Core Insights - The company has set a revenue growth target of approximately 5% annually until 2030, which some analysts view as cautious [1] - There is a commitment to deliver on previous promises, indicating confidence in the luxury market despite potential challenges [2][3] - The company aims to maintain a balance between client satisfaction and investor expectations, emphasizing a long-term approach to cash management [5][6] Financial Performance - The company has projected €8 billion in free cash flow over the next five years, with €7 billion allocated for dividends and buybacks, although some analysts expressed disappointment with these figures [4] - Margins are expected to exceed 40%, with aspirations for higher margins on specific models [6] Product Strategy - The company plans to limit the number of supercar owners to no more than 5%, maintaining exclusivity as a key aspect of its business model [8] - The electric vehicle (EV) target has been revised down to 20% of the lineup by 2030, previously set at 40%, reflecting a strategic adjustment based on market conditions [12][14] - The company is increasing the number of internal combustion engine models, indicating a focus on traditional offerings alongside EVs [13] Market Positioning - The company acknowledges challenges in the Chinese market, where it aims to maintain a market share below 10% while adapting its offerings to better fit local preferences [21][22] - There is a recognition of the competitive landscape, with peers like Porsche and BMW losing market share in China, prompting a reevaluation of the company's strategy in that region [20]

Financial Performance & Targets - Ferrari targets approximately 5% annual revenue growth until 2030 [1] - The company anticipates €8 billion in free cash flow over five years [4] - Shareholder returns are projected to be around €7 billion, split between dividends and buybacks [4] - Margin expectations are around 43-45%, with a forecast to consistently exceed 40% [6] Strategic Direction & Product Offerings - Ferrari aims to maintain the exclusivity of its supercar models, limiting them to no more than 5% of the total production [8] - The company initially lowered its EV target to 20% of the lineup by 2030, emphasizing customer choice between electric, hybrid, and internal combustion engines [12][13] - Ferrari is reintroducing physical buttons alongside digital interfaces ("Phygital") based on customer feedback [16][17] Market & Regional Focus - Ferrari aims to keep sales in mainland China, Taiwan, and Hong Kong below 10% of its total sales [21] - The company is adjusting its product offerings to better suit the Chinese market, including models with smaller engines to avoid taxes [22]

This story was originally published on WardsAuto. To receive daily news and insights, subscribe to our free daily WardsAuto newsletter. Los Angeles-based US Auto Trust dealership group has acquired Dallas-based Boardwalk Auto Group, the company announced in an Oct. 7 press release. The acquisition includes Ferrari, Lamborghini, Maserati, Pagani and Czinger franchises. "We are thrilled to bring world-renowned brands such as Ferrari, Lamborghini, and Pagani into the US Auto Trust family,” US Auto Trust fo ...

Core Viewpoint - The consumer discretionary sector has several oversold stocks, presenting potential buying opportunities for undervalued companies [1]. Group 1: Oversold Stocks - Goodyear Tire & Rubber Co (NASDAQ:GT) has an RSI of 20.4, with a stock price of $6.71, down 21% over the past month and a 52-week low of $6.51 [7]. - Ferrari NV (NYSE:RACE) has an RSI of 26.4, with a stock price of $382.19, gaining 0.9% recently, despite a 22% drop over the past five days [7]. - Carmax Inc (NYSE:KMX) has an RSI of 28.6, with a stock price of $44.00, down 27% over the past month and a 52-week low of $42.75 [7].

Ferrari is going electric. Yes, that's Ferrari. The one famous for its rowing and giant.The ultimate muscul car now trading gas for batteries. Why. One of the answers is China.Lower tarries and taxes could make the Ferrari electric a strategic fit for China where the government has long favored electric vehicles over fuel thirsty imports. Electrica reaches a top speed of 190 mph with a range of about 330 m, comparable to Tesla's Model Y, but shorter than that of a Mercedes-Benz EQS. But remember, Ferrari is ...

Key Points Ferrari engineers and manufactures some of the world's most sought-after ultra-luxury vehicles. Ferrari's operating margins dwarf the traditional auto industry. AMD's deal with OpenAI set the stage for it becoming a prominent player in AI. 10 stocks we like better than Advanced Micro Devices › Everyone loves to have found a hidden gem, or the next big high-flying stock, and share the victory story next to the office coffee pot. Unfortunately, this is far easier said than done, and find ...

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Core Viewpoint - Ferrari is choosing to advance its electric vehicle (EV) strategy while other luxury brands are slowing down their electrification efforts, showcasing its commitment to delivering unique driving experiences through electric technology [1][4][36]. Group 1: Product Development - Ferrari has officially revealed details about its first all-electric model, internally codenamed "Elettrica" [2]. - Unlike expectations, "Elettrica" is not a supercar but a practical four-seat GT aimed at expanding the customer base rather than converting existing fuel vehicle owners [5][36]. - The vehicle will be designed in collaboration with Jonathan Ive's design firm, Lovefrom, known for iconic Apple products [10]. Group 2: Technical Features - "Elettrica" will feature a unique sound system that enhances the driving experience by amplifying mechanical vibrations, providing a more authentic auditory feedback compared to conventional speaker systems [13][14][16]. - The car will have a total output exceeding 986 horsepower, with a 0-100 km/h acceleration time of 2.5 seconds and a top speed of approximately 309 km/h [18][19]. - It will be equipped with a 122 kWh battery, offering a WLTC range of over 530 km and a maximum charging power of 350 kW [23]. Group 3: Performance and Dynamics - The four-motor layout allows for complete torque distribution to all four wheels, enhancing agility and stability [22]. - The vehicle's design will lower its center of gravity by 80 mm compared to the Purosangue model, optimizing weight distribution [26]. - "Elettrica" will incorporate an advanced suspension system capable of measuring dynamic parameters 200 times per second, ensuring optimal handling [28]. Group 4: Market Positioning - Ferrari aims to attract customers who typically do not consider purchasing a Ferrari, emphasizing that electric vehicles can complement the brand's driving characteristics [7][36]. - Despite initial hesitations about the market's readiness for high-performance electric vehicles, Ferrari is committed to moving forward with the project to meet customer expectations [35][36].

Core Viewpoint - Ferrari's stock experienced a significant drop of nearly 16% following the unveiling of its first full-electric model, raising questions about whether this presents a buying opportunity for investors [1][10]. Group 1: Electric Vehicle Strategy - Ferrari is set to invest 4.7 billion euros between 2026 and 2030 to electrify its lineup, with expectations that battery-electric vehicles (BEVs) will account for 20% of sales by the end of the decade [5]. - The company is already partially electrified, with approximately 50% of its vehicle shipments being hybrids [5]. - Competitors like Lamborghini and Porsche are delaying or scaling back their electric vehicle plans due to weak demand, positioning Ferrari uniquely in the market [4]. Group 2: Financial Projections - Ferrari's long-term financial guidance for 2030 fell short of analyst expectations, projecting earnings of 11.50 euros per share on revenue of 9 billion euros, compared to the 9.9 billion euros analysts anticipated [8]. - The company slightly raised its outlook for 2025, expecting a profit of 8.80 euros per share on revenue of 7.1 billion euros [8]. Group 3: Market Position and Brand Strength - Ferrari maintains a strong competitive advantage with high margins and a unique brand image that is difficult for competitors to replicate [10]. - The performance of the Elettrica, Ferrari's first full EV, will be crucial in determining the future success of its electric lineup and its ability to resonate with core enthusiasts [9].

This business proves that not all car makers are created equal.Putting money to work in the auto industry isn't a smooth ride. These types of companies are generally very capital intensive, register low growth and profits, and face cyclical demand. The auto market is very competitive. However, an opportunity exists to make money in this part of the economy. Here's one of the best automotive stocks to buy right now. Ferrari is a luxury brand masquerading as a car companyFerrari (RACE -3.08%) isn't your avera ...