Predictions
Rambus Inc.
Start price
Target price
Perf. (%)
€37.38
05.10.24
05.10.24
€42.00
05.10.25
05.10.25
-
04.10.24
04.10.24
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
negative Cash Flow expected
Micron Technology Inc.
Start price
Target price
Perf. (%)
€92.78
04.10.24
04.10.24
€100.00
04.10.25
04.10.25
0.40%
04.10.24
04.10.24
positive Cash Flow expected
Revenue growth >5% per year expected
High dividend yield expected
Valuable balance sheet
Texas Instruments Inc.
Start price
Target price
Perf. (%)
€182.42
04.10.24
04.10.24
€175.00
04.10.25
04.10.25
1.23%
04.10.24
04.10.24
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€147.34
03.10.24
03.10.24
€163.10
03.10.25
03.10.25
5.67%
04.10.24
04.10.24
KLA-Tencor Corp.
Start price
Target price
Perf. (%)
€699.10
03.10.24
03.10.24
€788.31
03.10.25
03.10.25
2.59%
04.10.24
04.10.24
Applied Materials Inc.
Start price
Target price
Perf. (%)
€181.14
03.10.24
03.10.24
€212.93
03.10.25
03.10.25
1.59%
04.10.24
04.10.24
Hewlett Packard Enterprise Co
Start price
Target price
Perf. (%)
€18.58
03.10.24
03.10.24
€19.00
03.10.25
03.10.25
1.08%
04.10.24
04.10.24
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
Monolithic Power Systems
Start price
Target price
Perf. (%)
€829.60
02.10.24
02.10.24
€898.68
02.10.25
02.10.25
2.82%
04.10.24
04.10.24
T-Mobile US Inc.
Start price
Target price
Perf. (%)
€185.52
02.10.24
02.10.24
€199.87
02.10.25
02.10.25
2.30%
04.10.24
04.10.24
Super Micro Computer
Start price
Target price
Perf. (%)
€3,742.0
02.10.24
02.10.24
€3,800.0
-
30.09.24
30.09.24
Capable Management
Innovative
Sustainability is important
Medium risks for its business
Micron Technology Inc.
Start price
Target price
Perf. (%)
€93.71
01.10.24
01.10.24
€135.45
01.10.25
01.10.25
-0.60%
04.10.24
04.10.24