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%
02:15
02:15
Apple Inc.
Start price
Target price
Perf. (%)
€203.70
28.08.24
28.08.24
€205.00
28.08.25
28.08.25
2.87%
29.08.24
29.08.24
positive Cash Flow expected
Standard Investments for future growth
Valuable balance sheet
Normal challenges to pay loans and raise capital
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
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
Marvell Technology Inc.
Start price
Target price
Perf. (%)
€51.26
25.08.23
25.08.23
€60.09
25.08.24
25.08.24
25.42%
26.08.24
26.08.24
CrowdStrike Holdings Inc
Start price
Target price
Perf. (%)
€134.96
25.08.23
25.08.23
€161.79
25.08.24
25.08.24
80.98%
26.08.24
26.08.24
Cadence Design Systems
Start price
Target price
Perf. (%)
€213.00
25.08.23
25.08.23
€231.13
25.08.24
25.08.24
15.40%
26.08.24
26.08.24
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€60.36
14.04.24
14.04.24
€57.00
14.04.25
14.04.25
6.54%
25.08.24
25.08.24
Top 10 in its market
Future proof or reliable business model
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€133.86
31.07.24
31.07.24
€125.00
30.07.25
30.07.25
3.18%
25.08.24
25.08.24
Could be worthwhile Investment >10% per year
Top 10 in its market
Small cyclical dependencies
Revenue growth >5% per year expected