Barclays says Jamf expansion into Android MDM ‘makes sense’

Barclays notes that Bloomberg has reported that Jamf (JAMF) will begin to offer its MDM services to Android users starting this summer in an effort to win more mixed-device deployments. The firm thinks the move makes sense, and is something investors have thought could happen for a while now. Further, Barclays notes that it is not totally surprised to see the headlines this morning, though it does note they come at an interesting time given the growing macro uncertainty, with Apple (AAPL) being heavily exposed to China given its broad manufacturing footprint in the country. The firm also thinks this could help bridge the competition gap in the enterprise with the likes of Microsoft (MSFT), which it has noted has gained notable share over the last few years, particularly on the mobile side. Barclays has an Equal Weight rating on Jamf with a price target of $15 on the shares.