Ferrari N.V.

BIT:RACE 주식 리포트

시가총액: €51.2b

Ferrari 향후 성장

Future 기준 점검 3/6

Ferrari (는) 각각 연간 6.9% 및 5.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 7.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 38.9% 로 예상됩니다.

핵심 정보

6.9%

이익 성장률

7.77%

EPS 성장률

Auto 이익 성장23.8%
매출 성장률5.9%
향후 자기자본이익률38.94%
애널리스트 커버리지

Good

마지막 업데이트20 May 2026

최근 향후 성장 업데이트

분석 기사 • May 08

Analyst Estimates: Here's What Brokers Think Of Ferrari N.V. (BIT:RACE) After Its First-Quarter Report

The first-quarter results for Ferrari N.V. ( BIT:RACE ) were released last week, making it a good time to revisit its...
분석 기사 • Nov 07

Ferrari N.V. (BIT:RACE) Third-Quarter Results: Here's What Analysts Are Forecasting For Next Year

Investors in Ferrari N.V. ( BIT:RACE ) had a good week, as its shares rose 3.0% to close at €352 following the release...
분석 기사 • Aug 03

Ferrari N.V. (BIT:RACE) Just Released Its Half-Year Earnings: Here's What Analysts Think

It's been a sad week for Ferrari N.V. ( BIT:RACE ), who've watched their investment drop 14% to €379 in the week since...

Recent updates

분석 기사 • May 08

Analyst Estimates: Here's What Brokers Think Of Ferrari N.V. (BIT:RACE) After Its First-Quarter Report

The first-quarter results for Ferrari N.V. ( BIT:RACE ) were released last week, making it a good time to revisit its...
내러티브 업데이트 • May 03

RACE: Future Dividend Stream And 2026 Revenue Ambition Will Support Upside

Analysts have nudged their price target for Ferrari slightly lower from €435.00 to €430.00, reflecting updated assumptions around revenue growth, profit margins and a higher future P/E multiple in their models. What's in the News Ferrari is targeting €7.50b in revenues for the full year 2026, giving you a clear management reference point for top line expectations (company guidance).
내러티브 업데이트 • Apr 18

RACE: Future Dividend Stream Will Support Stronger Shareholder Returns

Analysts have made a small adjustment to their Ferrari price target, with fair value moving from about €368.86 to about €368.75. This reflects updated views on the discount rate, revenue growth, profit margin and future P/E assumptions.
내러티브 업데이트 • Apr 04

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).
내러티브 업데이트 • Mar 21

RACE: Dividend And Buybacks Will Drive Stronger Future Shareholder Returns

Analysts have slightly reduced their Ferrari price target to about €369, reflecting modest tweaks to assumptions on the discount rate, revenue growth, profit margin and future P/E, without a major shift in the overall investment view. What's in the News Ferrari intends to recommend a dividend of €3.615 per share, about 21% higher than the prior year, for a total proposed distribution of about €640m, subject to shareholder approval at the AGM scheduled for April 15, 2026 (Key Developments).
내러티브 업데이트 • Mar 06

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.
내러티브 업데이트 • Feb 20

RACE: Dividend And Buybacks Will Support Stronger Future Shareholder Returns

Analysts have trimmed their Ferrari price target by about €35, reflecting slightly lower assumptions for fair value and profit margins, along with a more moderate future P/E outlook, while still applying a somewhat reduced discount rate. What's in the News Ferrari plans to propose a dividend of €3.615 per share, around 21% higher than the prior year, for a total of about €640 million, subject to shareholder approval at the AGM scheduled for April 15, 2026 (Key Developments).
내러티브 업데이트 • Feb 06

RACE: Buybacks And Premium Partnerships Will Support Future Capital Upside

Analysts maintained their fair value estimate for Ferrari at $435.00 while updating certain underlying assumptions, including a lower discount rate, minor adjustments to expected revenue growth and profit margin, and a modestly lower future P/E in their revised price target analysis. What's in the News Ferrari completed a share repurchase of 717,508 shares, representing 0.4% of its share capital, for €247.05 million between October 1, 2025 and December 30, 2025.
내러티브 업데이트 • Jan 23

RACE: Buybacks And Premium Partnerships Will Drive Future Capital Returns

Analysts have kept their fair value estimate for Ferrari steady at US$435.00, indicating that only minor adjustments to assumptions on discount rate, revenue growth, profit margin and future P/E do not materially change their overall view on the stock. What's in the News Ferrari completed a share buyback program announced on June 16, 2022, repurchasing a total of 6,015,933 shares, or 3.34% of its share capital, for €2,000 million.
내러티브 업데이트 • Jan 08

RACE: Future Capital Returns Will Be Driven By Buybacks And Premium Partnerships

Analysts now estimate Ferrari's fair value at $435, down from $466. This reflects their updated views on slightly higher revenue growth, stronger profit margins, and a lower future P/E multiple.
분석 기사 • Dec 31

Why The 27% Return On Capital At Ferrari (BIT:RACE) Should Have Your Attention

What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
내러티브 업데이트 • Dec 14

RACE: Future Capital Returns Will Drive Attractive Shareholder Upside Potential

Analysts have trimmed their price target on Ferrari to approximately $466 per share, down from about $545. They cited slightly lower expectations for revenue growth, profit margins, and future valuation multiples that still support a premium but a less aggressive long term outlook.
내러티브 업데이트 • Nov 30

RACE: New Share Buyback Plan Will Support Stronger Future Returns

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).
내러티브 업데이트 • Nov 16

RACE: Increased Share Buyback and Dividend Plan Will Drive Future Returns

Ferrari's analyst price target has been slightly lowered from $404.54 to $403.43 as analysts factor in marginally softer revenue growth projections and a reduced discount rate, partially offset by expectations for improved profit margin and a lower future price-to-earnings ratio. What's in the News Ferrari completed the repurchase of 5,624,556 shares, representing 3.12% of shares outstanding, for a total outlay of €1,878.95 million under its buyback program announced in June 2022.
분석 기사 • Nov 07

Ferrari N.V. (BIT:RACE) Third-Quarter Results: Here's What Analysts Are Forecasting For Next Year

Investors in Ferrari N.V. ( BIT:RACE ) had a good week, as its shares rose 3.0% to close at €352 following the release...
내러티브 업데이트 • Oct 31

RACE: Expanded Buyback And Higher Payout Will Drive Future Upside

Ferrari's updated analyst price target has decreased slightly from $416.85 to $404.54, as analysts cite marginally lower projections for revenue growth and profit margins. What's in the News The Board of Directors has authorized a new buyback plan as of October 9, 2025.
내러티브 업데이트 • Oct 17

Electrification And Hybrid Offerings Will Unlock Upscale Global Demand

Ferrari Analyst Price Target Adjusted Down Amid Outlook Revision Analysts have lowered Ferrari’s fair value estimate from $447.87 to $416.85. This adjustment is based on a slightly more conservative outlook on revenue growth and profit margins.
내러티브 업데이트 • Oct 03

Electrification And Hybrid Offerings Will Unlock Upscale Global Demand

Ferrari's analyst price target has been raised from $440.53 to $447.87, as analysts factor in a slightly higher projected profit margin and a modest reduction in discount rate, despite a slight pullback in revenue growth expectations. What's in the News Ferrari N.V. has confirmed its earnings guidance for the full year of 2025, with net revenues expected to exceed EUR 7.0 billion (Key Developments).
분석 기사 • Aug 31

Does Ferrari (BIT:RACE) Deserve A Spot On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
분석 기사 • Aug 17

We Like Ferrari's (BIT:RACE) Returns And Here's How They're Trending

BIT:RACE 1 Year Share Price vs Fair Value Explore Ferrari's Fair Values from the Community and select yours Did you...
분석 기사 • Aug 03

Ferrari N.V. (BIT:RACE) Just Released Its Half-Year Earnings: Here's What Analysts Think

It's been a sad week for Ferrari N.V. ( BIT:RACE ), who've watched their investment drop 14% to €379 in the week since...
분석 기사 • Jul 09

Does Ferrari (BIT:RACE) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Jun 11

Some Shareholders Feeling Restless Over Ferrari N.V.'s (BIT:RACE) P/E Ratio

With a price-to-earnings (or "P/E") ratio of 48.2x Ferrari N.V. ( BIT:RACE ) may be sending very bearish signals at the...
분석 기사 • May 28

Is Now The Time To Put Ferrari (BIT:RACE) On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
User avatar
새로운 내러티브 • May 03

New Electric Models And Flexible Production Will Boost Market Presence

Expanded production and personalization options are expected to boost revenue and increase flexibility.

이익 및 매출 성장 예측

BIT:RACE - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20288,6181,9711,8412,85616
12/31/20278,1331,8561,6632,62722
12/31/20267,5711,7141,5082,52123
3/31/20267,2031,5981,3942,366N/A
12/31/20257,1461,5971,4062,349N/A
9/30/20257,0801,6011,3552,325N/A
6/30/20256,9581,5941,3592,348N/A
3/31/20256,8831,5821,2512,269N/A
12/31/20246,6771,5229381,927N/A
9/30/20246,4651,4319311,959N/A
6/30/20246,3641,3878661,849N/A
3/31/20246,1261,3089141,828N/A
12/31/20235,9701,2528481,717N/A
9/30/20235,8151,1787581,620N/A
6/30/20235,5201,0746671,523N/A
3/31/20235,3389905601,384N/A
12/31/20225,0959335991,403N/A
9/30/20224,8999276011,328N/A
6/30/20224,7039076121,328N/A
3/31/20224,4468647041,421N/A
12/31/20214,2718315461,283N/A
9/30/20214,1688795881,338N/A
6/30/20214,0028444451,165N/A
3/31/20213,539647164849N/A
12/31/20203,460608129838N/A
9/30/20203,31951367784N/A
6/30/20203,346510127832N/A
3/31/20203,7596844401,185N/A
12/31/20193,767696N/A1,306N/A
9/30/20193,684718N/A1,264N/A
6/30/20193,607837N/A1,224N/A
3/31/20193,529815N/A1,109N/A
12/31/20183,420785N/A934N/A
9/30/20183,415730N/A774N/A
6/30/20183,413584N/A769N/A
3/31/20183,427559N/A731N/A
12/31/20173,417535N/A663N/A
9/30/20173,412511N/A946N/A
6/30/20173,360483N/A964N/A
3/31/20173,250445N/A1,034N/A
12/31/20163,105399N/A1,005N/A
9/30/20163,014342N/A740N/A
6/30/20162,954323N/A608N/A
3/31/20162,909301N/A756N/A
12/31/20152,854288N/A707N/A
9/30/20152,861313N/A665N/A
6/30/20152,801275N/A580N/A

애널리스트 향후 성장 전망

수입 대 저축률: RACE 의 연간 예상 수익 증가율(6.9%)이 saving rate(3.3%)보다 높습니다.

수익 vs 시장: RACE 의 연간 수익(6.9%)이 Italian 시장(11%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: RACE 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: RACE 의 수익(연간 5.9%)이 Italian 시장(연간 5.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: RACE 의 수익(연간 5.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: RACE의 자본 수익률은 3년 후 38.9%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 13:29
종가2026/05/20 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Ferrari N.V.는 40명의 분석가가 다루고 있습니다. 이 중 23명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Carmen NovelBanca Akros S.p.A. (ESN)
Davide ZappaBanca Akros S.p.A. (ESN)
Gianmarco BonacinaBanca Akros S.p.A. (ESN)