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Jamf Holding Corp. Stock Price

NasdaqGS:JAMF Community·US$1.7b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 10 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

JAMF Share Price Performance

US$13.05
2.23 (20.61%)
​
US$12.44
Fair Value
US$13.05
2.23 (20.61%)
4.9% overvalued intrinsic discount
US$12.44
Fair Value
Price US$13.05
AnalystConsensusTarget US$12.44
AnalystHighTarget US$13.05
AnalystLowTarget US$10.00
Sun, 25 Jan 26
Fair ValueUS$12.44
Share Pricen/a

JAMF Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$12.44 4.9% overvalued intrinsic discount

Private Equity Buyout Will Lead To Stable Near-Term Outlook Amid Sector Headwinds

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$13.05 Fairly Valued intrinsic discount

Apple Device Adoption And Data Privacy Will Transform Endpoint Management

0users have liked this narrative
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0users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$10 30.5% overvalued intrinsic discount

Regulatory Hurdles And Competition Will Restrict Margins Yet Allow Progress

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0users have commented on this narrative
0users have followed this narrative
JAMF logo
Jamf Holding
4.9% overvalued intrinsic discount

Private Equity Buyout Will Lead To Stable Near-Term Outlook Amid Sector Headwinds

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 25 Jan
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JAMF logo
Jamf Holding
Fairly Valued intrinsic discount

Apple Device Adoption And Data Privacy Will Transform Endpoint Management

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AN
AnalystHighTarget
AnalystHighTarget
Updated 10 Jan
Read Narrative
JAMF logo
Jamf Holding
30.5% overvalued intrinsic discount

Regulatory Hurdles And Competition Will Restrict Margins Yet Allow Progress

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AN
AnalystLowTarget
AnalystLowTarget
Published 7 Aug 2025
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystConsensusTarget
JAMF logo

JAMF: Pending Francisco Partners Buyout Will Cap Upside Yet Support Fair Value

Fair Value: US$12.44 4.9% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
JAMF logo

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

Fair Value: US$13.05 Fairly Valued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
JAMF logo

Regulatory Hurdles And Competition Will Restrict Margins Yet Allow Progress

Fair Value: US$10 30.5% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Good value with adequate balance sheet.

2 Risks
1 Reward
View Full Analysis

Jamf Holding Corp. Key Details

US$690.6m

Revenue

US$144.2m

Cost of Revenue

US$546.4m

Gross Profit

US$587.6m

Other Expenses

-US$41.3m

Earnings

Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
-0.31
79.11%
-5.98%
97.8%
View Full Analysis

About JAMF

Founded
2002
Employees
2595
CEO
John Strosahl
WebsiteView website
www.jamf.com

Jamf Holding Corp. provides management and security solutions for Apple platforms in the Americas, Europe, the Middle East, India, Africa, and the Asia Pacific. The company provides Jamf Pro, an Apple ecosystem management software solution for IT environments; Jamf Now, a pay-as-you-go Apple device management and security software solution for small-to-medium-sized businesses; Jamf School, which enables IT administrators to set up devices with a focus on learning and meeting security needs for deployment and device and application updates; and Jamf Connect, which provides identity and access management for Mac and mobile devices. It also offers Jamf Protect, which delivers endpoint security for Mac and mobile devices; Jamf Business Plan, an Apple solution that automates the lifecycle of Apple devices, including device deployment, identity and access, management, and security; Jamf Safe Internet, which helps schools protect minors from harmful content on the internet; Jamf Executive Threat Protection, an advanced detection and response solution for mobile devices; and Jamf's education apps, which enable teachers, parents, and students to control, manage, and secure devices inside and outside of the classroom. In addition, the company provides Healthcare Listener, an electronic medical record integration to Jamf Pro that automates iPad and Apple TV deployments for patience experience; Virtual Visits, a video conferencing solution that facilitates remote telehealth encounters; Jamf Setup and Jamf Reset, which are iOS and iPadOS apps that simplify wireless device provisioning and refresh for clinical communications and other frontline work deployments; and developer workflows, such as Jamf API and Jamf Marketplace, as well as IAM solution. It sells its SaaS solutions through a subscription model, direct sales force, and online, as well as indirectly through channel partners, including Apple. The company was founded in 2002 and is headquartered in Minneapolis, Minnesota.

Recent JAMF News & Updates

User avatar
Narrative Update • 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.

Recent updates

No updates

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