Predictions
CrowdStrike Holdings Inc
Start price
Target price
Perf. (%)
€133.30
14.07.23
14.07.23
€151.39
14.07.24
14.07.24
116.24%
03.05.24
03.05.24
Microsoft Corp.
Start price
Target price
Perf. (%)
€304.25
13.07.23
13.07.23
€366.54
13.07.24
13.07.24
24.85%
03.05.24
03.05.24
Micron Technology Inc.
Start price
Target price
Perf. (%)
€57.24
13.07.23
13.07.23
€67.07
13.07.24
13.07.24
86.72%
03.05.24
03.05.24
Intel Corp.
Start price
Target price
Perf. (%)
€30.66
13.07.23
13.07.23
€50.00
13.07.24
13.07.24
-5.25%
03.05.24
03.05.24
Strong uniques
Medium risks for its business
Below average Management
Significant cyclical dependencies
Micron Technology Inc.
Start price
Target price
Perf. (%)
€55.98
07.07.23
07.07.23
-
07.07.24
07.07.24
91.11%
03.05.24
03.05.24
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€106.18
05.07.23
05.07.23
€137.64
05.07.24
05.07.24
31.70%
03.05.24
03.05.24
Palo Alto Networks
Start price
Target price
Perf. (%)
€233.80
05.07.23
05.07.23
€333.00
31.12.25
31.12.25
17.66%
03.05.24
03.05.24
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
High valuation
Skyworks Solutions Inc.
Start price
Target price
Perf. (%)
€101.44
04.07.23
04.07.23
-
04.07.24
04.07.24
-13.40%
03.05.24
03.05.24
Cadence Design Systems
Start price
Target price
Perf. (%)
€216.20
04.07.23
04.07.23
-
04.07.24
04.07.24
21.05%
03.05.24
03.05.24
Salesforce.com
Start price
Target price
Perf. (%)
€192.40
24.06.23
24.06.23
€209.00
24.06.24
24.06.24
32.34%
03.05.24
03.05.24
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
NVIDIA Corp.
Start price
Target price
Perf. (%)
€401.45
20.06.23
20.06.23
€1,000.00
20.06.24
20.06.24
105.48%
03.05.24
03.05.24
Could be worthwhile Investment >10% per year