Predictions
Super Micro Computer
Start price
Target price
Perf. (%)
€798.60
29.02.24
29.02.24
€1,000.00
29.08.24
29.08.24
14.60%
18.03.24
18.03.24
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. (%)
€1.02
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
BYD Electronic Corp. Ltd.
Start price
Target price
Perf. (%)
€3.58
27.02.24
27.02.24
-
27.03.24
27.03.24
-4.53%
28.03.24
28.03.24
Salesforce.com
Start price
Target price
Perf. (%)
€278.00
27.02.24
27.02.24
€281.00
27.02.25
27.02.25
5.11%
02.03.24
02.03.24
Revenue growth > 30% per year expected
EBIT growth > 30% per year expected
Undervalued
Future proof or reliable business model
Spotify Technology SA
Start price
Target price
Perf. (%)
€237.00
24.02.24
24.02.24
€240.00
24.02.25
24.02.25
5.06%
04.03.24
04.03.24
Cadence Design Systems
Start price
Target price
Perf. (%)
€281.00
22.02.24
22.02.24
€285.00
22.02.25
22.02.25
2.42%
05.03.24
05.03.24
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
Super Micro Computer
Start price
Target price
Perf. (%)
€779.80
22.02.24
22.02.24
€1,000.00
22.02.25
22.02.25
19.42%
02.03.24
02.03.24
Known brand
Could be worthwhile Investment >10% per year
Higher EBIT margin than peer group
Low dividend yield expected
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
Super Micro Computer
Start price
Target price
Perf. (%)
€659.80
20.02.24
20.02.24
€650.00
20.02.25
20.02.25
52.39%
16.03.24
16.03.24
Capable Management
Innovative
Sustainability is important
Medium risks for its business
Delivery Hero SE
Start price
Target price
Perf. (%)
€22.95
19.02.24
19.02.24
€24.00
19.02.25
19.02.25
3.49%
06.03.24
06.03.24
Could be worthwhile Investment >10% per year
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model