Added to YB: 2026-05-29
Pitch date: 2026-05-26
RACE [neutral]
Ferrari N.V.
+3.76%
current return
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 50.0B
Pitch Price
EUR 283.00
Price Target
N/A
Dividend
1.27%
EV/EBITDA
20.87
P/E
31.57
EV/Sales
7.10
Sector
Automobiles
Category
growth
Ferrari (RACE Italy): the Luce shows Ferrari is willing to take bigger risks than the market expected
RACE (update): Luce marks bold strategic pivot—fully electric, 5-seat crossover w/ polarizing design vs traditional Ferrari DNA. 800V arch, 350kW charging, 530km range, 0-100 in 2.5s but not segment-leading specs. €550k pricing above luxury EV peers sans combustion emotion. ~1k units/yr at peak, immaterial to financials but tests brand dilution risk. Hybrid models already seeing depreciation pressure vs historical norms. Strategic bet on attracting new luxury buyers without alienating core base.
Read full article (3 min)