Ferrari N.V. (RACE)
Why Ferrari Is Unlike Any Other Luxury Brand, According to the Hosts of ‘Acquired'
We spent hundreds of hours studying the company and its strategy of tantalizing exclusivity
Ferrari upgraded to ‘Buy' on growth confidence
Ferrari (NYSE:RACE) has been upgraded to a ‘Buy' rating by Jefferies analysts, who cited renewed confidence in the luxury carmaker's growth trajectory and resilience in volatile market conditions. The upgrade reflects their expectations of high single-digit growth supported by a combination of stable demand, pricing power, and improving margins.
Ferrari: The Luxury Flywheel Seems Intact But "Luce" Is The Brand Test Of The Decade
Ferrari's business model thrives on controlled scarcity, resilient resale values, and high loyalty, with 84% of new cars sold to existing owners. Revenue growth is driven by product mix, personalization, and expanding brand monetization, with sponsorship and brand revenues now 11.5% of the total. Valuation reflects execution risks in EV transition and personalization's impact on residuals, but our bull scenario implies 20% annual return potential.
The Fastest Stock That Could Unlock Investor Riches
Ferrari's rare share price decline over the past six months offers investors a rare opportunity. Ferrari's operating margins dwarf its competitors and are still rising.
Ferrari: Why the World's Most Exclusive Automaker Trades Like an Asset, Not a Car Company
Ferrari doesn't make the most cars. It doesn't even try to.
Ferrari N.V. (RACE) Q4 2025 Earnings Call Transcript
Ferrari N.V. (RACE) Q4 2025 Earnings Call Transcript
Ferrari: Fourth Quarter Earnings Takes It Back To Square One
Ferrari exceeded low Q4 expectations, but growth remains tepid, with revenue up only 4% year-over-year and core car sales nearly flat. Non-car segments drove most of the growth, but declining shipments without compensating ASP increases highlight execution challenges in Ferrari's model transition strategy. 2026 guidance projects sub-5% revenue growth and no margin expansion, reflecting model changeovers and higher brand, racing, and digital investments.
Ferrari drives higher on better-than-expected earnings
Ferrari (NYSE:RACE) reported fourth quarter and full-year financial results above expectations, sending US-listed shares of the Italian luxury carmaker up 9% on Tuesday morning. For the fourth quarter, Ferrari posted net revenue of €1.8 billion, exceeding the consensus estimate of €1.77 billion.
Ferrari Is Up Sharply After Q4 Earnings, Reminding The Market Who Sets The Price
Ferrari just ended the “growth scare.” Q4 showed +7% revenue, +12% EBIT, and +50% FCF—all with lower volumes. The business model did exactly what it's designed to do. The sell-off was about guidance, not fundamentals. Conservative CMD targets crushed the multiple, but earnings are already tracking above Ferrari's own 2026 assumptions. Valuation reset created the setup. At ~32x forward EPS and with €3.5B in buybacks, returns now rely on math and capital allocation, not narrative expansion.
Ferrari (RACE) Beats Q4 Earnings and Revenue Estimates
Ferrari (RACE) came out with quarterly earnings of $2.49 per share, beating the Zacks Consensus Estimate of $2.44 per share. This compares to earnings of $2.28 per share a year ago.
Ferrari (RACE) Earnings Expected to Grow: Should You Buy?
Ferrari (RACE) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
GM vs. RACE: Which Auto-Manufacturer Stock Is the Better Buy Now?
General Motors surges past Ferrari as U.S. leadership, a China turnaround, and fast-growing software revenues tilt the auto stock matchup in its favor.
