William Blair Predicts Jamf's Q4 Earnings (NASDAQ:JAMF)

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

Several other research analysts have also issued reports on the stock. JMP Securities reiterated a "market outperform" rating and issued a $27.00 target price on shares of Jamf in a research report on Wednesday, May 28th. Barclays upped their target price on shares of Jamf from $13.00 to $15.00 and gave the stock an "equal weight" rating in a research report on Wednesday, May 7th. Morgan Stanley lowered their price target 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. Bank of America lowered their price target on shares of Jamf from $15.00 to $12.00 and set a "neutral" rating for the company in a research note on Wednesday. Finally, Needham & Company LLC lowered their price target on shares of Jamf from $25.00 to $20.00 and set a "buy" rating for the company in a research note on Thursday. Four research analysts have rated the stock with a hold rating and eight have assigned a buy rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $17.91.

Jamf Stock Performance

Shares of NASDAQ:JAMF traded down $0.20 during mid-day trading on Wednesday, reaching $8.12. The company had a trading volume of 1,057,147 shares, compared to its average volume of 678,365. The company has a current ratio of 1.08, a quick ratio of 1.08 and a debt-to-equity ratio of 0.50. The firm has a market cap of $1.07 billion, a price-to-earnings ratio of -21.37, a PEG ratio of 1.50 and a beta of 0.37. The company's 50-day moving average price is $9.83 and its 200-day moving average price is $12.12. Jamf has a one year low of $7.95 and a one year high of $18.99.

Jamf (NASDAQ:JAMF - Get Free Report) last issued its quarterly earnings results on Tuesday, May 6th. The company reported $0.08 earnings per share for the quarter, missing analysts' consensus estimates of $0.21 by ($0.13). Jamf had a positive return on equity of 2.20% and a negative net margin of 7.37%. The business had revenue of $167.62 million for the quarter, compared to analyst estimates of $166.22 million. During the same quarter in the previous year, the business posted $0.14 earnings per share. The business's revenue was up 10.2% on a year-over-year basis.

Hedge Funds Weigh In On Jamf

Institutional investors have recently modified their holdings of the business. Janney Montgomery Scott LLC lifted its holdings in Jamf by 33.1% in the 2nd quarter. Janney Montgomery Scott LLC now owns 80,157 shares of the company's stock valued at $762,000 after purchasing an additional 19,955 shares in the last quarter. Counterpoint Mutual Funds LLC purchased a new position in Jamf in the 2nd quarter worth approximately $728,000. Assenagon Asset Management S.A. purchased a new position in shares of Jamf during the 2nd quarter valued at approximately $322,000. Wealth Enhancement Advisory Services LLC purchased a new position in shares of Jamf during the 2nd quarter valued at approximately $115,000. Finally, Goldman Sachs Group Inc. lifted its stake in Jamf by 14.3% during the first quarter. Goldman Sachs Group Inc. now owns 553,323 shares of the company's stock worth $6,723,000 after purchasing an additional 69,414 shares during the last quarter. 93.81% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, CEO John Strosahl sold 16,125 shares of the firm's stock in a transaction that occurred 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 completion of the transaction, the chief executive officer owned 1,524,101 shares of the company's stock, valued at approximately $16,384,085.75. This trade represents a 1.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Dean Hager sold 27,720 shares of Jamf stock in a transaction that occurred on Monday, June 2nd. The stock was sold at an average price of $10.34, for a total transaction of $286,624.80. Following the completion of the transaction, the director owned 270,347 shares of the company's stock, valued at $2,795,387.98. This represents a 9.30% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 71,957 shares of company stock valued at $755,361 in the last ninety days. 2.70% of the stock is currently owned by company insiders.

About Jamf

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.