Ferrari stock guidance includes future vehicle plans

Full story via CNBC here, but aside from the stock price stuff, interesting bits included:

• “Ferrari said it would target a 2030 sports car model line-up made up of 40% internal combustion engine (ICE) cars, 40% hybrid and 20% fully electric vehicles.”

• “Ferrari unveiled the production-ready chassis and powertrain of the "elettrica" during a technology and innovation workshop, saying it would start deliveries of the model in late 2026. The completed car is expected to be launched at a global premiere next year.”

• “Ferrari, which has seen its current number of active clients grow to 90,000, an increase of 20% compared to 2022, also said it planned to launch an average of four new cars per year between 2026 and 2030.”

 

Did they mention the 14% drop on RACE today?

 

It's down 13% today. And flat year to day. It's down because of EV outlook. No one wants a EV Ferrari. Would you?

 

Down 60 points in one day today, 13%

 

Why would they step onto the same EV issue as other luxury makers? Where’s the common sense?

 

Non-existent.

 

They drank the F1 Kool Aide. 50% of the 2026 F1 car will be electric and 50% will be internal combustion.

I consider this to be at the high end of stupidity. First.....anyone with common sense knows Ferrari EV battery tech is terrible and replacement costs will be well into the six figures when it needs to be replaced.

Sure.....a large group of the buyers won't care and that same group probably does not care about resale.

I could rant about how almost every single F1 driver that has driven the new simulator talks about having to focus on saving the battery in order to drive the car.

Ferrari can't do anything about F1 stupidity but it can put the brakes on what they sell to the public.

 

Correction, down 64 points today

 

It’s down because 2030 revenue and profit targets are below analyst consensus. Nothing to do with EV.

 

Read the report regarding ev and hybrids. That's why it's down. Thanks

 

F***ing investors who don’t understand what Ferrari really is. They always want more. But Ferrari must not exceed a certain number of cars produced per year, and profitability isn’t limitless. Investors always want more money, even if it means ruining the company’s essence. I’d rather see Ferrari go bankrupt than be distorted just to fill the pockets of opportunistic investors.

 

Investors only care about profit growth, it doesn’t matter whether that is linked to EV or not. 2030 analyst consensus was for nearly €10bn revenue but Ferrari is guiding 9bn

 

You better read again, and forward guidance. Forward guidance is what market react to. Thank you

 

• “Ferrari,.... also said it planned to launch an average of four new cars per year between 2026 and 2030.”

How can they possibly make quality manufacturered cars (engines excepted) producing that many new models. Good grief, they can't even fix the G D sticky buttons!

 

Asking to f… investors and analysts.

 

Do you own any stock in a public company?

Do you know why Ferrari decided to be a public company?

Just curious.

 

UGH

 

Yes and yes to both questions. But is it really necessary to always want more to the point of having to distort the company?