Predictions
CrowdStrike Holdings Inc
Start price
Target price
Perf. (%)
€133.70
29.08.23
29.08.23
€157.49
29.08.24
29.08.24
86.01%
30.08.24
30.08.24
CrowdStrike Holdings Inc
Start price
Target price
Perf. (%)
€133.74
28.08.23
28.08.23
€185.02
28.08.24
28.08.24
71.86%
29.08.24
29.08.24
Lam Research Corp.
Start price
Target price
Perf. (%)
€613.00
28.08.23
28.08.23
€693.83
28.08.24
28.08.24
15.84%
29.08.24
29.08.24
UTStarcom Holdings Corp.
Start price
Target price
Perf. (%)
€3.32
28.08.23
28.08.23
-
28.08.24
28.08.24
-33.13%
29.08.24
29.08.24
M/a-Com Technology Sol.
Start price
Target price
Perf. (%)
€75.00
28.08.23
28.08.23
€85.07
28.08.24
28.08.24
33.33%
29.08.24
29.08.24
Applied Materials Inc.
Start price
Target price
Perf. (%)
€135.22
28.08.23
28.08.23
€110.00
28.08.24
28.08.24
43.22%
06.03.24
06.03.24
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€56.87
28.08.23
28.08.23
€50.00
28.08.24
28.08.24
10.92%
29.08.24
29.08.24
Splunk Inc.
Start price
Target price
Perf. (%)
€107.66
27.08.23
27.08.23
€280.00
27.08.24
27.08.24
6.65%
04.09.23
04.09.23
positive Cash Flow expected
Could be worthwhile Investment >10% per year
EBIT growth >5% per year expected
ROE higher than 10% per year
Lenovo Group Ltd
Start price
Target price
Perf. (%)
€0.98
26.08.23
26.08.23
€1.00
26.08.24
26.08.24
0.43%
06.09.23
06.09.23
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
NVIDIA Corp.
Start price
Target price
Perf. (%)
€42.75
26.08.23
26.08.23
€38.00
26.08.24
26.08.24
-2.90%
01.10.23
01.10.23
Strong uniques
Very Future proof/growth oriented business model
Revenue growth >5% per year expected
High Investments for future growth
Akoustis Technologies Inc
Start price
Target price
Perf. (%)
€1.54
26.08.23
26.08.23
€0.20
26.08.24
26.08.24
-94.22%
27.08.24
27.08.24
Higher EBIT margin than peer group
Probably not worthwhile Investment
Revenue decline/stagnation expected
EBIT decline/stagnation expected
Arista Networks
Start price
Target price
Perf. (%)
€168.50
26.08.23
26.08.23
€295.00
26.08.24
26.08.24
83.98%
27.08.24
27.08.24
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
Very low/no dividend yield expected
Netease Inc. ADR
Start price
Target price
Perf. (%)
€91.20
25.08.23
25.08.23
€125.00
25.08.24
25.08.24
-19.41%
26.08.24
26.08.24