Should You Buy, Sell or Hold This Small Cap Stock-JAMF

Acrobull Canada Advisory Inc.

July 01			2025
Name	Ticker	Sector/Industry		Market Cap	Risk Factor
Jamf Holdings Corp.	JAMF-NASDAQ	Technology		$1.254 Billion	Medium

Jamf Holding Corp. provides management and security solutions for Apple platforms in the Americas, Europe, the Middle East, India, Africa, and the Asia Pacific. The company provides Jamf Pro, an Apple ecosystem management software solution for IT environments; Jamf Now, a pay-as-you-go Apple device management and security software solution.

Recent Highlights

Acquisition of Identity Automation
on April 1,  2025, JAMF completed the acquisition of Identity Automation—a leader in dynamic identity and access management—broadening its platform to integrate identity governance alongside device management for industries like education and healthcare.

Swing into Android Device Management
in July 2025, JAMF plans to support basic Android management—allowing lightweight enrollment and security features—enabling mixed-device environments while preserving JAMF’s Apple-first strength.

First Quarter 2025 Highlights

The company posted total revenue of $167.6 million, representing a 10.2% year-over-year increase from $152.1 million in the same quarter of the prior year. Of this, $164.2 million was generated from subscription services, while $3.4 million came from professional services.

Jamf’s Annual Recurring Revenue (ARR) rose by approximately 9% year-over-year, reaching $658 million. Notably, security-related ARR grew at a faster pace, climbing 17% to reach $162 million, accounting for roughly a quarter of total ARR.

The company demonstrated improved profitability with a non-GAAP operating margin of approximately 22%, translating to around $37.6 million. Additionally, the adjusted EBITDA margin stood at 24%, reflecting strong operational efficiency. Gross profit for the quarter was reported at $130.5 million, resulting in a gross margin of 77.9%.

For the first time in over a year, Jamf posted positive net income, reporting $0.529 million, a significant improvement compared to a $20.5 million net loss in Q1 FY2024. Earnings per share came in flat at approximately $0.00.

Stock Observation- Analysts expect Jamf to generate approximately $168.6 million next quarter, with a consensus range between $168.3M – $169.0M, moderately above the $167.6M reported in Q1, EPS estimates center around $0.17, with a range of $0.17–$0.22, compared to the $0.22 reported in Q1. The RSI level for the stock is at 42 which shows close to oversold conditions.

Risk Involved- Financial performance of the company may have an impact on the company stock performance.

Considering all the factors and financials of the company Acrobull Canada Advisory Inc. maintains Customer Choose Buy for the stock.

Disclaimer- Though our research is fundamentally and technically based on Acrobull Canada Advisory Inc. only provides general advice on the stocks and it is imperative for the investors to do the risk assessment for themselves before investing as Acrobull Canada Advisory Inc. would not be liable for any loss or profit arising out through the investment made by the investors on our recommendations.

It is also advisable for the investors to consult with Financial Advisor, Broker or to seek any legal assistance as the research conducted by Acrobull Canada Advisory Inc. is factually based and recommendations are given in accordance with that, but it is imperative to understand that Acrobull Canada Advisory Inc. does not guarantee returns.

Acrobull Recommendation Based on Evaluation

Current Market Price	$9.51 USD
Acrobull Recommendation	Buy
Target Price	$10.80 USD
RSI Level	14 Day RSI 42
Total Shares Outstanding	131.87 Million
Shares held by Insiders Shares held by Institutions Risk Factor Stop Loss	1.15% 92.53% Medium 5%