Predictions
Qualcomm Inc.
Start price
Target price
Perf. (%)
€120.20
17.02.23
17.02.23
€115.00
17.02.24
17.02.24
0.05%
05.12.23
05.12.23
Innovative
Some uniques
Top 10 in its market
EBIT growth >5% per year expected
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€50.61
25.11.23
25.11.23
€53.00
25.11.24
25.11.24
8.89%
05.12.23
05.12.23
Top 10 in its market
Future proof or reliable business model
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Mercadolibre Inc
Start price
Target price
Perf. (%)
€1,200.2
30.08.23
30.08.23
€1,500.0
31.01.26
31.01.26
25.51%
02.12.23
02.12.23
Could be very worthwhile Investment >20% year
CrowdStrike Holdings Inc
Start price
Target price
Perf. (%)
€131.46
28.11.22
28.11.22
€150.00
28.11.23
28.11.23
46.72%
29.11.23
29.11.23
Could be worthwhile Investment >10% per year
Delivery Hero SE
Start price
Target price
Perf. (%)
€32.32
21.11.23
21.11.23
€33.00
20.11.24
20.11.24
-1.97%
22.11.23
22.11.23
Could be worthwhile Investment >10% per year
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
flatexDEGIRO AG
Start price
Target price
Perf. (%)
€9.74
18.10.23
18.10.23
€10.00
18.10.24
18.10.24
9.75%
15.11.23
15.11.23
EBIT growth > 30% per year expected
Known brand
Future proof or reliable business model
Higher EBIT margin than peer group
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€106.50
07.08.23
07.08.23
€110.00
07.08.24
07.08.24
4.23%
13.11.23
13.11.23
Could be worthwhile Investment >10% per year
Top 10 in its market
Small cyclical dependencies
Revenue growth >5% per year expected
X-FAB Silicon Foundries
Start price
Target price
Perf. (%)
€6.21
27.11.22
27.11.22
€9.00
27.11.23
27.11.23
45.53%
12.11.23
12.11.23
Could be worthwhile Investment >10% per year
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€294.45
20.10.23
20.10.23
€300.00
20.10.24
20.10.24
3.60%
11.11.23
11.11.23
Top 10 in its market
Revenue growth >5% per year expected
Good rating
Some uniques
Adobe Inc.
Start price
Target price
Perf. (%)
€526.60
18.10.23
18.10.23
€520.00
18.10.24
18.10.24
-8.36%
28.10.23
28.10.23
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT decline/stagnation expected
Lower EBIT Margin than peer group
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€284.85
07.08.23
07.08.23
€290.00
07.08.24
07.08.24
3.37%
20.10.23
20.10.23
Top 10 in its market
Revenue growth >5% per year expected
Good rating
Some uniques
Netflix Inc.
Start price
Target price
Perf. (%)
€277.00
18.10.22
18.10.22
€300.00
18.10.23
18.10.23
33.30%
19.10.23
19.10.23
Could be worthwhile Investment >10% per year
flatexDEGIRO AG
Start price
Target price
Perf. (%)
€8.26
22.08.23
22.08.23
€9.00
22.08.24
22.08.24
17.87%
18.10.23
18.10.23
EBIT growth > 30% per year expected
Known brand
Future proof or reliable business model
Higher EBIT margin than peer group
Nemetschek SE
Start price
Target price
Perf. (%)
€49.03
29.09.22
29.09.22
€55.00
29.09.23
29.09.23
18.05%
30.09.23
30.09.23
Could be worthwhile Investment >10% per year
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€81.30
19.09.23
19.09.23
€90.00
19.09.24
19.09.24
-2.83%
21.09.23
21.09.23
Very high dividend yield expected
positive Cash Flow expected
Revenue growth > 30% per year expected
EBIT growth >5% per year expected
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€123.96
11.01.23
11.01.23
€250.00
11.01.24
11.01.24
126.73%
13.09.23
13.09.23
Could be worthwhile Investment >10% per year
Very high dividend yield expected
Very capable Management
Very Future proof/growth oriented business model
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€81.80
22.08.23
22.08.23
€83.00
22.08.24
22.08.24
5.68%
06.09.23
06.09.23
Very high dividend yield expected
positive Cash Flow expected
Revenue growth > 30% per year expected
EBIT growth >5% per year expected
Lenovo Group Ltd
Start price
Target price
Perf. (%)
€0.98
26.08.23
26.08.23
€1.00
26.08.24
26.08.24
0.43%
06.09.23
06.09.23
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
Epam Systems Inc.
Start price
Target price
Perf. (%)
€226.00
23.08.23
23.08.23
€230.00
23.08.24
23.08.24
8.36%
06.09.23
06.09.23
High Investments for future growth
Very valuable balance sheet
Leading role in innovation
Very positive Cash Flow expected