Jamf (JAMF) to Release Quarterly Earnings on Thursday

Key Points

• Jamf is set to announce its Q2 2025 quarterly earnings on Thursday, August 7th, with analysts projecting earnings of $0.17 per share and revenue of $168.58 million.
• In its last quarterly report, Jamf missed earnings expectations with $0.08 per share, despite revenue being up 10.2% year-over-year at $167.62 million.
• Recent analyst reports reflect a mixed outlook for Jamf, with price targets ranging from $10.00 to $27.00 and an average rating of "Moderate Buy."

Jamf (NASDAQ:JAMF - Get Free Report) is anticipated to issue its Q2 2025 quarterly earnings data after the market closes on Thursday, August 7th. Analysts expect the company to announce earnings of $0.17 per share and revenue of $168.58 million for the quarter. Jamf has set its FY 2025 guidance at EPS and its Q2 2025 guidance at EPS.

Jamf (NASDAQ:JAMF - Get Free Report) last released its quarterly earnings data on Tuesday, May 6th. The company reported $0.08 earnings per share for the quarter, missing the consensus estimate of $0.21 by ($0.13). Jamf had a negative net margin of 7.37% and a positive return on equity of 2.20%. The firm had revenue of $167.62 million during the quarter, compared to the consensus estimate of $166.22 million. During the same quarter in the previous year, the firm earned $0.14 earnings per share. The business's revenue was up 10.2% compared to the same quarter last year. On average, analysts expect Jamf to post $0 EPS for the current fiscal year and $0 EPS for the next fiscal year.

Jamf Stock Down 6.8%

Jamf stock traded down $0.54 during midday trading on Friday, hitting $7.40. 1,484,572 shares of the company's stock were exchanged, compared to its average volume of 1,317,579. Jamf has a 12 month low of $7.36 and a 12 month high of $18.99. The company has a debt-to-equity ratio of 0.50, a quick ratio of 1.08 and a current ratio of 1.08. The company has a market cap of $975.84 million, a PE ratio of -19.47, a P/E/G ratio of 1.31 and a beta of 0.36. The firm has a 50-day moving average of $9.21 and a two-hundred day moving average of $11.69.

Insiders Place Their Bets

In related news, insider Elizabeth Benz sold 11,526 shares of Jamf stock in a transaction that occurred on Wednesday, June 4th. The shares were sold at an average price of $10.70, for a total value of $123,328.20. Following the completion of the sale, the insider directly owned 347,249 shares in the company, valued at $3,715,564.30. This trade represents a 3.21% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Dean Hager sold 27,720 shares of the company's stock in a transaction that occurred on Monday, June 2nd. The shares were sold at an average price of $10.34, for a total transaction of $286,624.80. Following the transaction, the director owned 270,347 shares in the company, valued at $2,795,387.98. The trade was a 9.30% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 71,957 shares of company stock worth $755,361 in the last three months. Insiders own 2.70% of the company's stock.

Hedge Funds Weigh In On Jamf

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Goldman Sachs Group Inc. increased its holdings in shares of Jamf by 14.3% in the first quarter. Goldman Sachs Group Inc. now owns 553,323 shares of the company's stock valued at $6,723,000 after purchasing an additional 69,414 shares during the period. Millennium Management LLC lifted its holdings in shares of Jamf by 36.2% during the first quarter. Millennium Management LLC now owns 473,471 shares of the company's stock worth $5,753,000 after purchasing an additional 125,865 shares during the period. Royal Bank of Canada boosted its position in Jamf by 4.3% in the first quarter. Royal Bank of Canada now owns 198,991 shares of the company's stock valued at $2,418,000 after buying an additional 8,243 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in Jamf by 5.9% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 154,638 shares of the company's stock worth $1,879,000 after buying an additional 8,658 shares during the period. Finally, AQR Capital Management LLC raised its position in Jamf by 59.3% during the 1st quarter. AQR Capital Management LLC now owns 66,184 shares of the company's stock worth $804,000 after buying an additional 24,639 shares during the last quarter. Hedge funds and other institutional investors own 93.81% of the company's stock.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on JAMF. Mizuho cut their price objective on shares of Jamf from $15.00 to $13.00 and set an "outperform" rating on the stock in a report on Wednesday, July 16th. JPMorgan Chase & Co. cut their price target on Jamf from $15.00 to $12.00 and set an "overweight" rating on the stock in a report on Thursday, July 17th. JMP Securities reissued a "market outperform" rating and issued a $27.00 price target on shares of Jamf in a research report on Wednesday, May 28th. Bank of America dropped their price objective on Jamf from $15.00 to $12.00 and set a "neutral" rating on the stock in a research report on Wednesday, July 16th. Finally, Barclays cut their target price on Jamf from $15.00 to $10.00 and set an "equal weight" rating on the stock in a research note on Monday, July 21st. Four research analysts have rated the stock with a hold rating and eight have assigned a buy rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $17.45.

Jamf Company Profile

Jamf Holding Corp. offers a cloud software platform for Apple infrastructure and security platform in the Americas, Europe, the Middle East, India, and Africa. Its products include Jamf Pro, an Apple ecosystem management software solution for IT environments; Jamf Now, a pay-as-you-go Apple device management software solution for small-to-medium-sized businesses; Jamf School, an apple mobile device management for schools; and Jamf Connect, a ZTNA solution that replaces legacy conditional access and VPN technology.