Predictions
Salesforce.com
Start price
Target price
Perf. (%)
€278.00
27.02.24
27.02.24
€281.00
27.02.25
27.02.25
5.11%
02.03.24
02.03.24
Revenue growth > 30% per year expected
EBIT growth > 30% per year expected
Undervalued
Future proof or reliable business model
Salesforce.com
Start price
Target price
Perf. (%)
€270.20
16.02.24
16.02.24
€271.00
16.02.25
16.02.25
2.89%
27.02.24
27.02.24
Revenue growth > 30% per year expected
EBIT growth > 30% per year expected
Undervalued
Future proof or reliable business model
Netflix Inc.
Start price
Target price
Perf. (%)
€523.50
26.01.24
26.01.24
€520.00
26.01.25
26.01.25
4.72%
16.02.24
16.02.24
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth > 30% per year expected
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€354.00
20.01.24
20.01.24
€360.00
20.01.25
20.01.25
24.29%
02.02.24
02.02.24
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth >5% per year expected
Microsoft Corp.
Start price
Target price
Perf. (%)
€237.00
21.02.23
21.02.23
€278.67
30.01.24
30.01.24
61.31%
30.01.24
30.01.24
Could be very worthwhile Investment >20% year
Revenue growth >5% per year expected
EBIT growth > 30% per year expected
Rising EBIT margin expected
ServiceNow Inc.
Start price
Target price
Perf. (%)
€423.90
27.01.23
27.01.23
€545.00
27.01.24
27.01.24
67.73%
28.01.24
28.01.24
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
Netflix Inc.
Start price
Target price
Perf. (%)
€456.35
20.12.23
20.12.23
€466.00
20.12.24
20.12.24
14.71%
26.01.24
26.01.24
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth > 30% per year expected
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€57.20
14.12.23
14.12.23
€54.00
14.12.24
14.12.24
8.79%
22.01.24
22.01.24
Top 10 in its market
Well known brand
Future proof or reliable business model
EBIT growth > 30% per year expected
Adobe Inc.
Start price
Target price
Perf. (%)
€536.80
14.12.23
14.12.23
€550.00
14.12.24
14.12.24
5.18%
22.01.24
22.01.24
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT decline/stagnation expected
Lower EBIT Margin than peer group
Adobe Inc.
Start price
Target price
Perf. (%)
€325.55
21.01.23
21.01.23
€330.00
21.01.24
21.01.24
72.02%
22.01.24
22.01.24
Could be worthwhile Investment >10% per year
Synopsys Inc.
Start price
Target price
Perf. (%)
€315.65
21.01.23
21.01.23
€330.00
21.01.24
21.01.24
50.99%
22.01.24
22.01.24
Could be worthwhile Investment >10% per year
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€339.10
12.01.24
12.01.24
€340.00
12.01.25
12.01.25
4.39%
20.01.24
20.01.24
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. (%)
€322.05
20.12.23
20.12.23
€325.00
20.12.24
20.12.24
5.29%
12.01.24
12.01.24
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. (%)
€305.05
11.11.23
11.11.23
€310.00
11.11.24
11.11.24
5.57%
20.12.23
20.12.23
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth >5% per year expected
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€50.61
25.11.23
25.11.23
€53.00
25.11.24
25.11.24
8.89%
05.12.23
05.12.23
Top 10 in its market
Well known brand
Future proof or reliable business model
EBIT growth > 30% per year expected
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€294.45
20.10.23
20.10.23
€300.00
20.10.24
20.10.24
3.60%
11.11.23
11.11.23
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth >5% per year expected
Adobe Inc.
Start price
Target price
Perf. (%)
€526.60
18.10.23
18.10.23
€520.00
18.10.24
18.10.24
-8.36%
28.10.23
28.10.23
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT decline/stagnation expected
Lower EBIT Margin than peer group
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€284.85
07.08.23
07.08.23
€290.00
07.08.24
07.08.24
3.37%
20.10.23
20.10.23
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. (%)
€277.00
18.10.22
18.10.22
€300.00
18.10.23
18.10.23
33.30%
19.10.23
19.10.23
Could be worthwhile Investment >10% per year
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€123.96
11.01.23
11.01.23
€250.00
11.01.24
11.01.24
126.73%
13.09.23
13.09.23
Could be worthwhile Investment >10% per year
Very high dividend yield expected
Very capable Management
Very Future proof/growth oriented business model
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€275.50
17.07.23
17.07.23
€282.00
17.07.24
17.07.24
3.39%
07.08.23
07.08.23
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth >5% per year expected
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
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