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Watching
38
| Company | Price & Valuation | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
SEDG SolarEdge Technologies US$42.6025.3% overvalued intrinsic discount 12.6%7D 23.3%3M | ||||||
TEAM Atlassian US$74.0155.2% undervalued intrinsic discount 12.1%7D -42.4%3M | ||||||
ENPH Enphase Energy US$35.3622.7% undervalued intrinsic discount 9.9%7D -12.6%3M | ||||||
PLTR Palantir Technologies US$152.6217.8% undervalued intrinsic discount 7.4%7D -8.0%3M | ||||||
CRM Salesforce US$189.8040.2% undervalued intrinsic discount 6.9%7D -16.8%3M | ||||||
MU Micron Technology US$487.487.4% undervalued intrinsic discount 6.8%7D 22.6%3M | ||||||
XYZ Block US$72.5034.7% undervalued intrinsic discount 6.7%7D 11.5%3M | ||||||
MTCH Match Group US$36.530.6% overvalued intrinsic discount 5.8%7D 15.9%3M | ||||||
COIN Coinbase Global US$206.2446.2% undervalued intrinsic discount 5.3%7D -7.6%3M | ||||||
MSFT Microsoft US$432.929.6% overvalued intrinsic discount 5.3%7D -4.0%3M | ||||||
ABNB Airbnb US$144.181.0% undervalued intrinsic discount 4.9%7D 7.8%3M | ||||||
ADBE Adobe US$255.9422.8% undervalued intrinsic discount 4.6%7D -14.6%3M | ||||||
ADSK Autodesk US$247.5725.3% undervalued intrinsic discount 3.4%7D -8.2%3M | ||||||
PYPL PayPal Holdings US$51.223.4% undervalued intrinsic discount 3.3%7D -10.4%3M | ||||||
TSM Taiwan Semiconductor Manufacturing US$387.441.7% overvalued intrinsic discount 3.3%7D 18.3%3M | ||||||
ZM Zoom Communications US$91.925.6% undervalued intrinsic discount 3.2%7D 8.6%3M | ||||||
PTC PTC US$140.6026.2% undervalued intrinsic discount 2.9%7D -14.6%3M | ||||||
CROX Crocs US$105.2919.0% undervalued intrinsic discount 2.7%7D 22.0%3M | ||||||
PATH UiPath US$10.8921.1% undervalued intrinsic discount 2.6%7D -28.1%3M | ||||||
AAPL Apple US$273.177.9% undervalued intrinsic discount 2.5%7D 10.0%3M | ||||||
ROK Rockwell Automation US$407.020.01% overvalued intrinsic discount 2.4%7D -4.3%3M | ||||||
U Unity Software US$25.8231.0% undervalued intrinsic discount 2.2%7D -38.7%3M | ||||||
NVDA NVIDIA US$202.5033.7% undervalued intrinsic discount 1.8%7D 9.6%3M | ||||||
DIS Walt Disney US$104.8218.4% undervalued intrinsic discount 1.7%7D -7.4%3M | ||||||
GM General Motors US$79.0026.7% undervalued intrinsic discount 1.6%7D -2.6%3M | ||||||
VRT Vertiv Holdings Co US$305.1415.9% overvalued intrinsic discount 1.3%7D 68.5%3M | ||||||
SBUX Starbucks US$99.52121.2% overvalued intrinsic discount 1.2%7D 3.9%3M | ||||||
CNSW.F Constellation Software US$1,930.0334.9% undervalued intrinsic discount 1.1%7D -2.3%3M | ||||||
GOOGL Alphabet US$339.329.7% undervalued intrinsic discount 0.7%7D 2.7%3M | ||||||
NKE NIKE US$45.6839.1% undervalued intrinsic discount 0.5%7D -30.2%3M | ||||||
INTC Intel US$65.2738.5% overvalued intrinsic discount 0.5%7D 20.2%3M | ||||||
META Meta Platforms US$674.7216.3% overvalued intrinsic discount 0.5%7D 4.2%3M | ||||||
CRCL Circle Internet Group US$104.3627.9% undervalued intrinsic discount -1.1%7D 46.3%3M | ||||||
SPOT Spotify Technology US$522.8819.2% undervalued intrinsic discount -1.6%7D 4.9%3M | ||||||
CEG Constellation Energy US$287.1628.2% undervalued intrinsic discount -2.6%7D -0.07%3M | ||||||
FSLR First Solar US$188.7133.0% undervalued intrinsic discount -3.3%7D -21.3%3M | ||||||
NFLX Netflix US$93.2417.6% undervalued intrinsic discount -13.4%7D 11.6%3M | ||||||
PSNY Polestar Automotive Holding UK US$18.1139.6% undervalued intrinsic discount -13.9%7D 5.6%3M |
Watching
38
| Company | Price & Valuation | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
SEDG SolarEdge Technologies 12.6%7D 23.3%3M | US$42.60 25.3% overvalued intrinsic discount | PS 2.2x | E 100.3% | US$36.95 | ||
TEAM Atlassian 12.1%7D -42.4%3M | US$74.01 55.2% undervalued intrinsic discount | PS 3.4x | E 60.7% | US$147.09 | ||
ENPH Enphase Energy 9.9%7D -12.6%3M | US$35.36 22.7% undervalued intrinsic discount | PE 27.1x | E 15.5% | US$45.50 | ||
PLTR Palantir Technologies 7.4%7D -8.0%3M | US$152.62 17.8% undervalued intrinsic discount | PB 49.4x | E 30.9% | US$186.47 | ||
CRM Salesforce 6.9%7D -16.8%3M | US$189.80 40.2% undervalued intrinsic discount | PE 20.8x | E 10.9% | US$268.87 | ||
MU Micron Technology 6.8%7D 22.6%3M | US$487.48 7.4% undervalued intrinsic discount | PE 22.8x | E 25.7% | US$533.73 | ||
XYZ Block 6.7%7D 11.5%3M | US$72.50 34.7% undervalued intrinsic discount | PE 33.1x | E 24.3% | US$86.15 | ||
MTCH Match Group 5.8%7D 15.9%3M | US$36.53 0.6% overvalued intrinsic discount | PE 13.9x | E 7.7% | US$36.24 | ||
COIN Coinbase Global 5.3%7D -7.6%3M | US$206.24 46.2% undervalued intrinsic discount | PE 43.2x | E 10.5% | US$239.94 | ||
MSFT Microsoft 5.3%7D -4.0%3M | US$432.92 9.6% overvalued intrinsic discount | PE 27x | E 13.1% | US$578.93 | ||
ABNB Airbnb 4.9%7D 7.8%3M | US$144.18 1.0% undervalued intrinsic discount | PE 34.4x | E 14.0% | US$146.88 | ||
ADBE Adobe 4.6%7D -14.6%3M | US$255.94 22.8% undervalued intrinsic discount | PE 14.4x | E 7.3% | US$329.28 | ||
ADSK Autodesk 3.4%7D -8.2%3M | US$247.57 25.3% undervalued intrinsic discount | PE 46.5x | E 18.7% | US$326.63 | ||
PYPL PayPal Holdings 3.3%7D -10.4%3M | US$51.22 3.4% undervalued intrinsic discount | PE 8.8x | E -2.5% | US$52.85 | ||
TSM Taiwan Semiconductor Manufacturing 3.3%7D 18.3%3M | US$387.44 1.7% overvalued intrinsic discount | PE 27.9x | E 21.7% | US$474.13 | ||
ZM Zoom Communications 3.2%7D 8.6%3M | US$91.92 5.6% undervalued intrinsic discount | PE 14.3x | E -9.5% | US$97.33 | ||
PTC PTC 2.9%7D -14.6%3M | US$140.60 26.2% undervalued intrinsic discount | PE 20.4x | E -5.6% | US$186.21 | ||
CROX Crocs 2.7%7D 22.0%3M | US$105.29 19.0% undervalued intrinsic discount | PS 1.3x | E 57.9% | US$109.42 | ||
PATH UiPath 2.6%7D -28.1%3M | US$10.89 21.1% undervalued intrinsic discount | PE 20.2x | E -23.6% | US$13.81 | ||
AAPL Apple 2.5%7D 10.0%3M | US$273.17 7.9% undervalued intrinsic discount | PE 34.1x | E 7.7% | US$297.71 | ||
ROK Rockwell Automation 2.4%7D -4.3%3M | US$407.02 0.01% overvalued intrinsic discount | PE 46.3x | E 14.5% | US$421.57 | ||
U Unity Software 2.2%7D -38.7%3M | US$25.82 31.0% undervalued intrinsic discount | PS 6.1x | E 58.3% | US$32.12 | ||
NVDA NVIDIA 1.8%7D 9.6%3M | US$202.50 33.7% undervalued intrinsic discount | PE 41x | E 22.5% | US$268.61 | ||
DIS Walt Disney 1.7%7D -7.4%3M | US$104.82 18.4% undervalued intrinsic discount | PE 15.2x | E 3.4% | US$128.25 | ||
GM General Motors 1.6%7D -2.6%3M | US$79.00 26.7% undervalued intrinsic discount | PE 22.4x | E 22.0% | US$94.15 | ||
VRT Vertiv Holdings Co 1.3%7D 68.5%3M | US$305.14 15.9% overvalued intrinsic discount | PE 74.9x | E 21.7% | US$297.44 | ||
SBUX Starbucks 1.2%7D 3.9%3M | US$99.52 121.2% overvalued intrinsic discount | PE 82.8x | E 24.1% | US$100.97 | ||
CNSW.F Constellation Software 1.1%7D -2.3%3M | US$1,930.03 34.9% undervalued intrinsic discount | PE 80.3x | E 22.0% | US$2,965.83 | ||
GOOGL Alphabet 0.7%7D 2.7%3M | US$339.32 9.7% undervalued intrinsic discount | PE 31.1x | E 12.1% | US$377.34 | ||
NKE NIKE 0.5%7D -30.2%3M | US$45.68 39.1% undervalued intrinsic discount | PE 30.1x | E 18.9% | US$62.37 | ||
INTC Intel 0.5%7D 20.2%3M | US$65.27 38.5% overvalued intrinsic discount | PS 6.2x | E 39.8% | US$55.33 | ||
META Meta Platforms 0.5%7D 4.2%3M | US$674.72 16.3% overvalued intrinsic discount | PE 28.3x | E 15.6% | US$855.11 | ||
CRCL Circle Internet Group -1.1%7D 46.3%3M | US$104.36 27.9% undervalued intrinsic discount | PS 9.2x | E 46.5% | US$128.65 | ||
SPOT Spotify Technology -1.6%7D 4.9%3M | US$522.88 19.2% undervalued intrinsic discount | PE 41.6x | E 16.7% | US$642.13 | ||
CEG Constellation Energy -2.6%7D -0.07%3M | US$287.16 28.2% undervalued intrinsic discount | PE 44.9x | E 18.9% | US$371.98 | ||
FSLR First Solar -3.3%7D -21.3%3M | US$188.71 33.0% undervalued intrinsic discount | PE 13.3x | E 15.6% | US$246.03 | ||
NFLX Netflix -13.4%7D 11.6%3M | US$93.24 17.6% undervalued intrinsic discount | PE 29.4x | E 12.0% | US$114.27 | ||
PSNY Polestar Automotive Holding UK -13.9%7D 5.6%3M | US$18.11 39.6% undervalued intrinsic discount | PS 0.7x | E 17.6% | US$22.50 |