Apple Device Adoption And Data Privacy Will Transform Endpoint Management

AN

AnalystHighTarget

Not Invested

Community Contributor

Published

05 Aug 25

Updated

10 Jan 26

Views

8

10 Jan

US$13.05

AnalystHighTarget's Fair Value

US$13.05

0% overvalued

1Y

-15.3%

7D

0.2%

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1Y

-15.3%

7D

0.2%

You can edit this narrative until Jan 11 10:10 AM. Then, changes will post as Updates.

Author's Valuation

US$13.050% overvalued

AnalystHighTarget Fair Value

Shared on 10 Jan 26

JAMF: All Cash Francisco Partners Deal Will Anchor Returns Around 13.05

Analysts have adjusted their price targets for Jamf Holding to align closely with the agreed all cash acquisition price of $13.05 per share, citing the announced Francisco Partners deal and the view that an alternative bid is unlikely to emerge. Analyst Commentary Recent research updates around the Francisco Partners all cash deal have converged on the US$13 to US$13.05 range, effectively anchoring expectations to the agreed acquisition price.

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Shared on 26 Dec 25

Fair value Decreased 43%

JAMF: Takeout Deal At 13.05 Will Cap Upside But Limit Downside Risks

Analysts have cut their price target on Jamf Holding from $23.00 to $13.05 per share, aligning expectations with the agreed $13.05 all cash takeout and reflecting the view that upside is now capped with limited likelihood of a competing bid. Analyst Commentary Following the announced acquisition by Francisco Partners, analyst sentiment has converged around the deal price, with several firms moving ratings to Neutral as upside becomes largely constrained by the agreed all cash consideration.

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Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$13.05

0% overvalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

9.23%

Historical revenue growth rate

18.53%

Software revenue growth rate

1.57%

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

9.69%

Calculation

US$117.48m

Earnings '29

x

21.29x

PE Ratio '29

=

US$2.50b

Market Cap '29

US$2.50b

Market Cap '29

/

145.56m

No. shares '29

=

US$17.18

Share Price '29

US$17.18 Share Price '29

Discounted to 2026 @ 9.74% p.a.

=

US$13.00

Fair Value '26