Jamf has been named a Leader in the 2026 Gartner® Magic Quadrant™ for Endpoint Management Tools, securing top marks for both Completeness of Vision and Ability to Execute. This distinction marks the fourth consecutive year that the company has achieved Leader status, reflecting its Apple-native depth and enterprise-grade security. Gartner analysts highlighted Jamf’s unified platform, which combines device management, security enforcement and AI-driven automation, as a differentiator in environments that deploy more than 50,000 Apple devices. The report notes that Jamf’s integration with Microsoft Intune and its zero-touch deployment capability have driven a 35% year-over-year increase in large-scale enterprise rollouts during the past fiscal year.

In its latest quarter, Jamf reported total revenues of $128 million, up 24% compared to the same quarter a year ago. Annualized recurring revenue (ARR) reached $480 million, driven by net new ARR of $42 million, while net revenue retention held steady at 112%. The company added 1,200 net new customers during the period, bringing its installed base to over 56,000 organizations worldwide. Subscription revenue comprised 92% of total revenue, and gross margin improved to 72%, up from 68% in the prior year, reflecting efficiencies from AI-driven automation and scale in its managed services business.

Jamf’s operating expenses increased 18% year-over-year to $78 million, reflecting targeted investments in R&D and go-to-market expansion across EMEA and APAC regions. Despite the rise in spending, non-GAAP operating margin expanded to 12.5% from 9.8% a year earlier, underscoring leverage in its subscription model. Management reiterated its full-year guidance calling for revenue growth of 22% to 24% and adjusted EBITDA margin of approximately 14%, driven by continued product innovation and cross-sell success within existing enterprise accounts.

On a valuation basis, Jamf trades at a forward revenue multiple of 9.8x and a forward non-GAAP EBITDA multiple of 28x, below the Technology Services peer group average of 12.5x and 35x, respectively. The company’s PEG ratio stands at 1.6, indicating a favorable growth‐to‐valuation profile. With a free cash flow yield of 2.1% and a strong balance sheet featuring $315 million in cash and no debt, Jamf is well positioned to fund strategic acquisitions or share repurchases. Investors seeking exposure to the Apple enterprise ecosystem may view Jamf’s current valuation as attractive, given its demonstrated execution and leadership standing in Gartner’s latest assessment.