Ferrari Stock Has Been Hammered. Time to Buy?

• Fueled by the F80, Ferrari's gross maturation could reaccelerate successful 2026.

• The institution has already allocated conveyance orders each the mode into 2027.

• To substance its income growth, Ferrari plans to thin much connected enriching its merchandise premix implicit the adjacent 5 years than connected accumulation growth.

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Shares of Ferrari (NYSE: RACE) person been hammered recently. Year to date, the banal is down astir 9% arsenic of this writing. And that's connected apical of its 13% alteration successful 2025. Even more, shares are down 34% from an all-time precocious closing terms of $517.65 successful July of past year.

Ouch.

With the banal down truthful substantially, is present a bully clip to buy? After all, Ferrari precocious started income of its F80 supercar. The high-priced conveyance could beryllium a important catalyst for some gross and net maturation successful 2026 -- and perchance adjacent successful 2027 arsenic well.

Here's a person look astatine the stock, wherefore it has suffered truthful overmuch recently, and wherefore buying the dip present mightiness marque sense.

Ferrari's banal has faced 2 large problems recently.

First and foremost, determination were tariffs. When President Donald Trump announced tariffs successful aboriginal 2025, investors feared this would person a important interaction connected Ferrari's business. But successful consequent updates from the company, Ferrari explained that the interaction of tariffs connected its concern was small. Still, a much uncertain geopolitical environment, prompted by tariffs, has weighed connected sentiment for the stock.

The bigger contented for Ferrari stock, however, came astatine its 2025 Capital Market Day, wherever absorption laid retired a maturation program that underwhelmed.

At its Capital Markets Day successful October, absorption said it expected revenue to turn astatine an mean yearly complaint of conscionable 5% from the commencement of 2026 to the extremity of 2030. This spooked investors due to the fact that it marked a important slowdown from the benignant of maturation Ferrari has been delivering. For the afloat years of 2023 and 2024, for instance, Ferrari's gross accrued by 17.2% and 11.8%, respectively.

Even much concerning, management's forecast for slower maturation builds connected a inclination of decelerating maturation recently. Revenue roseate astatine a complaint of conscionable 7.4% twelvemonth implicit twelvemonth successful the 3rd 4th of 2025, putting the company's trailing-9-month year-over-year gross maturation complaint astatine astir 8%.

Ferrari's blimpish outlook (and adjacent its slower maturation much recently) is, however, not an accident. It is the concern model.

Ferrari uses bid allocation and accumulation plans arsenic tools to sphere exclusivity. In different words, Ferrari keeps accumulation constricted truthful that request ever exceeds supply. And it's working. Management said successful the company's third-quarter net telephone that its bid publication extends retired into 2027.