Jamf Holding Corp (JAMF)

In the past six months, Jamf's stock has been influenced by Q1 2025 earnings, the acquisition of Identity Automation, new product launches, and the announcement of AI Analysis for its Executive Threat Protection solution. Jamf also announced its participation in the Microsoft Security Store Partner Ecosystem and highlighted the early success of its global partner program. A strategic reinvestment plan was announced in July 2025. Jamf released its Q2 2025 financial results in August 2025, with revenue jumping 15% and surpassing earnings and revenue estimates. Jamf is scheduled to report its Q3 2025 financial results on November 10, 2025. As of October 2025, analysts have a consensus "Buy" rating for Jamf Holding stock, with an average price target of $16.27. In late 2023, management lowered forward revenue guidance due to weak demand from technology clients, leading to a "Bearish [Sell]" outlook from some analysts in the near term at that time.

While specific comprehensive data on demand seasonality for all of Jamf's products and services is not explicitly detailed, it has been noted that the revenue contribution from its acquired company, Identity Automation, is seasonal, with higher contributions typically expected in the third and fourth quarters. Given Jamf's strong presence in the education sector, it is plausible that demand for these specific offerings could see increased activity around academic cycles. Demand for Jamf's solutions may also be indirectly influenced by Apple's product release cycles and associated enterprise adoption trends.

Jamf Holding Corp. is a software company specializing in Apple Enterprise Management, providing a cloud software platform for managing and securing Apple devices via a SaaS subscription model. Its major products include Jamf Pro, Jamf Now, Jamf School, Jamf Connect, Jamf Protect, Jamf Safe Internet, Jamf Private Access, Jamf Data Policy, Jamf Executive Threat Protection, Jamf Business Plan, and Jamf's education apps.

Jamf Holding Corp. has a global geographic footprint, serving organizations worldwide. The company operates in The Americas; Europe, the Middle East, India, and Africa (EMEA); and Asia Pacific.

Jamf maintains a strong brand reputation, particularly within the Apple ecosystem, and is known for its "Apple-first, Apple-best" commitment. The company offers same-day support for new Apple operating system releases and fosters a strong community known as "Jamf Nation." Jamf's platform harmonizes management, security, and compliance, and integrates seamlessly with other major ecosystems like Microsoft and Google. Jamf has enhanced its reputation through the introduction of AI capabilities and its participation in events like EDUtech Asia 2025 reinforces its standing in the education technology space.

Jamf Holding Corp. has a diverse ownership structure, with significant institutional and insider holdings. Major institutional owners include Vista Equity Partners Management, Llc, Wellington Management Group Llp, Vanguard Group Inc, and BlackRock, Inc., among others. Significant insider owners include Vep Group LLC and Vepf VI Co Invest 1 GP LP. Institutional investors hold approximately 25.58% of the company's stock, while insiders hold about 3.53%.