Ferrari's F80 Supercar to Drive Revenue Growth in 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 22 2026
0mins
Source: NASDAQ.COM
- New Model Driving Growth: The Ferrari F80 supercar, priced at approximately $3.9 million, has quickly sold all 799 units, which is expected to significantly boost revenue and earnings growth in 2026, demonstrating strong market demand.
- Order Allocation Strategy: Ferrari's order book extends into 2027, with management using limited production to maintain brand exclusivity, ensuring demand consistently exceeds supply, thereby preserving pricing power and enhancing customer experience.
- Slowing Revenue Growth: Despite revenue growth of 17.2% and 11.8% in 2023 and 2024 respectively, management's forecast of an average annual revenue growth of only 5% from 2026 to 2030, presented at the 2025 Capital Markets Day, has raised investor concerns.
- Overreaction in Market: Although Ferrari's long-term growth outlook appears conservative, considering its history of exceeding guidance, investors may have overreacted to the management's five-year financial forecast, with the current price-to-earnings ratio around 32 potentially representing a buying opportunity.
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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: 346.350
Low
349.74
Averages
448.83
High
555.00
Current: 346.350
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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- Market Risk Assessment: While Ferrari adopts a cautious approach to electrification, its competitor Lamborghini has canceled its electric plans, highlighting potential risks in the high-end electric supercar market, necessitating Ferrari to balance brand emotional experiences with electrification.
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- Market Reaction: Following the Luce's unveiling, Ferrari's Milan-listed stock fell 8% on Tuesday and 0.1% on Wednesday, although it rebounded slightly by 1.7% on Thursday, indicating investor concerns and market volatility surrounding the new model.
- Design Controversy: The unconventional design of the Luce has faced criticism from the former CEO and Italy's transport minister, while Vigna emphasized that the vehicle is distinct from Chinese EVs and other brands, highlighting Ferrari's unique positioning in the electric vehicle market.
- Respect for Technology: Vigna noted in an interview that launching new technology requires respect for the technology itself, ensuring that the design accurately represents its innovative features, marking a significant new chapter in Ferrari's history.
See More
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See More
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- Stock Price Plunge: Ferrari's stock fell over 8% following the unveiling of its first electric vehicle, the Luce, although it briefly rebounded by 2% on Wednesday morning; this negative market reaction indicates investor concerns that could impact the company's short-term financial performance.
- Design Criticism: The unconventional design of the Luce has drawn criticism from former chairman and Italy's transport minister, who claimed it strays from Ferrari's tradition, potentially harming the brand's image and leading to a loss of potential customers in the luxury market.
- Market Reaction Analysis: Analysts suggest that the market's reaction may be overly pessimistic, recalling similar concerns during the Purosangue launch; however, the Luce's design could affect its residual values, prompting investors to closely monitor initial demand to assess future sales potential.
- EV Market Risks: With luxury brands like Bentley and Lamborghini delaying electric vehicle models, Ferrari's Luce launch highlights the risks associated with the BEV transition among ultra-wealthy clients, with analysts warning that this could pressure the company's valuation, as future earnings are expected to remain reliant on internal combustion engine products.
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