Stock of the Day - September 18, 2019

Jamf (JAMF)

$13.05

+$0.06 (+0.5%)

Market Cap: $1.75B

About Jamf

Jamf Holding Corp. offers a cloud software platform for Apple infrastructure and security platform in the Americas, Europe, the Middle East, India, and Africa. 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, an apple mobile device management for schools; and Jamf Connect, a ZTNA solution that replaces legacy conditional access and VPN technology.

The company also offers Jamf Protect, that provides purpose-built endpoint security and MTD for Mac and mobile devices; Jamf Business Plan, a Apple solution that automates the lifecycle of Apple devices, including device deployment, identity and access, management, and security; Jamf Safe Internet, that help schools protect minors from harmful content on the internet; Jamf Executive Threat Protection, an ADR solution for mobile devices that gives organizations the ability to extract critical device telemetry; Jamf's education apps empower teachers, parents, and students to control, manage, and secure devices inside and outside of the classroom. It sells its SaaS solutions through a subscription model, direct sales force, and online, as well as indirectly through channel partners, including Apple. The company was founded in 2002 and is headquartered in Minneapolis, Minnesota.

Today's Trend

Jamf Holding Corp. (JAMF) shares moved today after a definitive agreement to be acquired by Francisco Partners and a wave of follow-up coverage. The proposed $2.2 billion cash deal (reported at $13.05/share) is the main catalyst — it provides a near-term valuation floor but also drew legal scrutiny and analyst re-ratings, producing mixed investor reactions and heavy trading volume.

Agreement to be acquired by Francisco Partners for ~$2.2B (go-private) — a clear near-term floor on valuation and a major strategic event that explains much of the stock’s move today. Jamf to Go Private Following $2.2 Billion Acquisition by Francisco Partners
Shares saw a gap up and heavy trading volume, indicating active investor interest and positioning around the deal and takeover premium. Jamf Sees Strong Trading Volume - Still a Buy?
Analysts and press note the sale could allow the company (under private ownership) to pursue tuck-in acquisitions or strategic changes that public-market constraints might have limited. Jamf’s $2.2 Billion Sale Could Pave Way For Acquisitions
Needham reiterated a "hold" with a $20 target — reflects mixed analyst views: some see upside vs. the deal price, others caution on execution and regulatory/transaction risks. Jamf Given "Hold" Rating at Needham & Company LLC
Benzinga’s roundup of seven analyst ratings provides context on divergent Street views — useful for investors assessing deal fairness vs. long-term prospects. Jamf Holding Stock: A Deep Dive Into Analyst Perspectives (7 Ratings)
Broader tech media mentions (e.g., Apple-related pieces) are peripheral but keep Jamf visible to investors focused on Apple ecosystem plays. What Apple could buy, instead of spending $3.4 billion on tariffs in 2025
Investor alert and investigation by Kahn Swick & Foti alleges the $13.05/share consideration and sales process may be inadequate — this could spur litigation, slow the deal, or prompt a higher bid. Jamf Holding Investor Alert By Kahn Swick & Foti, LLC
Mizuho downgraded JAMF from "strong-buy" to "hold," reflecting increased caution from some brokers and potentially limiting near-term upward pressure from institutional buyers. Mizuho Downgrades Jamf

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Jamf (JAMF)

About Jamf

Today's Trend

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