Predictions
Align Technology
Start price
Target price
Perf. (%)
€282.75
03.08.22
03.08.22
€300.00
03.08.23
03.08.23
19.54%
04.08.23
04.08.23
Caterpillar Inc.
Start price
Target price
Perf. (%)
€240.00
31.01.23
31.01.23
€250.00
31.01.24
31.01.24
9.58%
02.08.23
02.08.23
Intel Corp.
Start price
Target price
Perf. (%)
€30.00
23.06.23
23.06.23
€31.00
23.06.24
23.06.24
5.28%
02.08.23
02.08.23
Revenue growth >5% per year expected
Differentiated customer and product portfolio
Could be worthwhile Investment >10% per year
Good rating
Microsoft Corp.
Start price
Target price
Perf. (%)
€319.35
16.06.23
16.06.23
€318.00
28.05.24
28.05.24
-6.01%
02.08.23
02.08.23
Could be very worthwhile Investment >20% year
Capable Management
Good culture
Innovative
Micron Technology Inc.
Start price
Target price
Perf. (%)
€61.26
16.06.23
16.06.23
€62.00
16.06.24
16.06.24
5.26%
29.07.23
29.07.23
positive Cash Flow expected
Revenue growth >5% per year expected
High dividend yield expected
Valuable balance sheet
Alphabet Inc. C
Start price
Target price
Perf. (%)
€113.00
05.07.23
05.07.23
€112.00
05.07.24
05.07.24
6.69%
29.07.23
29.07.23
EBIT growth > 30% per year expected
Higher EBIT margin than peer group
Undervalued
High dividend yield expected
Fedex Corp.
Start price
Target price
Perf. (%)
€235.00
12.07.23
12.07.23
€238.00
12.07.24
12.07.24
3.62%
29.07.23
29.07.23
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
Air Products + Chemicals
Start price
Target price
Perf. (%)
€263.60
13.07.23
13.07.23
€271.00
13.07.24
13.07.24
2.88%
24.07.23
24.07.23
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
EBIT growth > 30% per year expected
Rising EBIT margin expected
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€265.00
24.06.23
24.06.23
€270.00
24.06.24
24.06.24
3.96%
17.07.23
17.07.23
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth >5% per year expected
Parker-Hannifin
Start price
Target price
Perf. (%)
€244.90
13.07.22
13.07.22
€302.00
13.07.23
13.07.23
45.37%
13.07.23
13.07.23
W.W. Grainger Inc.
Start price
Target price
Perf. (%)
€463.00
13.07.22
13.07.22
€535.00
13.07.23
13.07.23
50.06%
13.07.23
13.07.23
Electronic Arts Inc.
Start price
Target price
Perf. (%)
€119.56
30.06.23
30.06.23
€122.00
30.06.24
30.06.24
1.72%
12.07.23
12.07.23
Applied Materials Inc.
Start price
Target price
Perf. (%)
€86.39
23.09.22
23.09.22
€100.00
23.09.23
23.09.23
47.08%
10.07.23
10.07.23
Lam Research Corp.
Start price
Target price
Perf. (%)
€394.00
23.09.22
23.09.22
€500.00
23.09.23
23.09.23
42.72%
10.07.23
10.07.23
Mastercard Inc. A
Start price
Target price
Perf. (%)
€348.60
12.06.23
12.06.23
€360.00
12.06.24
12.06.24
3.44%
07.07.23
07.07.23
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
High dividend yield expected
Future proof or reliable business model
Procter & Gamble Co.
Start price
Target price
Perf. (%)
€136.50
23.06.23
23.06.23
€140.00
23.06.24
23.06.24
2.45%
05.07.23
05.07.23
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
Good rating
Apple Inc.
Start price
Target price
Perf. (%)
€133.88
05.07.22
05.07.22
€166.00
05.07.23
05.07.23
31.94%
05.07.23
05.07.23
Could be very worthwhile Investment >20% year
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€258.65
15.06.23
15.06.23
€260.00
15.06.24
15.06.24
2.46%
24.06.23
24.06.23
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth >5% per year expected
Apple Inc.
Start price
Target price
Perf. (%)
€168.24
02.06.23
02.06.23
€170.00
02.06.24
02.06.24
1.18%
23.06.23
23.06.23
positive Cash Flow expected
Good rating
Standard Investments for future growth
Valuable balance sheet
Microsoft Corp.
Start price
Target price
Perf. (%)
€311.95
28.05.23
28.05.23
€315.00
28.05.24
28.05.24
2.37%
16.06.23
16.06.23
Could be very worthwhile Investment >20% year
Capable Management
Good culture
Innovative