Predictions
Super Micro Computer
Start price
Target price
Perf. (%)
€659.80
20.02.24
20.02.24
€650.00
20.02.25
20.02.25
52.39%
16.03.24
16.03.24
Capable Management
Innovative
Sustainability is important
Medium risks for its business
CrowdStrike Holdings Inc
Start price
Target price
Perf. (%)
€291.30
20.02.24
20.02.24
€323.23
20.02.25
20.02.25
-21.28%
18:15
18:15
Palo Alto Networks
Start price
Target price
Perf. (%)
€334.65
20.02.24
20.02.24
€355.66
20.02.25
20.02.25
-8.64%
18:14
18:14
Descartes Sys Grp Inc.
Start price
Target price
Perf. (%)
€80.50
20.02.24
20.02.24
€69.23
20.02.25
20.02.25
11.06%
15:43
15:43
CrowdStrike Holdings Inc
Start price
Target price
Perf. (%)
€300.85
20.02.24
20.02.24
€346.39
20.02.25
20.02.25
-23.78%
18:15
18:15
Fair Isaac Corp.
Start price
Target price
Perf. (%)
€1,210.0
19.02.24
19.02.24
€1,225.0
19.02.25
19.02.25
2.60%
14.05.24
14.05.24
Could be worthwhile Investment >10% per year
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
Delivery Hero SE
Start price
Target price
Perf. (%)
€22.95
19.02.24
19.02.24
€24.00
19.02.25
19.02.25
3.49%
06.03.24
06.03.24
Could be worthwhile Investment >10% per year
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Spotify Technology SA
Start price
Target price
Perf. (%)
€231.00
18.02.24
18.02.24
€230.00
18.02.25
18.02.25
2.60%
24.02.24
24.02.24
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
CrowdStrike Holdings Inc
Start price
Target price
Perf. (%)
€306.05
18.02.24
18.02.24
€300.00
18.02.25
18.02.25
4.15%
19.05.24
19.05.24
LiveRamp Holdings, Inc.
Start price
Target price
Perf. (%)
€33.80
18.02.24
18.02.24
-
18.02.25
18.02.25
-32.54%
04.09.24
04.09.24
Epam Systems Inc.
Start price
Target price
Perf. (%)
€288.20
17.02.24
17.02.24
€320.06
17.02.25
17.02.25
-37.61%
14:08
14:08
Applied Materials Inc.
Start price
Target price
Perf. (%)
€186.28
17.02.24
17.02.24
€208.73
17.02.25
17.02.25
-12.48%
18:13
18:13
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€67.95
17.02.24
17.02.24
-
17.02.25
17.02.25
9.96%
18:19
18:19