We came across a bullish thesis on Jamf Holding Corp. on Valueinvestorsclub.com by moonstream. In this article, we will summarize the bulls’ thesis on JAMF. Jamf Holding Corp.'s share was trading at $12.93 as of November 28th. JAMF’s forward P/E was 11.44 according to Yahoo Finance. JAMF is a leading enterprise software company focused on mobile device management (MDM) for Apple devices, with a strong competitive position and a growing presence in security solutions. The company serves over 75,000 custom ...

Core Viewpoint - JAMF Holdings Corp is a leading provider of management and security solutions for Apple devices, particularly in workplace settings, despite facing competition from other tech firms [1] Group 1: Stock Performance and Analyst Actions - On December 3, 2025, Citigroup downgraded JAMF's stock from "Market Outperform" to "Market Perform" while the stock was priced at $12.97 [2][5] - Currently, JAMF's stock is trading at $12.97, with a slight increase of 0.01, reflecting a 0.08% change [4][5] - Over the past year, JAMF's stock has fluctuated between a high of $16.16 and a low of $7.09, with a market capitalization of approximately $1.73 billion [4] Group 2: Strategic Developments - JAMF has announced a strategic partnership with UberEther aimed at achieving FedRAMP High and DoD IL5 authorization, which will enhance security for U.S. public sector and commercial organizations [2][3][5] - The partnership with UberEther is significant as it targets top-tier security standards, potentially boosting JAMF's appeal to organizations that require high security [3]

Core Viewpoint - Wohl & Fruchter LLP has renewed its investigation into the fairness of the proposed sale of Jamf Holding Corp. for $13.05 per share, which is significantly below the price targets set by various Wall Street analysts [1][2]. Group 1: Proposed Sale Details - The proposed sale price of $13.05 per share is substantially lower than the price targets set by analysts, including $23.00 by Rob Owens at Piper Sandler, $20.00 by Joshua Reilly at Needham, $18.00 by Patrick Walravens at Citizens JMP, and $15.00 by David Hynes at Canaccord Genuity [2]. - Jamf Holding Corp. filed a preliminary proxy with the SEC regarding the proposed sale on November 28, 2025 [2]. Group 2: Investigation and Legal Rights - Wohl & Fruchter LLP is investigating potential conflicts of interest related to the proposed sale and the fairness of the price for shareholders [3]. - Shareholders concerned about the fairness of the sale price are encouraged to contact Wohl & Fruchter LLP to discuss their legal rights at no charge [3]. Group 3: Firm Background - Wohl & Fruchter LLP has over a decade of experience representing investors in litigation related to corporate misconduct and has recovered hundreds of millions of dollars for investors [4].

MINNEAPOLIS--(BUSINESS WIRE)--Jamf (NASDAQ: JAMF), the standard in managing and securing Apple at work, today announced its intent to achieve FedRAMP High and DoD IL5 authorization for United States public sector and commercial organizations requiring best-in-class security requirements. To accelerate this effort, Jamf has entered a strategic partnership with UberEther, a leading provider of hyper secure cloud environments for government and regulated industries. This collaboration accelerates. ...

Core Viewpoint - Jamf Holding Corp. is under investigation for potential breaches of fiduciary duties by its board of directors regarding a proposed take-private transaction at a price of $13.05 per share, which may be considered unfair to shareholders [2][4]. Group 1: Investigation Details - The investigation is led by Bleichmar Fonti & Auld LLP, focusing on whether Jamf's board and Vista Equity Partners have acted in the best interests of shareholders during the acquisition process [6][8]. - The acquisition agreement was announced on October 29, 2025, with Francisco Partners Management, L.P. offering $13.05 per share, raising concerns about the fairness of this valuation [4][5]. - Vista Equity Partners holds a significant 34.4% stake in Jamf and has the right to appoint four out of nine board members, which may create conflicts of interest in the transaction [5]. Group 2: Shareholder Actions - Current shareholders of Jamf are encouraged to seek additional information and may have legal options available to them regarding the ongoing investigation [3][7]. - BFA Law operates on a contingency fee basis, meaning shareholders will not incur costs unless the firm secures a favorable outcome [7][8].

Core Viewpoint - Jamf Holding Corp. is under investigation for potential breaches of fiduciary duties by its board of directors in relation to a proposed take-private deal at a price of $13.05 per share, which may be considered unfair to shareholders [2][4][6]. Group 1: Investigation Details - The investigation is led by Bleichmar Fonti & Auld LLP, focusing on whether Jamf's board and Vista Equity Partners have acted in the best interests of shareholders regarding the acquisition [2][6]. - Jamf's board did not form an independent special committee to assess the acquisition, raising concerns about conflicts of interest, particularly given Vista's significant influence over the company [5][6]. Group 2: Ownership and Influence - Vista Equity Partners owns 34.4% of Jamf's outstanding stock and has the right to appoint four out of nine board members, which may create a conflict of interest in the proposed transaction [5]. - The deal is contingent upon a stockholder vote, but Vista has not been excluded from participating in that vote, further complicating the situation [5].

Core Viewpoint - Jamf Holding Corp.'s board of directors is under investigation for potential breaches of fiduciary duties related to a proposed take-private deal at $13.05 per share, which may be considered unfair to shareholders [1][3][5]. Group 1: Investigation Details - The investigation is led by Bleichmar Fonti & Auld LLP, focusing on whether Jamf's board and Vista Equity Partners have acted in the best interests of shareholders during the acquisition process [5][7]. - The acquisition agreement with Francisco Partners Management, L.P. was announced on October 29, 2025, raising concerns about the fairness of the $13.05 per share offer [3][4]. - Vista Equity Partners holds 34.4% of Jamf's outstanding stock and has the right to appoint four out of nine board members, which may create conflicts of interest [4]. Group 2: Shareholder Implications - Shareholders are encouraged to seek additional information and may have legal options available to them regarding the proposed transaction [2][6]. - The deal requires a stockholder vote, but Vista has not been excluded from participating in that vote, raising further concerns about the integrity of the process [4].

Core Viewpoint - Halper Sadeh LLC is investigating the fairness of the sale of Jamf Holding Corp. to Francisco Partners for $13.05 per share in cash, focusing on the rights and options available to Jamf shareholders [1][2]. Group 1: Investigation Details - The investigation examines whether Jamf and its board violated federal securities laws and breached fiduciary duties by not securing the best possible consideration for shareholders [2]. - Concerns include whether Francisco Partners is underpaying for Jamf and if all material information necessary for shareholders to assess the merger consideration was disclosed [2]. Group 2: Potential Actions - On behalf of Jamf shareholders, Halper Sadeh LLC may seek increased consideration, additional disclosures, and other forms of relief related to the proposed transaction [3]. - The firm operates on a contingent fee basis, meaning shareholders would not incur out-of-pocket legal fees or expenses [3]. Group 3: Firm Background - Halper Sadeh LLC represents global investors affected by securities fraud and corporate misconduct, having recovered millions for defrauded investors [4].

Core Viewpoint - Jamf Holding Corp. is under investigation for potential breaches of fiduciary duties by its board of directors in relation to a proposed acquisition by Francisco Partners Management, L.P. at a price of $13.05 per share, which may be considered unfairly low for shareholders [1][3][5]. Group 1: Investigation Details - The investigation is led by Bleichmar Fonti & Auld LLP, focusing on whether Jamf's board and Vista Equity Partners have acted in the best interests of shareholders regarding the acquisition [1][5]. - Jamf's board did not form an independent special committee to assess the acquisition, raising concerns about conflicts of interest, particularly given Vista's significant ownership stake of 34.4% and its rights to appoint four board members [4][5]. Group 2: Acquisition Context - The acquisition agreement was announced on October 29, 2025, with the proposed price of $13.05 per share potentially undervaluing the company [3]. - The deal is subject to a shareholder vote, but Vista is not excluded from participating in that vote, which could further complicate the situation [4].

Core Insights - Jamf Holding (JAMF) shows a significantly improving earnings outlook, making it a solid choice for investors as analysts continue to raise earnings estimates for the company [1][3] Estimate Revisions - The upward trend in earnings estimate revisions indicates growing optimism among analysts regarding Jamf's earnings prospects, which is expected to positively impact its stock price [2] - The current-quarter earnings estimate is $0.23 per share, reflecting a +35.3% change from the previous year [6] - For the full year, the earnings estimate is projected at $0.85 per share, representing a +39.3% increase from the prior year [7] - Over the past month, the consensus estimate for the current year has increased by 11.32% due to three upward revisions and no negative changes [8] Zacks Rank - Jamf Holding currently holds a Zacks Rank 2 (Buy), indicating promising estimate revisions and a strong potential for stock performance [9] - Stocks with Zacks Rank 1 (Strong Buy) and 2 (Buy) have historically outperformed the S&P 500 [9] Stock Performance - The stock has gained 24.4% over the past four weeks, driven by solid estimate revisions and positive earnings growth prospects [10]