Predictions
Microsoft Corp.
Start price
Target price
Perf. (%)
€258.70
17.02.22
17.02.22
€300.00
17.02.23
17.02.23
-2.26%
22.02.22
22.02.22
Could be very worthwhile Investment >20% year
Capable Management
Good culture
Innovative
NVIDIA Corp.
Start price
Target price
Perf. (%)
€122.89
21.02.21
21.02.21
€127.50
21.02.22
21.02.22
62.79%
22.02.22
22.02.22
Could be worthwhile Investment >10% per year
Top 10 in its market
Very small cyclical dependencies
Known brand
Microsoft Corp.
Start price
Target price
Perf. (%)
€198.38
21.02.21
21.02.21
€220.00
21.02.22
21.02.22
28.54%
21.02.22
21.02.22
Could be worthwhile Investment >10% per year
Apple Inc.
Start price
Target price
Perf. (%)
€112.98
08.02.21
08.02.21
€130.00
08.02.22
08.02.22
37.04%
09.02.22
09.02.22
Could be very worthwhile Investment >20% year
Leading role in innovation
Some uniques
Growths faster than the competition
Qualcomm Inc.
Start price
Target price
Perf. (%)
€145.52
21.01.22
21.01.22
€155.00
21.01.23
21.01.23
7.20%
01.02.22
01.02.22
Innovative
Some uniques
Top 10 in its market
EBIT growth >5% per year expected
Apple Inc.
Start price
Target price
Perf. (%)
€112.50
13.02.21
13.02.21
€130.00
13.02.22
13.02.22
36.68%
31.01.22
31.01.22
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
Netflix Inc.
Start price
Target price
Perf. (%)
€510.00
09.09.21
09.09.21
€490.00
09.09.22
09.09.22
-10.19%
20.01.22
20.01.22
Could be worthwhile Investment >10% per year
Apple Inc.
Start price
Target price
Perf. (%)
€113.52
05.02.21
05.02.21
€115.00
12.02.22
12.02.22
39.90%
28.12.21
28.12.21
Could be very worthwhile Investment >20% year
Good culture
Capable Management
Microsoft Corp.
Start price
Target price
Perf. (%)
€210.50
02.04.21
02.04.21
€273.00
02.04.23
02.04.23
38.24%
03.12.21
03.12.21
Could be very worthwhile Investment >20% year
Apple Inc.
Start price
Target price
Perf. (%)
€112.58
02.02.21
02.02.21
€130.00
02.02.22
02.02.22
28.80%
02.12.21
02.12.21
Could be very worthwhile Investment >20% year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Good rating
Micron Technology Inc.
Start price
Target price
Perf. (%)
€53.55
29.11.20
29.11.20
€65.00
29.11.21
29.11.21
41.46%
30.11.21
30.11.21
Could be worthwhile Investment >10% per year
Apple Inc.
Start price
Target price
Perf. (%)
€102.22
15.03.21
15.03.21
€120.00
30.07.22
30.07.22
31.03%
17.11.21
17.11.21
Revenue growth > 30% per year expected
Rising EBIT margin expected
Undervalued
Very capable Management
Cadence Design Systems
Start price
Target price
Perf. (%)
€103.62
05.11.20
05.11.20
€150.00
05.11.21
05.11.21
48.54%
06.11.21
06.11.21
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
ROE higher than 15% per year
Apple Inc.
Start price
Target price
Perf. (%)
€102.48
14.10.20
14.10.20
€111.00
04.11.21
04.11.21
28.34%
05.11.21
05.11.21
Could be very worthwhile Investment >20% year
Microsoft Corp.
Start price
Target price
Perf. (%)
€176.54
03.10.20
03.10.20
€170.00
04.11.21
04.11.21
65.06%
05.11.21
05.11.21
Could be very worthwhile Investment >20% year
EBIT growth > 30% per year expected
Rising EBIT margin expected
Very high dividend yield expected
NVIDIA Corp.
Start price
Target price
Perf. (%)
€105.00
06.09.20
06.09.20
€175.00
04.11.21
04.11.21
144.86%
05.11.21
05.11.21
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
EBIT growth > 30% per year expected
High Investments for future growth
Intuit Inc.
Start price
Target price
Perf. (%)
€273.50
23.08.20
23.08.20
€480.00
04.11.21
04.11.21
99.12%
05.11.21
05.11.21
Revenue growth >5% per year expected
ROE higher than 15% per year
EBIT growth >5% per year expected
Could be worthwhile Investment >10% per year
Apple Inc.
Start price
Target price
Perf. (%)
€84.09
09.07.20
09.07.20
€130.00
04.11.21
04.11.21
56.62%
05.11.21
05.11.21
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Standard Investments for future growth
Leading role in innovation
Applied Materials Inc.
Start price
Target price
Perf. (%)
€40.22
19.05.17
19.05.17
€85.00
04.11.21
04.11.21
223.22%
05.11.21
05.11.21
NVIDIA Corp.
Start price
Target price
Perf. (%)
€36.85
16.11.18
16.11.18
€238.00
04.11.21
04.11.21
597.67%
05.11.21
05.11.21
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. (%)
€23.12
01.09.18
01.09.18
€85.00
04.11.21
04.11.21
419.50%
05.11.21
05.11.21
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