Added to YB: 2026-01-07
Pitch date: 2026-01-04
RACE [bullish]
Ferrari N.V.
Author Info
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Company Info
Ferrari N.V., through its subsidiaries, engages in design, engineering, production, and sale of luxury performance sports cars worldwide.
Market Cap
EUR 56.1B
Pitch Price
EUR 317.60
Price Target
N/A
Dividend
0.94%
EV/EBITDA
24.11
P/E
35.27
EV/Sales
8.13
Sector
Automobiles
Category
value
Built to Last: 10 Resilient Rebounds for 2026 - Ferrari N.V.
RACE: Stock dropped 16% on disappointing 5% annual revenue growth guidance to 2030 vs higher expectations. Market punishing scarcity strategy but this preserves pricing power - backlog extends to 2026-27, insulating from macro fluctuations. China weakness offset by US/EU demand. Targeting 12-15% CAGR returns.
Read full article (2 min)