Jamf (JAMF) News Today

Jamf Holding Corp. (NASDAQ:JAMF) shares have risen following a strong Q2 report, an increased full-year revenue outlook, and continued analyst support despite a couple of price-target cuts. Investors are focusing on the company’s solid beats on revenue and earnings, its optimistic guidance, and ongoing platform adoption fueled by AI investments.

• Positive Sentiment: Q2 revenue jumped 15.4% year-over-year to $176.5 million, topping the consensus estimate of $168.6 million. Jamf Q2 Revenue Jumps 15%
• Positive Sentiment: Q2 EPS of $0.18 beat the consensus of $0.17, marking an increase from $0.14 a year ago. Jamf Surpasses Q2 Earnings and Revenue Estimates
• Positive Sentiment: The company raised its 2025 revenue outlook to $701 million–$704 million, above the prior consensus of $692.9 million, citing strong platform adoption and AI investments. Jamf Raises 2025 Revenue Outlook
• Neutral Sentiment: Jamf published the full Q2 2025 earnings call transcript, providing detail on its financial performance and strategic priorities. Q2 2025 Earnings Call Transcript
• Neutral Sentiment: A head-to-head review compared Jamf’s business model to Katapult’s, offering investors a peer-benchmark perspective. Head-To-Head Review: Katapult vs. Jamf
• Negative Sentiment: Canaccord Genuity cut its price target on JAMF from $19.00 to $15.00, though it maintained a “buy” rating with an implied 89.6% upside. Benzinga
• Negative Sentiment: JMP Securities lowered its price target for JAMF to $18.00 from $27.00, despite keeping a “market outperform” rating and citing 127.6% potential upside. Benzinga