Needham Maintains a Buy Rating on Jamf Holding (JAMF)

Fri, Sep 5, 2025, 10:05 AM 1 min read

Jamf Holding Corp. (NASDAQ:JAMF) is one of the Best Small Cap Tech Stocks To Buy Right Now. On August 26, Analyst Joshua Reilly of Needham maintained a Buy rating on Jamf Holding Corp. (NASDAQ:JAMF) with a $20 price target.

The analyst noted that he sees several positive factors after reviewing the company’s Q2 earnings and industry trends. He highlighted several new annual recurring revenue growth opportunities as a key driver for future success for the company. He also sees operational improvements within the company, which are expected to boost efficiency.

Reilly highlighted that the company is pushing strategic initiatives like launching a new partner portal and is focused more on enterprise sales. He expects these efforts will lead to improved profit margins.

Jamf Holding Corp. (NASDAQ:JAMF) topped Wall Street estimates in its fiscal second quarter of 2025. The company posted a revenue of $176.50 million, up 15.35% year-over-year and ahead of consensus by $7.53 million. The EPS of $0.18 also remained in line with the consensus.

Jamf Holding Corp. (NASDAQ:JAMF) provides software solutions that help organizations manage and secure Apple devices. Their cloud-based platform protects company data while keeping things simple and private for users.

While we acknowledge the potential of JAMF as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.