Ferrari NV

Ferrari NV: How heritage, electrification and global strategy keep a premium sports‑car brand resilient amid market volatility and macro‑economic headwinds.

Ferrari NV completes its 2022 share buyback and launches a new buyback plan to 2030, boosting shareholder value and setting a benchmark for capital allocation in luxury auto industry.

Ferrari’s share price stays strong with a high P/E, as the luxury carmaker focuses on brand equity, product innovation, and a robust service ecosystem amid market shifts.

Ferrari NV analyst outlook shifts to cautious yet bullish – JP Morgan and Kepler Cheuvreux lower targets, highlight EV road‑map, margin resilience and brand strength.

Ferrari NV’s latest target‑price swings reveal hidden risks and overlooked growth opportunities—an in‑depth analysis of its margins, EV strategy, and market positioning.

Ferrari NV faces a neutral Morgan Stanley rating as high valuations and rising EV/competition risks weigh on growth, yet overlooked mobility and tech partnerships could revitalize its premium brand and earnings potential.

Ferrari NV’s high valuation stems from brand exclusivity, solid cash flow, and strategic electrification plans, yet regulatory, competitive, and supply‑chain risks demand vigilant investment analysis.

Ferrari completes its eighth share‑buyback, backing a €2 bn cash return plan amid solid earnings, a growing pre‑order pipeline, and an emerging EV strategy that keeps investors mindful of supply‑chain risks and future R&D needs.

Ferrari’s shares have declined 21% in recent days due to scaled-back growth projections, but the company is countering this with the launch of its first electric vehicle, the Elettrica, and a focus on sustainability and circular economy practices.

Ferrari NV’s stock has received analyst upgrades and price target increases, driven by confidence in the company’s strong fundamentals and growth prospects, ahead of its upcoming Capital Markets Day on October 9, 2025.