Key statistics

Is JAMF a good stock to buy in 2026?

JAMF stock currently trades with a negative P/E ratio of -42.01x, a significant discount compared to the Software – Application sector average of 67.5x. However, the discounted cash flow (DCF) model suggests a fair value of $-36.22, indicating a substantial overvaluation of -377.5% relative to its current price. While analysts offer a mixed perspective with 33.3% buy ratings, the overall consensus remains ‘Hold’. Not investment advice.

2026 JAMF price scenarios

Based on analyst consensus of $13 from 15 analysts. Not a prediction by Alert Invest.

About Jamf Holding Corp. (JAMF)

Jamf Holding Corp. offers a cloud software platform for Apple infrastructure and security platform worldwide. 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, a software solution for educators; Jamf Data Policy, a solution to enforce acceptable usage policies to eliminate shadow IT and block risky content and manage data consumption with real-time analytics and granular reporting; and Jamf Connect that streamlines Mac authentication and identity management; and Jamf Private Access, a ZTNA solution that replaces legacy conditional access and VPN technology.

Led by CEO John R. Strosahl, Jamf Holding Corp. employs approximately 2,595 individuals dedicated to its mission. The company’s distinctive strength lies in its specialized focus on the Apple ecosystem, providing comprehensive device management and security solutions that are deeply integrated and highly valued by its customer base. This niche expertise allows JAMF to offer tailored products that stand out in the broader software market.

JAMF competitive moat and business analysis

Jamf Holding Corp. maintains a strong competitive position primarily through its deep specialization in Apple ecosystem management and security. While the company boasts an impressive gross margin of 76.82%, its net margin currently stands at -5.98%, indicating challenges in translating gross profit into net income. The absence of reported ROE or ROIC data makes it difficult to fully assess capital efficiency, but the substantial gross margin suggests pricing power and a valuable product offering within its niche.

For fiscal year 2024, Jamf Holding Corp. did not provide a detailed breakdown of its revenue by specific product segments or geographic regions beyond the aggregated data. This lack of granular reporting makes it challenging for investors to pinpoint exact growth drivers or regional market dependencies within the company’s overall operations.

The company’s revenue growth of 11.9% year-over-year demonstrates a consistent upward trajectory, reinforcing its market presence. Despite this growth, the lack of an available earnings call transcript for this period means specific insights into the strategic drivers or management’s outlook on sustaining this growth, especially concerning the negative net margin, are not publicly detailed. This makes it harder to gauge the underlying trends in JAMF’s competitive moat.

When considering the broader competitive landscape, JAMF operates alongside peers like ADEA, ALIT, and DV. Each of these companies brings its own strengths to the Technology sector, but JAMF’s dedicated focus on Apple enterprise solutions gives it a unique market angle. Understanding how JAMF stock performs against these varied competitors requires a detailed look at their individual growth, profitability, and JAMF valuation metrics.

Jamf Holding Corp. analyst rating

Based on 15 analysts. 33.3% rate JAMF Buy or Strong Buy.

A 33.3% “Buy” rating for JAMF stock, while not a majority, reflects a significant portion of analysts seeing upside potential. In the often-volatile Technology sector, this level of conviction for a company with negative P/E can be considered moderate, indicating some optimism amidst financial challenges.

Is JAMF undervalued or overvalued?

Assessing the JAMF valuation requires a look at several key metrics. The company currently holds a negative P/E ratio of -42.01x, which stands in stark contrast to the Software – Application sector average of 67.5x. This negative P/E indicates that Jamf Holding Corp. is not generating positive earnings per share, making traditional P/E comparisons challenging and often suggesting that the company is currently unprofitable.

Furthermore, the Discounted Cash Flow (DCF) model estimates a fair value of $-36.22, implying that JAMF stock is significantly overvalued by -377.5% based on its future cash flow projections. While the P/E might superficially appear “cheap” due to its negative value, a deeply negative DCF fair value signals considerable risk from a fundamental perspective, suggesting the current stock price does not align with intrinsic value when accounting for future earnings potential.

JAMF financial health & key metrics

For value investors, the current JAMF valuation presents a mixed and complex picture. While metrics like the negative P/E ratio of -42.01x might superficially suggest a “cheap” stock when compared to the sector average of 67.5x, this is primarily due to unprofitability rather than undervaluation. The deeply negative DCF fair value of $-36.22 (-377.5%) points to significant overvaluation from a cash flow perspective. However, the strong gross margin of 76.82% and solid revenue growth of 11.9% demonstrate underlying business strength. A moderate debt-to-equity ratio of 0.98x, coupled with a tight current ratio of 0.87x, indicates some financial risk, meaning value investors would need to weigh growth prospects and market position against profitability challenges and a concerning intrinsic value estimate.

Jamf Holding Corp. earnings history & next report

Jamf Holding Corp. reported EPS of $0.25, beating estimates by 7.67%. Next earnings: 2026-02-26 with EPS estimate of $0.225.

For the upcoming earnings report on 2026-02-26, investors in JAMF stock should closely monitor several key areas. While the previous report beat EPS estimates, sustaining this momentum is crucial, especially with an estimated EPS of $0.225. Beyond the headline numbers, attention should be paid to any updates on profitability initiatives, as the company’s negative net margin of -5.98% remains a concern. Commentary on customer acquisition, retention rates for its Apple-focused software, and any revised guidance for forward revenue and EPS will be critical for gauging future performance and the trajectory of JAMF’s stock price.

JAMF daily short volume

Short volume data from FINRA CNMS Consolidated — shares sold short in the most recent US trading session. A high short ratio can signal bearish conviction or a potential short squeeze. Updated every trading day.

JAMF insider trading activity

Corporate insiders must report trades to the SEC within two business days.

Source: SEC Form 4 via EDGAR · Data: Financial Modeling Prep · Not investment advice

Recent JAMF analyst rating changes

Jamf Holding Corp. stock news today

How does JAMF compare to its peers?

To gain a comprehensive perspective on Jamf Holding Corp. and evaluate if JAMF is a good stock, it’s insightful to compare its performance and financial health against key competitors in the Software – Application industry. While JAMF specializes in Apple ecosystem management, these peers offer a broader view of the sector dynamics and competitive pressures. A side-by-side analysis of JAMF vs ADEA, JAMF vs ALIT, and JAMF vs DV can shed light on relative strengths and weaknesses.

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