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RACE: New Share Buyback Plan Will Support Stronger Future Returns

Update shared on 30 Nov 2025

Fair value Increased 0.20%
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AnalystConsensusTarget's Fair Value
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1Y
-19.5%
7D
-0.4%

Ferrari's analyst price target has inched up marginally from $403.43 to $404.24, reflecting analysts' confidence in the company's stable financial performance and outlook.

What's in the News

  • Ferrari has completed the repurchase of 5,624,556 shares, representing 3.12% of its shares, for €1,878.95 million under its share buyback program announced in June 2022 (Key Developments).
  • From July 1, 2025 to October 31, 2025, Ferrari repurchased 648,406 shares, representing 0.36% for €258 million as part of its ongoing buyback plan (Key Developments).
  • The Board of Directors has authorized a new buyback plan on October 9, 2025, which includes a share repurchase program of up to €3,500 million (Key Developments).
  • Ferrari plans to increase the dividend pay-out to 40% of adjusted net profit starting from the 2025 annual results, resulting in an estimated cumulative dividend distribution of approximately €3.5 billion between 2027 and 2031 (Key Developments).
  • Ferrari revised its 2025 earnings guidance and now expects net revenues to be at least €7.1 billion. New guidance for 2030 includes projected revenues of around €9.0 billion and an EBIT margin of at least 30% (Key Developments).

Valuation Changes

  • Consensus Analyst Price Target has risen slightly, moving from €403.43 to €404.24.
  • Discount Rate has increased modestly, from 14.23% to 14.31%.
  • Revenue Growth projection has edged down fractionally, from 6.53% to 6.53%.
  • Net Profit Margin has decreased marginally, from 23.64% to 23.62%.
  • Future P/E ratio has risen slightly, from 51.40x to 51.96x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.