Predictions
Guidewire Software Inc.
Start price
Target price
Perf. (%)
€106.00
05.03.24
05.03.24
€116.01
05.03.25
05.03.25
25.24%
04.09.24
04.09.24
Lam Research Corp.
Start price
Target price
Perf. (%)
€889.20
05.03.24
05.03.24
€1,039.1
05.03.25
05.03.25
-21.82%
12:07
12:07
Mercadolibre Inc
Start price
Target price
Perf. (%)
€1,418.2
05.03.24
05.03.24
€1,842.6
05.03.25
05.03.25
26.22%
12:13
12:13
CrowdStrike Holdings Inc
Start price
Target price
Perf. (%)
€284.95
05.03.24
05.03.24
€322.46
05.03.25
05.03.25
-18.04%
12:15
12:15
Netflix Inc.
Start price
Target price
Perf. (%)
€565.10
05.03.24
05.03.24
€570.00
05.03.25
05.03.25
4.58%
12.04.24
12.04.24
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth > 30% per year expected
Cadence Design Systems
Start price
Target price
Perf. (%)
€287.80
05.03.24
05.03.24
€290.00
05.03.25
05.03.25
6.36%
19.06.24
19.06.24
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€65.80
05.03.24
05.03.24
€173.00
05.03.25
05.03.25
13.24%
12:08
12:08
NXP Semiconductors NV
Start price
Target price
Perf. (%)
€234.20
04.03.24
04.03.24
€248.62
04.03.25
04.03.25
-7.76%
12:07
12:07
Spotify Technology SA
Start price
Target price
Perf. (%)
€249.00
04.03.24
04.03.24
€250.00
04.03.25
04.03.25
8.82%
04.04.24
04.04.24
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
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€191.40
04.03.24
04.03.24
€174.95
04.03.25
04.03.25
-33.78%
12:13
12:13
LiveRamp Holdings, Inc.
Start price
Target price
Perf. (%)
€31.20
04.03.24
04.03.24
€46.96
04.03.25
04.03.25
-26.28%
04.09.24
04.09.24
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€66.30
04.03.24
04.03.24
-
04.03.25
04.03.25
2.56%
16.03.24
16.03.24
Super Micro Computer
Start price
Target price
Perf. (%)
€1,044.5
04.03.24
04.03.24
-
04.03.25
04.03.25
-3.73%
16.03.24
16.03.24
Capable Management
Probably not worthwhile Investment
Few uniques