Update shared on 13 Nov 2025
Fair value Decreased 5.15%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. Recent research updates reflect both positive and negative considerations related to the acquisition and the company's future prospects.
Bullish Takeaways- Bullish analysts see the acquisition price of $13.05 per share as providing a reasonable exit opportunity for shareholders, given the current market environment.
- The offer represents a premium over previous closing prices and supports the view that the transaction fairly values Jamf Holding's recent performance and strategic position.
- Some analysts note an increased price target prior to the acquisition. This suggests that the buyout terms appropriately recognize the company’s underlying value.
- Bearish analysts have lowered their recommendations and indicated concerns about the company’s long-term growth outlook and the likelihood of further upside, especially after the acquisition announcement.
- Several price targets were reduced significantly. This reflects skepticism about Jamf Holding's ability to sustain growth in the face of ongoing competitive pressures.
- There is consensus that an alternative bid is unlikely to emerge. This raises questions about Jamf Holding’s prospects had it remained independent.
- Persistent market competition and uncertainty regarding execution are seen as limiting future valuation potential beyond the agreed sale price.
What's in the News
- Francisco Partners is nearing a deal to acquire Jamf Holding. Vista Equity Partners is expected to exit its 34% stake as part of the transaction (Reuters).
- Piper Sandler downgraded Jamf Holding to Neutral from Overweight and lowered its price target to $13.05 per share following the acquisition announcement (Piper Sandler).
- Jamf Holding had been exploring a sale due to weakness in its stock price and considered offers from multiple suitors before agreeing to the Francisco Partners deal (Reuters).
- Vista Equity Partners has gradually exited its Jamf position and has already completed multiple secondary and block sales since the company's IPO.
- The acquisition is anticipated to be announced soon, pending final approvals and subject to customary closing conditions (Reuters).
Valuation Changes
- Consensus Analyst Price Target has declined from $13.46 to $12.76 per share, reflecting a modest reduction in perceived fair value.
- Discount Rate has decreased slightly from 10.01% to 9.76%, indicating marginally improved risk or market confidence assumptions.
- Revenue Growth projections have fallen from 10.03% to 9.47%, suggesting tempered optimism for future expansion.
- Net Profit Margin has improved slightly from 12.50% to 12.56%, which points to expectations of better profitability.
- Future P/E ratio has decreased from 23.58x to 21.94x, which indicates a lower anticipated valuation multiple.
Disclaimer
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