Predictions
Onto Innovation Inc.
Start price
Target price
Perf. (%)
€142.00
18.01.24
18.01.24
€159.00
10.05.24
10.05.24
16.90%
12.03.24
12.03.24
Delivery Hero SE
Start price
Target price
Perf. (%)
€23.75
06.03.24
06.03.24
€25.00
06.03.25
06.03.25
5.69%
11.03.24
11.03.24
Could be worthwhile Investment >10% per year
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Microsoft Corp.
Start price
Target price
Perf. (%)
€261.00
19.03.23
19.03.23
€300.00
19.03.24
19.03.24
41.90%
10.03.24
10.03.24
CrowdStrike Holdings Inc
Start price
Target price
Perf. (%)
€120.80
08.03.23
08.03.23
€137.33
08.03.24
08.03.24
143.79%
09.03.24
09.03.24
CrowdStrike Holdings Inc
Start price
Target price
Perf. (%)
€127.90
08.03.23
08.03.23
€146.92
08.03.24
08.03.24
130.26%
09.03.24
09.03.24
CrowdStrike Holdings Inc
Start price
Target price
Perf. (%)
€124.50
08.03.23
08.03.23
€164.06
08.03.24
08.03.24
136.55%
09.03.24
09.03.24
CrowdStrike Holdings Inc
Start price
Target price
Perf. (%)
€124.50
08.03.23
08.03.23
€139.40
08.03.24
08.03.24
136.55%
09.03.24
09.03.24
CrowdStrike Holdings Inc
Start price
Target price
Perf. (%)
€124.50
08.03.23
08.03.23
€154.57
08.03.24
08.03.24
136.55%
09.03.24
09.03.24
Taiwan Semiconductor Manufacturing Co. Ltd. ADR
Start price
Target price
Perf. (%)
€124.80
09.02.24
09.02.24
€126.00
09.02.25
09.02.25
14.42%
08.03.24
08.03.24
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
CrowdStrike Holdings Inc
Start price
Target price
Perf. (%)
€124.00
06.03.23
06.03.23
€154.84
06.03.24
06.03.24
144.35%
07.03.24
07.03.24
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€173.98
06.03.23
06.03.23
€190.00
06.03.24
06.03.24
160.35%
07.03.24
07.03.24
Netflix Inc.
Start price
Target price
Perf. (%)
€548.20
16.02.24
16.02.24
€550.00
16.02.25
16.02.25
3.08%
05.03.24
05.03.24
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth > 30% per year expected
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
Microsoft Corp.
Start price
Target price
Perf. (%)
€311.05
04.07.23
04.07.23
€328.00
04.07.24
04.07.24
22.25%
05.03.24
05.03.24
Intel Corp.
Start price
Target price
Perf. (%)
€40.75
17.02.24
17.02.24
€42.00
17.02.25
17.02.25
4.53%
04.03.24
04.03.24
Revenue growth >5% per year expected
Differentiated customer and product portfolio
Could be worthwhile Investment >10% per year
Good rating
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
Lenovo Group Ltd
Start price
Target price
Perf. (%)
€1.06
01.03.24
01.03.24
€1.00
01.03.25
01.03.25
7.83%
04.03.24
04.03.24
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. (%)
€40.90
03.03.23
03.03.23
€43.28
03.03.24
03.03.24
77.58%
04.03.24
04.03.24
Marvell Technology Inc.
Start price
Target price
Perf. (%)
€40.44
03.03.23
03.03.23
€56.55
03.03.24
03.03.24
79.60%
04.03.24
04.03.24
Marvell Technology Inc.
Start price
Target price
Perf. (%)
€38.53
03.03.23
03.03.23
€49.87
03.03.24
03.03.24
88.50%
04.03.24
04.03.24
Marvell Technology Inc.
Start price
Target price
Perf. (%)
€38.53
03.03.23
03.03.23
€47.05
03.03.24
03.03.24
88.50%
04.03.24
04.03.24