Skip to contentHome page Seeking Alpha - Power to InvestorsOct. 10, 2025 12:15 PM ETFerrari N.V. (RACE) StockRACEOliver Rodzianko5.41K FollowersSummaryFerrari’s new 2030 targets are conservative, implying only ~5% annual revenue growth to €9B, but management has a six-year record of beating guidance, suggesting these are floors, not ceilings.The company’s value creation comes from scarcity, pricing power, and personalization, not volume expansion. Shipments were nearly flat in 2024, yet EBITDA rose by double digits, proving margin-led compounding strength.After a 16% pullback, the stock trades around 39× forward earnings. A reversion to 40–42× on stable fundamentals supports a $500–520 target, offering ~25% upside within nine months.Patrick Wode/iStock Editorial via Getty ImagesSince my last Ferrari N.V. (NYSE:RACE) analysis, in which I issued a Hold rating, the stock has lost -16% in price.On October 9, 2025, Ferrari held a Capital Markets Day and released a new mid- and long-term strategic plan andThis article was written byOliver Rodzianko5.41K FollowersOliver Rodzianko is the Founder and CEO of Invictus Origin, managing the Invictus Hydra portfolio, a high-alpha strategy consistently outperforming the Nasdaq-100 with disciplined cash deployment during market dislocations.Analyst’s Disclosure:I/we have a beneficial long position in the shares of RACE, TSLA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsRecommended For YouAbout RACE StockSymbolLast Price% Chg1D5D1M6M1Y5Y10YMarket CapRev Growth (YoY)Short InterestPrev. CloseMore on RACERelated StocksSymbolLast Price% Chg--1D5D1M6M1Y5Y10YTrending AnalysisTrending NewsSeeking Alpha - Power to InvestorsPower to InvestorsFollow usDownload appContact usSubscription Support: 1-347-509-6837© 2025 Seeking AlphaTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.