Predictions
Applied Materials Inc.
Start price
Target price
Perf. (%)
€232.60
20.06.24
20.06.24
€279.75
20.06.25
20.06.25
-27.77%
16:15
16:15
Axcelis Technologies
Start price
Target price
Perf. (%)
€131.50
20.06.24
20.06.24
€163.19
20.06.25
20.06.25
-25.31%
16:08
16:08
Taiwan Semiconductor Manufacturing Co. Ltd. ADR
Start price
Target price
Perf. (%)
€170.80
20.06.24
20.06.24
€186.54
20.06.25
20.06.25
-20.02%
16:22
16:22
Skyworks Solutions Inc.
Start price
Target price
Perf. (%)
€100.00
20.06.24
20.06.24
€121.25
20.06.25
20.06.25
-1.77%
16:01
16:01
Taiwan Semiconductor Manufacturing Co. Ltd. ADR
Start price
Target price
Perf. (%)
€176.00
19.06.24
19.06.24
€180.00
19.06.25
19.06.25
-22.39%
16:22
16:22
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
UTStarcom Holdings Corp.
Start price
Target price
Perf. (%)
€2.14
19.06.24
19.06.24
-
19.06.25
19.06.25
6.54%
01.08.24
01.08.24
Gilat Satellite Networks Ltd.
Start price
Target price
Perf. (%)
€4.22
19.06.24
19.06.24
€7.91
19.06.25
19.06.25
2.37%
01.08.24
01.08.24
Infineon Technologies AG
Start price
Target price
Perf. (%)
€35.97
18.06.24
18.06.24
€40.00
18.06.25
18.06.25
-18.13%
16:23
16:23
Sequans Communications S.A. ADR
Start price
Target price
Perf. (%)
€0.44
18.06.24
18.06.24
-
18.06.25
18.06.25
5.94%
01.08.24
01.08.24
Micron Technology Inc.
Start price
Target price
Perf. (%)
€141.68
18.06.24
18.06.24
€158.37
18.06.25
18.06.25
-38.74%
16:21
16:21
Juniper Networks Inc.
Start price
Target price
Perf. (%)
€33.11
18.06.24
18.06.24
€37.26
18.06.25
18.06.25
5.74%
11:28
11:28
Micron Technology Inc.
Start price
Target price
Perf. (%)
€141.68
18.06.24
18.06.24
€153.71
18.06.25
18.06.25
-38.74%
16:21
16:21
Universal Display Corp.
Start price
Target price
Perf. (%)
€191.65
18.06.24
18.06.24
-
18.06.25
18.06.25
-12.31%
15:30
15:30
Applied Materials Inc.
Start price
Target price
Perf. (%)
€222.50
17.06.24
17.06.24
€261.24
17.06.25
17.06.25
-24.49%
16:15
16:15
Micron Technology Inc.
Start price
Target price
Perf. (%)
€134.08
17.06.24
17.06.24
€167.94
17.06.25
17.06.25
-35.27%
16:21
16:21