Ferrari

RACE

Market cap $69.5B

RACE benefits from unparalleled brand power and superior margins, whereas POAHY is dealing with near-term earnings challenges and a higher level of business concentration risk.

SHEL's long-term renewable energy deal with Ferrari aims to cut emissions and power nearly half of the automaker's Maranello plant through 2034.

Ferrari now trades at its historical average P/E, following a correction from previously overvalued levels, prompting an upgrade to Buy. RACE's scarcity-driven strategy ensures controlled, moderate growth, with a filled order book into 2027 and a conservative 2030 revenue target of €9 billion. Recent financials show shipment growth slowing but strong pricing leads to expanding margins.

Shell has signed a long-term deal to supply Ferrari with renewable energy until the end of 2034 to help the luxury carmaker to reduce carbon emissions, the oil and gas group said on Tuesday.

Maranello (Italy), November 24, 2025 – Ferrari N.V. (NYSE/EXM: RACE) (“Ferrari” or the “Company”) informs that the Company has purchased, under the Euro 360 million share buyback program announced on July 31, 2025, as the eighth tranche of the multi-year share buyback program of approximately Euro 2 billion expected to be executed by 2026 in line with the disclosure made during the 2022 Capital Markets Day (the “Eighth Tranche”), the additional common shares - reported in aggregate form, on a daily basis - on the Euronext Milan (EXM) and on the New York Stock Exchange (NYSE) as follows:

RACE's stock slump contrasts with resilient demand, rich margins and a deep order backlog that highlights the brand's long-term strength.

Investors interested in stocks from the Automotive - Original Equipment sector have probably already heard of Magna (MGA) and Ferrari (RACE). But which of these two companies is the best option for those looking for undervalued stocks?

Maranello (Italy), November 17, 2025 – Ferrari N.V. (NYSE/EXM: RACE) (“Ferrari” or the “Company”) informs that the Company has purchased, under the Euro 360 million share buyback program announced on July 31, 2025, as the eighth tranche of the multi-year share buyback program of approximately Euro 2 billion expected to be executed by 2026 in line with the disclosure made during the 2022 Capital Markets Day (the “Eighth Tranche”), the additional common shares - reported in aggregate form, on a daily basis - on the Euronext Milan (EXM) and on the New York Stock Exchange (NYSE) as follows:

Ferrari's 3,401 shipments drove revenue over 7% higher during the third quarter. Ferrari's operating margins remained far higher than competitors.

Pirelli Executive Vice Chairman Marco Tronchetti Provera said on Wednesday he expected Ferrari's upcoming first fully electric model to do well in Asia but not so much in Europe.