JamfJAMF
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
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
984% more call options, than puts
Call options by funds: $1.3M | Put options by funds: $120K
56% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 32
27% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 48
10% more funds holding
Funds holding: 164 [Q3] → 180 (+16) [Q4]
0.72% less ownership
Funds ownership: 94.5% [Q3] → 93.78% (-0.72%) [Q4]
17% less funds holding in top 10
Funds holding in top 10: 6 [Q3] → 5 (-1) [Q4]
19% less capital invested
Capital invested by funds: $2.09B [Q3] → $1.69B (-$399M) [Q4]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
JP Morgan Samik Chatterjee 64% 1-year accuracy 42 / 66 met price target | 38%upside $20 | Overweight Initiated | 6 Feb 2025 |
RBC Capital Matthew Hedberg 71% 1-year accuracy 151 / 212 met price target | 31%upside $19 | Outperform Maintained | 21 Jan 2025 |
Needham Joshua Reilly 58% 1-year accuracy 47 / 81 met price target | 72%upside $25 | Buy Reiterated | 21 Jan 2025 |
Barclays Raimo Lenschow 65% 1-year accuracy 51 / 79 met price target | 17%upside $17 | Equal-Weight Maintained | 10 Jan 2025 |
Piper Sandler Rob Owens 70% 1-year accuracy 21 / 30 met price target | 58%upside $23 | Overweight Maintained | 6 Jan 2025 |
Financial journalist opinion
Based on 6 articles about JAMF published over the past 30 days
