Latest news with #JamfHolding
Yahoo
4 days ago
- Business
- Yahoo
Barclays Reduces PT on Jamf Holding Corp. (JAMF); Maintains ‘Equal Weight' Rating
Jamf Holding Corp. (NASDAQ:JAMF), having a share price under $10, strong hedge fund interest, and a low price-to-earnings ratio, ranks among the . A close-up of a computer monitor showing a complex web of cloud-based technology. On July 21, 2025, Barclays decreased its price target on Jamf Holding Corp. (NASDAQ:JAMF) from $15 to $10, maintaining an 'Equal Weight' rating. However, the analyst expresses optimism about how software companies are positioned for the upcoming Q2 earnings. This optimism is driven by market feedback and sales data, which demonstrated improved performance in May and June following a weak April. As such, the analyst expects strong Q2 results for Jamf Holding Corp. (NASDAQ:JAMF), with potential for upward guidance revisions. Meanwhile, on July 17, 2025, JPMorgan also decreased its price target on Jamf Holding Corp. (NASDAQ:JAMF) from $15 to $12, maintaining an 'Overweight' rating. Justifying the bullish rating, the analyst spoke about strong cloud spending trends that are expected to drive upside in the second half of 2025. However, it cited concerns about increased exposure to macro-sensitive customer segments, justifying the downward revision of its price target. Thus, analysts see improving momentum, yet advise caution for investors amid market uncertainties that may impact customer base and future performance of Jamf Holding Corp. (NASDAQ:JAMF). Serving Apple devices, Jamf Holding Corp. (NASDAQ:JAMF) delivers cloud-based management and security solutions, automating the device lifecycle, identity and access management, and endpoint protection within the IT landscape. It offers a cloud-hosted Jamf Pro MDM server, enabling scalable, globally accessible management of Apple devices. It is included in our list of the best cloud stocks. While we acknowledge the potential of JAMF as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 14 Cheap Transportation Stocks to Buy According to Analysts and 11 Best Mineral Stocks to Buy According to Hedge Funds. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data


Business Insider
19-07-2025
- Business
- Business Insider
Analysts See Massive Upside in These 3 Russell 2000 Stocks
Small-cap stocks often fly under the radar, but some are now drawing attention from Wall Street. Analysts have identified three Russell 2000 companies with strong fundamentals and growth potential, each offering more than 70% upside from current levels. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. Let's dive into the details. Click on any ticker to explore each stock further and decide if it deserves a spot in your portfolio. Infinity Natural Resources is engaged in the exploration and production (E&P) of oil and natural gas in the Appalachian Basin. Year-to-date, INR stock has declined by 28%. Today, five-star-rated analyst Gabriele Sorbara at Siebert Williams Shank & Co. reiterated his Buy rating on INR stock. Interestingly, all eight analysts who rated INR stock gave it a Buy. Taken together, Infinity Natural's stock price forecast of $25.75 implies an upside of over 67%. Jamf Holding (JAMF) Jamf Holding is a software company that helps organizations manage and secure Apple (AAPL) devices like iPhones, iPads, and Macs. JAMF stock is down over 40% so far this year. Today, David Hynes at Canaccord Genuity reaffirmed his Buy rating on JAMF stock, predicting an upside of 135% from current levels. Overall, eight out of 10 analysts currently covering the stock have issued Buy recommendations. Meanwhile, the average Jamf Holdings' stock price target of $17.22 suggests a 112% upside from current levels. Benitec Biopharma (BNTC) Benitec Biopharma is a biotechnology company developing a unique therapeutic platform that combines RNA interference (RNAi) with gene therapy to treat genetic diseases. Recently, four-star-rated analyst Yasmeen Rahimi at Piper Sandler reiterated her Buy rating on BNTC stock, predicting a growth rate of 140% over current levels. Overall, the stock has unanimous Buy recommendations from all five analysts covering it. Benitec's average stock price target of $24.50 suggests a potential upside of 122% from current levels.


Business Insider
07-05-2025
- Business
- Business Insider
William Blair Sticks to Its Buy Rating for Jamf Holding (JAMF)
In a report released today, Jake Roberge from William Blair maintained a Buy rating on Jamf Holding (JAMF – Research Report). The company's shares closed yesterday at $11.36. Protect Your Portfolio Against Market Uncertainty Discover companies with rock-solid fundamentals in TipRanks' Smart Value Newsletter. Receive undervalued stocks, resilient to market uncertainty, delivered straight to your inbox. According to TipRanks, Roberge is an analyst with an average return of -7.4% and a 33.58% success rate. Roberge covers the Technology sector, focusing on stocks such as Workiva, DocuSign, and Adobe. Jamf Holding has an analyst consensus of Moderate Buy, with a price target consensus of $17.78. Based on Jamf Holding's latest earnings release for the quarter ending December 31, the company reported a quarterly revenue of $162.97 million and a GAAP net loss of $16.43 million. In comparison, last year the company earned a revenue of $150.65 million and had a GAAP net loss of $17.41 million Based on the recent corporate insider activity of 46 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of JAMF in relation to earlier this year. Most recently, in March 2025, Michelle Bucaria, the CPO of JAMF sold 12,656.00 shares for a total of $171,362.24.
Yahoo
28-02-2025
- Business
- Yahoo
Jamf Holding (JAMF) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
Jamf Holding (JAMF) reported $162.97 million in revenue for the quarter ended December 2024, representing a year-over-year increase of 8.2%. EPS of $0.17 for the same period compares to $0.13 a year ago. The reported revenue represents a surprise of +0.34% over the Zacks Consensus Estimate of $162.43 million. With the consensus EPS estimate being $0.15, the EPS surprise was +13.33%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how Jamf Holding performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Annual Recurring Revenue (ARR): $646 million versus $653.59 million estimated by three analysts on average. Revenue- Subscription revenue- SaaS subscription and support and maintenance: $152.60 million versus $153.80 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +8.8% change. Revenue- Subscription revenue- On-premise subscription: $7.14 million versus $5.57 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +12.2% change. Revenue- Non-subscription revenue- Perpetual licenses: $0.07 million compared to the $0.09 million average estimate based on three analysts. The reported number represents a change of -71.7% year over year. Revenue- Non-subscription revenue- Professional services: $3.17 million versus $3.05 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -15.1% change. Revenue- Subscription revenue: $159.74 million versus $159.37 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +8.9% change. Revenue- Non-subscription revenue: $3.23 million versus $3.04 million estimated by two analysts on average. View all Key Company Metrics for Jamf Holding here>>>Shares of Jamf Holding have returned -4.7% over the past month versus the Zacks S&P 500 composite's -2.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Jamf Holding Corp. (JAMF) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio