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Predictions

buy
Gartner Inc.

Start price
Target price
Perf. (%)
€408.10
15.12.23
€398.68
15.12.24
7.62%
02.08.24

buy
Microsoft Corp.

Start price
Target price
Perf. (%)
€340.70
15.12.23
€412.47
15.12.24
10.27%
02.08.24

buy
CrowdStrike Holdings Inc

Start price
Target price
Perf. (%)
€237.85
15.12.23
€252.07
15.12.24
-16.06%
02.08.24

buy
Varonis Systems Inc.

Start price
Target price
Perf. (%)
€40.80
15.12.23
€50.35
15.12.24
16.40%
02.08.24

buy
Akamai Tech.

Start price
Target price
Perf. (%)
€107.92
15.12.23
€137.36
15.12.24
-19.71%
02.08.24

buy
Dropbox Inc

Start price
Target price
Perf. (%)
€26.56
15.12.23
€32.97
15.12.24
-22.39%
02.08.24

buy
Intuit Inc.

Start price
Target price
Perf. (%)
€553.50
15.12.23
€640.99
15.12.24
3.72%
02.08.24

buy
CrowdStrike Holdings Inc

Start price
Target price
Perf. (%)
€232.70
15.12.23
€247.24
15.12.24
-14.20%
02.08.24

buy
Epam Systems Inc.

Start price
Target price
Perf. (%)
€266.10
15.12.23
€270.00
15.12.24
3.34%
12.01.24

High Investments for future growth
Very valuable balance sheet
Leading role in innovation
Very positive Cash Flow expected
buy
Cyberark Software

Start price
Target price
Perf. (%)
€187.95
15.12.23
€219.77
15.12.24
20.46%
02.08.24

buy
Alteryx Inc

Start price
Target price
Perf. (%)
€44.75
15.12.23
€51.28
15.12.24
-0.78%
18.03.24

buy
Check Point Software Technologies Ltd.

Start price
Target price
Perf. (%)
€132.35
15.12.23
€173.98
15.12.24
24.90%
02.08.24

buy
CrowdStrike Holdings Inc

Start price
Target price
Perf. (%)
€232.70
15.12.23
€302.18
15.12.24
-14.20%
02.08.24

buy
Cyberark Software

Start price
Target price
Perf. (%)
€187.95
15.12.23
€233.50
15.12.24
20.46%
02.08.24

buy
Palo Alto Networks

Start price
Target price
Perf. (%)
€278.90
15.12.23
€366.28
15.12.24
0.39%
02.08.24

buy
Rapid7 Inc

Start price
Target price
Perf. (%)
€54.12
15.12.23
-
15.12.24
5.10%
15.02.24

buy
Adobe Inc.

Start price
Target price
Perf. (%)
€528.80
14.12.23
€591.44
14.12.24
-8.84%
02.08.24

buy
Adobe Inc.

Start price
Target price
Perf. (%)
€536.80
14.12.23
€550.00
14.12.24
5.18%
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
buy
Paypal Holdings Inc

Start price
Target price
Perf. (%)
€57.20
14.12.23
€54.00
14.12.24
8.79%
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
buy
Verint Systems Inc

Start price
Target price
Perf. (%)
€25.00
14.12.23
€32.73
14.12.24
24.80%
02.08.24

buy
Adobe Inc.

Start price
Target price
Perf. (%)
€534.00
14.12.23
€559.22
14.12.24
-9.73%
02.08.24

buy
Adobe Inc.

Start price
Target price
Perf. (%)
€535.00
14.12.23
€570.56
14.12.24
-9.90%
02.08.24

buy
Mitek Systems Inc.

Start price
Target price
Perf. (%)
€11.07
14.12.23
€15.53
14.12.24
3.43%
02.08.24

buy
Verint Systems Inc

Start price
Target price
Perf. (%)
€25.00
14.12.23
€36.54
14.12.24
24.80%
02.08.24

buy
Palo Alto Networks

Start price
Target price
Perf. (%)
€289.65
14.12.23
€319.73
14.12.24
-3.33%
02.08.24