Update shared on10 Aug 2025
Fair value Decreased 8.75%The reduction in Jamf Holding’s analyst price target is primarily driven by a notable increase in the discount rate and a lower future P/E multiple, indicating heightened perceived risk and tempered growth expectations, resulting in a new consensus fair value of $14.60.
What's in the News
- Smallstep and Jamf announced a strategic partnership, introducing an integrated solution for ACME Device Attestation and policy-driven access controls across Apple fleets.
- Jamf raised its Q2 2025 earnings guidance, expecting to exceed previous revenue guidance of $167.5–$169.5 million.
- Jamf was added to the Russell 2000 Defensive Index and Russell 2000 Growth-Defensive Index.
- Jamf unveiled new AI-driven features, Blueprints for simplified device configuration, enhanced security/compliance tools, and Self Service+ upgrades at Jamf Nation Live, emphasizing automation, identity management, and supply chain security.
Valuation Changes
Summary of Valuation Changes for Jamf Holding
- The Consensus Analyst Price Target has fallen from $16.00 to $14.60.
- The Discount Rate for Jamf Holding has significantly risen from 9.67% to 10.73%.
- The Future P/E for Jamf Holding has fallen from 26.71x to 25.18x.
Disclaimer
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