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Added to YB: 2026-06-01

Pitch date: 2026-05-28

RACE [neutral]

Ferrari N.V.

+11.77%

current return

Author Info

Company Info

Ferrari N.V., through its subsidiaries, engages in design, engineering, production, and sale of luxury performance sports cars worldwide.

Market Cap

EUR 56.2B

Pitch Price

EUR 294.50

Price Target

N/A

Dividend

1.18%

EV/EBITDA

23.40

P/E

35.53

EV/Sales

7.96

Sector

Automobiles

Category

N/A

Show full summary:
What have you done, Ferrari?

RACE (overview): Ferrari unveiled Luce, its first EV—€500k+, 1,000+ hp, 5-seat liftback, 500km range, late-2026 delivery. Stock fell 7-8% on 'un-Ferrari' design. Key risk: brand dilution as EVs erode scarcity/sound/emotion that justify premium multiples (Hermès-on-wheels vs forced electrifier). Demanding valuation normalizing; potential opportunity if overpunished forces course correction. Full analysis pending.

Read full article (8 min)