Predictions
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
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
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
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
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€119.68
08.12.23
08.12.23
-
08.12.24
08.12.24
0.38%
08.12.23
08.12.23
Could be very worthwhile Investment >20% year
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
Apple Inc.
Start price
Target price
Perf. (%)
€177.24
05.12.23
05.12.23
-
05.01.24
05.01.24
-
05.12.23
05.12.23
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
Very high dividend yield expected
EBIT growth > 30% per year expected
Apple Inc.
Start price
Target price
Perf. (%)
€175.00
17.11.23
17.11.23
-
17.11.26
17.11.26
1.62%
05.12.23
05.12.23
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
Very high dividend yield expected
EBIT growth > 30% per year expected
NVIDIA Corp.
Start price
Target price
Perf. (%)
€388.00
24.06.23
24.06.23
€1,000.00
31.12.27
31.12.27
10.31%
02.12.23
02.12.23
Could be very worthwhile Investment >20% year
Broadcom Ltd.
Start price
Target price
Perf. (%)
€827.40
31.08.23
31.08.23
€1,000.00
30.04.26
30.04.26
3.46%
02.12.23
02.12.23
Could be very worthwhile Investment >20% year
NVIDIA Corp.
Start price
Target price
Perf. (%)
€436.45
24.11.23
24.11.23
-
24.11.24
24.11.24
0.02%
24.11.23
24.11.23
Could be very worthwhile Investment >20% year
Apple Inc.
Start price
Target price
Perf. (%)
€172.74
15.11.23
15.11.23
-
15.11.26
15.11.26
1.31%
17.11.23
17.11.23
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
Very high dividend yield expected
EBIT growth > 30% per year expected
Apple Inc.
Start price
Target price
Perf. (%)
€164.48
25.09.23
25.09.23
-
25.09.26
25.09.26
5.02%
15.11.23
15.11.23
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
Very high dividend yield expected
EBIT growth > 30% per year expected
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
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€59.93
22.10.22
22.10.22
-
22.10.23
22.10.23
61.42%
23.10.23
23.10.23
Could be worthwhile Investment >10% per year
Applied Materials Inc.
Start price
Target price
Perf. (%)
€80.66
13.10.22
13.10.22
€140.00
13.10.23
13.10.23
66.23%
14.10.23
14.10.23
Probably not worthwhile Investment
Revenue decline/stagnation expected
EBIT decline/stagnation expected
Lower EBIT Margin than peer group
Intel Corp.
Start price
Target price
Perf. (%)
€27.70
04.10.22
04.10.22
€38.00
04.10.23
04.10.23
23.03%
05.10.23
05.10.23
Could be worthwhile Investment >10% per year
Top 10 in its market
Well known brand
Future proof or reliable business model
NVIDIA Corp.
Start price
Target price
Perf. (%)
€427.45
26.08.23
26.08.23
€380.00
26.08.24
26.08.24
-2.90%
01.10.23
01.10.23
Strong uniques
Very Future proof/growth oriented business model
Revenue growth >5% per year expected
High Investments for future growth
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€77.18
21.09.22
21.09.22
€95.00
21.09.23
21.09.23
16.93%
22.09.23
22.09.23
Apple Inc.
Start price
Target price
Perf. (%)
€165.10
09.08.23
09.08.23
-
09.09.23
09.09.23
1.70%
10.09.23
10.09.23
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
Very high dividend yield expected
EBIT growth > 30% per year expected
NVIDIA Corp.
Start price
Target price
Perf. (%)
€448.45
01.09.23
01.09.23
-
01.09.24
01.09.24
-3.49%
07.09.23
07.09.23
Could be very worthwhile Investment >20% year