Predictions
Delivery Hero SE
Start price
Target price
Perf. (%)
€22.95
19.02.24
19.02.24
€24.00
19.02.25
19.02.25
3.49%
06.03.24
06.03.24
Could be worthwhile Investment >10% per year
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Spotify Technology SA
Start price
Target price
Perf. (%)
€231.00
18.02.24
18.02.24
€230.00
18.02.25
18.02.25
2.60%
24.02.24
24.02.24
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
CrowdStrike Holdings Inc
Start price
Target price
Perf. (%)
€306.05
18.02.24
18.02.24
€300.00
18.02.25
18.02.25
4.15%
19.05.24
19.05.24
LiveRamp Holdings, Inc.
Start price
Target price
Perf. (%)
€33.80
18.02.24
18.02.24
-
18.02.25
18.02.25
-20.71%
02.08.24
02.08.24
Epam Systems Inc.
Start price
Target price
Perf. (%)
€288.20
17.02.24
17.02.24
€320.06
17.02.25
17.02.25
-39.90%
12:57
12:57
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€67.95
17.02.24
17.02.24
-
17.02.25
17.02.25
1.13%
14:21
14:21
Palo Alto Networks
Start price
Target price
Perf. (%)
€342.40
16.02.24
16.02.24
€417.29
16.02.25
16.02.25
-23.60%
14:21
14:21
Insight Enterprises
Start price
Target price
Perf. (%)
€165.00
16.02.24
16.02.24
€195.68
16.02.25
16.02.25
0.91%
02.08.24
02.08.24
Palo Alto Networks
Start price
Target price
Perf. (%)
€340.15
16.02.24
16.02.24
€394.23
16.02.25
16.02.25
-23.09%
14:21
14:21
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
Salesforce.com
Start price
Target price
Perf. (%)
€270.20
16.02.24
16.02.24
€271.00
16.02.25
16.02.25
2.89%
27.02.24
27.02.24
Revenue growth > 30% per year expected
EBIT growth >5% per year expected
Fair valuation
Very Future proof/growth oriented business model