Added to YB: 2026-06-01
Pitch date: 2026-05-28
RACE [neutral]
Ferrari N.V.
+11.77%
current return
Author Info
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Company Info
Ferrari N.V., through its subsidiaries, engages in design, engineering, production, and sale of luxury performance sports cars worldwide.
Market Cap
EUR 56.2B
Pitch Price
EUR 294.50
Price Target
N/A
Dividend
1.18%
EV/EBITDA
23.40
P/E
35.53
EV/Sales
7.96
Sector
Automobiles
Category
N/A
Ferrari (RACE Italy): Luce raises bigger questions than just electrification
RACE (update): Luce EV crossover (€550k) divisive—crossover/5-seat design breaks tradition, targets new buyers amid cooling luxury EV demand. Hybrids (SF90, 296) depreciating faster than expected, raising scarcity/pricing-power concerns. Core biz strong: 18mo order book, F80 mix tailwind, but Luce + EV investment adds rare uncertainty; shares sold off on strategic/brand risk.
Read full article (2 min)