RACE: Upcoming Capital Markets Day Will Set Ambitious Earnings And Buyback Goals

Ferrari's analyst fair value estimate has been revised downward to $468.82 from $477.93, as analysts point to slightly moderated revenue growth and profit margin assumptions in recent research updates. Analyst Commentary Recent Street research on Ferrari has highlighted a mix of enthusiasm for the company's long-term prospects and some caution regarding near-term execution and valuation.

Ferrari’s analyst fair value estimate was revised lower to $477.93 from $530.84, as analysts cited more cautious growth forecasts and updated peer comparisons for the reduced price targets. Analyst Commentary Recent analyst commentary reflects a dynamic outlook for Ferrari, with both bullish and bearish perspectives driving adjustments to price targets and recommendations.

Ferrari’s analyst price target has been raised from approximately $525.00 to $530.84. This increase reflects analysts’ expectations for improved margins and robust capital returns, even as revenue growth estimates moderate slightly.

Ferrari’s consensus price target has been raised to $525 as analysts cite strengthened brand, sustained margin upside, and forthcoming catalysts such as buybacks and new model launches, outweighing valuation concerns. Analyst Commentary Bullish analysts highlight Ferrari’s strong brand heritage, robust pricing power, and durable returns on capital as supporting long-term investment appeal.

Analysts have increased Ferrari’s price target to $513.86, citing resilience in demand, confidence in margin-focused strategy, and viewing the recent selloff as overdone, despite ongoing valuation concerns. Analyst Commentary Bearish analysts acknowledge strong underlying fundamentals but maintain caution due to valuation concerns.

Ferrari's consensus price target has been revised downward, primarily reflecting a reduction in its future P/E multiple despite a modest improvement in expected revenue growth, resulting in fair value falling from $532.10 to $503.21. What's in the News Ferrari confirmed 2025 earnings guidance with net revenues expected to exceed EUR 7.0 billion.

Ferrari's consensus price target has increased as analysts assign a higher future P/E multiple, reflecting greater optimism in its growth outlook despite a modest rise in the discount rate, raising the fair value from $504.78 to $532.10. What's in the News Completed share buyback of 4,976,150 shares (2.75% of outstanding) for €1,620.95 million as part of the program launched in June 2022.

AnalystConsensusTarget has decreased revenue growth from 9.0% to 8.0%.