JamfJAMF
JAMF
About: Jamf Holding Corp is the standard in Apple Enterprise Management, and its cloud software platform is the vertically focused Apple infrastructure and security platform. The company helps organizations, including businesses, hospitals, schools, and government agencies, connect, manage, and protect Apple products, apps, and corporate resources in the cloud without ever having to touch the devices. It sells its Software-as-a-Service, or SaaS, solutions via a subscription model, through a direct sales force, online, and indirectly via its channel partners, including Apple. The company operates in The Americas; Europe, the Middle East, India, and Africa; and Asia Pacific.
Employees: 2,767
0
Funds holding %
of 6,809 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
2,182% more call options, than puts
Call options by funds: $3.67M | Put options by funds: $161K
68% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 41
6% more capital invested
Capital invested by funds: $1.97B [Q2] → $2.08B (+$112M) [Q3]
1.08% more ownership
Funds ownership: 93.03% [Q2] → 94.1% (+1.08%) [Q3]
4% less funds holding
Funds holding: 169 [Q2] → 163 (-6) [Q3]
14% less funds holding in top 10
Funds holding in top 10: 7 [Q2] → 6 (-1) [Q3]
21% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 29
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$20
36%
upside
Avg. target
$25
70%
upside
High target
$30
104%
upside
3 analyst ratings
2 positive
67%
1 neutral
33%
0 negative
0%
Morgan Stanley Hamza Fodderwala 83% 1-year accuracy 24 / 29 met price target | 36%upside $20 | Equal-Weight Initiated | 14 Oct 2024 |
Needham Joshua Reilly 69% 1-year accuracy 60 / 87 met price target | 70%upside $25 | Buy Reiterated | 4 Oct 2024 |
JMP Securities Joey Marincek 0% 1-year accuracy 0 / 3 met price target | 104%upside $30 | Market Outperform Reiterated | 1 Oct 2024 |
Financial journalist opinion
Neutral
GlobeNewsWire
1 week ago
Jamf Announces Upcoming Conference Participation
MINNEAPOLIS, Dec. 10, 2024 (GLOBE NEWSWIRE) -- Jamf (NASDAQ: JAMF), the standard in managing and securing Apple at work, announced today that members of its management team will present at the following investor conference:
Neutral
Seeking Alpha
3 weeks ago
Jamf Holding: The Growth Slowdown Should Be Temporary
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%.
Neutral
Business Wire
1 month ago
CORRECTING and REPLACING SGNL and Jamf Partner to Strengthen Enterprise Identity Security with Device Compliance-Driven Access Control
PALO ALTO, Calif.--(BUSINESS WIRE)--Third paragraph, first sentence of release dated November 13, 2024, should read: By leveraging Jamf's real-time device compliance event stream based on the Shared Signals Framework (SSF), SGNL dynamically adjusts access control to protect sensitive infrastructure. (instead of By leveraging Jamf's real-time device compliance event stream based on the Secure Systems Framework (SSF), SGNL dynamically adjusts access control to protect sensitive infrastructure.).
Neutral
GlobeNewsWire
1 month ago
Jamf Announces Upcoming Conference Participation
MINNEAPOLIS, Nov. 14, 2024 (GLOBE NEWSWIRE) -- Jamf (NASDAQ: JAMF), the standard in managing and securing Apple at work, announced today that members of its management team will present at the following investor conference:
Neutral
GlobeNewsWire
1 month ago
Jamf Achieves Microsoft Azure's IP Co-Sell Top-Tier Partner Status, Announces Select Solutions Now Available in Azure Marketplace
Jamf announces select products are now available on the Azure Cloud through Azure Marketplace; also unveils general availability of Copilot for Security plugin Jamf announces select products are now available on the Azure Cloud through Azure Marketplace; also unveils general availability of Copilot for Security plugin
Neutral
Business Wire
1 month ago
SGNL and Jamf Partner to Strengthen Enterprise Identity Security with Device Compliance-Driven Access Control
PALO ALTO, Calif.--(BUSINESS WIRE)--SGNL, a leader in modern Privileged Identity Management (PIM), announces its strategic integration with Jamf, a leading Apple endpoint management and security solution provider, to enhance signaling between identity, access and device security providers. This partnership ensures only compliant, managed devices can access critical systems and data, advancing the security industry's evolution toward interconnected zero trust solutions. "Interoperability between.
Neutral
Seeking Alpha
1 month ago
Jamf Holding Corp. (JAMF) Q3 2024 Earnings Call Transcript
Jamf Holding Corp. (NASDAQ:JAMF ) Q3 2024 Earnings Conference Call November 7, 2024 4:30 PM ET Company Participants Jennifer Gaumond - Investor Relations John Strosahl - Chief Executive Officer David Rudow - Incoming Chief Financial Officer Ian Goodkind - Chief Financial Officer Conference Call Participants Joshua Reilly - Needham Jake Roberge - William Blair Raimo Lenschow - Barclays Patrick Walravens - JMP Matt Hedberg - RBC Operator Thank you for standing by and welcome to Jamf's Third Quarter 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode.
Neutral
Zacks Investment Research
1 month ago
Compared to Estimates, Jamf Holding (JAMF) Q3 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Jamf Holding (JAMF) give a sense of how the business performed in the quarter ended September 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Negative
Zacks Investment Research
1 month ago
Jamf Holding (JAMF) Lags Q3 Earnings Estimates
Jamf Holding (JAMF) came out with quarterly earnings of $0.16 per share, missing the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.08 per share a year ago.
Positive
Zacks Investment Research
1 month ago
Countdown to Jamf Holding (JAMF) Q3 Earnings: A Look at Estimates Beyond Revenue and EPS
Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Jamf Holding (JAMF), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended September 2024.
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