA

0.00

Overvalued EV/EBITDA

151.72

Undervalued EV/EBITDA

12.73

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

Strongly Overvalued

5Y Average PS

5.81

Current PS

12.87

Overvalued PS

9.26

Undervalued PS

2.36

Financials

Annual

Quarterly

FY2025Q2

YoY :

+15.35%

176.50M

Total Revenue

FY2025Q2

YoY :

-45.05%

-7.84M

Operating Profit

FY2025Q2

YoY :

+8.37%

-20.88M

Net Income after Tax

FY2025Q2

YoY :

+6.67%

-0.16

EPS - Diluted

FY2025Q2

YoY :

+177.31%

36.91M

Free Cash Flow

FY2025Q2

YoY :

-2.98%

70.55

Gross Profit Margin - %

FY2025Q2

YoY :

+32.28%

9.67

FCF Margin - %

FY2025Q2

YoY :

-6.04%

-11.83

Net Margin - %

Trading Trends

Insider
Hedge Fund
Congress Trading

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

0-3

Months

463.1K

USD

3-6

Months

1.2M

USD

6-9

Months

4.8M

USD

0-12

Months

52.4K

USD

Bought

0-3

0.0

USD

Months

3-6

0.0

USD

Months

6-9

0.0

USD

Months

0-12

0.0

USD

Months

Hedge Fund

Hedge Funds are Neutral. There are no significant trading trends over the last quarter.

Sold

0-3

Months

0.0

Volume

3-6

Months

0.0

Volume

6-9

Months

4.6M

Volume

0-12

Months

2.9M

Volume

Bought

0-3

0.0

Volume

Months

3-6

0.0

Volume

Months

6-9

0.0

Volume

Months

0-12

0.0

Volume

Months

Congress Trading

Congress are Neutral. There are no significant trading trends over the last month.

Sold

0-3

Months

0.0

USD

3-6

Months

0.0

USD

6-9

Months

0.0

USD

0-12

Months

0.0

USD

Bought

0-3

0.0

USD

Months

3-6

0.0

USD

Months

6-9

0.0

USD

Months

0-12

0.0

USD

Months

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

0-3

Months

463.1K

USD

3-6

Months

1.2M

USD

6-9

Months

4.8M

USD

0-12

Months

52.4K

USD

Bought

0-3

0.0

USD

Months

3-6

0.0

USD

Months

6-9

0.0

USD

Months

0-12

0.0

USD

Months

JAMF News & Events

Events Timeline

2025-11-03 (ET)

2025-11-03

10:59:02

JPMorgan Lowers Jamf Holding Rating from Overweight to Neutral

2025-10-29 (ET)

2025-10-29

07:58:15

Francisco Partners to Acquire Jamf Holding at $13.05 per Share

2025-10-29

05:36:21

Francisco Partners is close to finalizing an acquisition of Jamf, according to Reuters.

News

7.0

11-07Globenewswire

Halper Sadeh LLC Urges Shareholders of JAMF, CADE, AKRO, and GES to Reach Out for Rights Consultation

7.0

11-07Globenewswire

JAMF SECURITIES ALERT: Investigation Launched Following $13.05 Take Private Deal for Jamf Holding Corp. – Shareholders Advised to Reach Out to BFA Law