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Jamf Holding Corp. (NASDAQ:JAMF) Second-Quarter Results: Here's What Analysts Are Forecasting For This Year
Jamf Holding Corp. (NASDAQ:JAMF) Second-Quarter Results: Here's What Analysts Are Forecasting For This Year
It's been a good week for Jamf Holding Corp. (NASDAQ:JAMF) shareholders, because the company has just released its latest second-quarter results, and the shares gained 5.8% to US$25.86. It was a pretty bad result overall; while revenues were in line with expectations at US$116m, statutory losses exploded to US$0.53 per share. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.
View our latest analysis for Jamf Holding
NasdaqGS:JAMF Earnings and Revenue Growth August 7th 2022Taking into account the latest results, the most recent consensus for Jamf Holding from ten analysts is for revenues of US$476.1m in 2022 which, if met, would be a meaningful 12% increase on its sales over the past 12 months. Per-share losses are predicted to creep up to US$1.26. Yet prior to the latest earnings, the analysts had been forecasting revenues of US$474.8m and losses of US$1.23 per share in 2022. So it's pretty clear consensus is mixed on Jamf Holding after the new consensus numbers; while the analysts held their revenue numbers steady, they also administered a moderate increase in per-share loss expectations.
As a result, there was no major change to the consensus price target of US$34.50, with the analysts implicitly confirming that the business looks to be performing in line with expectations, despite higher forecast losses. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. Currently, the most bullish analyst values Jamf Holding at US$41.00 per share, while the most bearish prices it at US$26.00. There are definitely some different views on the stock, but the range of estimates is not wide enough as to imply that the situation is unforecastable, in our view.
Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. It's pretty clear that there is an expectation that Jamf Holding's revenue growth will slow down substantially, with revenues to the end of 2022 expected to display 26% growth on an annualised basis. This is compared to a historical growth rate of 35% over the past year. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 13% annually. So it's pretty clear that, while Jamf Holding's revenue growth is expected to slow, it's still expected to grow faster than the industry itself.
The Bottom Line
The most important thing to take away is that the analysts increased their loss per share estimates for next year. Fortunately, they also reconfirmed their revenue numbers, suggesting sales are tracking in line with expectations - and our data suggests that revenues are expected to grow faster than the wider industry. The consensus price target held steady at US$34.50, with the latest estimates not enough to have an impact on their price targets.
Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have estimates - from multiple Jamf Holding analysts - going out to 2024, and you can see them free on our platform here.
It is also worth noting that we have found 1 warning sign for Jamf Holding that you need to take into consideration.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
这是很好的一周JAMF Holding Corp.(纳斯达克股票代码:JAMF)股东,因为该公司刚刚发布了最新的第二季度业绩,该股上涨5.8%,至25.86美元。总体而言,这是一个相当糟糕的结果;尽管收入符合预期,为1.16亿美元,但法定亏损爆炸式增长至每股0.53美元。盈利对投资者来说是一个重要的时刻,因为他们可以跟踪一家公司的表现,看看分析师对明年的预测,以及对该公司的情绪是否发生了变化。考虑到这一点,我们收集了最新的法定预测,看看分析师对明年的预期是什么。
查看我们对JAMF Holding的最新分析
NasdaqGS:JAMF收益和收入增长2022年8月7日考虑到最新的业绩,十位分析师对JAMF Holding的最新共识是,2022年收入将达到4.761亿美元,如果实现这一目标,将比过去12个月的销售额大幅增长12%。每股亏损预计将攀升至1.26美元。然而,在最新财报公布之前,分析师们一直预测2022年营收为4.748亿美元,每股亏损1.23美元。因此,很明显,在新的共识数字公布后,人们对JAMF控股的共识喜忧参半;在分析师们保持营收数字不变的同时,他们也适度增加了每股亏损预期。
因此,34.50美元的普遍目标价没有重大变化,分析师含蓄地确认,尽管预期亏损较高,但业务表现看起来符合预期。不过,还有另一种方式来考虑价格目标,那就是看看分析师提出的价格目标的范围,因为广泛的估计可能表明,对企业可能出现的结果有不同的看法。目前,最乐观的分析师对JAMF Holding的估值为每股41.00美元,而最悲观的分析师将其估值为26.00美元。对库存肯定有一些不同的看法,但估计的范围还不够宽,在我们看来,这意味着情况是不可预测的。
现在看一看更大的图景,我们可以理解这些预测的方法之一是看看它们与过去的业绩和行业增长估计如何比较。很明显,人们预计JAMF Holding的收入增长将大幅放缓,截至2022年底的收入预计将按年率计算增长26%。相比之下,过去一年的历史增长率为35%。相比之下,该行业其他分析师覆盖的公司预计收入将以每年13%的速度增长。因此,很明显,尽管JAMF Holding的收入增长预计会放缓,但它的增长速度仍有望快于行业本身。
底线
最重要的是,分析师们上调了对明年每股亏损的预期。幸运的是,他们还再次确认了营收数据,这表明销售额与预期相符--我们的数据表明,营收增长速度预计将快于整个行业。共识价格目标持稳于34.50美元,最新估计不足以对他们的价格目标产生影响。
考虑到这一点,我们仍然认为,投资者需要考虑的更长期的业务轨迹要重要得多。我们有来自多位JAMF Holding分析师的预测-到2024年,你可以在我们的平台上免费看到它们。
同样值得注意的是,我们发现1个JAMF控股警告标志这是你需要考虑的。
对这篇文章有什么反馈吗?担心内容吗? 保持联系直接与我们联系。或者,也可以给编辑组发电子邮件,地址是implywallst.com。
本文由Simply Wall St.撰写,具有概括性。我们仅使用不偏不倚的方法提供基于历史数据和分析师预测的评论,我们的文章并不打算作为财务建议。它不构成买卖任何股票的建议,也没有考虑你的目标或你的财务状况。我们的目标是为您带来由基本面数据驱动的长期重点分析。请注意,我们的分析可能不会将最新的对价格敏感的公司公告或定性材料考虑在内。Simply Wall St.对上述任何一只股票都没有持仓。
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moomoo是Moomoo Technologies Inc.公司提供的金融信息和交易应用程序。
在美国,moomoo上的投资产品和服务由Moomoo Financial Inc.提供,一家受美国证券交易委员会(SEC)监管的持牌主体。 Moomoo Financial Inc.是金融业监管局(FINRA)和证券投资者保护公司(SIPC)的成员。
在新加坡,moomoo上的投资产品和服务是通过Moomoo Financial Singapore Pte. Ltd.提供,该公司受新加坡金融管理局(MAS)监管(牌照号码︰CMS101000) ,持有资本市场服务牌照 (CMS) ,持有财务顾问豁免(Exempt Financial Adviser)资质。本内容未经新加坡金融管理局的审查。
在澳大利亚,moomoo上的金融产品和服务是通过Futu Securities (Australia) Ltd提供,该公司是受澳大利亚证券和投资委员会(ASIC)监管的澳大利亚金融服务许可机构(AFSL No. 224663)。请阅读并理解我们的《金融服务指南》、《条款与条件》、《隐私政策》和其他披露文件,这些文件可在我们的网站 https://www.moomoo.com/au中获取。
在加拿大,通过moomoo应用提供的仅限订单执行的券商服务由Moomoo Financial Canada Inc.提供,并受加拿大投资监管机构(CIRO)监管。
在马来西亚,moomoo上的投资产品和服务是通过Moomoo Securities Malaysia Sdn. Bhd. 提供,该公司受马来西亚证券监督委员会(SC)监管(牌照号码︰eCMSL/A0397/2024) ,持有资本市场服务牌照 (CMSL) 。本内容未经马来西亚证券监督委员会的审查。
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