UBS Assessment and Price Target
The renowned investment bank UBS has maintained its “Buy” rating on Ferrari stock despite recent price losses. This underscores ongoing confidence in Ferrari’s brand strength. The price target set by UBS stands at an impressive 520 USD, indicating positive price development in the future.
Market Conditions and Resilience
- US Tariffs: According to UBS, the impact of US tariffs on Ferrari remains minimal, due to strong demand and the company’s pricing power.
- Demand and Supply: Consistently high interest in Ferrari models exceeds their availability, creating room for price increases.
- Pricing Strategy: While prices for entry-level models remain stable, increases are possible for other models to tap into new markets.
Financial Data and Forecasts
Ferrari has recorded steady growth rates in revenue and profit over the past few years. For 2025, revenue is projected to be around 7.21 billion euros, and net profit is expected to be approximately 1.61 billion euros. The used car market also appears stable, highlighting the strength of the brand.
Current Price Development
Ferrari’s stock has recently undergone a price correction of about 20% from its peak. Some market analysts view this as exaggerated. Currently, the stock is trading at around 379.95 euros, which is below the 52-week high.
Overall, Ferrari continues to offer an attractive investment despite recent market turbulence. The company’s extensive pricing power and high demand for its luxury vehicles suggest a positive price development. Upcoming quarterly results will be crucial for the further development of the stock.