Ferrari (RACE) News Today

Ferrari N.V. (RACE) — Shares are trading higher today as investors react to upbeat strategic commentary and product/motorsport developments that could support revenue and brand momentum. Positive catalysts include commentary on long‑term (2030) guidance and a strong review of a new halo model; mixed motorsport headlines leave some near‑term performance risk. Below are the items most likely driving sentiment.

• Positive Sentiment: Analyst take that Ferrari’s guidance toward 2030 frames a clear path to outperformance — this sets investor expectations for higher long‑term margins and revenue, supporting valuation. Ferrari: Guidance For 2030 Sets The Stage For Outperformance
• Positive Sentiment: Strong product review of the 2026 Ferrari 296 Speciale — positive press on a high‑margin flagship model can support demand and pricing power for the sports‑car business. Driven! The 2026 Ferrari 296 Speciale Is Molto Intensa
• Positive Sentiment: High‑profile motorsport exposure: Sergio Perez and Cadillac will test a Ferrari F1 car at Imola in November — extra visibility and potential technical collaboration lift brand and tech prestige. Sergio Perez, Cadillac to test Ferrari F1 car at Imola in November
• Neutral Sentiment: Op‑ed suggesting the recent sell‑off may be overdone — presents a contrarian buy case but is opinion‑driven rather than new fundamental data. Ferrari Stock Has Taken a Massive Hit. Time to Buy?
• Neutral Sentiment: Corporate and customer racing updates (Trofeo Pirelli, Mugello champions, broadcast info) support brand engagement but have limited direct near‑term financial impact. At Mugello, first Ferrari Challenge races crown 2025 champions: Gostner, Schömer and Perrina
• Neutral Sentiment: Historical/feature coverage on Ferrari engine design — interesting for brand aficionados but no immediate market impact. Ferrari Made Hot Vee Engines Long Before It Was Cool
• Negative Sentiment: Technical F1 concerns: reporting that Ferrari still struggles with a ride‑height issue other teams have solved suggests ongoing competitive disadvantages in Formula 1 — this can pressure short‑term sentiment tied to racing results and brand halo effects. Why Ferrari can't solve the F1 ride-height puzzle Red Bull and McLaren have cracked
• Negative Sentiment: Driver comment downplaying near‑term race hopes (Charles Leclerc) — lowers expectations for immediate F1 results that often boost brand sentiment and short‑term stock moves. F1: Charles Leclerc Happy With Ferrari Progress but Plays Down Hopes for Mexico City GP