Update shared on 16 Nov 2025
Fair value Decreased 0.27%Ferrari's analyst price target has been slightly lowered from $404.54 to $403.43 as analysts factor in marginally softer revenue growth projections and a reduced discount rate, partially offset by expectations for improved profit margin and a lower future price-to-earnings ratio.
What's in the News
- Ferrari completed the repurchase of 5,624,556 shares, representing 3.12% of shares outstanding, for a total outlay of €1,878.95 million under its buyback program announced in June 2022. (Key Developments)
- The Board of Directors has authorized a new share buyback plan to repurchase up to €3,500 million worth of shares. (Key Developments)
- The company has proposed increasing the dividend pay-out to 40% of adjusted net profit from the 2025 results. This would lead to an estimated cumulated dividend distribution of approximately €3.5 billion between 2027 and 2031. (Key Developments)
- Ferrari revised its earnings guidance for 2025 and now expects net revenues of at least €7.1 billion, higher than previous guidance. (Key Developments)
- For 2030, Ferrari projects net revenues of approximately €9.0 billion with a targeted EBIT margin of at least 30%. This outlook is attributed to enriched product mix and personalizations. (Key Developments)
Valuation Changes
- The consensus analyst price target has decreased slightly from $404.54 to $403.43.
- The discount rate has declined from 15.34% to 14.23%.
- Revenue growth expectations have been revised down from 6.61% to 6.53%.
- The net profit margin is projected to rise modestly from 23.40% to 23.64%.
- The future P/E ratio has fallen from 54.74x to 51.40x.
Disclaimer
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