May. 3 at 1:45 AM
$JAMF Heads up alert! Upcoming earnings on Tuesday, 5/6/2025 for
$JAMF Neutral (5.5)
Analyzing the recent performance of Jamf Holding Corp.
(NASDAQ: JAMF), it is evident that the company is navigating a complex landscape characterized by both potential growth opportunities and significant challenges.
Jamf's stock has experienced a considerable decline of approximately 31.9% over the past six months, currently trading at around
$11.55 per share.
Key financial metrics indicate that the company's price-to-earnings (P/E) ratio has become a point of scrutiny, particularly in comparison to industry peers, which typically exhibit stronger performance and growth in earnings per share (EPS).
The latest earnings report revealed softer quarterly results, raising concerns about the sustainability of its revenue growth.
Despite these challenges, Jamf's recent acquisition of Identity Automation could strategically enhance its product offerings in dynamic identity management, catering to sectors like education and healthcare, which may provide a boost in future revenues.
The consensus on Jamf's stock appears mixed, with analysts assigning an Equal Weight rating and a price target of
$16, reflecting a cautious outlook against a backdrop of a slowing macro environment and increased competition.
As for upcoming earnings, Jamf is scheduled to report its first-quarter financial results on May 6, 2025.
Historical performance suggests that the company has faced volatility in revenue forecasts, partly attributable to seasonal fluctuations in the demand for device management solutions.
Analysts are keenly focused on the upcoming results, with expectations of a need for stronger performance to regain investor confidence.
Current consensus estimates suggest a cautious approach, with many analysts looking for signs of improvement in both revenue growth and operational efficiency.
The potential impact of this earnings report on the stock will be significant, as investors will be closely monitoring any indications of a turnaround strategy or adjustments in guidance that could influence future performance.
- Funds were net sellers of
$JAMF during the previous reporting quarter.
- Top 5 funds with large holdings in
$JAMF:
* Vista Equity Partners Management LLC
$637MM. CGMFundRank: 66%, Fund Website: www.vistaequitypartners.com
* Dragoneer Investment Group LLC
$189MM. CGMFundRank: 75%, Fund Website: dragoneer.com
* Riverbridge Partners LLC
$20MM. CGMFundRank: 60%, Fund Website: www.riverbridge.com
* EVR Research LP
$18MM. CGMFundRank: 58%, Fund Website: www.edgr.io
* Crosslink Capital Inc
$17MM. CGMFundRank: 82%, Fund Website: www.crosslinkcapital.com
- Last 10 days performance: 7%
- Last 30 days performance: -9%
- Last 90 days performance: -24%
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