Ferrari Faces Economic Uncertainty Ahead of F1 Season

Ferrari's stock price has dropped significantly due to economic concerns and potential tariffs impacting luxury car exports to the US, just as the F1 season approaches.


Ferrari Faces Economic Uncertainty Ahead of F1 Season

Ferrari's shares have increased by 250% compared to five years ago. Deutsche Bank, upon beginning its analysis of the company, recommended holding the shares instead of buying more. The company has fallen by 12% in the last month and is currently valued at 80 billion euros, below Renault's 14 billion euros.

The value of Ferrari's shares has decreased from 460 euros to 402 euros. Despite this, the company remains a gem in the market. Ferrari's absence from the race on March 14 in Australia could reduce interest in its shares.

Analysts have initiated surveillance on the company with a recommendation to "hold." The delivery of its next "supercar," the hybrid F80, is not expected before the end of 2025, which could limit its potential.

Ferrari's sales have grown by more than 10% annually since 2021; however, uncertainty in international markets and potential tariffs from the U.S. government could affect the company. The 2025 season is approaching with challenges for Ferrari, despite having talented drivers in its Formula 1 team.

The company's CEO, Benedetto Vigna, is evaluating the potential impact of tariffs and who would be responsible for covering the markup if implemented. The reason behind the decline in Ferrari's share price could be due to reaching its peak.