Equity, Bottom-up Analyst, Investics Research

Sameer Taneja

A buy-side analyst with over 18 years of experience investing in Asian markets and specializing in the mid-small cap space, emphasizing value investing in companies with good free cash flows/dividends and long-term holding horizons. 
Exempt Financial Adviser (EFA) under CrossASEAN Research Pte Ltd. It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity, Bottom-up Analyst

Curator's Cut: Seoul Searching, Luxury Lulls & Getting Insurance for Portfolios

Ferrari (RACE US) Q1FY26: Strong Results, Luce EV Unveil For 25th May Overbooked

Ferrari N.V. (RACE US) Q2 FY2026 Results Update: Orderbook, Pricing, and Guidance All Improving

Ferrari (RACE US) Q3 FY25: Beat + Revision Of Guidance Upwards

Ferrari (RACE US) Concall: Strong Q1 2025 And Margin Expansion

Ferrari (RACE US): Deceleration in Q2 FY25, But Confident On Future Growth

Investics Research

It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity Bottom-up Research

Equity Bottom-Up

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<li>
<a href="https://www.smartkarma.com/entities/ferrari-n-v" target="_blank" data-smartkarma-citation="entities:21010:1" rel="noopener">Ferrari N.V. (RACE US)</a> reported solid Q4FY25 results, demonstrating the company can still grow, though its elevated multiple should compress in the near term. </li>
<li>Based on its guidance, <a target="_blank" rel="noopener">Ferrari N.V. (RACE US)</a> trades at 33x FY26 PE, with mid-to-high single-digit growth. </li>
<li>Going forward, personalization and new limited-edition model launches will continue to drive profits, and we eagerly anticipate the launch of Ferrari Luce (EV) in May. </li>
</ul>



Ferrari N.V. (RACE US) reported solid Q4FY25 results, demonstrating the company can still grow, though its elevated multiple should compress in the near term. 
Based on its guidance, Ferrari N.V. (RACE US) trades at 33x FY26 PE, with mid-to-high single-digit growth. 
Going forward, personalization and new limited-edition model launches will continue to drive profits, and we eagerly anticipate the launch of Ferrari Luce (EV) in May. 


Ferrari's Solid Q4FY25 And FY26 Guidance Show Select Luxury Brands In A Good Space