
Ferrari's 2025 Reality Check -- What Investors Should Know
The Italian carmaker validated its luxury economics in 2025. Management chose discipline over hype, maintaining margins.
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The Italian carmaker validated its luxury economics in 2025. Management chose discipline over hype, maintaining margins.

M aranello (Italy), 15 January 2026 - Ferrari N.V. (the “Company”) (NYSE/EXM: RACE) announced today the following corporate calendar for year 20261:

Ferrari enters 2026 as one of the world's most admired luxury businesses -- but admiration alone won't move the stock.

Exor N.V. trades at a ~50% discount to NAV, offering indirect Ferrari exposure at a substantial valuation advantage. Exor's diversified, complex portfolio and Agnelli family control drive persistent discount, yet asset quality and capital discipline remain strong. Even under conservative scenarios, EXXRF offers asymmetric risk/reward, with potential for double-digit annualized returns if the discount narrows.

The Jeff Wyler Automotive Family has acquired Midwestern Auto Group's Ferrari and Lamborghini franchises as part of historic $500 million transaction.

Maranello (Italy), January 12 2026 – Ferrari N.V. (NYSE/EXM: RACE) (“Ferrari” or the “Company”) informs that the Company has purchased, under the Euro 250 million share buyback program announced on December 16, 2025, as the first tranche of the multi-year share buyback program of approximately Euro 3.5 billion expected to be executed by 2030 in line with the disclosure made during the 2025 Capital Markets Day (the “First Tranche”), the common shares - reported in aggregate form, on a daily basis - on the Euronext Milan (EXM) as follows:

Ferrari N.V. is upgraded to Buy as valuation compresses and key risks abate, offering renewed upside. Governance stability is reinforced by a renewed shareholder pact, while lifestyle and Tailor Made car initiatives support profit growth. EV execution risk has eased thanks to regulatory flexibility and RACE's luxury positioning, while the 2026 FIA rule reset represents a clean starting point after a weak 2025 on-track season.

International stocks are having their moment, and the iShares Core MSCI Total International Stock ETF (NYSEARCA:IXUS) is riding the wave. With a 36% gain over the past year, this $51 billion fund has nearly doubled the S&P 500's returns. The fund's ultra-low 0.07% expense ratio and massive diversification across developed and emerging markets have made... "It's The Easiest Way To Invest In International Stocks Right Now".

Ferrari stands out as perhaps the best-run auto manufacturer, combining legendary brand strength with exceptional financial discipline. RACE boasts industry-leading 22.6% net margins and robust revenue and EPS growth far surpassing its peers. Despite a premium P/E valuation, Ferrari's superior growth and financial resilience justify a bullish rating and a buy recommendation.

Investors interested in Automotive - Original Equipment stocks are likely familiar with BorgWarner (BWA) and Ferrari (RACE). But which of these two stocks offers value investors a better bang for their buck right now?

Maranello (Italy), January 8, 2026 - Ferrari N.V. (“Ferrari”) (NYSE/EXM: RACE) announced today that its financial results for the full year and fourth quarter of 2025 will be released on Tuesday, February 10, 2026.

Shares of famed carmaker Ferrari rarely trade at a discounted P/E ratio. The company's guidance for 2030 left analysts wanting more growth.

LOS ANGELES & LONDON--(BUSINESS WIRE)--aShareX, a US based fractional investment platform, and TheCarCrowd, a UK-based collectible car manager, today announced the first sale of fractional shares in a collectible car on the aShareX platform. This left-hand drive Ferrari 328 GTS is one of the finest examples of its kind. The offering will go live for investment on Monday January 5, 2026. The Ferrari 328 GTS has been driven just 2,000 Kilometres and was selected by TheCarCrowd for its exceptional.

As investors broaden their horizons beyond U.S. borders, international markets have rewarded the shift with sustained outperformance. In 2025, the iShares MSCI ACWI ex-U.S. ETF's 30% return more than doubled the S&P 500's gain.

Generali Asset Management SPA SGR boosted its holdings in shares of Ferrari N.V. (NYSE: RACE) by 28.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 55,690 shares of the company's stock after purchasing an additional 12,485 shares during the quarter. Generali

Ferrari stock price has had a difficult year, falling from a high of $516 in July to the current $375, a move that has erased its market capitalization from the year-to-date high of $136 billion to the current $90 billion.

Investors interested in Automotive - Original Equipment stocks are likely familiar with BorgWarner (BWA) and Ferrari (RACE). But which of these two stocks is more attractive to value investors?

Assenagon Asset Management S.A. decreased its position in Ferrari N.V. (NYSE: RACE) by 72.6% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 13,152 shares of the company's stock after selling 34,804 shares during the period. Assenagon Asset Management S.A.'s holdings in Ferrari

Ford's Pro segment is performing well, and management is refocusing its EV efforts. However, there's a leading car company that boasts superb profitability thanks to its strong brand and proven pricing power.

Ferrari projections left analysts wanting a little more. Lucid has lowered its full-year production forecast.