Predictions
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€258.65
15.06.23
15.06.23
€260.00
15.06.24
15.06.24
2.46%
24.06.23
24.06.23
Top 10 in its market
Revenue growth >5% per year expected
Good rating
Some uniques
Apple Inc.
Start price
Target price
Perf. (%)
€168.24
02.06.23
02.06.23
€170.00
02.06.24
02.06.24
1.18%
23.06.23
23.06.23
positive Cash Flow expected
Standard Investments for future growth
Valuable balance sheet
Normal challenges to pay loans and raise capital
Microsoft Corp.
Start price
Target price
Perf. (%)
€311.95
28.05.23
28.05.23
€315.00
28.05.24
28.05.24
2.37%
16.06.23
16.06.23
Could be very worthwhile Investment >20% year
Capable Management
Good culture
Innovative
Apple Inc.
Start price
Target price
Perf. (%)
€162.80
19.05.23
19.05.23
€165.00
19.05.24
19.05.24
3.34%
02.06.23
02.06.23
positive Cash Flow expected
Standard Investments for future growth
Valuable balance sheet
Normal challenges to pay loans and raise capital
Microsoft Corp.
Start price
Target price
Perf. (%)
€294.25
22.05.23
22.05.23
€300.00
22.05.24
22.05.24
6.02%
28.05.23
28.05.23
Could be very worthwhile Investment >20% year
Capable Management
Good culture
Innovative
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€112.46
26.05.23
26.05.23
€115.00
26.05.24
26.05.24
5.26%
26.05.23
26.05.23
Could be worthwhile Investment >10% per year
Top 10 in its market
Small cyclical dependencies
Revenue growth >5% per year expected
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€107.58
25.05.23
25.05.23
€110.00
25.05.24
25.05.24
4.54%
26.05.23
26.05.23
Could be worthwhile Investment >10% per year
Top 10 in its market
Small cyclical dependencies
Revenue growth >5% per year expected
Palo Alto Networks
Start price
Target price
Perf. (%)
€184.94
01.04.23
01.04.23
€190.00
01.04.24
01.04.24
3.99%
25.05.23
25.05.23
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Fair valuation
High dividend yield expected
Microsoft Corp.
Start price
Target price
Perf. (%)
€277.65
29.04.23
29.04.23
€288.00
29.04.24
29.04.24
5.98%
22.05.23
22.05.23
Could be very worthwhile Investment >20% year
Capable Management
Good culture
Innovative
Fortinet Inc.
Start price
Target price
Perf. (%)
€45.58
05.01.23
05.01.23
€60.00
05.01.24
05.01.24
42.38%
20.05.23
20.05.23
Could be very worthwhile Investment >20% year
Fair valuation
Revenue growth >5% per year expected
Some uniques
Apple Inc.
Start price
Target price
Perf. (%)
€157.00
04.09.22
04.09.22
€150.00
04.09.23
04.09.23
3.69%
19.05.23
19.05.23
positive Cash Flow expected
Standard Investments for future growth
Valuable balance sheet
Normal challenges to pay loans and raise capital
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€83.63
13.04.23
13.04.23
€85.00
13.04.24
13.04.24
3.20%
10.05.23
10.05.23
Could be worthwhile Investment >10% per year
Top 10 in its market
Small cyclical dependencies
Revenue growth >5% per year expected
Microsoft Corp.
Start price
Target price
Perf. (%)
€264.20
17.03.23
17.03.23
€270.00
17.03.24
17.03.24
4.16%
27.04.23
27.04.23
Could be very worthwhile Investment >20% year
Capable Management
Good culture
Innovative
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€158.50
29.07.22
29.07.22
€199.00
29.07.23
29.07.23
26.28%
18.04.23
18.04.23
Could be worthwhile Investment >10% per year
Top 10 in its market
Known brand
Small cyclical dependencies
NVIDIA Corp.
Start price
Target price
Perf. (%)
€19.90
12.02.23
12.02.23
€21.00
12.02.24
12.02.24
26.56%
23.03.23
23.03.23
Could be worthwhile Investment >10% per year
Netflix Inc.
Start price
Target price
Perf. (%)
€337.50
21.03.22
21.03.22
€310.00
21.03.23
21.03.23
-15.48%
21.03.23
21.03.23
Could be worthwhile Investment >10% per year
Weibo Corp. ADR
Start price
Target price
Perf. (%)
€22.10
04.02.23
04.02.23
€20.00
04.02.24
04.02.24
-18.78%
04.03.23
04.03.23
Probably not worthwhile Investment
Revenue decline/stagnation expected
EBIT decline/stagnation expected
Lower EBIT Margin than peer group
Netflix Inc.
Start price
Target price
Perf. (%)
€332.00
10.02.23
10.02.23
€355.00
10.02.24
10.02.24
-1.55%
13.02.23
13.02.23
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth > 30% per year expected
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
Top 10 in its market
Revenue growth >5% per year expected
Good rating
Some uniques
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
Revenue growth >5% per year expected
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
Top 10 in its market
Revenue growth >5% per year expected
Good rating
Some uniques