Ferrari N.V. (RACE)
Coverage summary
Aardvark Labs Capital Research has covered Ferrari N.V. (RACE) since August 1, 2025. The company is in the Consumer Cyclical sector. This page lists 6 reports: 6 earnings recaps.
The latest is the Q3 2026 Earnings Recap, published November 5, 2026. The current rating is Outperform, unchanged since the Q3 2025 Earnings Recap of November 5, 2025. The rating has changed once since coverage began.
Translations: 5 in Chinese.
Rating history
All RACE reports
Recap: Q3 2026
Order Book Enters 2028 and the Americas Stabilize, But the Guidance Raise Only Matched the Street
Recap: Q2 2026
Mix Does All the Work: ASP Up 12% on Units Down 3.7%, Guide Raised, and the Multiple Has Caught Up
Recap: Q1 2026
Print Confirms the FY Guide; H1/H2 Cadence Is the Sell-the-News — Luce Reveal in 20 Days Is the Real Catalyst
Recap: Q4 2025
The Floor Was the Floor — Initial 2026 Guide of ≥€9.45 EPS Vindicates the Post-CMD Thesis
Recap: Q3 2025
The Post-CMD De-Rate Overshot — Q3 Print Confirms the New Framework Is the Floor, Not the Ceiling
Recap: Q2 2025
Margins Beat, Volume Flat, Tariff Risk Withdrawn — But the Real Catalyst Is Still 10 Weeks Away