Private Equity Buyout Will Lead To Stable Near-Term Outlook Amid Sector Headwinds

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

22 Mar 25

Updated

12 Dec 25

Views

85

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-10.8%

7D

0.08%

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1Y

-10.8%

7D

0.08%

You can edit this narrative until Dec 13 6:10 AM. Then, changes will post as Updates.

Author's Valuation

US$12.018.3% overvalued

AnalystConsensusTarget Fair Value

Shared on 12 Dec 25

Fair value Decreased 5.86%

JAMF: Pending $13.05 Cash Buyout Will Anchor Shares And Limit Near-Term Upside

Analysts have trimmed their price target on Jamf Holding by about $0.75 per share as they factor in the agreed all cash acquisition at $13.05 as a ceiling on upside and shift ratings to Neutral. Analyst Commentary Following the announced all cash acquisition by Francisco Partners at $13.05 per share, analyst sentiment has largely converged around the deal price, with limited debate on near term upside or downside for Jamf Holding on a standalone basis.

Shared on 27 Nov 25

JAMF: Pending $13.05 Buyout Will Bring Ownership Change and Reduce Uncertainty

Analysts have recently revised Jamf Holding’s price target upward to $13 per share, citing the company’s agreement to be acquired by Francisco Partners and the resulting clarity on its valuation outlook. Analyst Commentary Following the acquisition agreement by Francisco Partners, analysts have provided updated perspectives on Jamf Holding's valuation, execution, and growth outlook.

Shared on 13 Nov 25

Fair value Decreased 5.15%

JAMF: Pending Buyout At $13.05 Will Shift Ownership Amid Market Uncertainty

Analysts have lowered their price target for Jamf Holding from $13.46 to $12.76 per share, citing acquisition-related downgrades as well as ongoing concerns about competition and growth outlook. Analyst Commentary Following Jamf Holding's agreement to be acquired by Francisco Partners, several analysts have revised their outlooks and price targets for the company.

Shared on 30 Oct 25

Fair value Decreased 5.24%

Analysts have lowered their price target for Jamf Holding from $14.20 to $13.46, citing the recently announced acquisition by Francisco Partners as the primary driver. They also note that expectations for an alternative bid remain low amid ongoing competitive and macroeconomic pressures.

Shared on 10 Aug 25

Fair value Decreased 11%

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.

Shared on 01 May 25

Fair value Decreased 9.71%

Shared on 24 Apr 25

Fair value Decreased 5.19%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 6.03%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.51%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$12.01

8.3% overvalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

9.23%

Software revenue growth rate

1.20%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.74%

Calculation

US$112.44m

Earnings '28

x

20.50x

PE Ratio '28

=

US$2.31b

Market Cap '28

US$2.31b

Market Cap '28

/

145.56m

No. shares '28

=

US$15.84

Share Price '28

US$15.84 Share Price '28

Discounted to 2025 @ 9.79% p.a.

=

US$11.97

Fair Value '25