Predictions
Microsoft Corp.
Start price
Target price
Perf. (%)
€340.70
15.12.23
15.12.23
€412.47
15.12.24
15.12.24
10.27%
02.08.24
02.08.24
CrowdStrike Holdings Inc
Start price
Target price
Perf. (%)
€237.85
15.12.23
15.12.23
€252.07
15.12.24
15.12.24
-16.06%
02.08.24
02.08.24
Varonis Systems Inc.
Start price
Target price
Perf. (%)
€40.80
15.12.23
15.12.23
€50.35
15.12.24
15.12.24
16.40%
02.08.24
02.08.24
CrowdStrike Holdings Inc
Start price
Target price
Perf. (%)
€232.70
15.12.23
15.12.23
€247.24
15.12.24
15.12.24
-14.20%
02.08.24
02.08.24
Epam Systems Inc.
Start price
Target price
Perf. (%)
€266.10
15.12.23
15.12.23
€270.00
15.12.24
15.12.24
3.34%
12.01.24
12.01.24
High Investments for future growth
Very valuable balance sheet
Leading role in innovation
Very positive Cash Flow expected
Cyberark Software
Start price
Target price
Perf. (%)
€187.95
15.12.23
15.12.23
€219.77
15.12.24
15.12.24
20.46%
02.08.24
02.08.24
Check Point Software Technologies Ltd.
Start price
Target price
Perf. (%)
€132.35
15.12.23
15.12.23
€173.98
15.12.24
15.12.24
24.90%
02.08.24
02.08.24
CrowdStrike Holdings Inc
Start price
Target price
Perf. (%)
€232.70
15.12.23
15.12.23
€302.18
15.12.24
15.12.24
-14.20%
02.08.24
02.08.24
Cyberark Software
Start price
Target price
Perf. (%)
€187.95
15.12.23
15.12.23
€233.50
15.12.24
15.12.24
20.46%
02.08.24
02.08.24
Palo Alto Networks
Start price
Target price
Perf. (%)
€278.90
15.12.23
15.12.23
€366.28
15.12.24
15.12.24
0.39%
02.08.24
02.08.24
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
24.80%
02.08.24
02.08.24
Mitek Systems Inc.
Start price
Target price
Perf. (%)
€11.07
14.12.23
14.12.23
€15.53
14.12.24
14.12.24
3.43%
02.08.24
02.08.24
Verint Systems Inc
Start price
Target price
Perf. (%)
€25.00
14.12.23
14.12.23
€36.54
14.12.24
14.12.24
24.80%
02.08.24
02.08.24
Palo Alto Networks
Start price
Target price
Perf. (%)
€289.65
14.12.23
14.12.23
€319.73
14.12.24
14.12.24
-3.33%
02.08.24
02.08.24