Jamf Holding Corp (JAMF)

In the past six months, Jamf's stock was impacted by its Q3 2025 earnings release with an EPS of -0.030 USD. Several analyst firms downgraded Jamf to "hold/market perform" with price targets around $13.00-$13.05. Shareholder complaints and investigations arose regarding a "take private transaction" at $13.05 per share. The company released its Q2 2025 earnings with an EPS of -0.160 USD, exceeding revenue expectations and lifting its full-year revenue guidance. David Helfer was appointed as the new Chief Revenue Officer on January 12, 2026. Between January 6, 2025, and January 5, 2026, the share price declined by 9.40%, reaching $13.01 as of January 5, 2026.

While there is no explicit broad seasonality mentioned for all of Jamf's core products and services, the company has noted seasonality in the revenue contribution from its acquired company, Identity Automation, with higher contributions expected in the third and fourth quarters of the fiscal year. Jamf's recurring revenue model suggests a relatively stable demand for its subscription-based software-as-a-service (SaaS) solutions.

Jamf Holding Corp. is a software company specializing in Apple device management and security solutions for businesses and educational institutions. It operates in software development, enterprise mobility management (EMM), and unified endpoint management (UEM). Jamf provides a cloud-based platform designed for an Apple-first environment, enabling organizations to connect, manage, and protect Apple products, applications, and corporate resources. Jamf's major products include Jamf Pro, Jamf Now, Jamf School, Jamf Connect, Jamf Protect, Jamf Safe Internet, Jamf Private Access, and Jamf Data Policy.

Jamf Holding Corp. has a global presence, operating across the Americas, Europe, the Middle East, India, Africa, and Asia Pacific. The company serves tens of thousands of organizations across various sectors internationally.

Jamf has maintained a strong brand reputation, receiving industry recognition as a Leader in the 2026 Gartner® Magic Quadrant™ for Endpoint Management Tools and in three IDC MarketScape Reports for Unified Endpoint Management in late 2025. The company is trusted by numerous organizations worldwide and has rolled out key product enhancements and made a strategic acquisition of Identity Automation. The appointment of David Helfer as Chief Revenue Officer signals a strategic move to drive future growth. However, ongoing investigations and shareholder complaints related to a "take private transaction" could potentially affect the company's reputation among investors.

Jamf Holding Corp. has high institutional ownership, approximately 92.27% to 93.8% of total shares outstanding, with major holders including Vista Equity Partners Management, Llc, Vanguard Group Inc, and BlackRock, Inc. Individual insider ownership is relatively low, at approximately 3.97%. Recent insider trading activity shows more shares sold than bought.