Ferretti (SEHK:9638) Sets €1.22B-€1.24B New Product Revenue Target for 2025—What Does This Signal?

• On October 23, 2025, Ferretti S.p.A. released its full-year 2025 earnings guidance, projecting net revenue from new products in the range of €1.22 billion to €1.24 billion.
• This forecast gives investors a specific benchmark for the company’s expected business activity and management’s confidence in the demand for its yachts over the year.
• We'll examine how Ferretti's 2025 revenue outlook may shape analyst expectations around its market positioning and financial growth narrative.

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Ferretti Investment Narrative Recap

To be a Ferretti shareholder, you need to believe that demand for ultra-high-end yachts will continue to support growth despite industry pressures and cyclical uncertainty. The latest full-year 2025 revenue guidance signals management’s confidence, but does not materially shift the main short-term catalyst: converting a healthy order backlog into revenue. The biggest risk remains fragile revenue visibility due to order volatility and unpredictability in global demand, which this guidance does little to mitigate.

One recent announcement directly relevant to the new revenue guidance is the May 16, 2025, confirmation of the same sales target for 2025. Consistent guidance through the year suggests a stable revenue pipeline, even as the company undergoes executive changes and commercial division reorganization intended to better align sales strategies.

Yet, while stable revenue forecasts may inspire confidence, investors should also consider that order intake has declined and backlog has contracted, raising concerns about...

Read the full narrative on Ferretti (it's free!)

Ferretti's narrative projects €1.4 billion in revenue and €115.3 million in earnings by 2028. This requires a 1.0% yearly revenue growth and a €27.8 million earnings increase from €87.5 million today.

Uncover how Ferretti's forecasts yield a HK$37.03 fair value, a 52% upside to its current price.

Exploring Other Perspectives

Two private investors in the Simply Wall St Community gave Ferretti fair value estimates ranging widely from HK$37.03 to HK$61.73. Order volatility and backlog contraction remain front of mind for many readers when considering the company’s outlook, highlighting why views on long-term performance differ so greatly.

Explore 2 other fair value estimates on Ferretti - why the stock might be worth over 2x more than the current price!

Build Your Own Ferretti Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Ferretti research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Ferretti research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Ferretti's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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