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Jamf (JAMF) Valuation Check After Flat Week and Recent 90-Day Share Price Rebound

Simply Wall St · 2d ago

Jamf Holding (JAMF) has been drifting quietly, with shares roughly flat over the past week but still well below their past year levels, which sets up an interesting value conversation.

See our latest analysis for Jamf Holding.

That quiet week sits in the shadow of a much tougher stretch, with the share price at $12.97 still reflecting a negative year to date share price return and a weak multi year total shareholder return, even after a strong 90 day share price rebound that hints momentum may be turning.

If Jamf’s recent move has you rethinking your tech exposure, it could be worth exploring other high growth tech and AI names using high growth tech and AI stocks for fresh ideas.

With Jamf now trading well below intrinsic value estimates but slightly above consensus targets, investors face a key question: is this rebound the start of a rerating or is the market already pricing in its future growth?

Most Popular Narrative Narrative: 2% Overvalued

With Jamf Holding’s fair value in the narrative sitting just below the latest $12.97 close, the story hinges on how growth, margins and multiples evolve from here.

The accelerating global adoption of Apple devices in enterprise, education, healthcare, and specialized verticals continues to expand Jamf's total addressable market, especially as organizations shift to hybrid and mobile-first workplace models, which is supporting sustained multi-year revenue growth.

Heightened organizational focus on cybersecurity and regulatory compliance is driving stronger demand for integrated security and identity management solutions, as demonstrated by 40% YoY growth in Security ARR and successful cross-sell momentum from the recent Identity Automation acquisition, which is positively impacting both revenue and net margin expansion.

Read the complete narrative.

Curious how steady double digit revenue assumptions, margin expansion and a lower than sector earnings multiple can still imply upside from here? The full narrative unpacks the exact growth path and valuation math that underpin this tight fair value band.

Result: Fair Value of $12.76 (OVERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, that upside depends on Jamf successfully navigating Apple’s tightening ecosystem control as well as intensifying UEM competition, both of which could compress growth and margins.

Find out about the key risks to this Jamf Holding narrative.

Another Angle on Value

While the narrative fair value of $12.76 suggests Jamf is slightly overvalued at $12.97, our discounted cash flow work presents a different perspective and indicates shares could be worth closer to $22.80. This implies material upside if cash flows track those assumptions. Which interpretation do you consider more compelling?

Look into how the SWS DCF model arrives at its fair value.

JAMF Discounted Cash Flow as at Dec 2025
JAMF Discounted Cash Flow as at Dec 2025

Build Your Own Jamf Holding Narrative

If this view does not quite match your own or you would rather dig into the numbers yourself, you can craft a personalized Jamf thesis in just a few minutes, Do it your way.

A great starting point for your Jamf Holding research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.