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Jamf Holding (JAMF) 주식 개요
는 미주, 유럽, 중동, 인도, 아프리카 및 아시아 태평양 지역의 Apple 플랫폼을 위한 관리 및 보안 솔루션을 제공합니다. 자세히 보기
JAMF Community Fair Values
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Analyst Price Targets
Jamf Holding Corp. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$13.05 |
| 52주 최고가 | US$16.12 |
| 52주 최저가 | US$7.09 |
| 베타 | 0.48 |
| 1개월 변동 | 0.38% |
| 3개월 변동 | 1.56% |
| 1년 변동 | -15.26% |
| 3년 변동 | -41.27% |
| 5년 변동 | -66.20% |
| IPO 이후 변동 | -66.71% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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 Alpha분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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
새로운 내러티브 • 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.분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...주주 수익률
| JAMF | US Software | US 시장 | |
|---|---|---|---|
| 7D | 0.2% | -3.2% | 2.2% |
| 1Y | -15.3% | -15.1% | 24.8% |
수익률 대 산업: JAMF은 지난 1년 동안 -15.1%의 수익을 기록한 US Software 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: JAMF은 지난 1년 동안 24.8%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| JAMF volatility | |
|---|---|
| JAMF Average Weekly Movement | 0.2% |
| Software Industry Average Movement | 9.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: JAMF는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: JAMF의 주간 변동성은 지난 1년간 6%에서 0%로 감소했습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2002 | 2,595 | John Strosahl | www.jamf.com |
는 미주, 유럽, 중동, 인도, 아프리카 및 아시아 태평양 지역의 Apple 플랫폼에 대한 관리 및 보안 솔루션을 제공합니다. 이 회사는 IT 환경을 위한 Apple 에코시스템 관리 소프트웨어 솔루션인 Jamf Pro, 중소기업을 위한 종량제 Apple 기기 관리 및 보안 소프트웨어 솔루션인 Jamf Now, IT 관리자가 배포 및 기기 및 애플리케이션 업데이트를 위한 학습과 보안 요구 사항을 충족하는 데 중점을 두고 기기를 설정할 수 있는 Jamf School, Mac 및 모바일 기기를 위한 ID 및 액세스 관리를 제공하는 Jamf Connect를 제공합니다. 또한 Mac 및 모바일 기기를 위한 엔드포인트 보안을 제공하는 Jamf Protect, 기기 배포, ID 및 액세스, 관리, 보안 등 Apple 기기의 수명주기를 자동화하는 Apple 솔루션인 Jamf Business Plan, 학교에서 인터넷의 유해 콘텐츠로부터 미성년자를 보호하는 데 도움이 되는 Jamf Safe Internet, 모바일 기기를 위한 고급 탐지 및 대응 솔루션인 Jamf Executive Threat Protection, 교사, 학부모 및 학생이 교실 안팎에서 기기를 제어, 관리 및 보호할 수 있는 Jamf의 교육 앱 등을 제공하고 있습니다.
Jamf Holding Corp. 기초 지표 요약
| JAMF 기초 통계 | |
|---|---|
| 시가총액 | US$1.74b |
| 순이익 (TTM) | -US$41.29m |
| 매출 (TTM) | US$690.59m |
2.5x
주가매출비율(P/S)-42.4x
주가수익비율(P/E)JAMF는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| JAMF 손익계산서 (TTM) | |
|---|---|
| 매출 | US$690.59m |
| 매출원가 | US$144.24m |
| 총이익 | US$546.36m |
| 기타 비용 | US$587.64m |
| 순이익 | -US$41.29m |
최근 보고된 실적
Sep 30, 2025
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | -0.31 |
| 총이익률 | 79.11% |
| 순이익률 | -5.98% |
| 부채/자본 비율 | 97.8% |
JAMF의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/01/29 20:38 |
| 종가 | 2026/01/29 00:00 |
| 수익 | 2025/09/30 |
| 연간 수익 | 2024/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Jamf Holding Corp.는 7명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Koji Ikeda | BofA Global Research |
| David Hynes | Canaccord Genuity |
| Patrick Walravens | Citizens JMP Securities, LLC |