For years, Tesla (TSLA) has owned the spotlight, blazing through the electric vehicle (EV) space like a comet, reshaping the auto industry and Wall Street’s expectations all in one wild ride. But in 2025, that shine is starting to fade. The stock has stumbled out of the gate, weighed down by slowing deliveries, Elon Musk’s political distractions, and intensifying heat from Chinese EV makers. Price cuts, shrinking margins, and uncertainty around U.S. tax credits only add fuel to the fire.

Meanwhile, across the Atlantic, an Italian icon, Ferrari N.V. (RACE), is stealing the show. Defying tariffs and economic turbulence, the auto titan thrives on unwavering demand. Thanks to its affluent clientele, Ferrari remains largely tariff-resistant, with analysts highlighting how its appeal has historically endured through downturns, making it one of the rare, resilient gems in the auto world. 

Meanwhile, the company’s guidance is strong, and the stock has been on a six-week climb while some of its industry peers stall. With its first EV slated for October 2025, Ferrari is just getting started, and it might just leave Tesla in the rearview. Hence, investors could consider this luxury auto giant’s stock. 

About Ferrari Stock

Founded in 1947, Maranello-based Ferrari N.V. (RACE) is more than a carmaker – it is a legend. With a legacy built on roaring engines, Formula 1 dominance, and masterful craftsmanship, Ferrari embodies the pinnacle of luxury and performance. 

Valued at $112 billion by market cap, the luxury automaker’s ride this year has not been without bumps, with shares down 10% from their 52-high of $509.13. Yet, over the past 52 weeks, RACE stock still clocked a 10.1% gain. After a turbocharged Q4, fueled by a winning product mix and booming custom orders, shares accelerated 6.5% in just the last month, reminding investors that the prancing horse always finds a way back to the front of the pack.

Wall Street Cheers as Ferrari Speeds Past Q4 Estimates

On Feb. 4, Ferrari roared past Wall Street’s Q4 expectations. Revenue raced 14% higher year-over-year to €1.7 billion. The bottom line truly turned heads as EPS jumped 32% to €2.14 ($2.28), leaving Wall Street’s $1.89 per share prediction eating dust.

A richer product mix and booming demand for bespoke models pushed average selling prices higher, lifting car and spare parts revenue by 16% annually and brand-related income by 22%. Even shipments ticked up 2% to 3,325 units in Q4, while full-year deliveries edged up 1% to 13,752 units, despite global headwinds. Operating profits punched 26% higher to €468 million.

Fresh off a powerhouse quarter, Ferrari wasted no time shifting into high gear again. On March 27, shares climbed another 3% after the automaker unveiled a bold plan to counter the U.S. tariff shock - price hikes of up to 10% on select models starting April 2. 

Ferrari knows its buyers won't blink. As long as demand outpaces supply and ultra-luxury launches roll on, Ferrari’s earnings engine shows no signs of stalling.

Ferrari’s 2025 roadmap is built for speed. Management targets net revenue to be greater than €7 billion, up over 5% year-over-year, while adjusted EPS are expected to race past €8.60. Adjusted EBITDA is set to exceed €2.68 billion, aiming for a sleek 38.3% margin. 

Ferrari is gearing up to release its Q1 earnings results on Tuesday, May 6, before the bell. Analysts monitoring the auto company anticipate the first quarter's profit to rise 11.3% year over year to $2.36 per share.

What Do Analysts Expect for Ferrari Stock?

Analysts have deemed the auto stock a “Moderate Buy.” Out of the 15 analysts covering the stock, seven recommend a “Strong Buy,” two advise a “Moderate Buy,” five suggest a “Hold,” and the remaining one has a “Strong Sell.” 

RACE’s mean price target of $515.13 implies the stock has upside potential of 12%. The Street-high target of $575 suggests the stock could rally as much as 25% from the current price levels.