Carter Worth, Worth Charting, joins 'Fast Money' to talk his bearish outlook on Ferrari.
Investors interested in stocks from the Automotive - Original Equipment sector have probably already heard of Visteon (VC) and Ferrari (RACE). But which of these two companies is the best option for those looking for undervalued stocks?
Pricing power, hybrid success and brand strength have set RACE apart, while STLA battles thin margins, tariffs and weak sales.
Ferrari's Purosangue SUV proves central in Q2, driving deliveries while preserving exclusivity and fueling growth.
Ferrari (RACE) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Investors interested in Automotive - Original Equipment stocks are likely familiar with Visteon (VC) and Ferrari (RACE). But which of these two stocks is more attractive to value investors?
RACE paces ahead with Q2 gains, soaring hybrid sales, and a two-year backlog fueling visibility and pricing power.
Ferrari N.V. (NYSE:RACE ) Q2 2025 Earnings Conference Call July 31, 2025 9:00 AM ET Company Participants Antonio Picca Piccon - Chief Financial Officer Benedetto Vigna - CEO & Executive Director Nicoletta Russo - Head of Investor Relations Conference Call Participants Adam Michael Jonas - Morgan Stanley, Research Division Anthony Dick - ODDO BHF Corporate & Markets, Research Division Flavio Cereda - Unidentified Company Gautam Narayan - RBC Capital Markets, Research Division Henning Cosman - Barclays Bank PLC, Research Division José Maria Asumendi - JPMorgan Chase & Co, Research Division Monica Bosio - Intesa Sanpaolo Equity Research Nicolai Kempf - Deutsche Bank AG, Research Division Stephen Michael Reitman - Sanford C.
Here is how Ferrari (RACE) and Visteon (VC) have performed compared to their sector so far this year.
Ferrari (RACE) came out with quarterly earnings of $2.7 per share, beating the Zacks Consensus Estimate of $2.57 per share. This compares to earnings of $2.46 per share a year ago.
Investors interested in Automotive - Original Equipment stocks are likely familiar with Visteon (VC) and Ferrari (RACE). But which of these two stocks offers value investors a better bang for their buck right now?
Ferrari's success is driven by exclusivity, personalization, and pricing power, resulting in unmatched profitability and customer loyalty. The company consistently beats financial guidance, with strong revenue growth, expanding margins, and robust free cash flow projections for FY25. Despite a demanding valuation, Ferrari's predictable business model and earnings reliability justify its premium and offer long-term compounding potential.