Ferrari's Electric Future: Analysts Forecast Growth Amidst Shift

Ferrari N.V. (NYSE:RACE) shareholders have reason to celebrate, as the company's latest full-year results have sparked optimism among analysts. The luxury sports car manufacturer reported revenues of €6.7b and a statutory profit of €8.46 per share, which were in line with or slightly better than expectations. This positive performance, coupled with the company's strategic initiatives, has led analysts to maintain their bullish outlook on Ferrari's future prospects.



Analysts' revised forecasts for Ferrari's revenue and earnings per share (EPS) in 2025 have not changed significantly from their previous estimates. The consensus revenue forecast stands at €7.17b, reflecting a reasonable 7.4% improvement compared to the last 12 months. Similarly, the consensus EPS forecast is €9.01, indicating a 5.9% rise. These forecasts suggest that analysts are confident in Ferrari's ability to maintain its growth trajectory, despite the shift towards electrification.

Ferrari's planned shift towards electrification, as evidenced by the upcoming launch of its first fully electric car in October 2025, is expected to have a positive impact on the company's valuation and analysts' forecasts. The introduction of electric vehicles (EVs) is likely to contribute to revenue growth, EPS growth, and EBITDA growth, while also providing new customization opportunities. Analysts are forecasting a 7.4% improvement in revenue and a 5.9% increase in EPS for 2025, which is likely to be driven by the increased sales of electric vehicles and the continued success of its existing product portfolio.

The consensus price target for Ferrari remains largely unchanged at US$493, despite the shift towards electrification. This suggests that analysts are optimistic about the company's ability to successfully transition to electric vehicles and maintain its premium brand image. The range of estimates is still reasonably narrow, indicating that the outcome is not totally unpredictable.

Ferrari's commitment to electrification, coupled with its strong financial performance and growth prospects, has led analysts to maintain their bullish outlook on the company's future prospects. The launch of its first fully electric car in October 2025 is expected to contribute to revenue growth, EPS growth, and EBITDA growth, while also providing new customization opportunities. As Ferrari continues to execute its strategic initiatives, investors can expect the company to maintain its competitive edge in the luxury sports car market.

In conclusion, Ferrari's planned shift towards electrification is expected to have a positive impact on the company's valuation and analysts' forecasts. The launch of its first fully electric car in October 2025 is likely to contribute to revenue growth, EPS growth, and EBITDA growth, while also providing new customization opportunities. As Ferrari continues to execute its strategic initiatives, investors can expect the company to maintain its competitive edge in the luxury sports car market.