Predictions
Lam Research Corp.
Start price
Target price
Perf. (%)
€894.40
16.04.24
16.04.24
€987.00
16.04.25
16.04.25
9.85%
12.07.24
12.07.24
ServiceNow Inc.
Start price
Target price
Perf. (%)
€704.80
15.04.24
15.04.24
€864.25
15.04.25
15.04.25
-1.29%
12.07.24
12.07.24
Salesforce.com
Start price
Target price
Perf. (%)
€268.05
15.04.24
15.04.24
€323.82
15.04.25
15.04.25
-12.96%
12.07.24
12.07.24
Cadence Design Systems
Start price
Target price
Perf. (%)
€289.20
15.04.24
15.04.24
€319.12
15.04.25
15.04.25
0.09%
12.07.24
12.07.24
Cisco Systems Inc.
Start price
Target price
Perf. (%)
€46.41
15.04.24
15.04.24
€56.32
15.04.25
15.04.25
-5.63%
12.07.24
12.07.24
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€482.25
15.04.24
15.04.24
€530.00
15.04.25
15.04.25
-5.09%
12.07.24
12.07.24
Could be worthwhile Investment >10% per year
Top 10 in its market
Known brand
Small cyclical dependencies
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€60.36
14.04.24
14.04.24
€62.00
14.04.25
14.04.25
-8.45%
12.07.24
12.07.24
Top 10 in its market
Future proof or reliable business model
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Micron Technology Inc.
Start price
Target price
Perf. (%)
€115.90
12.04.24
12.04.24
€131.52
12.04.25
12.04.25
5.73%
12.07.24
12.07.24
Salesforce.com
Start price
Target price
Perf. (%)
€279.20
12.04.24
12.04.24
€329.04
12.04.25
12.04.25
-16.43%
12.07.24
12.07.24
NVIDIA Corp.
Start price
Target price
Perf. (%)
€84.83
12.04.24
12.04.24
€99.90
12.04.25
12.04.25
39.84%
12.07.24
12.07.24
Small cyclical dependencies
Could be worthwhile Investment >10% per year
Growths faster than the competition
Innovative
Applied Materials Inc.
Start price
Target price
Perf. (%)
€198.52
11.04.24
11.04.24
€240.00
11.04.25
11.04.25
12.62%
12.07.24
12.07.24
KLA-Tencor Corp.
Start price
Target price
Perf. (%)
€650.70
11.04.24
11.04.24
€800.00
11.04.25
11.04.25
21.06%
12.07.24
12.07.24
Analog Devices Inc.
Start price
Target price
Perf. (%)
€184.24
11.04.24
11.04.24
€197.92
11.04.25
11.04.25
19.16%
12.07.24
12.07.24
KLA-Tencor Corp.
Start price
Target price
Perf. (%)
€640.30
11.04.24
11.04.24
€745.60
11.04.25
11.04.25
23.03%
12.07.24
12.07.24