Ferrari

Ferrari reported a 8.3% rise in revenue per car for Q3 2026 and an adjusted EBIT that beat expectations by 3%, despite slightly lower deliveries. The company lifted its 2026 guidance to around €7.65 billion in revenue and at least €2.28 billion in adjusted EBIT. The order backlog extends through 2028, the electric Luce is fully sold out for 2027, and limited models along with personalization are driving high‑margin profitability. Deutsche Bank raised its price target to €465; risks remain waning demand, falling volumes and reduced pricing power. » Więcej na deraktionaer.de

In the third quarter Ferrari posted earnings before interest and taxes of €563 million (+12%) on revenue of €1.9 billion (+7%), driven by a favorable model mix and stronger demand for personalized options. Against this backdrop the company raised its full‑year revenue and profit targets. The newly unveiled all‑electric Luce has secured orders for all the cars Ferrari planned to sell next year, and initial deliveries are set to begin at the end of this year. Ferrari reports no critical production or demand issues and shows an order backlog through 2028. » Więcej na faz.net

Ferrari has finished the roughly 30 m carbon-fiber hull of its single-hulled hypersail yacht and is beginning installation of the keel, rudder and underwater foils. The foils lift the boat out of the water via a flight-control system, are intended to enable speeds up to 50 knots and are powered by batteries with solar assistance. The yacht is being built in Pisa, is due to launch in 2027 and will be used for record attempts and offshore regattas such as the Jules Verne Trophy. » Więcej na heise.de

Jefferies sees up to 10,000 new AI multimillionaires in the US as a long‑term, affluent customer base for Ferrari. In the second quarter, revenue rose 8% to €1.94 billion despite a slight decline in deliveries, driven by pricier models and personalized options. Analysts caution about demand risks for new models such as the electric Luce and the Amalfi; UBS recently cut its price target. Whether the AI wealthy will sustainably boost sales is likely to be clarified for Ferrari investors with the third‑quarter results on November 3. » Więcej na deraktionaer.de

Ferrari has completed the second tranche of its share buyback program, worth €250 million, and acquired 76,743 ordinary shares between 26 and 28 August. In this tranche, 655,884 shares were bought on EXM for €200 million and 159,855 shares on the NYSE for $58 million. As of 28 August, 1,590,804 ordinary shares were held in treasury (0.90% of issued ordinary shares); since 5 January 2026 Ferrari has repurchased 1,701,184 shares for €510.8 million. On 2 September a third tranche of up to €250 million will start as part of a multi-year buyback program of around €3.5 billion through 2030. » Więcej na de.investing.com