Update shared on06 Aug 2025
Fair value Decreased 5.43%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.
- Growth supported by positive product/country mix, strong personalizations, and improved Formula 1 ranking driving higher racing revenues.
- Lifestyle activities to expand, with investments to develop and enlarge the network.
- Continued brand and digital transformation investments, with higher racing expenses and ongoing supply chain cost pressures.
- Higher effective tax rate anticipated due to Patent Box regime changes; robust industrial free cash flow expected, partially offset by contained capital expenditures.
Valuation Changes
Summary of Valuation Changes for Ferrari
- The Consensus Analyst Price Target has fallen from $532.10 to $503.21.
- The Future P/E for Ferrari has fallen from 70.73x to 66.54x.
- The Consensus Revenue Growth forecasts for Ferrari has risen slightly from 7.9% per annum to 8.1% per annum.
Disclaimer
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