Added to YB: 2025-11-28
Pitch date: 2025-09-29
JAMF [bullish]
Jamf Holding Corp.
+20.17%
current return
Author Info
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Company Info
Jamf Holding Corp. was formerly known as Juno Topco, Inc. and changed its name to Jamf Holding Corp. in June 2020.
Market Cap
$1.7B
Pitch Price
$10.86
Price Target
22.00 (+69%)
Dividend
N/A
EV/EBITDA
41.34
P/E
-41.40
EV/Sales
2.89
Sector
Software
Category
growth
Show full summary:
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.
Read full article (6 min)