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Here’s What You Need to Know About Jamf Holding (JAMF) Before Investing

Jamf Holding Corp. (NASDAQ:JAMF) is one of the 11 Best Tech Stocks to Buy On the DipThe stock has declined more than 32% on a year-to-date basis due to lackluster growth and valuation compression. Its year-over-year revenue growth rate has declined from around 15% in Q1 2024 to 10% in fiscal Q1 2025. Analysts believe international trade and tariff tensions to be one of the reasons causing slowed top-line growth.

On May 6, Jamf Holding Corp. (NASDAQ:JAMF) released its fiscal first quarter results for 2025. The company grew its Security Annual Recurring Revenue by 17% to $162 million. Whereas the quarterly revenue of $167.9 million grew 10% year-over-year. The company has been focusing on its security solutions. In April 2025, the company acquired Identity Automation, a dynamic identity and access management company. The acquisition adds about 90 employees and a unique product differentiator to its K12 education endeavor. Moreover, Identity Automation serves over 500 education customers, including five of the top 10 school districts. This development has resulted in Security ARR growth, which now accounts for 25% of Jamf Holding Corp.’s (NASDAQ:JAMF) total ARR.

A modern software engineering team, huddled around their desks, discussing a software solution.

Despite this financial improvement, management continues to expect slower growth for the fiscal second quarter of 2025, with expected revenue growth of around 10%. On May 12, Ramio Lenschow raised the price target on Jamf Holding Corp. (NASDAQ:JAMF) from $13 to $15, while keeping a Hold rating on the stocks.

Jamf Holding Corp. (NASDAQ:JAMF) provides cloud-based software solutions that help organizations manage and secure Apple devices such as Macs, iPhones, and iPads. The company operates on a subscription-based software-as-a-service model.

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.

READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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