Predictions
Varonis Systems Inc.
Start price
Target price
Perf. (%)
€34.26
14.11.23
14.11.23
€41.51
14.11.24
14.11.24
41.56%
19:06
19:06
Guidewire Software Inc.
Start price
Target price
Perf. (%)
€88.00
14.11.23
14.11.23
€108.10
14.11.24
14.11.24
76.99%
16:44
16:44
Oracle Corp.
Start price
Target price
Perf. (%)
€107.06
14.11.23
14.11.23
€113.00
14.11.24
14.11.24
43.75%
21:24
21:24
Probably not worthwhile Investment
Low dividend yield expected
High valuation
Little innovation
Salesforce.com
Start price
Target price
Perf. (%)
€201.00
14.11.23
14.11.23
€220.00
14.11.24
14.11.24
15.19%
21:45
21:45
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Fair valuation
Strong uniques
CrowdStrike Holdings Inc
Start price
Target price
Perf. (%)
€187.98
13.11.23
13.11.23
€214.87
13.11.24
13.11.24
28.63%
21:41
21:41
CrowdStrike Holdings Inc
Start price
Target price
Perf. (%)
€185.18
13.11.23
13.11.23
€210.74
13.11.24
13.11.24
30.58%
21:41
21:41
StoneCo Ltd
Start price
Target price
Perf. (%)
€10.80
12.11.23
12.11.23
€16.00
31.10.25
31.10.25
39.63%
02.12.23
02.12.23
Could be very worthwhile Investment >20% year
Bechtle AG
Start price
Target price
Perf. (%)
€43.51
11.11.23
11.11.23
€45.00
11.11.24
11.11.24
4.32%
28.12.23
28.12.23
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€305.05
11.11.23
11.11.23
€310.00
11.11.24
11.11.24
5.57%
20.12.23
20.12.23
Top 10 in its market
Revenue growth >5% per year expected
Good rating
Some uniques