Ferrari NV

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.

Ferrari NV’s recent share-buyback program and high-profile controversies mask a more nuanced picture, with the company’s financial fundamentals and strategic moves positioning it for stability and potential growth in a rapidly changing luxury automo…

Ferrari has made significant progress with its share buyback program, acquiring 67,466 shares and increasing its treasury share capital to 8.73% of its total issued share capital.

Ferrari NV’s stock price remains stable amidst market fluctuations, driven by the company’s strong financial foundation and reasonable price-to-earnings ratio.

Ferrari’s stock price remains stable, mirroring the European auto sector’s overall upswing, with a 5.9% increase in registrations in the previous month.