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Jamf Holding Dirección
Dirección controles de criterios 3/4
El CEO de Jamf Holding es John Strosahl , nombrado en Sep 2023, tiene una permanencia de 2.33 años. compensación anual total es $7.11M, compuesta por 7.7% salario y 92.3% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.24% de las acciones de la empresa, por valor de $4.13M. La antigüedad media del equipo directivo y de la junta directiva es de 3.3 años y 6.2 años, respectivamente.
Información clave
John Strosahl
Chief Executive Officer (CEO)
US$7.1m
Compensación total
| Porcentaje del salario del CEO | 7.74% |
| Permanencia del CEO | 2.3yrs |
| Participación del CEO | 0.2% |
| Permanencia media de la dirección | 3.3yrs |
| Promedio de permanencia en la Junta Directiva | 6.2yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • Jan 25
JAMF: Pending Francisco Partners Buyout Will Cap Upside Yet Support Fair Value
Analysts trimmed their fair value estimate for Jamf Holding to about $12.44, a move of roughly $0.43, as they align their price targets with the proposed US$13.05 per share cash acquisition and updated views on growth, profitability and future P/E assumptions. Analyst Commentary Bullish Takeaways Several bullish analysts point to the US$13.05 per share all cash offer as a clean exit point that reduces uncertainty around Jamf Holding's standalone execution risks.
Actualización de narrativa • Jan 10
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.Actualización de narrativa • Dec 26
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.Actualización de narrativa • Dec 12
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.Actualización de narrativa • Nov 27
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.Actualización de narrativa • Nov 13
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.Actualización de narrativa • Oct 30
Private Equity Buyout Will Lead To Stable Near-Term Outlook Amid Sector Headwinds
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.Artículo de análisis • Oct 04
Is Jamf Holding (NASDAQ:JAMF) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Seeking Alpha • Sep 09
Jamf: Great Growth At A Reasonable Price As Security ARR Grows
Summary Small- and mid-cap stocks like Jamf offer compelling value as large-cap growth valuations look stretched; I'm rotating my portfolio accordingly. Jamf's specialized Apple device management platform, growing security segment, and recent M&A position it well for enterprise expansion and cross-selling. Despite respectable double-digit ARR and revenue growth with improving margins, Jamf trades at a deep discount (<2x forward revenue), pricing in macro and competitive risks. Given Jamf's large addressable market, embedded growth opportunities, and ultra-low valuation, I rate it a "Buy" and see the current dip as a strong entry point. Read the full article on Seeking AlphaArtículo de análisis • Sep 05
Jamf Holding Corp. (NASDAQ:JAMF) Held Back By Insufficient Growth Even After Shares Climb 26%
Those holding Jamf Holding Corp. ( NASDAQ:JAMF ) shares would be relieved that the share price has rebounded 26% in the...Actualización de narrativa • Aug 10
Apple And Android Adoption Will Expand Enterprise Security Integration
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.Artículo de análisis • Jun 13
Jamf Holding Corp.'s (NASDAQ:JAMF) Low P/S No Reason For Excitement
You may think that with a price-to-sales (or "P/S") ratio of 2.1x Jamf Holding Corp. ( NASDAQ:JAMF ) is definitely a...Artículo de análisis • Apr 28
We Think Jamf Holding (NASDAQ:JAMF) Has A Fair Chunk Of Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Apr 09
Jamf Holding Revenue Growth Drags On Results And Valuation (Downgrade)
Summary Jamf Holding's stock has declined due to lackluster growth and severe valuation compression. The company provides Apple device management and security solutions, but faces slowing revenue growth and potential international trade tensions. Despite some financial improvements, Jamf's topline growth rate is slowing, and its valuation multiple has compressed significantly. Management expects slower revenue growth for 2025, focusing on profitability, but without a clear catalyst on client headcount growth or Apple's upgrade cycles, I'm bearish on JAMF. Read the full article on Seeking Alpha
Nueva narrativa • Mar 22
Apple-First Security Platform Will Attract Future Clients Across Industries
Jamf's Apple-first security platform and mobile expansion promise significant revenue growth as industries prioritize security and mobility.Artículo de análisis • Feb 24
Benign Growth For Jamf Holding Corp. (NASDAQ:JAMF) Underpins Its Share Price
Jamf Holding Corp.'s ( NASDAQ:JAMF ) price-to-sales (or "P/S") ratio of 3.1x might make it look like a buy right now...Seeking Alpha • Jan 28
Small Cap Stock With Big Tech Partners: Jamf Holding
Summary Global tech spending is expected to reach over $5.6T in 2025. Apple is a large tech player that has dominated performance and is a key partner to JAMF, a small-cap tech company that may be ready to rally. Small-cap stocks can help diversify portfolios, tend to benefit amid interest rate cuts, and many have been trading at historically low valuations. Eight Wall Street analysts have revised estimates up and are optimistic about JAMF's strong growth drivers and improving momentum. Risk-on investors willing to bet on a small-cap amid this week’s market selloff that may benefit new fiscal policies under Trump, consider JAMF, which partners with AAPL, MSFT, and OKTA. Read the full article on Seeking AlphaArtículo de análisis • Jan 20
Is Jamf Holding (NASDAQ:JAMF) A Risky Investment?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • Nov 26
Jamf Holding: The Growth Slowdown Should Be Temporary
Summary Jamf Holding's shares have declined over 15% this year, as investors are concerned about the company's slowing growth. Meanwhile, profitability has seen significant improvement, with margins expected to reach 16% this year, up from just 8% last year. I anticipate a re-acceleration in growth next year, accompanied by further margin expansion, surpassing 20%. At a P/E ratio of 12.8, I believe JAMF stock is attractively priced, and I am assigning a Buy rating. Read the full article on Seeking AlphaArtículo de análisis • Oct 25
The Market Doesn't Like What It Sees From Jamf Holding Corp.'s (NASDAQ:JAMF) Revenues Yet
Jamf Holding Corp.'s ( NASDAQ:JAMF ) price-to-sales (or "P/S") ratio of 3.6x might make it look like a buy right now...Artículo de análisis • Sep 19
Does Jamf Holding (NASDAQ:JAMF) Have A Healthy Balance Sheet?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Aug 28
Jamf Holding Sees Stable Demand As It Reduces Operating Losses (Upgrade)
Summary Jamf Holding Corp. met earnings expectations and beat revenue guidance for Q2 2024. The company has made progress in reducing operating losses through cost controls, yet faces challenges in device up-sell results and client spending conditions. Despite a stable customer demand environment, Jamf Holding's net dollar retention rate is dropping, indicating moderate upsell and cross-sell performance. My outlook on Jamf Holding Corp. is upgraded to Neutral due to lower operating expenses and potential valuation bumps from a lower cost of capital and new Apple upgrades. Read the full article on Seeking AlphaSeeking Alpha • May 26
Jamf Holding: Growing Apple Devices Penetration To Continue Driving Demand
Summary Jamf Holding is a company that develops device management solutions for Apple devices in work or office settings. The company's stock performance has been disappointing, with shares trading lower and down 6% year-to-date. The recent feature launches to strengthen security for Apple Vision Pro could be a potential catalyst for Jamf, along with the growing demand for security of connected Apple devices in the workplace. Read the full article on Seeking AlphaArtículo de análisis • Mar 30
Is Jamf Holding (NASDAQ:JAMF) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Mar 15
Jamf Holding: Management Guidance Seems Too Conservative
Summary JAMF's recent stock price decline does not change the recommendation of a buy rating, as I think management's guidance is overly conservative. Operating metrics indicators like ARR and ARR per device suggest that demand for JAMF's products remains healthy. A potential macro recovery in the second half of 2024 could lead to faster growth than guided and drive up demand for JAMF. Read the full article on Seeking AlphaSeeking Alpha • Mar 01
Jamf Holding: Above-Expectations Earnings Overshadowed By Mixed Guidance (Rating Downgrade)
Summary Jamf Holding Corp.'s non-GAAP adjusted EPS grew by +117% YoY to $0.13 in Q4 2023, which translated into a +9% bottom-line beat. Jamf's FY 2024 financial outlook is mixed, as the company expects both an improvement in its operating profitability and a moderation in its revenue growth. My decision is to revise my rating for JAMF from a Buy to a Hold, following an evaluation of the company's guidance. Read the full article on Seeking AlphaArtículo de análisis • Feb 29
Is Jamf Holding Corp. (NASDAQ:JAMF) Trading At A 41% Discount?
Key Insights Jamf Holding's estimated fair value is US$30.78 based on 2 Stage Free Cash Flow to Equity Jamf Holding is...Artículo de análisis • Feb 02
Jamf Holding Corp.'s (NASDAQ:JAMF) Price In Tune With Revenues
There wouldn't be many who think Jamf Holding Corp.'s ( NASDAQ:JAMF ) price-to-sales (or "P/S") ratio of 4.4x is worth...Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Sep 30 2025 | n/a | n/a | -US$41m |
| Jun 30 2025 | n/a | n/a | -US$49m |
| Mar 31 2025 | n/a | n/a | -US$47m |
| Dec 31 2024 | US$7m | US$550k | -US$68m |
| Sep 30 2024 | n/a | n/a | -US$69m |
| Jun 30 2024 | n/a | n/a | -US$89m |
| Mar 31 2024 | n/a | n/a | -US$106m |
| Dec 31 2023 | US$10m | US$390k | -US$110m |
| Sep 30 2023 | n/a | n/a | -US$114m |
| Jun 30 2023 | n/a | n/a | -US$113m |
| Mar 31 2023 | n/a | n/a | -US$140m |
| Dec 31 2022 | US$4m | US$318k | -US$141m |
| Sep 30 2022 | n/a | n/a | -US$144m |
| Jun 30 2022 | n/a | n/a | -US$143m |
| Mar 31 2022 | n/a | n/a | -US$96m |
| Dec 31 2021 | US$6m | US$282k | -US$75m |
| Sep 30 2021 | n/a | n/a | -US$60m |
| Jun 30 2021 | n/a | n/a | -US$35m |
| Mar 31 2021 | n/a | n/a | -US$19m |
| Dec 31 2020 | US$598k | US$267k | -US$24m |
| Sep 30 2020 | n/a | n/a | -US$27m |
| Jun 30 2020 | n/a | n/a | -US$26m |
| Mar 31 2020 | n/a | n/a | -US$33m |
| Dec 31 2019 | US$535k | US$253k | -US$34m |
Compensación vs. Mercado: La compensación total de John($USD7.11M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD5.35M).
Compensación vs. Ingresos: La compensación de John ha sido consistente con los resultados de la empresa en el último año.
CEO
John Strosahl (58 yo)
2.3yrs
Permanencia
US$7,106,371
Compensación
Mr. John R. Strosahl was an Independent Director of PROS Holdings, Inc. from December 2, 2024 until December 9, 2025. Mr. Strosahl has been Chief Executive Officer at JAMF Software, LLC since 2023 and was...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Director | 2.3yrs | US$7.11m | 0.24% $ 4.1m | |
| Chief Financial Officer | 1.2yrs | US$6.72m | 0.075% $ 1.3m | |
| Chief Technology Officer | 4yrs | US$3.69m | 0.022% $ 380.2k | |
| Chief Information Officer | 4.3yrs | US$2.00m | 0.014% $ 239.0k | |
| Chief Legal Officer & Secretary | 7.6yrs | US$4.43m | 0.29% $ 5.1m | |
| Senior Manager of Corporate Communications | no data | sin datos | sin datos | |
| Chief People Officer | 3.7yrs | sin datos | 0.19% $ 3.3m | |
| Chief Customer Officer | 8.7yrs | sin datos | sin datos | |
| Chief Innovation Officer | 2.8yrs | US$1.95m | 0.28% $ 4.9m | |
| Chief Strategy Officer | 3yrs | sin datos | sin datos | |
| Chief Revenue Officer | no data | sin datos | sin datos | |
| Investor Relations Officer | no data | sin datos | sin datos |
3.3yrs
Permanencia media
54yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de JAMF se considera experimentado (3.3 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Director | 2.3yrs | US$7.11m | 0.24% $ 4.1m | |
| Independent Director | 8.2yrs | US$250.00k | 0.084% $ 1.5m | |
| Independent Director | 6.2yrs | US$270.00k | 0.031% $ 537.3k | |
| Director | 8.2yrs | US$250.00k | 0.11% $ 2.0m | |
| Independent Director | 5.5yrs | sin datos | sin datos | |
| Independent Chairman of the Board | 8.3yrs | sin datos | sin datos | |
| Independent Director | 8.3yrs | sin datos | sin datos | |
| Independent Director | 5.2yrs | sin datos | sin datos | |
| Independent Director | 4.7yrs | US$270.00k | 0.018% $ 313.0k |
6.2yrs
Permanencia media
56yo
Promedio de edad
Junta con experiencia: La junta directiva de JAMF se considera experimentada (6.2 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/01/29 00:48 |
| Precio de las acciones al final del día | 2026/01/29 00:00 |
| Beneficios | 2025/09/30 |
| Ingresos anuales | 2024/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Jamf Holding Corp. está cubierta por 7 analistas. 10 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Koji Ikeda | BofA Global Research |
| David Hynes | Canaccord Genuity |
| Patrick Walravens | Citizens JMP Securities, LLC |