Jamf (JAMF)

• Market cap: $1.36B
• 1 day: -2.59%
• 5 days: -7.38%
• 1 month: -19.97%
• 3 months: -27.26%
• 6 months: -37.04%
• Year to date: -25.20%
• 1 year: -44.96%
• 5 years: -73.11%
• 10 years: -59.49%
• Sector: Technology
• Industry: Software - Application

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: 2,595

Fund manager confidence

Based on 2024 Q4 regulatory disclosures 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]

0.63% less ownership

Funds ownership: 94.41% [Q3] → 93.78% (-0.63%) [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 (-$398M) [Q4]

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $13 23% upside
• Avg. target: $18.86 79% upside
• High target: $27 156% upside

7 analyst ratings

• positive: 5 71%
• neutral: 2 29%
• negative: 0 0%

Barclays Raimo Lenschow 32% 1-year accuracy 29 / 91 met price target	23% upside $13	Equal-Weight Maintained	21 Apr 2025
JP Morgan Samik Chatterjee 28% 1-year accuracy 21 / 74 met price target	42% upside $15	Overweight Maintained	17 Apr 2025
Morgan Stanley Hamza Fodderwala 70% 1-year accuracy 21 / 30 met price target	33% upside $14	Equal-Weight Maintained	16 Apr 2025
Needham Joshua Reilly 37% 1-year accuracy 28 / 76 met price target	137% upside $25	Buy Reiterated	4 Mar 2025
Citizens Capital Markets Joey Marincek 0% 1-year accuracy 0 / 4 met price target	156% upside $27	Market Outperform Maintained	28 Feb 2025