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Lamborghini 2025 profit dented by US tariffs and EV U-turn
Reuters· 2026-03-19 07:02
Core Viewpoint - Lamborghini reported weaker earnings for 2025 despite achieving record revenue, primarily due to U.S. tariffs, currency fluctuations, and costs associated with revising its electric vehicle (EV) plans [1][2]. Financial Performance - Revenue increased by 3.3% to 3.2 billion euros ($3.7 billion), with deliveries reaching a record 10,747 units [2]. - Operating income decreased to 768 million euros from 835 million euros in 2024, resulting in a margin drop to 24% from 27% the previous year [2][3]. Market Challenges - U.S. tariffs negatively impacted both sales and margins in Lamborghini's largest market, leading to insufficient price increases to offset tariff rates [2]. - The company does not plan further price increases in 2025, as management believes it would not benefit the market at this time [3]. Product Strategy - Lamborghini has canceled its plans for a fully electric sports car by 2030 due to weak demand and concerns over investment returns, indicating a significant resistance to EVs in its market segment [5]. - Instead of an EV, Lamborghini will introduce a plug-in hybrid model named Lanzador in 2030, expanding its existing hybrid lineup [8]. Future Outlook - CEO Stephan Winkelmann stated it is too early to provide forecasts for 2026 due to uncertainties such as the ongoing war in the Middle East, which could affect the luxury car market [4].
How Middle East Tension Adds Another Threat To Challenged Luxury Carmakers
CNBC· 2026-03-18 14:01
The auto market in the entire Middle East is less than a fifth of the size of the United States. Only about 3 million cars sold in the region in 2025. But it's more important than that number suggests, and it's because of cars like these.In terms of volume, Iran is the biggest market in the region. Two of the top three biggest sellers are domestic car brands Iran Khodro and Saipa, which only sell in Iran. Japanese carmaker Toyota Korea's Hyundai and Chinese maker Chery are the three biggest international br ...
Ferrari Remains Resilient But Isn't A Buy Yet (NYSE:RACE)
Seeking Alpha· 2026-03-18 07:31
In the car world or even the world in general, there are few brands as iconic as the Ferrari N.V. ( RACE ) prancing horse. While there are cars that are even more expensive in theI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparency, & Respect. I always, to the best ...
X @Andrew Tate
Andrew Tate· 2026-03-16 13:55
RT Tate Cars (@t8cars)Ferrari 812 Competizione https://t.co/QIZpEFXGq8 ...
The Fastest Stock That Could Unlock Investor Riches
The Motley Fool· 2026-03-15 18:48
Investors looking to get rich quick probably don't look in the capital-intensive automotive industry. That said, the auto industry is on the cusp of radical change between the use of artificial intelligence (AI), advanced electric vehicle (EV) and software-defined vehicles increasingly filling the roads, and driverless vehicle technology gaining momentum.While those auto businesses could prove lucrative, don't distract yourself from the industry's true hidden gem: Ferrari (RACE 0.56%). The Italian racing le ...
JPMorgan Analysts Bullish on Ferrari N.V. (RACE) Following Fiscal 2025 Results
Insider Monkey· 2026-03-15 07:25AI Processing
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...
X @BitMart
BitMart· 2026-03-13 18:15
F1 is on today — who are you backing? 🏁Current Constructors’ Championship market sentiment:Mercedes 65%Ferrari 22%McLaren 8%Once the race begins, market expectations could shift quickly.Head to BitMart #PredictionMarket now and make your call. Get it right and earn rewards! 👉 https://t.co/R3Y4r5YKUB ...
X @Poloniex Exchange
Poloniex Exchange· 2026-03-13 07:24
Buy the dip with 0 fees on Poloniex 🚀Drive Ferrari SF90 Spider In the future! 🏎️ https://t.co/Gf5SMThhml ...
Ferrari: Why the World's Most Exclusive Automaker Trades Like an Asset, Not a Car Company
247Wallst· 2026-03-10 11:15
Core Insights - Ferrari operates as a luxury brand, focusing on scarcity rather than volume, producing approximately 13,640 cars annually with a waiting list extending to the end of 2027 [1] - The company reported €7.146 billion in revenue for FY 2025, a 7% increase year-over-year, with an EBIT margin of 29.5% and free cash flow rising 50% to €1.5 billion [1] - Ferrari's stock trades at a premium, with a price-to-earnings ratio of 31x and a price-to-sales ratio of 8.67x, contrasting sharply with competitors like Toyota [1] Financial Performance - Revenue for FY 2025 reached €7.146 billion, marking a 7% increase from the previous year [1] - EBIT margin stood at 29.5%, indicating strong profitability [1] - Free cash flow increased by 50% to over €1.5 billion, showcasing robust cash generation capabilities [1] Market Positioning - Ferrari's pricing strategy is driven by continuous innovation and product desirability, with personalization programs contributing approximately 20% to revenues [1] - The company is set to launch its first full-electric sports car, the Ferrari Luce, in May 2026, which will be a critical test of brand loyalty amid a powertrain transition [1] - A €3.5 billion multi-year buyback program has been initiated, reflecting management's confidence in the long-term value of the business [1] Investment Considerations - Ferrari's beta is 0.52, indicating lower volatility compared to the broader market, which is characteristic of asset-like behavior rather than typical automotive cycles [1] - The consensus target price for Ferrari's stock is $452.45, suggesting ongoing debate about its valuation relative to its luxury asset positioning [1]