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Predictions

buy
Western Digital Corp.

Start price
Target price
Perf. (%)
€54.40
26.01.24
€60.77
26.01.25
7.43%
30.07.24

buy
Western Digital Corp.

Start price
Target price
Perf. (%)
€54.40
26.01.24
€64.45
26.01.25
7.43%
30.07.24

KLA-Tencor Corp.

Start price
Target price
Perf. (%)
€556.00
26.01.24
€506.39
26.01.25
26.72%
30.07.24

buy
Fair Isaac Corp.

Start price
Target price
Perf. (%)
€1,110.0
26.01.24
€1,381.1
26.01.25
32.25%
30.07.24

buy
T-Mobile US Inc.

Start price
Target price
Perf. (%)
€149.66
26.01.24
€184.06
26.01.25
9.34%
30.07.24

buy
KLA-Tencor Corp.

Start price
Target price
Perf. (%)
€558.50
26.01.24
€667.00
26.01.25
26.16%
30.07.24

buy
Osi Systems Inc.

Start price
Target price
Perf. (%)
€121.00
26.01.24
€155.48
26.01.25
14.88%
29.07.24

buy
ServiceNow Inc.

Start price
Target price
Perf. (%)
€710.80
26.01.24
€824.32
26.01.25
3.93%
30.07.24

buy
KLA-Tencor Corp.

Start price
Target price
Perf. (%)
€558.50
26.01.24
€588.80
26.01.25
26.16%
30.07.24

buy
Netflix Inc.

Start price
Target price
Perf. (%)
€523.50
26.01.24
€520.00
26.01.25
4.72%
16.02.24

Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth > 30% per year expected
buy
SAP SE

Start price
Target price
Perf. (%)
€159.90
26.01.24
€162.00
26.01.25
2.35%
03.02.24

Small cyclical dependencies
Known brand
Future proof or reliable business model
Could be worthwhile Investment >10% per year
buy
Bechtle AG

Start price
Target price
Perf. (%)
€49.76
26.01.24
€51.00
26.01.25
-16.68%
30.07.24

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
buy
Western Digital Corp.

Start price
Target price
Perf. (%)
€53.71
26.01.24
€66.21
26.01.25
8.81%
30.07.24

buy
KLA-Tencor Corp.

Start price
Target price
Perf. (%)
€561.00
26.01.24
€648.32
26.01.25
25.59%
30.07.24

buy
Rambus Inc.

Start price
Target price
Perf. (%)
€66.32
26.01.24
€78.17
26.01.25
-32.24%
30.07.24

buy
Intel Corp.

Start price
Target price
Perf. (%)
€40.70
26.01.24
€57.05
26.01.25
-30.84%
30.07.24

Intel Corp.

Start price
Target price
Perf. (%)
€40.70
26.01.24
€35.89
26.01.25
-30.84%
30.07.24

buy
Intel Corp.

Start price
Target price
Perf. (%)
€40.70
26.01.24
€50.61
26.01.25
-30.84%
30.07.24

buy
Key Tronic Corp.

Start price
Target price
Perf. (%)
€4.00
26.01.24
-
26.01.25
-11.50%
29.07.24

buy
Western Digital Corp.

Start price
Target price
Perf. (%)
€54.23
26.01.24
€68.97
26.01.25
7.76%
30.07.24

buy
Western Digital Corp.

Start price
Target price
Perf. (%)
€54.23
26.01.24
€59.77
26.01.25
7.76%
30.07.24

buy
Fair Isaac Corp.

Start price
Target price
Perf. (%)
€1,120.0
26.01.24
€1,287.4
26.01.25
31.07%
30.07.24

buy
Intel Corp.

Start price
Target price
Perf. (%)
€40.95
26.01.24
€47.82
26.01.25
-31.26%
30.07.24

buy
T-Mobile US Inc.

Start price
Target price
Perf. (%)
€147.80
26.01.24
€170.13
26.01.25
10.72%
30.07.24

buy
Autodesk Inc.

Start price
Target price
Perf. (%)
€232.55
26.01.24
€243.69
26.01.25
-3.18%
30.07.24