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Upturn AI SWOT - About
Jamf Holding (JAMF)

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Upturn Advisory Summary
11/28/2025: JAMF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
1 Year Target Price $12.76
1 Year Target Price $12.76
| 3 | Strong Buy |
| 6 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -29.1% | Avg. Invested days 30 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.72B USD | Price to earnings Ratio - | 1Y Target Price 12.76 |
Price to earnings Ratio - | 1Y Target Price 12.76 | ||
Volume (30-day avg) 12 | Beta 0.47 | 52 Weeks Range 7.08 - 16.16 | Updated Date 11/30/2025 |
52 Weeks Range 7.08 - 16.16 | Updated Date 11/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.31 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-11-10 | When - | Estimate 0.23 | Actual 0.25 |
Profitability
Profit Margin -5.98% | Operating Margin (TTM) 4.94% |
Management Effectiveness
Return on Assets (TTM) -0.49% | Return on Equity (TTM) -5.48% |
Valuation
Trailing PE - | Forward PE 11.44 | Enterprise Value 1944626317 | Price to Sales(TTM) 2.49 |
Enterprise Value 1944626317 | Price to Sales(TTM) 2.49 | ||
Enterprise Value to Revenue 2.82 | Enterprise Value to EBITDA 96.41 | Shares Outstanding 133222453 | Shares Floating 83189429 |
Shares Outstanding 133222453 | Shares Floating 83189429 | ||
Percent Insiders 1.08 | Percent Institutions 93.94 |
Upturn AI SWOT
Jamf Holding

Company Overview
History and Background
Jamf Holding Corp. was founded in 2002. Initially focused on supporting Apple in education, it expanded to enterprise management solutions. It went public in 2020.
Core Business Areas
- Apple Enterprise Management: Provides software and services to manage and secure Apple devices (Mac, iPad, iPhone, Apple TV) within organizations.
Leadership and Structure
As of late 2024, the CEO of Jamf is John Strosahl. The company has a typical corporate structure with departments focused on product development, sales, marketing, and customer support.
Top Products and Market Share
Key Offerings
- Jamf Pro: A comprehensive Apple device management solution for IT professionals. It includes inventory management, software deployment, security configuration, and mobile device management. Estimates suggest Jamf holds a significant market share in dedicated Apple Enterprise Management exceeding 25%. Competitors include VMware (VMW) (Workspace ONE for Apple) and Microsoft (MSFT) (Intune).
- Jamf Now: A cloud-based MDM solution designed for small to medium-sized businesses. It offers a simplified interface for managing Apple devices. Competitors include Addigy and Kandji.
- Jamf School: MDM focused at the education segment for Apple devices and their use in schools. Competitors include Mosyle, and FileWave
Market Dynamics
Industry Overview
The Apple device management market is growing, driven by the increasing adoption of Apple products in enterprise environments. The industry is competitive, with vendors offering various MDM solutions.
Positioning
Jamf is a leader in Apple enterprise management, known for its specialization and focus on the Apple ecosystem. It has a strong reputation for product quality and customer support.
Total Addressable Market (TAM)
The total addressable market for Apple enterprise management is estimated to be in the billions of dollars. Jamf is well-positioned to capture a significant share of this market due to its specialization and expertise.
Upturn SWOT Analysis
Strengths
- Strong focus on Apple ecosystem
- Leading market position
- High customer satisfaction
- Comprehensive product suite
Weaknesses
- Limited platform diversity (primarily focused on Apple)
- Premium pricing compared to some competitors
- Dependence on Apple's ecosystem strategy
Opportunities
- Expanding into new geographies
- Developing new products and services
- Acquiring complementary technologies
- Partnering with Apple on joint solutions
Threats
- Increased competition from larger vendors
- Changes in Apple's device management strategy
- Economic downturn impacting IT spending
- Security vulnerabilities in software
Competitors and Market Share
Key Competitors
- VMW
- MSFT
- AAPL (Indirectly through native features)
Competitive Landscape
Jamf's advantages include its specialization in Apple management and its strong reputation. Disadvantages include its limited platform diversity and premium pricing compared to some competitors.
Major Acquisitions
Wanda Software
- Year: 2022
- Acquisition Price (USD millions): 336
- Strategic Rationale: The acquisition of Wanda Software expanded Jamf's capabilities in application lifecycle management.
Growth Trajectory and Initiatives
Historical Growth: Jamf has experienced strong revenue growth in recent years, driven by increasing demand for Apple enterprise management solutions.
Future Projections: Analysts expect Jamf to continue to grow its revenue and customer base, supported by the ongoing adoption of Apple devices in enterprise environments.
Recent Initiatives: Recent initiatives include expanding its product portfolio, investing in sales and marketing, and building strategic partnerships.
Summary
Jamf Holding is a strong player in the Apple enterprise management market, holding a leadership position with its specialized solutions. Its focus on Apple provides a competitive advantage, but also poses a risk due to its dependence on Apple's ecosystem. The company's growth trajectory is positive, fueled by the increasing adoption of Apple devices in businesses. Jamf needs to diversify and maintain innovation to ward off threats from competitors.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Analyst estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is estimated and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Jamf Holding
Exchange NASDAQ | Headquaters Minneapolis, MN, United States | ||
IPO Launch date 2020-07-22 | CEO & Director Mr. John R. Strosahl | ||
Sector Technology | Industry Software - Application | Full time employees 2595 | Website https://www.jamf.com |
Full time employees 2595 | Website https://www.jamf.com | ||
Jamf Holding Corp. provides management and security solutions for Apple platforms in the Americas, Europe, the Middle East, India, Africa, and the Asia Pacific. The company provides Jamf Pro, an Apple ecosystem management software solution for IT environments; Jamf Now, a pay-as-you-go Apple device management and security software solution for small-to-medium-sized businesses; Jamf School, which enables IT administrators to set up devices with a focus on learning and meeting security needs for deployment and device and application updates; and Jamf Connect, which provides identity and access management for Mac and mobile devices. It also offers Jamf Protect, which delivers endpoint security for Mac and mobile devices; Jamf Business Plan, an Apple solution that automates the lifecycle of Apple devices, including device deployment, identity and access, management, and security; Jamf Safe Internet, which helps schools protect minors from harmful content on the internet; Jamf Executive Threat Protection, an advanced detection and response solution for mobile devices; and Jamf's education apps, which enable teachers, parents, and students to control, manage, and secure devices inside and outside of the classroom. In addition, the company provides Healthcare Listener, an electronic medical record integration to Jamf Pro that automates iPad and Apple TV deployments for patience experience; Virtual Visits, a video conferencing solution that facilitates remote telehealth encounters; Jamf Setup and Jamf Reset, which are iOS and iPadOS apps that simplify wireless device provisioning and refresh for clinical communications and other frontline work deployments; and developer workflows, such as Jamf API and Jamf Marketplace, as well as IAM solution. It sells its SaaS solutions through a subscription model, direct sales force, and online, as well as indirectly through channel partners, including Apple. The company was founded in 2002 and is headquartered in Minneapolis, Minnesota.

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