Predictions
Adobe Inc.
Start price
Target price
Perf. (%)
€536.80
14.12.23
14.12.23
€550.00
14.12.24
14.12.24
5.18%
22.01.24
22.01.24
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT decline/stagnation expected
Lower EBIT Margin than peer group
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€57.20
14.12.23
14.12.23
€54.00
14.12.24
14.12.24
8.79%
22.01.24
22.01.24
Top 10 in its market
Future proof or reliable business model
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Verint Systems Inc
Start price
Target price
Perf. (%)
€25.00
14.12.23
14.12.23
€32.73
14.12.24
14.12.24
-6.40%
09.09.24
09.09.24
Mitek Systems Inc.
Start price
Target price
Perf. (%)
€11.07
14.12.23
14.12.23
€15.53
14.12.24
14.12.24
-30.94%
13.09.24
13.09.24
Verint Systems Inc
Start price
Target price
Perf. (%)
€25.00
14.12.23
14.12.23
€36.54
14.12.24
14.12.24
-6.40%
09.09.24
09.09.24
Palo Alto Networks
Start price
Target price
Perf. (%)
€289.65
14.12.23
14.12.23
€319.73
14.12.24
14.12.24
8.11%
13.09.24
13.09.24
Perion Network Ltd.
Start price
Target price
Perf. (%)
€29.70
13.12.23
13.12.23
€40.00
13.12.24
13.12.24
-6.67%
23.12.23
23.12.23
Could be very worthwhile Investment >20% year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
Cyberark Software
Start price
Target price
Perf. (%)
€186.55
11.12.23
11.12.23
€230.74
11.12.24
11.12.24
31.44%
13.09.24
13.09.24
CrowdStrike Holdings Inc
Start price
Target price
Perf. (%)
€228.55
11.12.23
11.12.23
€250.28
11.12.24
11.12.24
2.34%
13.09.24
13.09.24
Palo Alto Networks
Start price
Target price
Perf. (%)
€276.15
11.12.23
11.12.23
€303.31
11.12.24
11.12.24
13.40%
13.09.24
13.09.24
Spotify Technology SA
Start price
Target price
Perf. (%)
€184.60
11.12.23
11.12.23
€204.69
11.12.24
11.12.24
65.25%
13.09.24
13.09.24