Jamf (JAMF): Evaluating Valuation Following New Microsoft Security Store Partnership and Enterprise Momentum

Jamf Holding (JAMF) has just been selected as a partner in the Microsoft Security Store, reflecting its recognized expertise with Microsoft Security technologies and its growing role in enterprise device management ecosystems.

See our latest analysis for Jamf Holding.

Jamf's addition to the Microsoft Security Store comes at a time when renewed investor attention is visible. After years of underwhelming long-term results, Jamf has delivered a challenging five-year total shareholder return of -69.2%. However, the stock has shown recent signs of rebound, which suggests market sentiment may be improving as Jamf sharpens its enterprise focus and collaborative profile.

If Jamf's new partnership has you thinking about broader trends in tech, it might be a great moment to discover See the full list for free..

But with shares still far below their five-year highs and valuation metrics signaling a potential discount, investors may wonder if Jamf's current price represents a rare entry point or if the market is already factoring in the company's improving outlook.

Most Popular Narrative: 25.1% Undervalued

With the narrative fair value set at $14.20 and Jamf Holding's last close at $10.64, the market continues to discount the company despite recent positive momentum. This opens debate about whether this gap is justified by future projections.

The accelerating global adoption of Apple devices in enterprise, education, healthcare, and specialized verticals continues to expand Jamf's total addressable market. As organizations shift to hybrid and mobile-first workplace models, this supports sustained multi-year revenue growth. Heightened organizational focus on cybersecurity and regulatory compliance is driving stronger demand for integrated security and identity management solutions, as demonstrated by 40% YoY growth in Security ARR and successful cross-sell momentum from the recent Identity Automation acquisition. These factors are positively impacting both revenue and net margin expansion.

Read the complete narrative.

Want to know the growth blueprint behind this high valuation? Analyst assumptions drive the fair value, with projected revenue and earnings acceleration at the core. Curious which forecasts could spark the biggest rerating, or what margin leap is priced in? Dive into the foundational metrics fueling this narrative.

Result: Fair Value of $14.20 (UNDERVALUED)

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

However, challenges remain, as increased competition from native Apple tools or large bundled IT platforms could put pressure on Jamf’s pricing power and growth prospects.

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

Build Your Own Jamf Holding Narrative

If you have your own perspective on Jamf or want to dig into the numbers personally, building your custom narrative takes just a few minutes. 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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