Jamf Holding Corp. - Common Stock (JAMF)

Check out the companies making headlines yesterday:

Shares of apple device management company, Jamf (NASDAQ:JAMF) jumped 7.2% in the morning session after the company announced it expects to exceed the high end of its second-quarter 2025 guidance and revealed a new strategic reinvestment plan. The Apple device management company now anticipates both revenue and non-GAAP operating income to surpass its previous forecasts. The original guidance for the second quarter, which ended June 30, projected total revenue between $167.5 million and $169.5 million, with non-GAAP operating income of $29.5 million to $30.5 million. In a move to bolster long-term growth, Jamf also announced a strategic plan that includes reducing its workforce by about 6.4% and reallocating resources. The company will increase its focus on enterprise customers and accelerate investments in artificial intelligence. While the restructuring will result in one-time charges of $11.0 million to $12.5 million, investors appear to be focused on the positive outlook and the company's efforts to improve operational efficiency and drive future profitability.

Value investing has created more billionaires than any other strategy, like Warren Buffett, who built his fortune by purchasing wonderful businesses at reasonable prices. But these hidden gems are few and far between - many stocks that appear cheap often stay that way because they face structural issues.

A number of stocks fell in the afternoon session after a broader market sell-off triggered by renewed trade tensions. U.S. stock indices fell after the Trump administration announced intentions to impose a 35% tariff on many goods imported from Canada. 

Unprofitable companies face headwinds as they struggle to keep operating expenses under control. Some may be investing heavily, but the majority fail to convert spending into sustainable growth.

Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions. While many thrive during risk-on environments, many also struggle to maintain investor confidence when the ride gets bumpy.

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Jamf (NASDAQ:JAMF) and the best and worst performers in the automation software industry.

Stocks in the $10-50 range offer a sweet spot between affordability and stability as they’re typically more established than penny stocks. But their headline prices don’t guarantee quality, and investors should exercise caution as some have shaky business models.

Small-cap stocks in the Russell 2000 (^RUT) can be a goldmine for investors looking beyond the usual large-cap names. But with less stability and fewer resources than their bigger counterparts, these companies face steeper challenges in scaling their businesses.

The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models.

A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.

Apple device management company, Jamf (NASDAQ:JAMF) reported Q1 CY2025 results exceeding the market’s revenue expectations, with sales up 10.2% year on year to $167.6 million. Guidance for next quarter’s revenue was better than expected at $168.5 million at the midpoint, 1.5% above analysts’ estimates. Its non-GAAP profit of $0.22 per share was in line with analysts’ consensus estimates.

Apple device management company, Jamf (NASDAQ:JAMF) will be reporting results tomorrow after market close. Here’s what to expect.

Investors looking for hidden gems should keep an eye on small-cap stocks because they’re frequently overlooked by Wall Street. Many opportunities exist in this part of the market, but it is also a high-risk, high-reward environment due to the lack of reliable analyst price targets.

Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at SoundHound AI (NASDAQ:SOUN) and the best and worst performers in the automation software industry.

Jamf’s stock price has taken a beating over the past six months, shedding 31.9% of its value and falling to $11.55 per share. This was partly due to its softer quarterly results and may have investors wondering how to approach the situation.

Let’s dig into the relative performance of Jamf (NASDAQ:JAMF) and its peers as we unravel the now-completed Q4 automation software earnings season.