William Blair Forecasts Jamf’s Q3 Earnings (NASDAQ:JAMF)

Jamf Holding Corp. (NASDAQ:JAMF) – Equities research analysts at William Blair upped their Q3 2025 earnings per share estimates for shares of Jamf in a research report issued to clients and investors on Tuesday, July 15th. William Blair analyst J. Roberge now anticipates that the company will post earnings of $0.09 per share for the quarter, up from their previous forecast of $0.08. The consensus estimate for Jamf’s current full-year earnings is $0.05 per share. William Blair also issued estimates for Jamf’s FY2025 earnings at $0.31 EPS, Q2 2026 earnings at $0.09 EPS, Q3 2026 earnings at $0.13 EPS, Q4 2026 earnings at $0.12 EPS and FY2026 earnings at $0.45 EPS.

JAMF has been the subject of a number of other research reports. JPMorgan Chase & Co. reduced their price objective on Jamf from $15.00 to $12.00 and set an “overweight” rating for the company in a research note on Thursday. Bank of America cut their price target on Jamf from $15.00 to $12.00 and set a “neutral” rating for the company in a research note on Wednesday. JMP Securities restated a “market outperform” rating and set a $27.00 price target on shares of Jamf in a research note on Wednesday, May 28th. Barclays upped their price target on Jamf from $13.00 to $15.00 and gave the stock an “equal weight” rating in a research note on Wednesday, May 7th. Finally, Needham & Company LLC dropped their price objective on Jamf from $25.00 to $20.00 and set a “buy” rating on the stock in a report on Thursday. Four research analysts have rated the stock with a hold rating and eight have assigned a buy rating to the company’s stock. Based on data from MarketBeat.com, Jamf has a consensus rating of “Moderate Buy” and a consensus price target of $17.91.

Jamf Stock Performance

Shares of JAMF opened at $8.32 on Thursday. The stock has a 50 day moving average price of $9.89 and a 200 day moving average price of $12.16. The company has a quick ratio of 1.08, a current ratio of 1.08 and a debt-to-equity ratio of 0.50. The company has a market capitalization of $1.10 billion, a price-to-earnings ratio of -21.89, a price-to-earnings-growth ratio of 1.51 and a beta of 0.37. Jamf has a 52-week low of $7.95 and a 52-week high of $19.05.

Jamf (NASDAQ:JAMF) last announced its quarterly earnings data on Tuesday, May 6th. The company reported $0.08 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.21 by ($0.13). The company had revenue of $167.62 million during the quarter, compared to analysts’ expectations of $166.22 million. Jamf had a negative net margin of 7.37% and a positive return on equity of 2.20%. The business’s quarterly revenue was up 10.2% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.14 EPS.

Insiders Place Their Bets

In other news, insider Beth Tschida sold 11,878 shares of the business’s stock in a transaction on Monday, June 2nd. The stock was sold at an average price of $10.34, for a total transaction of $122,818.52. Following the sale, the insider directly owned 475,932 shares of the company’s stock, valued at $4,921,136.88. The trade was a 2.43% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Dean Hager sold 27,720 shares of the business’s stock in a transaction on Monday, June 2nd. The stock was sold at an average price of $10.34, for a total value of $286,624.80. Following the sale, the director directly owned 270,347 shares in the company, valued at $2,795,387.98. This trade represents a 9.30% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 71,957 shares of company stock worth $755,361 over the last 90 days. Insiders own 2.70% of the company’s stock.

Institutional Investors Weigh In On Jamf

A number of institutional investors and hedge funds have recently modified their holdings of JAMF. GAMMA Investing LLC raised its position in Jamf by 32,950.0% during the first quarter. GAMMA Investing LLC now owns 3,305 shares of the company’s stock valued at $40,000 after buying an additional 3,295 shares during the period. Farther Finance Advisors LLC purchased a new position in Jamf in the first quarter valued at about $41,000. Quarry LP lifted its position in shares of Jamf by 148.7% during the 1st quarter. Quarry LP now owns 6,505 shares of the company’s stock worth $79,000 after purchasing an additional 3,889 shares during the last quarter. Canada Pension Plan Investment Board lifted its position in shares of Jamf by 51.0% during the 4th quarter. Canada Pension Plan Investment Board now owns 7,400 shares of the company’s stock worth $104,000 after purchasing an additional 2,500 shares during the last quarter. Finally, Wealth Enhancement Advisory Services LLC acquired a new position in shares of Jamf during the 2nd quarter worth about $115,000. 93.81% of the stock is owned by institutional investors and hedge funds.

Jamf Company Profile

Jamf Holding Corp. offers a cloud software platform for Apple infrastructure and security platform in the Americas, Europe, the Middle East, India, and Africa. Its products include Jamf Pro, an Apple ecosystem management software solution for IT environments; Jamf Now, a pay-as-you-go Apple device management software solution for small-to-medium-sized businesses; Jamf School, an apple mobile device management for schools; and Jamf Connect, a ZTNA solution that replaces legacy conditional access and VPN technology.