Predictions
Palo Alto Networks
Start price
Target price
Perf. (%)
€233.80
05.07.23
05.07.23
€333.00
31.12.25
31.12.25
33.36%
18:17
18:17
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
High valuation
Henkel AG & Co. KGaA VZO
Start price
Target price
Perf. (%)
€73.06
03.07.23
03.07.23
€77.00
25.07.26
25.07.26
14.15%
18:10
18:10
BioMarin Pharmaceutical Inc.
Start price
Target price
Perf. (%)
€85.44
24.06.23
24.06.23
€100.00
31.07.25
31.07.25
-9.85%
10:07
10:07
Could be very worthwhile Investment >20% year
Yara International
Start price
Target price
Perf. (%)
€36.07
28.05.23
28.05.23
€45.00
10.02.27
10.02.27
-29.01%
17:46
17:46
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Higher EBIT margin than peer group
Undervalued
Micron Technology Inc.
Start price
Target price
Perf. (%)
€56.99
26.03.23
26.03.23
€180.00
26.03.25
26.03.25
115.54%
18:15
18:15
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Undervalued
Low dividend yield expected
Union Pacific Corp.
Start price
Target price
Perf. (%)
€185.66
10.03.23
10.03.23
€235.00
26.07.26
26.07.26
13.43%
18:15
18:15
Could be worthwhile Investment >10% per year
Future proof or reliable business model
Well known brand
Market Leader or Top 3
British American Tobacco PLC ADR
Start price
Target price
Perf. (%)
€34.80
29.01.23
29.01.23
€50.00
01.01.26
01.01.26
-2.75%
16:11
16:11
Could be very worthwhile Investment >20% year
High dividend yield expected
Intel Corp.
Start price
Target price
Perf. (%)
€24.37
22.12.22
22.12.22
€45.00
22.01.25
22.01.25
32.69%
18:15
18:15
Very high dividend yield expected
ROE higher than 15% per year
High Investments for future growth
Very differentiated customer and product portfolio
Porsche Automobil Holding SE
Start price
Target price
Perf. (%)
€56.72
17.11.22
17.11.22
€80.00
29.12.24
29.12.24
-16.04%
18:16
18:16
Could be very worthwhile Investment >20% year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Rising EBIT margin expected
AstraZeneca plc
Start price
Target price
Perf. (%)
€124.30
11.11.22
11.11.22
€165.00
08.09.26
08.09.26
18.42%
17:35
17:35
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
positive Cash Flow expected
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€75.33
04.11.22
04.11.22
€100.00
04.12.25
04.12.25
-27.19%
18:17
18:17
Siemens Energy AG
Start price
Target price
Perf. (%)
€11.35
19.10.22
19.10.22
€25.00
19.10.24
19.10.24
136.04%
18:13
18:13
Could be very worthwhile Investment >20% year
Well known brand
Future proof or reliable business model
Markel Corp.
Start price
Target price
Perf. (%)
€1,162.0
04.08.22
04.08.22
€1,650.0
08.02.27
08.02.27
24.35%
18:14
18:14
Could be worthwhile Investment >10% per year
Future proof or reliable business model
Good culture
Capable Management
Applied Materials Inc.
Start price
Target price
Perf. (%)
€84.80
16.06.22
16.06.22
€95.00
22.04.26
22.04.26
175.13%
18:00
18:00
STMicroelectronics N.V.
Start price
Target price
Perf. (%)
€31.31
16.06.22
16.06.22
€38.00
22.04.26
22.04.26
24.37%
16:51
16:51
Cadence Design Systems
Start price
Target price
Perf. (%)
€133.62
16.06.22
16.06.22
€165.00
22.04.26
22.04.26
118.27%
17:41
17:41
South32 Ltd
Start price
Target price
Perf. (%)
€3.62
20.04.22
20.04.22
-
19.12.26
19.12.26
-32.33%
18:12
18:12
Could be very worthwhile Investment >20% year