Jamf (JAMF): Evaluating Valuation Following Major AI and Automation Upgrades at User Conference

At its 16th Jamf Nation User Conference, Jamf Holding (JAMF) rolled out significant upgrades to its Apple device management platform. The new features focus on automating updates, expanding API access, and integrating advanced AI-powered security tools.

See our latest analysis for Jamf Holding.

While Jamf’s big announcements at JNUC 2025 generated some excitement, the share price tells a more challenging story. After a strong 22% run over the past 90 days, Jamf stock is still down nearly 30% year-to-date, and the one-year total shareholder return stands at -39.9%. Momentum has improved recently, but the long-term trend remains pressured by earlier headwinds and market skepticism about sustained growth.

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With shares trading at a sizable discount to analyst price targets but performance still lagging, investors have to ask: is Jamf an overlooked value, or is the market already reflecting tempered expectations for future growth?

Most Popular Narrative: 30.1% Undervalued

With Jamf Holding's fair value estimate at $14.60 compared to a last close of $9.93, the dominant narrative highlights a significant gap between perceived worth and the current market price. Enthusiasm for Jamf’s future is supported by catalysts that extend beyond recent headline growth.

Strategic investments in AI and automation across operations, product, and customer success are improving cost efficiencies, elevating the customer experience, and driving margin leverage, which supports accelerated earnings and operating margin gains.

Read the complete narrative.

Want to see what's really fueling this valuation? The narrative attributes Jamf’s potential upside to optimistic expectations regarding efficiency, profitability, and the adoption of transformative technology in the sector. Interested in which numbers make the biggest impact? The key details behind this price target could surprise you.

Result: Fair Value of $14.60 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, risks remain if Apple restricts third-party integrations or if built-in device management tools reduce Jamf’s competitive edge.

Find out about the key risks to this Jamf Holding narrative.

Build Your Own Jamf Holding Narrative

If you see things differently or want to dive into the numbers yourself, building your own perspective takes less than three minutes with our tools. So why not Do it your way

A great starting point for your Jamf Holding research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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