Jamf Holding Corp.

Report azionario NasdaqGS:JAMF

Capitalizzazione di mercato: US$1.7b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Jamf Holding Crescita futura

Criteri Future verificati 1/6

Jamf Holding prevede che gli utili e i ricavi cresceranno rispettivamente di 0.08% e 9.2% all'anno. Si prevede che l'EPS crescerà di 31.2% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 24.6% in 3 anni.

Informazioni chiave

0.08%

Tasso di crescita degli utili

31.25%

Tasso di crescita dell'EPS

Software crescita degli utili18.7%
Tasso di crescita dei ricavi9.2%
Rendimento futuro del capitale proprio24.65%
Copertura analitica

Good

Ultimo aggiornamento18 Dec 2025

Aggiornamenti recenti sulla crescita futura

Recent updates

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.

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.

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.

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.

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.

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.

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.

Is Jamf Holding (NASDAQ:JAMF) Using Too Much Debt?

Oct 04
Is Jamf Holding (NASDAQ:JAMF) Using Too Much Debt?

Jamf: Great Growth At A Reasonable Price As Security ARR Grows

Sep 09

Jamf Holding Corp. (NASDAQ:JAMF) Held Back By Insufficient Growth Even After Shares Climb 26%

Sep 05
Jamf Holding Corp. (NASDAQ:JAMF) Held Back By Insufficient Growth Even After Shares Climb 26%

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.

Jamf Holding Corp.'s (NASDAQ:JAMF) Low P/S No Reason For Excitement

Jun 13
Jamf Holding Corp.'s (NASDAQ:JAMF) Low P/S No Reason For Excitement

We Think Jamf Holding (NASDAQ:JAMF) Has A Fair Chunk Of Debt

Apr 28
We Think Jamf Holding (NASDAQ:JAMF) Has A Fair Chunk Of Debt

Jamf Holding Revenue Growth Drags On Results And Valuation (Downgrade)

Apr 09
User avatar

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.

Benign Growth For Jamf Holding Corp. (NASDAQ:JAMF) Underpins Its Share Price

Feb 24
Benign Growth For Jamf Holding Corp. (NASDAQ:JAMF) Underpins Its Share Price

Small Cap Stock With Big Tech Partners: Jamf Holding

Jan 28

Is Jamf Holding (NASDAQ:JAMF) A Risky Investment?

Jan 20
Is Jamf Holding (NASDAQ:JAMF) A Risky Investment?

Jamf Holding: The Growth Slowdown Should Be Temporary

Nov 26

The Market Doesn't Like What It Sees From Jamf Holding Corp.'s (NASDAQ:JAMF) Revenues Yet

Oct 25
The Market Doesn't Like What It Sees From Jamf Holding Corp.'s (NASDAQ:JAMF) Revenues Yet

Does Jamf Holding (NASDAQ:JAMF) Have A Healthy Balance Sheet?

Sep 19
Does Jamf Holding (NASDAQ:JAMF) Have A Healthy Balance Sheet?

Jamf Holding Sees Stable Demand As It Reduces Operating Losses (Upgrade)

Aug 28

Jamf Holding: Growing Apple Devices Penetration To Continue Driving Demand

May 26

Is Jamf Holding (NASDAQ:JAMF) A Risky Investment?

Mar 30
Is Jamf Holding (NASDAQ:JAMF) A Risky Investment?

Jamf Holding: Management Guidance Seems Too Conservative

Mar 15

Jamf Holding: Above-Expectations Earnings Overshadowed By Mixed Guidance (Rating Downgrade)

Mar 01

Is Jamf Holding Corp. (NASDAQ:JAMF) Trading At A 41% Discount?

Feb 29
Is Jamf Holding Corp. (NASDAQ:JAMF) Trading At A 41% Discount?

Jamf Holding Corp.'s (NASDAQ:JAMF) Price In Tune With Revenues

Feb 02
Jamf Holding Corp.'s (NASDAQ:JAMF) Price In Tune With Revenues

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:JAMF - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/2027849-481781887
12/31/2026773-2915616410
12/31/2025708-3510511110
9/30/2025691-41110117N/A
6/30/2025666-496475N/A
3/31/2025643-474151N/A
12/31/2024627-682231N/A
9/30/2024615-693037N/A
6/30/2024598-894448N/A
3/31/2024580-1064145N/A
12/31/2023561-1103336N/A
9/30/2023540-1144347N/A
6/30/2023522-1135460N/A
3/31/2023503-1406168N/A
12/31/2022479-1418290N/A
9/30/2022452-1445563N/A
6/30/2022423-1433643N/A
3/31/2022394-965058N/A
12/31/2021366-755565N/A
9/30/2021339-607585N/A
6/30/2021314-357381N/A
3/31/2021290-195864N/A
12/31/2020269-244853N/A
9/30/2020250-273740N/A
6/30/2020234-262631N/A
3/31/2020220-33612N/A
12/31/2019204-34512N/A
12/31/2018147-36N/A9N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che JAMF rimarrà non redditizia nei prossimi 3 anni.

Guadagni vs Mercato: Si prevede che JAMF rimarrà non redditizia nei prossimi 3 anni.

Guadagni ad alta crescita: Si prevede che JAMF rimarrà non redditizia nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di JAMF ( 9.2% all'anno) crescerà più lentamente rispetto al mercato US ( 11% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di JAMF ( 9.2% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di JAMF sarà elevato tra 3 anni ( 24.6 %)

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/01/29 21:21
Prezzo dell'azione a fine giornata2026/01/29 00:00
Utili2025/09/30
Utili annuali2024/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Jamf Holding Corp. è coperta da 7 analisti. 10 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Koji IkedaBofA Global Research
David HynesCanaccord Genuity
Patrick WalravensCitizens JMP Securities, LLC