-
市場
-
產品
-
資訊
-
Moo社區
-
課堂
-
查看更多
-
功能介紹
-
費用費用透明,無最低余額限制
投資選擇、功能介紹、費用相關信息由Moomoo Financial Inc.提供
- English
- 中文繁體
- 中文简体
- 深色
- 淺色
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.
這是很好的一週JAMF Holding Corp.(納斯達克股票代碼:JAMF)股東,因為該公司剛剛發佈了最新的第二季度業績,該股上漲5.8%,至25.86美元。總體而言,這是一個相當糟糕的結果;儘管收入符合預期,為1.16億美元,但法定虧損爆炸式增長至每股0.53美元。盈利對投資者來説是一個重要的時刻,因為他們可以跟蹤一家公司的表現,看看分析師對明年的預測,以及對該公司的情緒是否發生了變化。考慮到這一點,我們收集了最新的法定預測,看看分析師對明年的預期是什麼。
查看我們對JAMF Holding的最新分析
NasdaqGS:JAMF收益和收入增長2022年8月7日考慮到最新的業績,十位分析師對JAMF Holding的最新共識是,2022年收入將達到4.761億美元,如果實現這一目標,將比過去12個月的銷售額大幅增長12%。每股虧損預計將攀升至1.26美元。然而,在最新財報公佈之前,分析師們一直預測2022年營收為4.748億美元,每股虧損1.23美元。因此,很明顯,在新的共識數字公佈後,人們對JAMF控股的共識喜憂參半;在分析師們保持營收數字不變的同時,他們也適度增加了每股虧損預期。
因此,34.50美元的普遍目標價沒有重大變化,分析師含蓄地確認,儘管預期虧損較高,但業務表現看起來符合預期。不過,還有另一種方式來考慮價格目標,那就是看看分析師提出的價格目標的範圍,因為廣泛的估計可能表明,對企業可能出現的結果有不同的看法。目前,最樂觀的分析師對JAMF Holding的估值為每股41.00美元,而最悲觀的分析師將其估值為26.00美元。對庫存肯定有一些不同的看法,但估計的範圍還不夠寬,在我們看來,這意味着情況是不可預測的。
現在看一看更大的圖景,我們可以理解這些預測的方法之一是看看它們與過去的業績和行業增長估計如何比較。很明顯,人們預計JAMF Holding的收入增長將大幅放緩,截至2022年底的收入預計將按年率計算增長26%。相比之下,過去一年的歷史增長率為35%。相比之下,該行業其他分析師覆蓋的公司預計收入將以每年13%的速度增長。因此,很明顯,儘管JAMF Holding的收入增長預計會放緩,但它的增長速度仍有望快於行業本身。
底線
最重要的是,分析師們上調了對明年每股虧損的預期。幸運的是,他們還再次確認了營收數據,這表明銷售額與預期相符--我們的數據表明,營收增長速度預計將快於整個行業。共識價格目標持穩於34.50美元,最新估計不足以對他們的價格目標產生影響。
考慮到這一點,我們仍然認為,投資者需要考慮的更長期的業務軌跡要重要得多。我們有來自多位JAMF Holding分析師的預測-到2024年,你可以在我們的平臺上免費看到它們。
同樣值得注意的是,我們發現1個JAMF控股警告標誌這是你需要考慮的。
對這篇文章有什麼反饋嗎?擔心內容嗎? 保持聯繫直接與我們聯繫。或者,也可以給編輯組發電子郵件,地址是implywallst.com。
本文由Simply Wall St.撰寫,具有概括性。我們僅使用不偏不倚的方法提供基於歷史數據和分析師預測的評論,我們的文章並不打算作為財務建議。它不構成買賣任何股票的建議,也沒有考慮你的目標或你的財務狀況。我們的目標是為您帶來由基本面數據驅動的長期重點分析。請注意,我們的分析可能不會將最新的對價格敏感的公司公告或定性材料考慮在內。Simply Wall St.對上述任何一隻股票都沒有持倉。
moomoo是Moomoo Technologies Inc.公司提供的金融資訊和交易應用程式。
在美國,moomoo上的投資產品和服務由Moomoo Financial Inc.提供,一家受美國證券交易委員會(SEC)監管的持牌主體。 Moomoo Financial Inc.是金融業監管局(FINRA)和證券投資者保護公司(SIPC)的成員。
在新加坡,moomoo上的投資產品和服務是通過Moomoo Financial Singapore Pte. Ltd.提供,該公司受新加坡金融管理局(MAS)監管(牌照號碼︰CMS101000) ,持有資本市場服務牌照 (CMS) ,持有財務顧問豁免(Exempt Financial Adviser)資質。本內容未經新加坡金融管理局的審查。
在澳大利亞,moomoo上的金融產品和服務是通過Futu Securities (Australia) Ltd提供,該公司是受澳大利亞證券和投資委員會(ASIC)監管的澳大利亞金融服務許可機構(AFSL No. 224663)。請閱讀並理解我們的《金融服務指南》、《條款與條件》、《隱私政策》和其他披露文件,這些文件可在我們的網站 https://www.moomoo.com/au中獲取。
在加拿大,透過moomoo應用程式提供的僅限訂單執行的券商服務由Moomoo Financial Canada Inc.提供,並受加拿大投資監管機構(CIRO)監管。
在馬來西亞,moomoo上的投資產品和服務是透過Moomoo Securities Malaysia Sdn. Bhd. 提供,該公司受馬來西亞證券監督委員會(SC)監管(牌照號碼︰eCMSL/A0397/2024) ,持有資本市場服務牌照 (CMSL) 。本內容未經馬來西亞證券監督委員會的審查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd.,Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc和Moomoo Securities Malaysia Sdn. Bhd., 是關聯公司。
風險及免責聲明
moomoo是Moomoo Technologies Inc.公司提供的金融資訊和交易應用程式。
在美國,moomoo上的投資產品和服務由Moomoo Financial Inc.提供,一家受美國證券交易委員會(SEC)監管的持牌主體。 Moomoo Financial Inc.是金融業監管局(FINRA)和證券投資者保護公司(SIPC)的成員。
在新加坡,moomoo上的投資產品和服務是通過Moomoo Financial Singapore Pte. Ltd.提供,該公司受新加坡金融管理局(MAS)監管(牌照號碼︰CMS101000) ,持有資本市場服務牌照 (CMS) ,持有財務顧問豁免(Exempt Financial Adviser)資質。本內容未經新加坡金融管理局的審查。
在澳大利亞,moomoo上的金融產品和服務是通過Futu Securities (Australia) Ltd提供,該公司是受澳大利亞證券和投資委員會(ASIC)監管的澳大利亞金融服務許可機構(AFSL No. 224663)。請閱讀並理解我們的《金融服務指南》、《條款與條件》、《隱私政策》和其他披露文件,這些文件可在我們的網站 https://www.moomoo.com/au中獲取。
在加拿大,透過moomoo應用程式提供的僅限訂單執行的券商服務由Moomoo Financial Canada Inc.提供,並受加拿大投資監管機構(CIRO)監管。
在馬來西亞,moomoo上的投資產品和服務是透過Moomoo Securities Malaysia Sdn. Bhd. 提供,該公司受馬來西亞證券監督委員會(SC)監管(牌照號碼︰eCMSL/A0397/2024) ,持有資本市場服務牌照 (CMSL) 。本內容未經馬來西亞證券監督委員會的審查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd.,Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc和Moomoo Securities Malaysia Sdn. Bhd., 是關聯公司。
- 分享到weixin
- 分享到qq
- 分享到facebook
- 分享到twitter
- 分享到微博
- 粘贴板
使用瀏覽器的分享功能,分享給你的好友吧