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Upturn AI SWOT - About
JAMF 
Jamf Holding (JAMF)
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Upturn Advisory Summary
08/28/2025: JAMF (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
12 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $14.6
1 Year Target Price $14.6
| 3 | Strong Buy |
| 6 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -48.9% | Avg. Invested days 25 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.23B USD | Price to earnings Ratio - | 1Y Target Price 14.6 |
Price to earnings Ratio - | 1Y Target Price 14.6 | ||
Volume (30-day avg) 12 | Beta 0.36 | 52 Weeks Range 7.08 - 18.77 | Updated Date 08/28/2025 |
52 Weeks Range 7.08 - 18.77 | Updated Date 08/28/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.39 |
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 2025-08-07 | When - | Estimate 0.17 | Actual 0.18 |
Profitability
Profit Margin -7.36% | Operating Margin (TTM) -6.16% |
Management Effectiveness
Return on Assets (TTM) -1.32% | Return on Equity (TTM) -6.68% |
Valuation
Trailing PE - | Forward PE 9.95 | Enterprise Value 1495747042 | Price to Sales(TTM) 1.85 |
Enterprise Value 1495747042 | Price to Sales(TTM) 1.85 | ||
Enterprise Value to Revenue 2.24 | Enterprise Value to EBITDA -36.31 | Shares Outstanding 132837000 | Shares Floating 83412154 |
Shares Outstanding 132837000 | Shares Floating 83412154 | ||
Percent Insiders 1.14 | Percent Institutions 93.42 |
Upturn AI SWOT
Jamf Holding
Company Overview
History and Background
Jamf Holding was founded in 2002, initially focusing on Apple device management solutions for IT professionals. Over time, it evolved into a comprehensive platform for managing and securing Apple devices in various environments.
Core Business Areas
- Jamf Pro: Comprehensive Apple device management for IT professionals, offering configuration, deployment, security, and inventory management.
- Jamf Now: Simplified Apple device management for small to medium-sized businesses, providing essential management capabilities without the complexity of Jamf Pro.
- Jamf School: Purpose-built Apple device management solution for schools and educational institutions, catering to the unique needs of students and educators.
- Jamf Connect: Simplifies authentication and identity management for Apple devices, integrating with enterprise identity providers.
- Jamf Protect: Endpoint protection and threat prevention solution specifically designed for Apple devices, providing security against malware and other threats.
Leadership and Structure
The company is led by CEO Dean Hager. The organizational structure includes departments for product development, sales, marketing, customer support, and finance.
Top Products and Market Share
Key Offerings
- Jamf Pro: Flagship product offering comprehensive Apple device management. Competitors include Microsoft Intune, VMware Workspace ONE, and Kandji. Market share data is difficult to pinpoint precisely, but Jamf is considered a leader in the Apple-specific device management space.
- Jamf Now: Simplified management for SMBs, offering a more accessible entry point to Apple device management. Competitors include Addigy, SimpleMDM, and Mosyle Business. Lacks comprehensive functionality compared to JAMF Pro but focuses on usability.
- Jamf School: Tailored for educational environments, it has competitors like Mosyle Fuse, Apple School Manager and other Education focused MDM solutions. Data is difficult to pinpoint precisely in this segment.
- Jamf Connect: Identity Management solution to compete with Okta and Microsoft Entra ID when using Apple devices.
- Jamf Protect: Endpoint protection that uses native Apple Frameworks. Competitors include Crowdstrike and SentinelOne
Market Dynamics
Industry Overview
The mobile device management (MDM) and endpoint security market is growing rapidly, driven by the increasing adoption of mobile devices and the need for robust security solutions. Apple devices are widely used in enterprise environments and a demand for tailored management solutions is present.
Positioning
Jamf Holding positions itself as the standard in Apple Enterprise Management, offering a comprehensive platform specifically designed for Apple devices. Its competitive advantage lies in its deep expertise in Apple technologies and its focus on providing a user-friendly experience.
Total Addressable Market (TAM)
Estimates vary but can exceed $20 billion, encompassing MDM, endpoint security, and related services. Jamf is well-positioned to capture a significant portion of this TAM given its specialization.
Upturn SWOT Analysis
Strengths
- Strong brand recognition in the Apple device management space
- Comprehensive suite of products catering to various customer segments
- Deep expertise in Apple technologies
- High customer satisfaction and retention rates
- Strong partnerships with Apple and other technology vendors
Weaknesses
- Reliance on the Apple ecosystem (limited presence in other platforms)
- Pricing can be a barrier for smaller organizations
- Potential for integration challenges with non-Apple systems
- Sales Cycles can be long as deals need to be approved at the executive level.
Opportunities
- Expanding into new markets and geographies
- Developing new products and services to address emerging security threats
- Leveraging partnerships to expand reach and distribution
- Acquiring complementary technologies and businesses
Threats
- Increased competition from larger players with broader product portfolios
- Changes in Apple's ecosystem or policies
- Emerging security threats and vulnerabilities
- Economic downturns that reduce IT spending
Competitors and Market Share
Key Competitors
- MSFT
- VMW
- AAPL
Competitive Landscape
Jamf's advantage is its laser focus on Apple. Microsoft Intune and VMware Workspace ONE offer broader platform support but lack Jamf's deep Apple expertise. Smaller players focus on niche markets.
Major Acquisitions
ZecOps
- Year: 2021
- Acquisition Price (USD millions): 0
- Strategic Rationale: Enhanced threat research and mobile security capabilities.
Wandera
- Year: 2021
- Acquisition Price (USD millions): 400
- Strategic Rationale: Expanded mobile threat defense offerings. Strengthened security and data privacy capabilities.
Growth Trajectory and Initiatives
Historical Growth: Jamf Holding has experienced strong growth in recent years, driven by the increasing adoption of Apple devices and the demand for its management solutions. Focus on expansion of product portfolio.
Future Projections: Analyst estimates project continued growth for Jamf Holding, driven by the ongoing trends in mobile device management and security. These estimates are subject to change based on market conditions and company performance.
Recent Initiatives: Acquisitions of complementary businesses, partnerships with technology vendors, and expansion into new markets. Example: ZecOps, Wandera
Summary
Jamf Holding is a leader in Apple enterprise management, possessing a strong brand and a comprehensive product suite. Its focus on the Apple ecosystem provides a competitive edge, though also exposes it to risks tied to Apple's direction. Strong revenue growth and strategic acquisitions have fueled its expansion, while increasing competition and economic uncertainties present ongoing challenges. Strong customer retention and high user satisfaction contribute to its positive trajectory.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Jamf Holding Investor Relations
- SEC Filings
- Industry Reports
- Analyst Reports
- Company Press Releases
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share and financial data are subject to change. Consult with a financial professional before making any investment decisions.
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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