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Jamf Holding Performance degli utili passati
Criteri Il passato verificati 0/6
Gli utili di Jamf Holding sono diminuiti a un tasso medio annuo di -5.2%, mentre il settore Software ha visto gli utili crescere a un tasso medio annuo di 27.2%. I ricavi sono cresciuti crescere a un tasso medio annuo di 18.5%.
Informazioni chiave
-5.16%
Tasso di crescita degli utili
-3.25%
Tasso di crescita dell'EPS
| Software Crescita del settore | 17.33% |
| Tasso di crescita dei ricavi | 18.53% |
| Rendimento del capitale proprio | -5.25% |
| Margine netto | -5.98% |
| Ultimo aggiornamento sugli utili | 30 Sep 2025 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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 AlphaArticolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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
Nuova narrazione • 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.Articolo di analisi • 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 AlphaArticolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Jamf Holding guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 30 Sep 25 | 691 | -41 | 368 | 145 |
| 30 Jun 25 | 666 | -49 | 378 | 143 |
| 31 Mar 25 | 643 | -47 | 374 | 139 |
| 31 Dec 24 | 627 | -68 | 373 | 137 |
| 30 Sep 24 | 615 | -69 | 367 | 136 |
| 30 Jun 24 | 598 | -89 | 369 | 134 |
| 31 Mar 24 | 580 | -106 | 375 | 134 |
| 31 Dec 23 | 561 | -110 | 375 | 133 |
| 30 Sep 23 | 540 | -114 | 369 | 131 |
| 30 Jun 23 | 522 | -113 | 354 | 127 |
| 31 Mar 23 | 503 | -140 | 362 | 126 |
| 31 Dec 22 | 479 | -141 | 345 | 119 |
| 30 Sep 22 | 452 | -144 | 328 | 112 |
| 30 Jun 22 | 423 | -143 | 309 | 107 |
| 31 Mar 22 | 394 | -96 | 252 | 90 |
| 31 Dec 21 | 366 | -75 | 227 | 81 |
| 30 Sep 21 | 339 | -60 | 207 | 73 |
| 30 Jun 21 | 314 | -35 | 180 | 61 |
| 31 Mar 21 | 290 | -19 | 159 | 55 |
| 31 Dec 20 | 269 | -24 | 146 | 53 |
| 30 Sep 20 | 250 | -27 | 130 | 51 |
| 30 Jun 20 | 234 | -26 | 118 | 49 |
| 31 Mar 20 | 220 | -33 | 112 | 46 |
| 31 Dec 19 | 204 | -34 | 103 | 43 |
| 31 Dec 18 | 147 | -36 | 74 | 32 |
Guadagni di qualità: JAMF al momento non è redditizia.
Margine di profitto in crescita: JAMF al momento non è redditizia.
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: JAMF non è redditizia e le perdite sono aumentate negli ultimi 5 anni a un tasso pari a 5.2% all'anno.
Accelerare la crescita: Impossibile confrontare la crescita degli utili di JAMF nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia
Guadagni vs Settore: JAMF non è redditizia, il che rende difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Software ( 11.8% ).
Rendimento del capitale proprio
ROE elevato: JAMF ha un Return on Equity negativo ( -5.25% ), in quanto al momento non è redditizio.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/01/29 02:33 |
| Prezzo dell'azione a fine giornata | 2026/01/29 00:00 |
| Utili | 2025/09/30 |
| Utili annuali | 2024/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* 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.
| Analista | Istituzione |
|---|---|
| Koji Ikeda | BofA Global Research |
| David Hynes | Canaccord Genuity |
| Patrick Walravens | Citizens JMP Securities, LLC |