Update shared on17 Sep 2025
Fair value Increased 2.17%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.
- Upside to margin expectations, with potential for adjusted EBIT margins exceeding 30% and increased attention on ambitious mid-term targets to be unveiled at the October capital markets day.
- Anticipated EUR 3B share buyback program and expectation that new model announcements, particularly the F80 supercar, will act as major share price catalysts.
- Bullish analysts view declines in share price as overreactions, pointing to a history of rapid recoveries and dismissing concerns over U.S. residual values or reduced delivery volumes, the latter seen as enhancing revenue quality.
- Bearish analysts marginally increase price targets but maintain negative outlook amid valuation concerns.
What's in the News
- Ferrari expects 2025 net revenues to exceed EUR 7.0 billion, driven by positive product and geographic mix and strong personalization demand.
- Improved racing activity contribution anticipated from higher sponsorship and increased commercial revenues linked to a better Formula 1 ranking in 2024.
- Lifestyle activities forecast to expand revenue growth, supported by continued investment and network enlargement.
- Ongoing investments in brand, racing, and digital transformation expected, along with higher supply chain costs and a higher effective tax rate due to Patent Box regime changes.
- Robust industrial free cash flow projected, underpinned by strong profitability and lower capital expenditures compared to the prior year.
Valuation Changes
Summary of Valuation Changes for Ferrari
- The Consensus Analyst Price Target has risen slightly from $513.86 to $525.00.
- The Discount Rate for Ferrari has fallen from 16.36% to 15.34%.
- The Future P/E for Ferrari remained effectively unchanged, moving only marginally from 68.28x to 67.46x.
Disclaimer
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