Jamf Holding Corp

Jamf Holding Corp

Jamf Holding Corp (JAMF) provides Apple-focused endpoint management and security software for Macs, iPhones, iPads and Apple TV. Its cloud-native platform helps organisations deploy, manage and secure Apple devices at scale β€” a niche that benefits from rising enterprise Apple adoption and the shift to mobile-first IT. Revenue is largely subscription-based, giving recurring cash flow and typical SaaS margins, while professional services and device onboarding add incremental revenue. Growth drivers include greater Apple penetration in workplaces and upselling higher‑tier services; risks include competition from larger endpoint-management vendors, execution on product development and possible churn. With a market capitalisation around $1.4bn, the stock can be more volatile and less liquid than larger peers. This is general educational information, not personalised investment advice β€” investors should assess financials, sector dynamics and their own risk tolerance before making decisions.

Stock Performance Snapshot

Hold

Analyst Rating

Analysts suggest holding Jamf's stock with a target price of $13.21, indicating slight potential growth.

Above Average

Financial Health

Jamf is showing solid revenue and gross margin, though its cash flow needs improvement.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Baskets Featuring JAMF

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Why You’ll Want to Watch This Stock

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SaaS subscription growth

Recurring licences and cloud services can drive predictable cash flow as organisations deploy more Apple devices, though growth may slow if churn rises.

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Apple device tailwind

Greater enterprise adoption of Macs and iPhones expands Jamf’s addressable market, but regional and sector adoption rates mean outcomes can vary.

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Competitive pressure

Jamf’s Apple specialism is a differentiator, yet large platform vendors and rivals create competitive risk and can affect margins if pricing pressure increases.

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