Ferrari and Lamborghini's Diverging EV Strategies
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 04 2026
0mins
Should l Buy STLA?
Source: CNBC
- EV Market Outlook: Ferrari's upcoming EV, Luce, is set to open for orders this spring, and despite selling only about 14,000 cars annually, its market value surpasses Volkswagen Group, indicating potential demand for EVs in the luxury segment.
- Sales Target Adjustment: Ferrari has reduced its EV sales target from 40% to 20%, reflecting the company's strategy to balance between electric and internal combustion models to cater to its core customer base.
- Lamborghini's Market Response: Lamborghini's CEO stated that the acceptance of EVs in their target market is nearly zero, leading the company to continue with hybrid models instead of pure electric ones, showcasing a cautious approach in the luxury market.
- Emotional Connection: Analysts emphasize that the allure of luxury brands lies in their emotional connection with customers, which EVs lack; Ferrari's EV strategy may attract 500 to 1,000 buyers, highlighting the potential for market segmentation.
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Analyst Views on STLA
Wall Street analysts forecast STLA stock price to rise
14 Analyst Rating
7 Buy
7 Hold
0 Sell
Moderate Buy
Current: 6.900
Low
9.33
Averages
11.81
High
15.15
Current: 6.900
Low
9.33
Averages
11.81
High
15.15
About STLA
Stellantis N.V., formerly Fiat Chrysler Automobiles N.V., is a holding Company based in the Netherlands and operates as an automaker and a mobility provider. The Company is engaged in designing, engineering, manufacturing, distributing and selling vehicles, components and production systems. The Company has industrial operations in more than 30 countries and sells its vehicles directly or through distributors and dealers in more than 130 countries. The Company designs, manufactures, distributes and sells vehicles for the mass-market under the Abarth, Alfa Romeo, Chrysler, Dodge, Fiat, Fiat Professional, Jeep, Lancia and Ram brands. In addition, the Company designs, manufactures, distributes and sells luxury vehicles under the Maserati brand. The Company's brand portfolio also includes Peugeot, Citroen, DS Automobiles, Opel and Vauxhall. It offers a wide variety of vehicle choices from luxury and mainstream passenger vehicles to pickup trucks, sport utility vehicle (SUVs).
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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- Board Authorization Support: This issuance fully utilizes the €5 billion hybrid bond issuance authorization granted by the company's board, indicating strategic decision-making capabilities in capital management and confidence in future growth.
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See More
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- Diverse Customization Options: The Sub-Zero color is launched alongside new options like Fratzog dual stripes and Satin Black hood graphics, allowing owners to design their vehicles according to personal preferences, thereby increasing brand loyalty.
- Rich Powertrain Configurations: The all-new Charger multi-energy lineup includes the 420-horsepower R/T, 550-horsepower Scat Pack, and 670-horsepower electric Daytona Scat Pack, catering to varying consumer performance demands and further solidifying Dodge's leadership in the muscle car market.
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See More
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See More
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