Predictions
International Business Machines Corp
Start price
Target price
Perf. (%)
€98.00
13.11.20
13.11.20
-
13.11.21
13.11.21
26.48%
10.06.21
10.06.21
Autodesk Inc.
Start price
Target price
Perf. (%)
€216.70
09.03.21
09.03.21
€200.00
09.06.21
09.06.21
5.65%
09.06.21
09.06.21
EBIT growth >5% per year expected
Growths faster than the competition
Probably not worthwhile Investment
Very low/no dividend yield expected
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€163.80
23.11.20
23.11.20
€184.00
23.11.21
23.11.21
29.76%
02.06.21
02.06.21
Could be worthwhile Investment >10% per year
Twitter Inc.
Start price
Target price
Perf. (%)
€44.42
30.12.20
30.12.20
-
30.12.21
30.12.21
5.99%
30.04.21
30.04.21
Revenue growth >5% per year expected
Stable Large shareholder and/or long term investor
Very low/no dividend yield expected
Microsoft Corp.
Start price
Target price
Perf. (%)
€184.58
25.12.20
25.12.20
-
25.12.21
25.12.21
5.89%
20.03.21
20.03.21
Revenue growth >5% per year expected
Market Leader or Top 3
Small cyclical dependencies
EBIT growth >5% per year expected
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€226.00
16.02.21
16.02.21
€250.00
4.09%
17.03.21
17.03.21
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth >5% per year expected
Netflix Inc.
Start price
Target price
Perf. (%)
€494.95
11.07.20
11.07.20
-
04.11.21
04.11.21
-13.30%
11.03.21
11.03.21
Could be worthwhile Investment >10% per year
Akamai Tech.
Start price
Target price
Perf. (%)
€96.06
06.02.21
06.02.21
-
06.02.22
06.02.22
-14.44%
11.03.21
11.03.21
Could be worthwhile Investment >10% per year
Autodesk Inc.
Start price
Target price
Perf. (%)
€246.00
21.12.20
21.12.20
-
21.12.21
21.12.21
-5.57%
28.02.21
28.02.21
Revenue growth >5% per year expected
EBIT growth > 30% per year expected
Valuable balance sheet
Standard Investments for future growth
Salesforce.com
Start price
Target price
Perf. (%)
€193.98
02.12.20
02.12.20
-
02.12.21
02.12.21
6.12%
17.02.21
17.02.21
Could be worthwhile Investment >10% per year
Very capable Management
Market Leader or Top 3
Very Future proof/growth oriented business model
Verisign Inc.
Start price
Target price
Perf. (%)
€176.52
16.12.20
16.12.20
-
16.12.21
16.12.21
-5.69%
16.02.21
16.02.21
Probably not worthwhile Investment
Revenue decline/stagnation expected
Very low/no dividend yield expected
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€235.45
09.02.21
09.02.21
€250.00
5.44%
16.02.21
16.02.21
Top 10 in its market
Well known brand
Future proof or reliable business model
EBIT growth > 30% per year expected
Verisk Analytics A
Start price
Target price
Perf. (%)
€174.02
13.11.20
13.11.20
-
13.11.21
13.11.21
-9.85%
13.02.21
13.02.21
EBIT growth >5% per year expected
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Very low/no dividend yield expected
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€219.90
04.02.21
04.02.21
€250.00
7.07%
09.02.21
09.02.21
Top 10 in its market
Well known brand
Future proof or reliable business model
EBIT growth > 30% per year expected
International Business Machines Corp
Start price
Target price
Perf. (%)
€103.15
31.12.20
31.12.20
€125.00
-3.17%
03.02.21
03.02.21
Well known brand
High dividend yield expected
Differentiated customer and product portfolio
Innovative
Salesforce.com
Start price
Target price
Perf. (%)
€180.92
11.01.21
11.01.21
-
11.01.22
11.01.22
2.96%
25.01.21
25.01.21
Revenue growth > 30% per year expected
EBIT growth > 30% per year expected
Undervalued
Future proof or reliable business model
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€136.90
19.03.20
19.03.20
€268.00
04.11.21
04.11.21
52.56%
18.01.21
18.01.21
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€120.07
07.01.19
07.01.19
€290.00
04.11.21
04.11.21
79.98%
11.01.21
11.01.21
Some uniques
Small challenges to pay loans and raise capital
Market Leader or Top 3
High valuation
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€226.65
11.12.20
11.12.20
€200.00
0.29%
14.12.20
14.12.20
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth >5% per year expected
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€247.50
05.11.20
05.11.20
€255.00
-8.42%
11.12.20
11.12.20
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth >5% per year expected
Salesforce.com
Start price
Target price
Perf. (%)
€207.85
21.09.20
21.09.20
-
04.11.21
04.11.21
-6.17%
01.12.20
01.12.20
Could be worthwhile Investment >10% per year
Very capable Management
Market Leader or Top 3
Very Future proof/growth oriented business model
Verisign Inc.
Start price
Target price
Perf. (%)
€169.72
11.09.20
11.09.20
-
04.11.21
04.11.21
-1.60%
25.11.20
25.11.20
Probably not worthwhile Investment
Revenue decline/stagnation expected
Very low/no dividend yield expected