Ferrari Reports Strong Quarterly Sales Growth and Earnings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 10 2026
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Should l Buy RACE?
Source: Benzinga
Ferrari's stock rose by 4.62% as it reached a 20-day high, reflecting positive investor sentiment following its latest earnings report.
The company reported a 4.0% year-over-year sales growth to $2.098 billion, exceeding analyst expectations of $2.020 billion. Adjusted EBITDA also rose by 8.9% to 700 million euros, showcasing strong profitability and effective cost management. Furthermore, Ferrari's optimistic outlook for fiscal 2026, projecting EPS to exceed $11.00, has bolstered investor confidence in the brand's growth potential.
This strong performance not only highlights Ferrari's resilience in the luxury automotive market but also positions the company favorably for future growth, as it continues to optimize its product mix and manage costs effectively.
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Analyst Views on RACE
Wall Street analysts forecast RACE stock price to rise
15 Analyst Rating
11 Buy
3 Hold
1 Sell
Moderate Buy
Current: 327.200
Low
349.74
Averages
448.83
High
555.00
Current: 327.200
Low
349.74
Averages
448.83
High
555.00
About RACE
Ferrari NV, known as Ferrari, is an Italy-based designer, manufacturer and retailer of sports cars that is incorporated in the Netherlands. It operates under the Ferrari brand. Its sports cars portfolio includes, among others, F12berlinetta, FF, Ferrari 488 GTB, 488 Spider, 458 Speciale, Ferrari California T, F12tdf and LaFerrari. The Company also offers financing services through Ferrari Financial Services. It also produces limited series and one-off cars. The Company divides its regional markets in EMEA (Europe, the Middle East, India and Africa), Americas, Greater China and Rest of APAC (Asia-Pacific region, excluding Greater China) and is active in over 60 markets worldwide through a network of authorized dealers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Nvidia's AI Dominance: Nvidia is set to achieve significant growth through 2030, driven by its dominance in the GPU market for global AI data centers, particularly as demand surges for autonomous and software-defined vehicles, establishing itself as a backbone of AI infrastructure expansion.
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See More
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- Nvidia's AI Dominance: Nvidia has become the backbone of AI infrastructure expansion by providing GPUs for global AI data centers, with substantial growth in demand expected through 2030, further solidifying its market position and profitability.
- Challenges of Long-Term Investment: While the strategy of holding quality stocks seems straightforward, the rapid market changes necessitate careful selection, with companies like Carvana, Ferrari, and Nvidia potentially thriving in the long run due to their unique competitive advantages.
See More
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- Middle East Sales Forecast Drop: Analysts predict that luxury sales in the Middle East could fall by half, which would negatively impact overall quarterly growth by about 1 percentage point, underscoring the region's critical role in the global luxury market.
- Dubai's Luxury Consumption Dependency: Research from Morgan Stanley indicates that around 60% of luxury spending in the UAE comes from tourists, primarily from Russia, Saudi Arabia, China, and India, and the deteriorating security situation may dampen these high-net-worth visitors' spending intentions.
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See More
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- Event Details: The auction will take place at a prestigious event known for showcasing classic and luxury automobiles.
See More
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- Contingency Measures: To address disruptions in the Strait of Hormuz, Ferrari implemented contingency measures, including rerouting ships and using planes to transport a limited number of vehicles, despite significantly increased shipping costs.
- Customer Willingness: Even with air freight costs ranging from $20K to $40K, Ferrari owners are willing to pay the additional fees to ensure safe delivery, reflecting the brand's strong allure and customer loyalty.
- Market Confidence: Giorgio Turri, Managing Director of Ferrari Middle East, confirmed that there were no cancellations, emphasizing customers' long-term commitment to the brand, indicating resilience in the luxury market amid turmoil.
See More
