Ferrari targets €7.5B revenue by 2026 despite stock market struggles
Ferrari recently made headlines with its decision to temporarily suspend a significant portion of its deliveries to the Middle East. The move comes amid heightened geopolitical tensions in the region, as the company responds to mounting security and logistical risks while closely monitoring further developments. Though the measure introduces short-term operational uncertainty, the financial impact is expected to remain limited, given robust global demand and order books filled well in advance.
Looking ahead to 2026, Ferrari remains on a growth trajectory, setting ambitious targets in line with its strategy. Revenue is projected to rise to approximately €7.5 billion, while the EBITDA margin is expected to climb further, reaching at least 39%. This outlook is underpinned by an even stronger emphasis on high-margin models, special editions, and customization programs. At the same time, the company is gradually laying the groundwork for its transition into electric mobility.
Ferrari's stock, however, continues to trade in a downtrend, with no signs of a breakout so far. Recently, the share price saw a strong bullish reaction near the support zone between €268 and €278. For a sustained positive momentum, the market would need to push higher, ideally retesting the previous highs around €320—a move that would send a strong bullish signal.
The critical test will be how the stock behaves at that level. A break above the €320 resistance would clearly favor the bulls, signaling further strength. Conversely, a rejection at this point could present short-selling opportunities for traders looking to align with the prevailing trend. In that scenario, the previous support levels would likely come back into focus.
