Ferrari N.V. (RACE)
Ferrari: The Underrated Potential Of Non-Car Revenues
Ferrari's exceptional pricing power and brand strength drive consistent outperformance, with management focused on quality over quantity in revenue growth. Non-car revenues — lifestyle, brand, sponsorships, and racing — are growing faster than car sales and represent a major, underappreciated growth driver. Despite high valuation multiples, Ferrari's unique moat, resilient demand, and strong earnings growth justify a premium and support continued market-beating returns.
CTTAY vs. RACE: Which Stock Is the Better Value Option?
Investors with an interest in Automotive - Original Equipment stocks have likely encountered both Continental AG (CTTAY) and Ferrari (RACE). But which of these two stocks is more attractive to value investors?
Ferrari N.V. (RACE) Q1 2025 Earnings Call Transcript
Start Time: 09:00 January 1, 0000 9:46 AM ET Ferrari N.V. (NYSE:RACE ) Q1 2025 Earnings Conference Call May 06, 2025, 09:00 AM ET Company Participants Benedetto Vigna - CEO Antonio Picca Piccon - CFO Nicoletta Russo - Head of IR Conference Call Participants Susy Tibaldi - UBS Henning Cosman - Barclays Stephen Reitman - Bernstein Michael Binetti - Evercore John Murphy - Bank of America Monica Bosio - Intesa SanPaolo Thomas Besson - Kepler Cheuvreux Tom Narayan - RBC Martino de Ambroggi - Equita Operator Good day, and thank you for standing by.
How The 3Ps Are Steering Ferrari Into A New Era Of Profit (Q1 Earnings Review)
Amidst market uncertainty, Ferrari reported earnings and had no trouble reaffirming its FY guidance. Since the launch of the Purosangue, Ferrari has unlocked an extremely profitable business model that is set to fuel its double-digit growth while keeping volumes flat. In this earnings review, I go over the latest financials and explain what is making Ferrari so successful, with long-term potential.
Ferrari (RACE) Upgraded to Buy: Here's What You Should Know
Ferrari (RACE) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Ferrari (RACE) Beats Q1 Earnings and Revenue Estimates
Ferrari (RACE) came out with quarterly earnings of $2.42 per share, beating the Zacks Consensus Estimate of $2.36 per share. This compares to earnings of $2.12 per share a year ago.
Ferrari Says Tariffs May Reduce Profits—Joining These Companies Warning Of Tariff Impacts
Ferrari on Tuesday said tariffs imposed by the U.S. pose a potential risk to the luxury car maker's profitability, becoming the latest company to warn about a hit to earnings or cut financial forecasts as many cite market uncertainty aggravated by President Donald Trump's levies.
Ferrari Backs Guidance as Earnings Beat Forecasts
More car deliveries and customization requests from customers helped the company deliver forecasting-beating earnings in the first quarter of the year.
Ferrari Earnings Top Expectations. The Stock Slides Anyway.
The Prancing Horse beat the Street's profit and sales targets—but it looks like investors wanted perfection.
Luxury carmaker Ferrari warns of U.S. tariff risks after 17% jump in first-quarter profit
Luxury carmaker Ferrari on Tuesday reported a significant upswing in first-quarter profit, citing robust demand for personalized vehicles. The Maranello, Italy-based sports car manufacturer posted net profit of 412 million euros ($466.3 million) for the first three months of the year, reflecting a 17% increase from the same period last year.
Ferrari: Winning The Hard-To-Get Game
Ferrari's strong revenue growth, averaging 18.3% annually over five years, is driven by its luxury brand positioning, scarcity, and rich heritage. Ferrari's legacy in motorsports and strict brand image rules create a unique competitive moat, sustaining high demand and pricing power. Despite minimal shipment growth, Ferrari's ASP has increased by 6.8% annually, reflecting its strategy to maintain scarcity and drive demand.
Ferrari: Iconic Brand, Unrelenting Growth, We Are Bullish
We initiate on Ferrari (NASDAQ: RACE) with a Strong Buy rating and $537.29 PT on strong brand heritage and unmatched pricing power. Ferrari's premium multiples are supported by a combination of brand assets, innovation, and history of above-market return; 31x FY25E EV/EBITDA multiple reflects a disciplined optimism. We estimate 16% and 11% EBITDA growth in FY25E and FY26E, respectively, supported by a frontloaded model cadence, strong order visibility, and margin accretion from Purosangue and personalisation.
