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Jamf Holding (JAMF) Hisse Özeti
Jamf Holding Corp. Amerika, Avrupa, Orta Doğu, Hindistan, Afrika ve Asya Pasifik'te Apple platformları için yönetim ve güvenlik çözümleri sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 4/6 |
| Gelecekteki Büyüme | 1/6 |
| Geçmiş Performans | 0/6 |
| Finansal Sağlık | 4/6 |
| Temettüler | 0/6 |
JAMF Community Fair Values
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Analyst Price Targets
Jamf Holding Corp. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$13.05 |
| 52 Haftanın En Yüksek Seviyesi | US$16.12 |
| 52 Haftanın En Düşük Seviyesi | US$7.09 |
| Beta | 0.48 |
| 1 Aylık Değişim | 0.38% |
| 3 Aylık Değişim | 1.56% |
| 1 Yıllık Değişim | -15.26% |
| 3 Yıllık Değişim | -41.27% |
| 5 Yıllık Değişim | -66.20% |
| Halka arzdan bu yana değişim | -66.71% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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
Yeni Anlatı • 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.Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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...Hissedar Getirileri
| JAMF | US Software | US Pazar | |
|---|---|---|---|
| 7D | 0.2% | 0.3% | 1.1% |
| 1Y | -15.3% | -6.6% | 28.7% |
Getiri vs. Endüstri: JAMF geçen yıl % -6.6 oranında getiri sağlayan US Software sektörünün gerisinde kaldı.
Getiri vs Piyasa: JAMF geçen yıl % 28.7 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| JAMF volatility | |
|---|---|
| JAMF Average Weekly Movement | 0.2% |
| Software Industry Average Movement | 9.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: JAMF son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: JAMF 'nin haftalık oynaklığı geçtiğimiz yıl boyunca 6% dan 0% a düştü.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2002 | 2,595 | John Strosahl | www.jamf.com |
Jamf Holding Corp. Amerika, Avrupa, Orta Doğu, Hindistan, Afrika ve Asya Pasifik'te Apple platformları için yönetim ve güvenlik çözümleri sunmaktadır. Şirket, BT ortamları için bir Apple ekosistem yönetim yazılımı çözümü olan Jamf Pro; küçük ve orta ölçekli işletmeler için kullandıkça öde Apple aygıt yönetimi ve güvenlik yazılımı çözümü olan Jamf Now; BT yöneticilerinin dağıtım, aygıt ve uygulama güncellemeleri için öğrenme ve güvenlik ihtiyaçlarını karşılama odaklı aygıtlar kurmasını sağlayan Jamf School ve Mac ve mobil aygıtlar için kimlik ve erişim yönetimi sağlayan Jamf Connect'i sunmaktadır. Ayrıca Mac ve mobil cihazlar için uç nokta güvenliği sağlayan Jamf Protect; cihaz dağıtımı, kimlik ve erişim, yönetim ve güvenlik dahil olmak üzere Apple cihazlarının yaşam döngüsünü otomatikleştiren bir Apple çözümü olan Jamf Business Plan; okulların küçükleri internetteki zararlı içeriklerden korumasına yardımcı olan Jamf Safe Internet; mobil cihazlar için gelişmiş bir tespit ve müdahale çözümü olan Jamf Executive Threat Protection ve öğretmenlerin, ebeveynlerin ve öğrencilerin sınıf içinde ve dışında cihazları kontrol etmesini, yönetmesini ve güvenliğini sağlamasını sağlayan Jamf'in eğitim uygulamalarını da sunmaktadır.
Jamf Holding Corp. Temel Bilgiler Özeti
| JAMF temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$1.74b |
| Kazançlar(TTM) | -US$41.29m |
| Gelir(TTM) | US$690.59m |
2.5x
P/S Oranı-42.4x
F/K OranıJAMF aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| JAMF gelir tablosu (TTM) | |
|---|---|
| Gelir | US$690.59m |
| Gelir Maliyeti | US$144.24m |
| Brüt Kâr | US$546.36m |
| Diğer Giderler | US$587.64m |
| Kazançlar | -US$41.29m |
Son Raporlanan Kazançlar
Sep 30, 2025
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | -0.31 |
| Brüt Marj | 79.11% |
| Net Kâr Marjı | -5.98% |
| Borç/Özkaynak Oranı | 97.8% |
JAMF uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/01/29 23:45 |
| Gün Sonu Hisse Fiyatı | 2026/01/29 00:00 |
| Kazançlar | 2025/09/30 |
| Yıllık Kazançlar | 2024/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Jamf Holding Corp. 7 Bu analistlerden 10, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Koji Ikeda | BofA Global Research |
| David Hynes | Canaccord Genuity |
| Patrick Walravens | Citizens JMP Securities, LLC |