[iHub News]

Ferrari Rejects Claims Luce EV Purchase Is Required for Access to Limited-Edition Models

June 22, 2026 8:41 AM
IH Market News

Ferrari (NYSE:RACE) has dismissed suggestions that customers must purchase its new Luce electric vehicle in order to gain access to future limited-production Ferrari models, according to Chief Marketing and Commercial Officer Enrico Galliera.

Speaking during a product presentation last week, Galliera responded to a Bloomberg report that suggested ownership of the €550,000 ($630,000) Luce could become a prerequisite for buying some of Ferrari’s most exclusive vehicles.

He said imposing such a requirement would be counterproductive and inconsistent with the company’s approach to customer relationships.

Ferrari Warns Against Pressuring Customers

Galliera stressed that encouraging purchases for reasons other than genuine interest could have unintended consequences for both the model and the brand.

“We’d run the risk of creating negative ambassadors who would speak poorly of the Luce and, after a few months, resell it,” Galliera was quoted as saying by a company spokesman.

According to Galliera, such behaviour could damage the vehicle’s reputation and residual value.

“This would destroy its residual market value, which is precisely what the luxury electric vehicle sector is suffering from today”.

Allocation System Continues to Reward Loyal Clients

Ferrari has long operated an allocation system for its most sought-after vehicles, particularly limited-edition models.

The process generally favours long-standing customers, including collectors who own multiple Ferraris, regularly participate in company events and retain their vehicles over extended periods.

Galliera indicated that the launch of the Luce does not alter that approach.

Dealers Instructed to Target Genuine Buyers

The executive said Ferrari had made it clear to dealers that the Luce should be marketed only to customers who genuinely want the vehicle.

According to Galliera, the company’s guidance was designed to ensure demand remains authentic rather than being driven by expectations of future purchasing privileges.

“Our message to the network was: make sure that anyone who asks for this car truly wants it, and isn’t buying it to please Ferrari because they’re somehow looking for other types of benefits,” he said.

Existing Customers Remain Ferrari’s Core Market

Ferrari continues to generate the vast majority of its sales from existing owners.

In 2025, approximately 84% of new Ferrari deliveries went to current Ferrari customers, while around 56% were sold to individuals who already owned more than one vehicle from the brand.

The figures highlight the importance of repeat buyers within Ferrari’s business model.

Luce Continues to Generate Debate

Ferrari unveiled the five-seat Luce EV last month, marking a significant step in the company’s electrification strategy.

The launch sparked considerable discussion among enthusiasts and on social media, with some critics questioning both the model’s styling and Ferrari’s move away from its traditional combustion-engine heritage.

The Luce’s design drew particular attention for departing from the aggressive and performance-focused aesthetic typically associated with Ferrari vehicles.

Company Reports Strong Initial Interest

A few days after the vehicle’s unveiling, Ferrari Chief Executive Officer Benedetto Vigna said the company was seeing “strong interest” in the Luce from both existing Ferrari owners and prospective new customers.

Since then, Ferrari has not released additional information regarding order volumes.

Management has indicated that a more detailed update will be provided alongside the company’s second-quarter results at the end of July.

Ferrari stock price

The post Ferrari Rejects Claims Luce EV Purchase Is Required for Access to Limited-Edition Models appeared first on US Editors.

Original: Ferrari Rejects Claims Luce EV Purchase Is Required for Access to Limited-Edition Models

[iHub News]

Ferrari Shares Rally After Morgan Stanley Upgrade on Valuation Opportunity

June 15, 2026 6:14 AM
IH Market News

Morgan Stanley upgraded Ferrari (NYSE:RACE) to Overweight from Equal Weight on Monday, arguing that the luxury carmaker’s recent share price weakness has become disconnected from the underlying fundamentals of the business.

The investment bank also increased its price target to €380 from €330, suggesting potential upside of around 24% from Friday’s closing level.

Shares in Ferrari rose 4.4% in Milan trading by 07:36 GMT following the analyst upgrade.

Analysts See Excessive Market Reaction

Over the past year, Ferrari shares have declined roughly 26%, despite consensus earnings forecasts for 2026 and 2027 being reduced by only around 4% during the same period.

According to Morgan Stanley, “has been driven partly by negative earnings revisions, but primarily by multiple compression.”

The bank believes investors have become overly concerned about a series of short-term issues rather than long-term structural challenges.

“Our latest work suggests the market has moved too far in pricing these issues as terminal brand risk,” the team led by Edouard Aubin wrote.

Brand Concerns Yet to Materialise

Investor sentiment has been affected by several factors, including the slower growth outlook presented at Ferrari’s capital markets day in October 2025, declining residual values for hybrid models such as the 296 and SF90, and uncertainty surrounding Luce, Ferrari’s first fully electric vehicle.

However, Morgan Stanley said feedback gathered from dealers across the United States and Europe suggests these concerns have not resulted in any lasting damage to the Ferrari brand.

The bank highlighted residual values as the most significant variable affecting investor perceptions. Dealer checks indicated that pricing for the 296 GTB may have reached a bottom, with transaction activity improving. Meanwhile, values for the SF90 Coupe and Spider appear to be stabilising after experiencing substantial declines.

Electrification Supporting Legacy Models

Analysts also noted that Ferrari’s transition towards electrification may be having an unexpected benefit by increasing demand among collectors for older internal-combustion vehicles.

Morgan Stanley believes this trend is helping to support the broader residual-value environment across Ferrari’s model range.

Luce Reception Already Reflected in Valuation

Regarding the forthcoming Luce model, dealer feedback was described as mixed to negative in the near term. Concerns have centred on the vehicle’s design, its €550,000 launch price in Italy and uncertainty over the target customer base.

Nevertheless, the analysts argued that investor expectations are already low and that Ferrari’s disciplined production strategy “can limit any brand damage while leaving option value with new clients.”

Wealth Trends Remain a Long-Term Tailwind

Morgan Stanley also highlighted Ferrari’s exposure to the so-called K-shaped economy, where wealth creation remains concentrated among ultra-high-net-worth individuals who form the company’s core customer base.

According to property consultancy Knight Frank, the global population of ultra-high-net-worth individuals is expected to increase by approximately 235,000 between 2026 and 2031, with the United States accounting for around 58% of that growth.

Reflecting greater confidence in Ferrari’s long-term demand outlook, Morgan Stanley reduced its weighted average cost of capital assumption to 7.5% from 8.1% and raised its earnings forecasts for the 2027-2030 period by an average of around 2%.

Ferrari stock price

Original: Ferrari Shares Rally After Morgan Stanley Upgrade on Valuation Opportunity

[makinezmoney]

$RACE: First Ferrari EV unveiled..................

Ferrari unveiled its first fully electric car, taking a high-stakes leap into EVs even as rivals including Porsche and Lamborghini scale back their ambitions amid weak demand https://t.co/3ntOvBehKz pic.twitter.com/IhBq4zlOLl

— Reuters (@Reuters) May 26, 2026

GO $RACE

[iHub News]

Ferrari Group shares jump after Q1 organic revenue growth beats expectations (RACE)

May 20, 2026 6:55 AM
IH Market News

Ferrari N.V. (NYSE:RACE) shares climbed more than 9% on Tuesday after the company reported first-quarter revenue of €90 million, supported by organic growth of 7.4% compared with the same period last year.

The group said performance was driven by strong contributions from subsidiaries in Brazil, the United States and the United Arab Emirates, while Asian operations continued to face pressure due to ongoing weakness in the Chinese market.

Ferrari also noted that newly launched hubs in Saudi Arabia and Vietnam generated revenue during the quarter, while operations established earlier — including Botswana, which opened in 2024 — have evolved into stable contributors to the business.

Analysts at Goldman Sachs Group, Inc. described the trading update as “in line with our expectations.”

The company reaffirmed its full-year guidance, forecasting revenue growth of between 3% and 6% at constant exchange rates, while expecting its adjusted EBITDA margin to remain broadly stable compared with the 26% recorded in 2025.

Ferrari stock price

Original: Ferrari Group shares jump after Q1 organic revenue growth beats expectations (RACE)

[iHub News]

Ferrari Group shares surge after first-quarter organic growth tops 7%

May 19, 2026 6:59 AM
IH Market News

Ferrari Group (NYSE:RACE) shares climbed more than 8% on Tuesday after the company reported first-quarter revenue of €90 million and organic year-on-year growth of 7.4%.

The company said results were supported by strong performances from subsidiaries in Brazil, the United States and the United Arab Emirates, while trading conditions in Asia continued to be affected by persistent weakness in the Chinese market.

Ferrari Group also noted that recently launched hubs in Saudi Arabia and Vietnam contributed revenue during the quarter. Meanwhile, operations established earlier, including the Botswana business opened in 2024, have evolved into stable contributors to the group’s performance.

Analysts at Goldman Sachs described the trading update as “in line with our expectations.”

The company reaffirmed its full-year guidance, forecasting revenue growth of between 3% and 6% at constant exchange rates, alongside an adjusted EBITDA margin expected to remain broadly consistent with the 26% recorded in 2025.

Ferrari stock price

Original: Ferrari Group shares surge after first-quarter organic growth tops 7%

[iHub News]

Ferrari Group shares surge after first-quarter organic growth tops 7% (RACE)

May 19, 2026 6:59 AM
IH Market News

Ferrari Group (NYSE:RACE) shares climbed more than 8% on Tuesday after the company reported first-quarter revenue of €90 million and organic year-on-year growth of 7.4%.

The company said results were supported by strong performances from subsidiaries in Brazil, the United States and the United Arab Emirates, while trading conditions in Asia continued to be affected by persistent weakness in the Chinese market.

Ferrari Group also noted that recently launched hubs in Saudi Arabia and Vietnam contributed revenue during the quarter. Meanwhile, operations established earlier, including the Botswana business opened in 2024, have evolved into stable contributors to the group’s performance.

Analysts at Goldman Sachs described the trading update as “in line with our expectations.”

The company reaffirmed its full-year guidance, forecasting revenue growth of between 3% and 6% at constant exchange rates, alongside an adjusted EBITDA margin expected to remain broadly consistent with the 26% recorded in 2025.

Ferrari stock price

Original: Ferrari Group shares surge after first-quarter organic growth tops 7% (RACE)

[iHub News]

Ferrari earnings miss expectations as outlook trails forecasts

May 5, 2026 10:58 AM
IH Market News

Ferrari (NYSE:RACE) reported first-quarter results that fell short of analyst expectations and issued full-year guidance below consensus, sending its shares slightly lower in U.S. premarket trading.

The luxury automaker posted earnings per share of €2.33, missing the €2.37 estimate, while revenue came in at €1.85 billion, slightly ahead of the €1.83 billion consensus and up 3% year over year, or 6% at constant currency.

Operating profit reached €548 million, translating to a margin of 29.7%. This marked a 1% increase on a reported basis and an 8% rise at constant currency. EBITDA totaled €722 million, with a margin of 39.1%, up 4% year over year, or 9% at constant currency.

Industrial free cash flow improved 5% to €653 million compared to the prior-year period.

“Our enriched mix and continued demand for personalizations contributed to the strong earnings we are presenting today. With these results and an order book further extending towards the end of 2027, we confirm our 2026 guidance”, said Benedetto Vigna, CEO of Ferrari.

Looking ahead, Ferrari expects full-year 2026 revenue of about €7.50 billion, below the €7.57 billion consensus estimate. The company also projected adjusted diluted EPS of €9.45, under the analyst forecast of €9.77.

Ferrari stock price

Original: Ferrari earnings miss expectations as outlook trails forecasts

[iHub News]

Ferrari trades lower on suspension of Middle East shipments

March 19, 2026 10:46 AM
IH Market News

Ferrari NV (NYSE:RACE) said Thursday it has temporarily halted most vehicle shipments to the Middle East. Shares of the Italian luxury automaker listed in Italy were down more than 3.2% during the session, while its U.S.-traded shares declined over 2.5% in premarket trading.

The decision comes as the nearly three-week conflict in the region begins to disrupt operations for luxury goods companies.

“We are closely monitoring the developments in the Middle East and the potential implications for our business,” Ferrari said in a statement to Bloomberg News.

The company added that it has continued to manage a limited number of deliveries by air during the suspension.

Ferrari stock price

Original: Ferrari trades lower on suspension of Middle East shipments

[iHub News]

Ferrari Group posts 3% revenue growth to €359.4m in FY25

March 5, 2026 6:46 AM
IH Market News

Ferrari Group Plc (NYSE:RACE) reported preliminary full-year 2025 revenue of €359.4 million on Thursday, representing a 3.0% increase compared with the previous year, though the figure came in slightly below analyst forecasts of €360.6 million.

On a constant currency basis, revenue grew 4.8%, falling short of the company’s medium-term growth target of 6% to 8%. Foreign exchange movements reduced reported growth by around 1.8%.

Fourth-quarter revenue reached €96.0 million, marking a year-on-year increase of 1.4%, while constant currency growth for the period was 5.2%. This compares with 6.1% growth in the third quarter, 4.2% in the second quarter and 3.8% in the first quarter.

Regionally, Asia recorded strong momentum in the fourth quarter with growth of 13.9%, reversing the trend seen earlier in the year when the region declined 3.0% for the full year. The improvement was supported by the opening of a new logistics hub in Bangkok, although ongoing weakness in China partly offset the gains.

North America and Brazil also delivered solid performance, with fourth-quarter growth of 13.5%, compared with 10.3% for the full year. In Brazil, demand was supported by higher gold prices.

The Rest of the World segment reported growth of 14.7% in the fourth quarter, slightly above the 14.1% expansion recorded for the full year.

Europe remained broadly stable, posting a 0.4% decline in the fourth quarter following full-year growth of 4.0%.

Ferrari Group previously indicated that it expects to maintain an EBITDA margin of about 26.5%, slightly below its medium-term target range of 27% to 29%.

Ferrari stock price

Original: Ferrari Group posts 3% revenue growth to €359.4m in FY25

[iHub News]

Ferrari to Lift Dividend Significantly in 2026

February 20, 2026 4:56 AM
IH Market News

Ferrari (NYSE:RACE) is set to reward shareholders with a substantially higher dividend in 2026. The board of directors of the Maranello-based luxury carmaker has approved a proposal for the upcoming Shareholders’ Meeting to distribute €3.615 per ordinary share — roughly 21% more than last year. The total payout would amount to about €640 million.

The proposal will be submitted for approval at the Annual General Meeting scheduled for 15 April 2026.

If endorsed by shareholders, the shares will trade ex-dividend on 20 April 2026 on Euronext Milan (EXM) and on 21 April 2026 on the New York Stock Exchange. The record date for both listings will be 21 April 2026, while payment is expected on 5 May 2026.

On the market, Ferrari shares showed limited movement at the open on Piazza Affari, edging up 0.20% in early trading to just above €310.

Separately, a Form 13F filing submitted to the U.S. Securities and Exchange Commission on 17 February revealed that Citadel sharply increased its exposure to Ferrari in the fourth quarter of 2025.

Between the end of September and the end of December, the hedge fund expanded its position by roughly 700%, raising the value of its holding from $14.32 million to over $114 million. The stake — representing 90.5% of Citadel’s total exposure to Italian equities — has grown steadily through the year, rising 323% from about $27 million in the first quarter and 451% from roughly $20.7 million in the second quarter.

In addition, the fund led by Ken Griffin built up its derivatives exposure, acquiring 236,200 call options and 376,500 put options during the fourth quarter, bringing the total value of its Ferrari-related derivatives positions to approximately $378.92 million.

Ferrari stock price

Original: Ferrari to Lift Dividend Significantly in 2026

[iHub News]

Ferrari sets confident earnings target for the year ahead

February 10, 2026 9:59 AM
IH Market News

Ferrari (NYSE:RACE) delivered an upbeat outlook for the current financial year, saying it expects adjusted earnings before interest, taxes, depreciation and amortization to reach at least €2.93 billion, slightly ahead of the €2.91 billion forecast by Bloomberg consensus.

The luxury sports car manufacturer also exceeded market expectations in the fourth quarter, reporting core income of €700 million on revenue of €1.8 billion, both topping Wall Street estimates.

For the full year, net revenues climbed 7% to €7.146 billion, while operating profit rose to €2.11 billion. Ferrari said its performance demonstrated “resilience” despite geopolitical tensions and broader economic uncertainty, including the impact of additional U.S. tariffs on imported European vehicles and ongoing currency volatility.

“Demand for Ferrari remains very solid and is managed with discipline in every market reflecting our exclusivity model: our order book extends towards the end of 2027,” chief executive Benedetto Vigna said in a statement.

U.S.-listed shares of the Italian automaker surged more than 9% in premarket trading following the update.

Ferrari stock price

Original: Ferrari sets confident earnings target for the year ahead

[HiBella]

Guy Spier’s recent move to dump 50% of his Ferrari (RACE) stake is a massive signal to value investors. After riding this compounder for years from double digits to over $400, Spier is finally hitting the brakes as the valuation stretches to an eye-watering 50x P/E ratio. This isn't just simple rebalancing; it’s a strategic retreat from "priced-for-perfection" luxury stocks to raise dry powder.

[makinezmoney]

$RACE: Suppose I was wrong...... WORST DAY down 15%

Hasn't had this kinda down day since its IPO.
Now at $406

Oh well.................... Demand backlog is still 2yrs for their cars.
Any pullback with tthat kinda demand should be bought.

You can't buy a Rari but you can buy some $RACE


GO $RACE

[weedtrader420]

RACE to the SAFEMOONCASH

[weedtrader420]

RACE On the move back up to $500

[weedtrader420]

WOOHOOOOOOOOOOO RACE🏎️ $1000 Next

[weedtrader420]

☝️🥳☝️

[makinezmoney]

$RACE: Ferrari F80............ Sweeeeeeeeeeettttttttttttttt

This Stock really has no ceiling.

Amazing run since that dip down to $392 on April 7, 2025


GO $RACE

[weedtrader420]

RACE$ WOOHOOOOOOOOOOO

[Monksdream]

RACE, 10Q due Tuesday 5/6

[nowwhat2]

Lambos and Yacht Parties....There just be sumpthin' don't seem right.

Excellent entry should it remain on trend tho !








Go For It dude but.......

Why not just buy proper things ?



.

[makinezmoney]

$RACE: This stock has no ceiling............

I mean Tarriffs don't affect it.

Crypto Billionaires keep growing.

Backlog of Orders piling up.

And............. They have a limit on production annual.

PERFECT SETUP.

I'm a buyer at $400

Even its just a share...... I wouldn't drive one though cuz I'm suspect to get egged at.


GO $RACE

[nowwhat2]

I HATE this company tho !.....
Why ?.......Because weedtrader likes it.

New 52 week high ?.......507 ?........Damn !

[Monksdream]

RACE, new 52 week

[nowwhat2]

https://ca.finance.yahoo.com/news/ferrara-launches-nerds-gummy-clusters-152400137.html

[weedtrader420]

You’ve never seen a better chart in your life😂🤣😂

[weedtrader420]

RACE $1000 TARGET 🏎️☝️😎

[nowwhat2]

February 3rd and 4th https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175749348







Tuesday Feb. the 4th

[Monksdream]

RACE 10 Q due Tuesday

[Monksdream]

RACE, 10Q 11/5

[Monksdream]

RACE new 52 week high

[weedtrader420]

RACE 🏎️ 🤑⌚️🫱$1000 TARGET

[weedtrader420]

RACE 🏎️ $500 TARGET

[Monksdream]

RACE new 52 hi

[Monksdream]

RACE new 52 hi

[Monksdream]

RACE new 52 week high

[Monksdream]

RACE new 52 week high

[Monksdream]

RACE new 52 week high

[TechWhiz]

RACE is still running wild.
Been here since Day 1 and bought more over the years.
At this rate we could be close to $500.00 by Feb. 2025.

[Monksdream]

RACE new 52 week high

[weedtrader420]

I’ve been in Ferrari since IPO 🤣😂🤣😉 WOOHOOOOOOOOOOO

[nowwhat2]

Expectations gone awry.......
There's no such thing as messes.

July 2022


17 months later.....


Expectations gone awry.......

Now......




The Ferarri Corporation - Ticker symbol RACE













God Bless America







Oh.......AND Argentina








Lesson(s) learned ?.......


Well, ONE could be THIS ;


Don't EVER under-estmate "the resiliency" of capitalism !



.

[nowwhat2]

[Monksdream]

RACE new 52 week high

[weedtrader420]

Put your money in Ferrari and don’t even look at it🤑🇺🇸🇭🇺SHIBA

[weedtrader420]

WOOHOOOOOO RACE to $420 SHIBA💫

[TRUSTUNITS1000000]

Anyone here from the bottom

[TRUSTUNITS1000000]

Great chart

[TRUSTUNITS1000000]

Is this the car maker

[Monksdream]

RACE new 52 week high