Ferrari rewarded following its podium finish at Silverstone; analysts are positive
Charles Leclerc took first place, returning to victory for the first time since 2024. Lewis Hamilton also made it onto the podium, finishing third
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(Il Sole 24 Ore Radiocor) - Ferrari is standing out on the Milan Stock Exchange, with a rise of around three points, following the Scuderia’s triumph at Silverstone. On 5 July, Charles Leclerc took first place, returning to victory for the first time since 2024. Lewis Hamilton also made it onto the podium, finishing third. The result, on a weekend that yielded a total of 51 points (40 in Sunday’s race and 11 in the Sprint), confirms Scuderia Ferrari HP’s progress throughout the season, the Prancing Horse emphasised in a statement.
“Outperform” on the Cavallino
The World Championship now takes a week’s break before returning to the track at Spa-Francorchamps for the Belgian Grand Prix. This has reignited Ferrari fans’ hopes of winning the Formula 1 World Championship, although team principal Frederic Vasseur was the first to urge caution, pointing out that assessments can change rapidly from one race to the next. “After Barcelona, Ferrari seemed unbeatable; after Austria, they were struggling; whilst today (yesterday for readers, ed.) they are back among the favourites,” he commented after the race in Great Britain.
Meanwhile, numerous analysts are bullish on the stock. Intermonte has confirmed its “Outperform” recommendation on Ferrari shares, with a target price of 417 euros, praising Friday’s unveiling of the 12Cilindri Manuale, a new limited-edition special series of the 12Cilindri, produced in a run of 1,499 units and already fully allocated to Ferrari customers. The model introduces the new “Manual by-wire” system, developed and patented by Ferrari to reinterpret the manual gearbox experience through modern technology. Following the Amalfi Spider, this is the second launch of 2026, as part of the four models planned for this year. The list price in Italia is €590,000, whilst deliveries will begin in the first quarter of 2027.
Expected sequential acceleration
“This news confirms the strong appeal of the Ferrari brand and the sustained demand from its most loyal customers, as demonstrated by the fact that the entire production run was already allocated at launch,” noted analysts at Intermonte, also pointing out that the average price of the new model exceeds the group average, which stands at around 460,000 euros excluding VAT and customisation costs. Last Friday, UBS also reaffirmed its ‘buy’ rating on Ferrari shares, raising the target price to €497 from the previous €483. “With the share price having recovered from the dip recorded following the launch of the Luce, attention is now turning back to the fundamentals,” explained the analysts, who expect a further sequential acceleration in sales in the second quarter.
They also believe that the Maranello-based company’s forecasts for 2026 could be revised upwards, thanks to a second half of the year that may prove stronger than expected. According to the bank, the second-quarter results, due on 30 July, could bolster the case for a broader re-acceleration in the luxury sector. “Furthermore, the first signs of wealth creation driven by artificial intelligence, which are supporting demand for high-end products in the United States and opening up new growth opportunities in other regions, could lead to a further rise in the share price,” the experts added.
