Predictions
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€166.20
02.02.23
02.02.23
€145.00
02.02.24
02.02.24
4.95%
06.02.23
06.02.23
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth >5% per year expected
Microsoft Corp.
Start price
Target price
Perf. (%)
€223.50
26.12.22
26.12.22
€220.00
01.03.24
01.03.24
6.94%
03.02.23
03.02.23
Could be very worthwhile Investment >20% year
Capable Management
Good culture
Innovative
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€71.79
21.11.22
21.11.22
€75.00
21.11.23
21.11.23
11.16%
02.02.23
02.02.23
Could be worthwhile Investment >10% per year
Top 10 in its market
Small cyclical dependencies
Future proof or reliable business model
Qualcomm Inc.
Start price
Target price
Perf. (%)
€108.98
07.01.23
07.01.23
€110.00
07.01.24
07.01.24
6.35%
23.01.23
23.01.23
Innovative
Some uniques
Top 10 in its market
EBIT growth >5% per year expected
Oracle Corp.
Start price
Target price
Perf. (%)
€77.60
30.10.22
30.10.22
€80.00
30.10.23
30.10.23
2.81%
04.01.23
04.01.23
Future proof or reliable business model
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€110.96
19.12.22
19.12.22
€120.00
19.12.23
19.12.23
-0.61%
20.12.22
20.12.22
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth >5% per year expected
International Business Machines Corp
Start price
Target price
Perf. (%)
€104.75
04.11.21
04.11.21
€125.00
04.11.25
04.11.25
31.32%
06.11.22
06.11.22
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€91.70
09.10.22
09.10.22
€80.00
31.12.24
31.12.24
-24.69%
03.11.22
03.11.22
Could be worthwhile Investment >10% per year
International Business Machines Corp
Start price
Target price
Perf. (%)
€125.86
20.09.22
20.09.22
€131.00
20.09.23
20.09.23
10.39%
31.10.22
31.10.22
Could be worthwhile Investment >10% per year
High dividend yield expected
Standard Investments for future growth
Future proof or reliable business model
Netflix Inc.
Start price
Target price
Perf. (%)
€280.45
19.10.22
19.10.22
€33.00
19.10.23
19.10.23
4.85%
30.10.22
30.10.22
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth > 30% per year expected
Salesforce.com
Start price
Target price
Perf. (%)
€152.98
22.09.22
22.09.22
€160.00
22.09.23
22.09.23
6.38%
25.10.22
25.10.22
Revenue growth > 30% per year expected
EBIT growth > 30% per year expected
Undervalued
Future proof or reliable business model
Oracle Corp.
Start price
Target price
Perf. (%)
€70.15
20.10.22
20.10.22
€72.00
20.10.23
20.10.23
4.98%
25.10.22
25.10.22
Future proof or reliable business model
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Applied Materials Inc.
Start price
Target price
Perf. (%)
€97.63
09.08.22
09.08.22
€82.00
09.08.23
09.08.23
-17.38%
13.10.22
13.10.22
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. (%)
€35.54
03.08.22
03.08.22
€28.00
03.08.23
03.08.23
-26.73%
13.10.22
13.10.22
Strong uniques
Medium risks for its business
Below average Management
Significant cyclical dependencies
Micron Technology Inc.
Start price
Target price
Perf. (%)
€50.82
01.10.22
01.10.22
€55.00
01.10.23
01.10.23
7.95%
12.10.22
12.10.22
positive Cash Flow expected
Revenue growth >5% per year expected
High dividend yield expected
Valuable balance sheet
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€285.35
05.10.21
05.10.21
€200.00
05.10.22
05.10.22
-50.42%
06.10.22
06.10.22
Revenue growth >5% per year expected
Good rating
Probably not worthwhile Investment
overvalued
Netflix Inc.
Start price
Target price
Perf. (%)
€347.15
20.02.22
20.02.22
€300.00
03.10.22
03.10.22
-31.18%
03.10.22
03.10.22
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Probably not worthwhile Investment
Low dividend yield expected
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€265.25
25.01.22
25.01.22
€220.00
02.02.23
02.02.23
-48.15%
02.10.22
02.10.22
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€91.25
30.08.22
30.08.22
€95.00
30.08.23
30.08.23
5.75%
09.09.22
09.09.22
Top 10 in its market
Well known brand
Future proof or reliable business model
EBIT growth > 30% per year expected
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€85.74
01.08.22
01.08.22
€90.00
01.08.23
01.08.23
10.43%
04.08.22
04.08.22
Top 10 in its market
Well known brand
Future proof or reliable business model
EBIT growth > 30% per year expected
Palo Alto Networks
Start price
Target price
Perf. (%)
€113.60
04.08.21
04.08.21
€116.67
04.08.22
04.08.22
50.03%
04.08.22
04.08.22
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
High valuation
Apple Inc.
Start price
Target price
Perf. (%)
€139.98
31.05.22
31.05.22
€150.00
31.05.23
31.05.23
8.26%
22.07.22
22.07.22
positive Cash Flow expected
Good rating
Standard Investments for future growth
Valuable balance sheet
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€71.89
09.07.22
09.07.22
€80.00
09.07.23
09.07.23
12.38%
22.07.22
22.07.22
Top 10 in its market
Well known brand
Future proof or reliable business model
EBIT growth > 30% per year expected