Predictions
Synopsys Inc.
Start price
Target price
Perf. (%)
€315.65
21.01.23
21.01.23
€330.00
21.01.24
21.01.24
50.99%
22.01.24
22.01.24
Could be worthwhile Investment >10% per year
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
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
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
Apple Inc.
Start price
Target price
Perf. (%)
€120.32
30.12.22
30.12.22
€175.00
30.12.23
30.12.23
43.88%
31.12.23
31.12.23
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
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
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€305.05
11.11.23
11.11.23
€310.00
11.11.24
11.11.24
5.57%
20.12.23
20.12.23
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth >5% per year expected
Epam Systems Inc.
Start price
Target price
Perf. (%)
€244.90
06.09.23
06.09.23
€250.00
06.09.24
06.09.24
8.66%
15.12.23
15.12.23
High Investments for future growth
Very valuable balance sheet
Leading role in innovation
Very positive Cash Flow expected
Qualcomm Inc.
Start price
Target price
Perf. (%)
€120.26
05.12.23
05.12.23
€122.00
05.12.24
05.12.24
5.32%
13.12.23
13.12.23
Innovative
Some uniques
Top 10 in its market
EBIT growth >5% per year expected
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€111.00
13.11.23
13.11.23
€113.00
13.11.24
13.11.24
8.74%
11.12.23
11.12.23
Could be worthwhile Investment >10% per year
Top 10 in its market
Small cyclical dependencies
Future proof or reliable business model
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
Well known brand
Future proof or reliable business model
EBIT growth > 30% per year expected
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
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
Future proof or reliable business model
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
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth >5% per year expected
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
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. (%)
€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
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
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
Epam Systems Inc.
Start price
Target price
Perf. (%)
€220.90
09.08.23
09.08.23
€225.00
09.08.24
09.08.24
2.31%
23.08.23
23.08.23
High Investments for future growth
Very valuable balance sheet
Leading role in innovation
Very positive Cash Flow expected
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€275.50
17.07.23
17.07.23
€282.00
17.07.24
17.07.24
3.39%
07.08.23
07.08.23
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth >5% per year expected