Predictions
Epam Systems Inc.
Start price
Target price
Perf. (%)
€208.20
28.06.23
28.06.23
€211.00
28.06.24
28.06.24
2.35%
07.07.23
07.07.23
High Investments for future growth
Very valuable balance sheet
Leading role in innovation
Very positive Cash Flow expected
Epam Systems Inc.
Start price
Target price
Perf. (%)
€355.60
01.11.22
01.11.22
€300.00
01.11.23
01.11.23
-41.45%
28.06.23
28.06.23
High Investments for future growth
Very valuable balance sheet
Leading role in innovation
Very positive Cash Flow expected
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
Top 10 in its market
Revenue growth >5% per year expected
Good rating
Some uniques
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
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€79.38
10.06.22
10.06.22
€66.00
10.06.23
10.06.23
-25.04%
11.06.23
11.06.23
Could be worthwhile Investment >10% per year
Higher EBIT margin than peer group
Good rating
Low dividend yield expected
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€56.35
30.05.23
30.05.23
€80.00
30.05.24
30.05.24
5.59%
10.06.23
10.06.23
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Standard Investments for future growth
Higher EBIT margin than peer group
Microsoft Corp.
Start price
Target price
Perf. (%)
€294.25
22.05.23
22.05.23
€300.00
22.05.24
22.05.24
6.02%
28.05.23
28.05.23
Could be very worthwhile Investment >20% year
Capable Management
Good culture
Innovative
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€56.39
17.05.23
17.05.23
-
17.05.24
17.05.24
-0.51%
26.05.23
26.05.23
Probably not worthwhile Investment
Palo Alto Networks
Start price
Target price
Perf. (%)
€184.94
01.04.23
01.04.23
€190.00
01.04.24
01.04.24
3.99%
25.05.23
25.05.23
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Fair valuation
High dividend yield expected
Microsoft Corp.
Start price
Target price
Perf. (%)
€277.65
29.04.23
29.04.23
€288.00
29.04.24
29.04.24
5.98%
22.05.23
22.05.23
Could be very worthwhile Investment >20% year
Capable Management
Good culture
Innovative
Fortinet Inc.
Start price
Target price
Perf. (%)
€45.58
05.01.23
05.01.23
€60.00
05.01.24
05.01.24
42.38%
20.05.23
20.05.23
Could be very worthwhile Investment >20% year
Fair valuation
Revenue growth >5% per year expected
Some uniques
Cognizant Technology Solutions Corp.
Start price
Target price
Perf. (%)
€69.78
18.05.22
18.05.22
-
18.05.23
18.05.23
-15.63%
18.05.23
18.05.23
CrowdStrike Holdings Inc
Start price
Target price
Perf. (%)
€235.35
06.09.21
06.09.21
€300.00
31.07.23
31.07.23
-52.83%
08.05.23
08.05.23
Could be worthwhile Investment >10% per year
Microsoft Corp.
Start price
Target price
Perf. (%)
€275.20
27.04.23
27.04.23
€280.00
27.04.24
27.04.24
0.89%
29.04.23
29.04.23
Could be very worthwhile Investment >20% year
Capable Management
Good culture
Innovative
Microsoft Corp.
Start price
Target price
Perf. (%)
€264.20
17.03.23
17.03.23
€270.00
17.03.24
17.03.24
4.16%
27.04.23
27.04.23
Could be very worthwhile Investment >20% year
Capable Management
Good culture
Innovative
Microsoft Corp.
Start price
Target price
Perf. (%)
€264.35
27.04.22
27.04.22
€300.00
27.04.23
27.04.23
1.57%
27.04.23
27.04.23
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Standard Investments for future growth
Good culture
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€158.50
29.07.22
29.07.22
€199.00
29.07.23
29.07.23
26.28%
18.04.23
18.04.23
Could be worthwhile Investment >10% per year
Top 10 in its market
Known brand
Small cyclical dependencies
Twitter Inc.
Start price
Target price
Perf. (%)
€44.50
15.04.22
15.04.22
-
15.04.23
15.04.23
21.21%
16.04.23
16.04.23
Could be worthwhile Investment >10% per year