Predictions
Energiekontor
Start price
Target price
Perf. (%)
€61.00
04.10.21
04.10.21
-
04.10.24
04.10.24
10.66%
11.03.24
11.03.24
Probably not worthwhile Investment
ITM Power plc
Start price
Target price
Perf. (%)
€4.67
04.10.21
04.10.21
-
31.12.24
31.12.24
-86.08%
11.03.24
11.03.24
Could be worthwhile Investment >10% per year
Plug Power Inc.
Start price
Target price
Perf. (%)
€3.59
17.02.24
17.02.24
€4.00
17.02.25
17.02.25
3.06%
09.03.24
09.03.24
Good rating
Revenue growth > 30% per year expected
Higher EBIT margin than peer group
Fair valuation
Ballard Power Systems Inc.
Start price
Target price
Perf. (%)
€2.92
02.03.24
02.03.24
€3.00
02.03.25
02.03.25
4.45%
08.03.24
08.03.24
Very capable Management
Good culture
Sustainability is very important
Stable Large shareholder and/or long term investor
Sfc Energy AG
Start price
Target price
Perf. (%)
€22.65
07.03.23
07.03.23
-
07.03.24
07.03.24
-23.53%
08.03.24
08.03.24
Outdated or very high risk business model
High risks for its business
Risky Investment
Ballard Power Systems Inc.
Start price
Target price
Perf. (%)
€4.88
14.06.23
14.06.23
€5.00
14.06.24
14.06.24
-40.16%
02.03.24
02.03.24
Very capable Management
Good culture
Sustainability is very important
Stable Large shareholder and/or long term investor
First Solar Inc.
Start price
Target price
Perf. (%)
€182.98
01.03.23
01.03.23
€243.57
01.03.24
01.03.24
-20.63%
02.03.24
02.03.24
Canadian Solar Inc.
Start price
Target price
Perf. (%)
€13.60
25.11.19
25.11.19
€80.00
29.10.24
29.10.24
45.53%
27.02.24
27.02.24
Plug Power Inc.
Start price
Target price
Perf. (%)
€11.56
20.07.23
20.07.23
€12.00
20.07.24
20.07.24
-68.94%
17.02.24
17.02.24
Good rating
Revenue growth > 30% per year expected
Higher EBIT margin than peer group
Fair valuation
JinkoSolar Holding Co. Ltd. ADR
Start price
Target price
Perf. (%)
€22.30
05.02.24
05.02.24
€35.00
05.02.25
05.02.25
11.44%
17.02.24
17.02.24
ROE higher than 15% per year
Very valuable balance sheet
EBIT growth > 30% per year expected
Bad culture
Plug Power Inc.
Start price
Target price
Perf. (%)
€14.76
23.01.23
23.01.23
€20.00
23.01.24
23.01.24
-76.13%
24.01.24
24.01.24
Innovative
Some uniques
Very differentiated customer and product portfolio
Risky balance sheet
Solaredge Technologies Inc
Start price
Target price
Perf. (%)
€270.95
23.01.23
23.01.23
€110.00
23.01.24
23.01.24
-75.31%
24.01.24
24.01.24
High Investments for future growth
Leading role in innovation
Differentiated customer and product portfolio
Sustainability is very important
ITM Power plc
Start price
Target price
Perf. (%)
€1.01
23.01.23
23.01.23
€1.00
23.01.24
23.01.24
-44.87%
24.01.24
24.01.24
Known brand
Very Future proof/growth oriented business model
Growths faster than the competition
Small cyclical dependencies
Canadian Solar Inc.
Start price
Target price
Perf. (%)
€38.83
23.01.23
23.01.23
€20.00
23.01.24
23.01.24
-42.31%
24.01.24
24.01.24
Could be very worthwhile Investment >20% year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Solaredge Technologies Inc
Start price
Target price
Perf. (%)
€270.95
21.01.23
21.01.23
€290.00
21.01.24
21.01.24
-76.13%
22.01.24
22.01.24
Could be worthwhile Investment >10% per year
Enphase Energy Inc.
Start price
Target price
Perf. (%)
€107.02
10.01.24
10.01.24
€123.00
10.01.25
10.01.25
-6.41%
15.01.24
15.01.24
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Plug Power Inc.
Start price
Target price
Perf. (%)
€15.38
13.01.23
13.01.23
-
13.01.24
13.01.24
-79.45%
14.01.24
14.01.24
Could be worthwhile Investment >10% per year
Enphase Energy Inc.
Start price
Target price
Perf. (%)
€121.60
20.12.23
20.12.23
€123.00
20.12.24
20.12.24
-11.99%
10.01.24
10.01.24
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Global Bioenergies
Start price
Target price
Perf. (%)
€2.67
13.05.23
13.05.23
-
13.05.24
13.05.24
-28.61%
06.01.24
06.01.24
Could be worthwhile Investment >10% per year