Jamf: Apple Tailwinds And Misunderstanding Presents Considerable Alpha

Mar. 31, 2022 11:18 AM ETJamf Holding Corp. (JAMF)2 Comments


  • There are overarching tailwinds that are pushing more Apple into the enterprise.
  • JAMF is a beneficiary of this by being the longest-standing Apple-only focused Mobile Device Management (MDM) vendor.
  • However, there is a misunderstanding relating to Apple’s in-house MDM intentions, which caused JAMF’s stock to plummet and not recover yet.
  • We believe this presents considerable upside for investors.
  • Looking for more investing ideas like this one? Get them exclusively at Asymmetric Tech Investments. Learn More »

Apple Store

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Jamf Company Overview

History/evolution: Founded in 2002, Jamf Holding (NASDAQ:JAMF) develops software for IT administrators to configure and automate tasks for fleets of Apple (AAPL) devices with organizations. It began focusing on

Product suite




Device Lifecycle Management


Catalyst Flow for JAMF Investment Case


Willingness to Join and/or Stay at a Company Thanks to Having a Choice of Technology


Preference for Apple vs non-Apple


MDM Competitor Analysis


Jamf share price


Some Numbers for Calculating the Implied Annual Price Per Device


Projected FY26 ARR via Number of Devices & Price Per Device


Share Price Speculation for FY26


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This article was written by

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Long-time tech investors with special interests in cybersecurity and cloud-related stocks. Recently we decided to turn our passion into an equity research business called Convequity. We combine quantitative and qualitative methods to gain a deep understanding of a company's business, products, and markets, and the stock's intrinsic valuation. Our process aids us to identify companies in-process of developing wide and sustainable moats with the promise of exceptional long-term returns. 

Disclosure: I/we have a beneficial long position in the shares of JAMF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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