Added to YB: 2025-11-28
Pitch date: 2025-09-29
JAMF [bullish]
Jamf Holding Corp.
+19.71%
current return
Author Info
No bio for this author
Company Info
Jamf Holding Corp. provides management and security solutions for Apple platforms in the Americas, Europe, the Middle East, India, Africa, and the Asia Pacific.
Market Cap
$1.7B
Pitch Price
$10.86
Price Target
22.00 (+69%)
Dividend
N/A
EV/EBITDA
40.72
P/E
-40.95
EV/Sales
2.84
Sector
Software
Category
growth
Jamf Holding Corp. - $JAMF
JAMF: MDM leader for Apple devices at 2.5x NTM rev, 10x EBITDA. Organic RPO bookings improved from -3% to +20% as post-COVID headwinds ease. Security expansion (30% ARR, 20-30% growth) + Apple market share gains drive long-term growth. Reuters reports exploring sale. Base case $22 target (~90% upside, 33% IRR) vs $8.4 bear case.
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