Ferrari stock guidance includes future vehicle plans

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?

 

This is accurate. Not EV.


Easy.

 

Wall Street reacts to future expectations, much more than past numbers. Ferrari stated EV and hybrids in future, and Wall Street didn't approval. Today RACE continued in red.

 

We must’ve gone to two completely different Capital Market Days. What I saw was Ferrari taking what they literally called a technologically neutral stance — in plain English, “all of the above.” Isn’t that what everyone was clamoring for? Choice? You know, the same crowd that keeps whining about being “forced” into EVs?

Ferrari laid it out clearly: 80% ICE, 20% EV. In kindergarten math, that’s 8 out of 10 Ferraris still guzzling dinosaur juice for the foreseeable future. So if you hate EVs, great — you’ll have no shortage of gas-powered prancing horses to pick from. Hate the two models out of ten that sip electrons? Then don’t buy them. But if you honestly think the world’s going to suddenly “wake up” in 2030 and realize EVs were one big hoax and rush back to 100% ICE… well, good luck with that fantasy.

The stock didn’t drop because Ferrari “betrayed” its heritage — it dropped because the P/E is sitting around 50, roughly four times Toyota’s. Unless you’re trying to justify Ferrari being valued like Tesla — oh wait, Tesla makes robots and ICE cars now, right? Sorry, my bad — maybe you meant Gucci? (And judging by the reaction to their fashion line, that’s not a “yes” either.) And that’s not even factoring in something minor like, I don’t know… business cycles? Because sure, we’re definitely not in a bubble.

 

Probably the best would be to kill the stock prices and de-list.

 

I think I'll buy more RACE stock-- seems like a good time to me. (no sarcasm)

 

As a "growth stock", if some significant signal that a revenue/profit/market value is going to be limited (i.e. by volume, world population and wealth, need to keep exclusivity, EV threat), it will likely recover but now I see it more plateauing than growing forever. I am tempted to buy too, but beyond speculation I ask myself: is this today really a company I want to own, or am I just trying to own the company that it used to be?

 

Look at Porsche stock, down down down, down. They got it wrong on EVs. Than, look at Toyota, they sat on sidelines with regards to EVs and said let's see where this EV goes. Toyota got it right.