Predictions
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€339.10
12.01.24
12.01.24
€340.00
12.01.25
12.01.25
4.39%
20.01.24
20.01.24
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth >5% per year expected
Apple Inc.
Start price
Target price
Perf. (%)
€169.16
10.01.24
10.01.24
€160.00
10.01.25
10.01.25
4.27%
22.01.24
22.01.24
positive Cash Flow expected
Good rating
Standard Investments for future growth
Valuable balance sheet
NVIDIA Corp.
Start price
Target price
Perf. (%)
€488.55
10.01.24
10.01.24
€666.00
10.01.25
10.01.25
12.84%
20.01.24
20.01.24
Future proof or reliable business model
Sustainability is not important
High risks for its business
Lower EBIT Margin than peer group
Apple Inc.
Start price
Target price
Perf. (%)
€164.62
06.01.24
06.01.24
€160.00
06.02.24
06.02.24
2.76%
10.01.24
10.01.24
positive Cash Flow expected
Good rating
Standard Investments for future growth
Valuable balance sheet
Apple Inc.
Start price
Target price
Perf. (%)
€165.42
05.01.24
05.01.24
-
-0.05%
05.01.24
05.01.24
Could be worthwhile Investment >10% per year
Spotify Technology SA
Start price
Target price
Perf. (%)
€172.40
04.01.24
04.01.24
-
04.01.25
04.01.25
31.38%
15.02.24
15.02.24
NVIDIA Corp.
Start price
Target price
Perf. (%)
€435.45
03.01.24
03.01.24
€366.00
03.01.25
03.01.25
2.80%
06.01.24
06.01.24
Future proof or reliable business model
Sustainability is not important
High risks for its business
Lower EBIT Margin than peer group
Bechtle AG
Start price
Target price
Perf. (%)
€45.39
28.12.23
28.12.23
€45.00
28.12.24
28.12.24
5.13%
22.01.24
22.01.24
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
Salesforce.com
Start price
Target price
Perf. (%)
€239.40
27.12.23
27.12.23
€250.00
27.12.24
27.12.24
3.43%
12.01.24
12.01.24
Revenue growth > 30% per year expected
EBIT growth > 30% per year expected
Undervalued
Future proof or reliable business model
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€322.05
20.12.23
20.12.23
€325.00
20.12.24
20.12.24
5.29%
12.01.24
12.01.24
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth >5% per year expected
Netflix Inc.
Start price
Target price
Perf. (%)
€456.35
20.12.23
20.12.23
€466.00
20.12.24
20.12.24
14.71%
26.01.24
26.01.24
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth > 30% per year expected
Epam Systems Inc.
Start price
Target price
Perf. (%)
€266.10
15.12.23
15.12.23
€270.00
15.12.24
15.12.24
3.34%
12.01.24
12.01.24
High Investments for future growth
Very valuable balance sheet
Leading role in innovation
Very positive Cash Flow expected
Adobe Inc.
Start price
Target price
Perf. (%)
€536.80
14.12.23
14.12.23
€550.00
14.12.24
14.12.24
5.18%
22.01.24
22.01.24
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT decline/stagnation expected
Lower EBIT Margin than peer group
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€57.20
14.12.23
14.12.23
€54.00
14.12.24
14.12.24
8.79%
22.01.24
22.01.24
Top 10 in its market
Well known brand
Future proof or reliable business model
EBIT growth > 30% per year expected
Perion Network Ltd.
Start price
Target price
Perf. (%)
€29.70
13.12.23
13.12.23
€40.00
13.12.24
13.12.24
-6.67%
23.12.23
23.12.23
Could be very worthwhile Investment >20% year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
Qualcomm Inc.
Start price
Target price
Perf. (%)
€126.66
13.12.23
13.12.23
€128.00
13.12.24
13.12.24
3.74%
23.12.23
23.12.23
Innovative
Some uniques
Top 10 in its market
EBIT growth >5% per year expected
Siltronic AG
Start price
Target price
Perf. (%)
€85.45
12.12.23
12.12.23
-
12.12.24
12.12.24
-1.70%
12.02.24
12.02.24
Future proof or reliable business model
Standard Investments for future growth
GDS Holdings Ltd ADR
Start price
Target price
Perf. (%)
€8.10
09.12.23
09.12.23
-
09.12.24
09.12.24
-
11.12.23
11.12.23
Probably not worthwhile Investment