Predictions
Apple Inc.
Start price
Target price
Perf. (%)
€135.00
26.06.22
26.06.22
-
26.07.22
26.07.22
11.50%
27.07.22
27.07.22
Higher EBIT margin than peer group
Very positive Cash Flow expected
Top Rating
Very capable Management
Netflix Inc.
Start price
Target price
Perf. (%)
€182.98
25.06.22
25.06.22
-
06.10.23
06.10.23
18.24%
22.07.22
22.07.22
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth > 30% per year expected
Microsoft Corp.
Start price
Target price
Perf. (%)
€254.05
25.06.22
25.06.22
-
06.10.23
06.10.23
8.05%
31.07.22
31.07.22
Could be very worthwhile Investment >20% year
Capable Management
Good culture
Innovative
Alphabet Inc. C
Start price
Target price
Perf. (%)
€103.08
20.06.22
20.06.22
€135.00
20.06.23
20.06.23
9.63%
20.06.23
20.06.23
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
High valuation
Low dividend yield expected
Applied Materials Inc.
Start price
Target price
Perf. (%)
€84.80
16.06.22
16.06.22
€95.00
22.04.26
22.04.26
100.62%
20:05
20:05
Cadence Design Systems
Start price
Target price
Perf. (%)
€133.62
16.06.22
16.06.22
€165.00
22.04.26
22.04.26
83.36%
19:51
19:51
Texas Instruments Inc.
Start price
Target price
Perf. (%)
€148.48
14.06.22
14.06.22
-
14.07.22
14.07.22
6.41%
15.07.22
15.07.22
Apple Inc.
Start price
Target price
Perf. (%)
€129.08
14.06.22
14.06.22
-
14.06.23
14.06.23
2.91%
24.06.22
24.06.22
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
Very high dividend yield expected
EBIT growth > 30% per year expected
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€85.47
14.06.22
14.06.22
-
14.06.23
14.06.23
6.05%
29.07.22
29.07.22
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€86.62
13.06.22
13.06.22
€100.00
13.06.23
13.06.23
-4.19%
25.06.22
25.06.22
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
Microsoft Corp.
Start price
Target price
Perf. (%)
€235.20
13.06.22
13.06.22
€320.00
13.06.23
13.06.23
10.14%
12.04.23
12.04.23
Could be worthwhile Investment >10% per year
Fair valuation
Standard Investments for future growth
Valuable balance sheet
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€72.70
13.06.22
13.06.22
€127.00
13.06.23
13.06.23
-7.19%
12.04.23
12.04.23
Could be worthwhile Investment >10% per year
Fair valuation
Standard Investments for future growth
Valuable balance sheet
Microsoft Corp.
Start price
Target price
Perf. (%)
€236.75
12.06.22
12.06.22
-
12.07.22
12.07.22
7.31%
25.06.22
25.06.22
Could be very worthwhile Investment >20% year
Capable Management
Good culture
Innovative