Brokers Issue Forecasts for Jamf's Q3 Earnings (NASDAQ:JAMF)

Jamf Holding Corp. (NASDAQ:JAMF - Free Report) - Analysts at William Blair upped their Q3 2025 earnings per share (EPS) estimates for Jamf in a research note issued to investors on Tuesday, July 15th. William Blair analyst J. Roberge now expects that the company will post earnings of $0.09 per share for the quarter, up from their previous forecast of $0.08. The consensus estimate for Jamf's current full-year earnings is $0.05 per share. William Blair also issued estimates for Jamf's FY2025 earnings at $0.31 EPS, Q2 2026 earnings at $0.09 EPS, Q3 2026 earnings at $0.13 EPS, Q4 2026 earnings at $0.12 EPS and FY2026 earnings at $0.45 EPS.

A number of other equities analysts have also recently weighed in on the company. Barclays raised their price objective on Jamf from $13.00 to $15.00 and gave the company an "equal weight" rating in a report on Wednesday, May 7th. JMP Securities restated a "market outperform" rating and issued a $27.00 target price on shares of Jamf in a research note on Wednesday, May 28th. Needham & Company LLC lowered their price objective on Jamf from $25.00 to $20.00 and set a "buy" rating for the company in a research note on Thursday. Morgan Stanley lowered their price objective on Jamf from $16.00 to $14.00 and set an "equal weight" rating for the company in a research note on Wednesday, April 16th. Finally, Bank of America decreased their price target on Jamf from $15.00 to $12.00 and set a "neutral" rating for the company in a research note on Wednesday. Four equities research analysts have rated the stock with a hold rating and eight have assigned a buy rating to the company's stock. Based on data from MarketBeat.com, Jamf presently has a consensus rating of "Moderate Buy" and an average price target of $17.91.

Jamf Price Performance

Shares of NASDAQ:JAMF traded down $0.20 on Thursday, hitting $8.12. The company's stock had a trading volume of 1,057,147 shares, compared to its average volume of 679,456. The company has a 50-day simple moving average of $9.83 and a 200 day simple moving average of $12.11. Jamf has a 1 year low of $7.95 and a 1 year high of $18.99. The company has a market capitalization of $1.07 billion, a PE ratio of -21.37, a PEG ratio of 1.47 and a beta of 0.37. The company has a debt-to-equity ratio of 0.50, a current ratio of 1.08 and a quick ratio of 1.08.

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

Institutional Trading of Jamf

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. Centiva Capital LP boosted its holdings in Jamf by 4.1% in the 4th quarter. Centiva Capital LP now owns 22,543 shares of the company's stock valued at $317,000 after purchasing an additional 898 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in shares of Jamf by 3.9% during the 4th quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 46,565 shares of the company's stock worth $654,000 after purchasing an additional 1,754 shares during the last quarter. Versor Investments LP raised its holdings in Jamf by 19.8% in the 1st quarter. Versor Investments LP now owns 12,100 shares of the company's stock valued at $147,000 after acquiring an additional 2,000 shares during the last quarter. Sei Investments Co. grew its stake in shares of Jamf by 2.0% during the 4th quarter. Sei Investments Co. now owns 109,654 shares of the company's stock valued at $1,541,000 after buying an additional 2,104 shares during the period. Finally, Canada Pension Plan Investment Board boosted its position in Jamf by 51.0% during the 4th quarter. Canada Pension Plan Investment Board now owns 7,400 shares of the company's stock worth $104,000 after purchasing an additional 2,500 shares during the period. Institutional investors and hedge funds own 93.81% of the company's stock.

Insider Buying and Selling

In other news, insider Beth Tschida sold 11,878 shares of the business's 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 $122,818.52. Following the transaction, the insider directly owned 475,932 shares in the company, valued at $4,921,136.88. The trade was a 2.43% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 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 value of $286,624.80. Following the completion of the transaction, the director owned 270,347 shares in the company, valued at $2,795,387.98. This represents a 9.30% decrease in their ownership of the stock. 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. Corporate insiders own 2.70% of the company's stock.

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.