Predictions
Intel Corp.
Start price
Target price
Perf. (%)
€40.75
17.02.24
17.02.24
€42.00
17.02.25
17.02.25
4.53%
04.03.24
04.03.24
Revenue growth >5% per year expected
Differentiated customer and product portfolio
Could be worthwhile Investment >10% per year
Good rating
Netflix Inc.
Start price
Target price
Perf. (%)
€548.20
16.02.24
16.02.24
€550.00
16.02.25
16.02.25
3.08%
05.03.24
05.03.24
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth > 30% per year expected
Salesforce.com
Start price
Target price
Perf. (%)
€270.20
16.02.24
16.02.24
€271.00
16.02.25
16.02.25
2.89%
27.02.24
27.02.24
Revenue growth > 30% per year expected
EBIT growth > 30% per year expected
Undervalued
Future proof or reliable business model
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€69.60
16.02.24
16.02.24
-
16.02.25
16.02.25
-2.37%
17.02.24
17.02.24
Seagate Technology.Holdings plc
Start price
Target price
Perf. (%)
€81.36
15.02.24
15.02.24
€83.00
15.02.25
15.02.25
2.81%
27.02.24
27.02.24
Salesforce.com
Start price
Target price
Perf. (%)
€261.00
13.02.24
13.02.24
€270.00
13.02.25
13.02.25
3.52%
16.02.24
16.02.24
Revenue growth > 30% per year expected
EBIT growth > 30% per year expected
Undervalued
Future proof or reliable business model
Fair Isaac Corp.
Start price
Target price
Perf. (%)
€1,190.0
13.02.24
13.02.24
€1,200.0
13.02.25
13.02.25
1.68%
19.02.24
19.02.24
Cadence Design Systems
Start price
Target price
Perf. (%)
€272.60
13.02.24
13.02.24
€280.00
13.02.25
13.02.25
3.08%
22.02.24
22.02.24
CrowdStrike Holdings Inc
Start price
Target price
Perf. (%)
€298.10
13.02.24
13.02.24
€310.00
13.02.25
13.02.25
2.67%
18.02.24
18.02.24
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€160.20
10.02.24
10.02.24
-
10.03.24
10.03.24
16.89%
11.03.24
11.03.24
Taiwan Semiconductor Manufacturing Co. Ltd. ADR
Start price
Target price
Perf. (%)
€124.80
09.02.24
09.02.24
€126.00
09.02.25
09.02.25
14.42%
08.03.24
08.03.24
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
Spotify Technology SA
Start price
Target price
Perf. (%)
€222.50
09.02.24
09.02.24
€225.00
09.02.25
09.02.25
3.82%
18.02.24
18.02.24
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€158.76
07.02.24
07.02.24
-
07.03.24
07.03.24
22.18%
08.03.24
08.03.24
Spotify Technology SA
Start price
Target price
Perf. (%)
€216.50
07.02.24
07.02.24
€220.00
07.02.25
07.02.25
2.77%
09.02.24
09.02.24
Lenovo Group Ltd
Start price
Target price
Perf. (%)
€1.01
06.02.24
06.02.24
€1.00
06.02.25
06.02.25
3.89%
26.02.24
26.02.24
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
Spotify Technology SA
Start price
Target price
Perf. (%)
€208.00
05.02.24
05.02.24
€208.00
05.02.25
05.02.25
4.09%
07.02.24
07.02.24
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€67.00
03.02.24
03.02.24
-
03.03.24
03.03.24
1.04%
04.03.24
04.03.24
Taiwan Semiconductor Manufacturing Co. Ltd. ADR
Start price
Target price
Perf. (%)
€108.00
03.02.24
03.02.24
€110.00
03.02.25
03.02.25
15.56%
09.02.24
09.02.24
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€57.88
03.02.24
03.02.24
€59.00
03.02.25
03.02.25
6.63%
26.03.24
26.03.24
Top 10 in its market
Well known brand
Future proof or reliable business model
EBIT growth > 30% per year expected
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€443.80
02.02.24
02.02.24
-
02.02.25
02.02.25
0.23%
02.02.24
02.02.24
Probably not worthwhile Investment