William Blair Has Positive Forecast for Jamf Q4 Earnings

Jamf Holding Corp. (NASDAQ:JAMF - Free Report) - Stock analysts at William Blair increased their Q4 2025 EPS estimates for Jamf in a research report issued on Tuesday, July 15th. William Blair analyst J. Roberge now anticipates that the company will post earnings of $0.11 per share for the quarter, up from their prior estimate of $0.10. The consensus estimate for Jamf's current full-year earnings is $0.05 per share.

JAMF has been the subject of several other reports. Morgan Stanley lowered their target price on shares of Jamf from $16.00 to $14.00 and set an "equal weight" rating for the company in a research note on Wednesday, April 16th. JPMorgan Chase & Co. lowered their target price on shares of Jamf from $18.00 to $15.00 and set an "overweight" rating for the company in a research note on Thursday, April 17th. JMP Securities reaffirmed a "market outperform" rating and issued a $27.00 target price on shares of Jamf in a research note on Wednesday, May 28th. Bank of America decreased their price target on shares of Jamf from $15.00 to $12.00 and set a "neutral" rating on the stock in a report on Wednesday. Finally, Barclays increased their target price on Jamf from $13.00 to $15.00 and gave the stock an "equal weight" rating in a research report on Wednesday, May 7th. Four analysts have rated the stock with a hold rating and eight have issued a buy rating to the company. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $18.64.

Jamf Price Performance

Jamf stock traded up $0.28 during mid-day trading on Wednesday, reaching $8.36. The company had a trading volume of 1,960,239 shares, compared to its average volume of 671,222. The company has a debt-to-equity ratio of 0.50, a current ratio of 1.08 and a quick ratio of 1.08. The stock's 50-day simple moving average is $10.00 and its 200-day simple moving average is $12.23. Jamf has a 1 year low of $7.95 and a 1 year high of $19.05. The company has a market capitalization of $1.10 billion, a P/E ratio of -22.00, a P/E/G ratio of 1.50 and a beta of 0.37.

Jamf (NASDAQ:JAMF - Get Free Report) last announced its earnings results 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). The business had revenue of $167.62 million for the quarter, compared to analyst estimates of $166.22 million. Jamf had a positive return on equity of 2.20% and a negative net margin of 7.37%. Jamf's quarterly revenue was up 10.2% on a year-over-year basis. During the same quarter last year, the company posted $0.14 EPS.

Institutional Investors Weigh In On Jamf

A number of institutional investors have recently modified their holdings of JAMF. Counterpoint Mutual Funds LLC acquired a new stake in Jamf during the second quarter worth about $728,000. Assenagon Asset Management S.A. acquired a new stake in shares of Jamf in the second quarter valued at approximately $322,000. Wealth Enhancement Advisory Services LLC acquired a new stake in shares of Jamf in the second quarter valued at approximately $115,000. Goldman Sachs Group Inc. increased its stake 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. Finally, Rhumbline Advisers increased its stake in shares of Jamf by 2.2% in the first quarter. Rhumbline Advisers now owns 116,785 shares of the company's stock valued at $1,419,000 after purchasing an additional 2,522 shares during the period. Institutional investors and hedge funds own 93.81% of the company's stock.

Insider Buying and Selling at Jamf

In other Jamf news, CEO John Strosahl sold 16,125 shares of the business's stock in a transaction on Thursday, June 5th. The shares were sold at an average price of $10.75, for a total value of $173,343.75. Following the transaction, the chief executive officer owned 1,524,101 shares in the company, valued at $16,384,085.75. The trade was a 1.05% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Elizabeth Benz sold 11,526 shares of the company's stock in a transaction dated Wednesday, June 4th. The shares were sold at an average price of $10.70, for a total transaction of $123,328.20. Following the completion of the sale, the insider owned 347,249 shares in the company, valued at approximately $3,715,564.30. This trade represents a 3.21% decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 71,957 shares of company stock worth $755,361. Insiders own 2.70% of the company's stock.

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.