RT Bloomberg Opinion (@opinion)Why are Ferraris getting more expensive — but selling for less on the secondhand market?@chrismbryant explains why 🎥 https://t.co/8Ue77v7ZsI ...

Core Viewpoint - Ferrari stock (NYSE: RACE) is rated as a "strong buy," with the recent price drop seen as a long-term opportunity for investment in a high-quality business suitable for a "buy and hold" strategy [1] Investment Strategy - The investment approach focuses on strong-moat companies across various industries, emphasizing a long-term horizon and value investing strategies [1] - The analyst highlights the importance of price and margin of safety, considering risks often overlooked by short-term analysts [1] Analyst Background - The analyst holds an MBA from IESE Business School in Barcelona, a Master in Finance from Universidad del Pacifico in Lima, and a B.A. in Economics from Universidad del Pacifico [1]

Lamborghini never was a car company. It's a builder of fantasies. >> You don't realize how overused the word breathtaking is until something actually takes your breath away.>> Wow. >> If you open aggressive the throttle, you have 570 horsepower. >> Oh, magnificent.Lamborghini test driver Mario Fascinetto finds the limits in the cars. >> More. More. More. More.More. >> Though this time on Bolognia's Emola racetrack, the limits belong to the driver. >> Go.Close. Close. Close to the curb. To the curb. To the c ...

Core Viewpoint - The recent sell-off in Ferrari's shares may be overdone, with questions surrounding the justification of the stock's sharp pullback in light of underwhelming long-term growth targets revealed in its five-year plan [1] Group 1: Financial Performance - In Q2 2025, Ferrari's revenue increased by 4.4% year-over-year to €1.79 billion, a slowdown from 13% growth in Q1 2025 and 11.8% for the full year 2024 [3] - Operating profit rose by 8.1% to €552 million, improving the operating margin to 30.9% from 29.9% a year ago [4] - The company reaffirmed its full-year revenue target of at least €7.1 billion and adjusted EBITDA of at least €2.72 billion, with an adjusted EBITDA margin of 38.3% or higher [5] Group 2: Growth Projections - For 2030, Ferrari's plan outlines revenue of about €9.0 billion and at least €3.6 billion of EBITDA, with a compound average annual growth rate of just 5%, a significant decrease from last year's 11.8% growth [6] - The upcoming F80 hypercar, limited to 799 units with a price tag of approximately $3.7 million, is expected to boost revenue and profitability, particularly in 2026 [8] Group 3: Market Sentiment and Valuation - Despite the stock's decline, shares are trading at a price-to-earnings ratio of about 38, indicating that the stock is not necessarily cheap [7] - Management indicated that personalization revenue growth may not be as strong in the coming years, suggesting a normalization in this revenue stream [9] - The current valuation does not provide a wide margin of safety if growth merely meets the new conservative targets [10] Group 4: Investment Considerations - Given the strong brand presence and upcoming catalysts, investors may consider buying the dip cautiously, potentially starting with a partial position and monitoring F80 deliveries and 2026 model introductions for further investment opportunities [11]

Power Players is back to take a look under the hood of the business of Formula 1. >> Hi, I'm here to see PR Gastley. >> Welcome uh to my workplace.>> Do you feel pressure. >> Massive, massive pressure. >> Ferrari is the best example that we can be very proud of the past to look after the future.>> From the iconic brand setting the standard. >> Oh boy. Can you imagine Ferrari without racing.>> No. And I say, "No, no, no." >> To the newcomers forging ahead. >> I grew up my whole life racing against the boys.> ...

Core Viewpoint - Ferrari N.V. is set to release its financial results for the third quarter of 2025 on November 4, 2025, with a live audio webcast and conference call scheduled for the same day [1]. Group 1 - The financial results announcement will take place at 2:00 p.m. GMT / 3:00 p.m. CET / 9:00 a.m. EST on November 4, 2025 [1]. - Access to the presentation will be available in the Investors section of Ferrari's corporate website, and prior registration is required for the conference call [2]. - A replay of the conference call will be archived on Ferrari's corporate website for two weeks following the live session [2].

Core Insights - Ferrari is preparing for the electric vehicle (EV) era with the introduction of its first all-electric model, the Ferrari Electrica, set to launch in spring 2026 [1][2] - The Electrica will feature approximately 1,000 horsepower and accelerate from 0 to 60 mph in under 2.5 seconds, emphasizing performance [1] - The company is developing all EV technology in-house, including high voltage battery packs, axles, and inverters at a new facility in Maranello, Italy [2] Product Details - The Ferrari Electrica will be a four-door, four-seat model with a wheelbase of 116.5 inches and a weight just under 5,100 pounds [2] - Ferrari has stated that the Electrica is not a supercar and aims to be more practical than its SUV offerings, indicating a shift towards a more measured approach to electrification [2] Future Strategy - By 2030, Ferrari plans to have a lineup consisting of approximately 40% gasoline vehicles, 40% hybrids, and 20% electric vehicles, with another EV expected to be introduced before the decade ends [3] - The company describes this transition as a new chapter, highlighting that silence can still convey speed [3]

Core Insights - Ferrari N.V. has renewed its multi-year partnership with Bitdefender, a leader in cybersecurity [1] Company Summary - The partnership involves Ferrari's wholly-owned Italian subsidiary, Ferrari S.p.A. [1] - The collaboration aims to enhance cybersecurity measures for the company [1] Industry Context - The renewal of this partnership highlights the increasing importance of cybersecurity in the automotive industry, particularly for luxury brands like Ferrari [1]

Core Insights - Ferrari's luxury supercars are in high demand and highly profitable, with a stock increase of 578% over the past decade despite a recent dip following lower-than-expected 2030 guidance [1][11] Production and Exclusivity - Ferrari has increased production by 88% over the past 10 years while maintaining exclusivity, producing about 1,000 vehicles per model annually [3] - The limited availability of each model helps sustain high demand and allows for premium pricing [4] Product Mix and Innovation - The company has successfully developed hybrid vehicles, which accounted for 51% of sales in 2024, and will begin deliveries of its first electric vehicle next year [4][5] - Ferrari is navigating the challenges of the automotive market well by offering a mix of gasoline-powered supercars, hybrids, and soon, battery-powered sports cars [6] Financial Performance - Ferrari's operating margin is approximately 29%, significantly higher than many competitors in the industry [7] - Management projects that the operating margin will remain "at least 30%" by 2030 due to product mix, limited-edition models, and vehicle personalizations [9] - Earnings per share for the first half of the year were 4.68 euros ($5.42), reflecting a more than 10% increase from the previous year [10] Market Position - Despite a recent share price drop, Ferrari's stock has more than doubled over the past five years, outperforming the S&P 500's 86% gain [11] - The company is expected to continue driving demand while maintaining high operating margins, suggesting potential for long-term stock performance [11]

Market Overview - Major indices showed positive performance this week, with the Dow up 1.5%, NASDAQ up over 2%, and S&P 500 up 1.7% [1][2] - The Russell 2000 experienced a slight decline, contrasting with gains in other sectors [2][3] Sector Performance - Consumer staples reached a record high with Johnson & Johnson leading, while the XLP index rose 1.3% [2][3] - Other strong sectors included consumer discretionary and financials, while materials and utilities saw nominal declines [2] Company Highlights - American Express recorded a significant increase of 7% in one day and 16-17% year-to-date [3] - Gilead Sciences saw a 4% increase, while major tech stocks like Apple and Tesla also rose nearly 2% [3] Regional Banks - Recent earnings reports from regional banks showed optimism, easing credit fears that had previously led to a selloff [25][26] - Investors reacted positively to the strong credit results from several banks, despite earlier concerns stemming from credit issues linked to fraud allegations [25][28] Gold Market - Gold reached an all-time high, driven primarily by institutional buying rather than retail frenzy, indicating a shift in investor behavior [7][9] - Central banks are diversifying their reserves, contributing to gold's price increase, although potential risks exist if central banks alter their buying patterns [10][12] Technology Sector - The "Magnificent 7" tech companies account for about one-third of overall S&P 500 capital expenditures, raising concerns about their influence on the market [38] - Free cash flow growth for these companies has shifted from over 60% positive to slight negative territory, indicating a potential slowdown [40] Economic Indicators - The upcoming Consumer Price Index (CPI) report is anticipated to show an acceleration to 3.1% compared to August, providing insights ahead of the Federal Reserve's meeting [55][56] - Tesla's third-quarter earnings report is highly anticipated, with expectations of strong profits due to increased demand before the expiration of the EV tax credit [57]