Predictions
Marvell Technology Inc.
Start price
Target price
Perf. (%)
€42.67
01.03.23
01.03.23
€117.06
01.03.24
01.03.24
70.19%
02.03.24
02.03.24
Infineon Technologies AG
Start price
Target price
Perf. (%)
€33.58
22.02.24
22.02.24
€40.00
22.02.25
22.02.25
1.55%
02.03.24
02.03.24
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
High dividend yield expected
ROE higher than 10% per year
NVIDIA Corp.
Start price
Target price
Perf. (%)
€695.90
22.02.24
22.02.24
€1,400.0
22.02.25
22.02.25
10.65%
02.03.24
02.03.24
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
EBIT growth > 30% per year expected
High Investments for future growth
NVIDIA Corp.
Start price
Target price
Perf. (%)
€695.90
22.02.24
22.02.24
€444.00
22.02.25
22.02.25
10.65%
02.03.24
02.03.24
Future proof or reliable business model
Sustainability is not important
High risks for its business
Lower EBIT Margin than peer group
Lenovo Group Ltd
Start price
Target price
Perf. (%)
€1.02
29.02.24
29.02.24
€1.00
28.02.25
28.02.25
3.47%
01.03.24
01.03.24
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
Micron Technology Inc.
Start price
Target price
Perf. (%)
€82.14
29.02.24
29.02.24
€83.00
28.02.25
28.02.25
3.48%
01.03.24
01.03.24
positive Cash Flow expected
Revenue growth >5% per year expected
High dividend yield expected
Valuable balance sheet
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
Marvell Technology Inc.
Start price
Target price
Perf. (%)
€67.11
25.01.24
25.01.24
-
25.01.25
25.01.25
-5.60%
15.02.24
15.02.24
L3Harris Technologies Inc.
Start price
Target price
Perf. (%)
€167.15
29.05.23
29.05.23
-
29.05.24
29.05.24
16.18%
15.02.24
15.02.24
Taiwan Semiconductor Manufacturing Co. Ltd. ADR
Start price
Target price
Perf. (%)
€95.50
29.05.23
29.05.23
-
29.05.24
29.05.24
27.33%
15.02.24
15.02.24
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€119.72
29.05.23
29.05.23
-
29.05.24
29.05.24
39.33%
15.02.24
15.02.24
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
Taiwan Semiconductor Manufacturing Co. Ltd. ADR
Start price
Target price
Perf. (%)
€105.00
20.01.24
20.01.24
€110.00
20.01.25
20.01.25
2.86%
03.02.24
03.02.24
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation