Jamf/$JAMF

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1D1W1MYTD1Y5YMAX

About Jamf

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.

Ticker

$JAMF

Sector

Software & Cloud Services
Primary listing

Employees

2,595

Jamf Metrics

BasicAdvanced
$1.2B
-
-$0.38
0.37
-

What the Analysts think about Jamf

Analyst ratings (Buy, Hold, Sell) for Jamf stock.

Bulls say / Bears say

Jamf’s Q2 2025 revenue rose 15% year-over-year to $176.5 million, surpassing analyst estimates of $168.8 million and exceeding the high end of its guidance range ($169.5 million), demonstrating robust top-line momentum. (Nasdaq)
Security segment ARR jumped 40% year-over-year to $203 million, now accounting for 29% of total ARR, reflecting successful integration of new cybersecurity offerings and a shift towards higher-margin products. (Nasdaq)
The strategic reinvestment plan announced in July 2025 reallocates resources towards enterprise go-to-market and AI investments, which is expected to enhance operational efficiency and drive long-term shareholder value. (Reuters)
Jamf’s GAAP net loss widened 8% year-over-year to $20.9 million in Q2 2025, indicating that integration and transformation costs are offsetting profitability gains. (Nasdaq)
The July 2025 strategic reinvestment plan includes a 6.4% workforce reduction and $11–$12.5 million in restructuring charges, posing near-term risks to employee morale and customer support quality. (Reuters)
Citizens JMP lowered its price target from $27 to $18 post-Q2 2025 earnings, highlighting cautious analyst sentiment despite revenue beats. (Investing.com)
Data summarised monthly by Lightyear AI. Last updated on 30 Aug 2025.

Jamf Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Jamf Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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