Decarbonization Pressures And High Execution Risks Will Harm Future Prospects

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

27 Aug 25

Updated

08 Jul 26

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Shared on 08 Jul 26

Fair value Increased 4.77%

RACE: Buybacks And 2026 Guidance Will Mask Risk Of Overstated Earnings Multiple

Ferrari leans on a new limited-run V12 model, steady 2026 outlook, and ongoing share buybacks to keep investor confidence strong. But a leadership shake-up after criticism of its electric-car design hints at brand and product risks that may not be fully reflected in how optimistically the market values the business.

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Shared on 25 May 26

Fair value Decreased 3.33%

RACE: 2026 Revenue Guidance And Dividend Plans Will Support Measured Outlook

Ferrari sets clearer expectations for where sales are headed over the next year and signals it plans to keep returning cash to shareholders. It also leans into fan-focused digital features with IBM, which could deepen engagement beyond the cars themselves.

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Shared on 04 Apr 26

Fair value Decreased 3.23%

RACE: Future Dividend Plans And 2026 Guidance Will Support Measured Outlook

Analysts have adjusted their Ferrari price target from €310 to €300, citing minor changes in fair value assumptions, including slightly revised estimates for the discount rate, revenue growth, profit margin and future P/E. What's in the News Ferrari intends to recommend a dividend of €3.615 per common share, corresponding to a total distribution of about €640 million, subject to shareholder approval at the Annual General Meeting scheduled for April 15, 2026 (Key Developments).

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Shared on 06 Mar 26

Fair value Decreased 18%

RACE: Measured Outlook Will Balance Dividend Plans And Updated Earnings Guidance

Analysts have revised their price target on Ferrari to €310 from €380, reflecting updated assumptions around a lower discount rate, more measured revenue growth, slightly higher profit margins, and a reduced future P/E multiple. What’s in the News Ferrari plans to recommend a dividend of €3.615 per common share for approval at the April 15, 2026 AGM.

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Decarbonization Pressures And High Execution Risks Will Harm Future Prospects

RACE: Buybacks And 2026 Guidance Will Mask Risk Of Overstated Earnings Multiple

RACE: 2026 Revenue Guidance And Dividend Plans Will Support Measured Outlook

RACE: Future Dividend Plans And 2026 Guidance Will Support Measured Outlook

RACE: Measured Outlook Will Balance Dividend Plans And Updated Earnings Guidance

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