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BullDigest's May 6 Post-Market Summary of Ferrari N.V.

  • 06.05.2025 22:18
  • bulldigest.com
  • Keywords: Post-Market, Summary, Ferrari N.V.

Check out BullDigest's May 6 Post-Market Summary of Ferrari N.V.. We provide a summary of the key news from market opening hours.

Post-Market SummaryRACEsentiment_satisfied

Estimated market influence

Prime Video

Negativesentiment_dissatisfied
Analyst rating: N/A

The Prime Video top 10 list is a popular starting point for many users, but ranking doesn't guarantee quality.

Ferrari

Ferrari

Positivesentiment_satisfied
Analyst rating: Buy

Ferrari reported a 17% increase in Q1 profit, with net profit reaching €412 million ($466.3 million).

Context

Business Insights and Market Implications Summary

Prime Video Top 10 Movie Recommendations

  • The Prime Video top 10 list highlights popular content but does not guarantee quality.
  • Notable films include:
    • Conclave (2024): A dramatic thriller about papal election intrigue.
    • The Accountant (2016): An action thriller starring Ben Affleck, gaining renewed interest due to its sequel's theatrical release.
    • Ford v Ferrari (2019): A James Mangold-directed film based on Ford's challenge to Ferrari at the Le Mans race.

Ferrari Profit Warning and Tariff Risks

  • Ferrari reported a 17% increase in Q1 profit, with net profit reaching €412 million ($466.3 million).
  • The company warned of a potential 50 basis point reduction in profitability margins in 2025 due to U.S. tariffs on EU automobile imports.
  • Ferrari's 2025 guidance includes:
    • Adjusted profits per share: €8.6
    • Net sales: Exceeding €7 billion
    • EBITDA: At least €2.68 billion
  • Ferrari increased some model prices by 10% in March to offset tariff impacts.

Broad Arrow Auction at Concorso d'Eleganza Villa d'Este

  • Broad Arrow Auctions will hold its inaugural auction at the Concorso d'Eleganza Villa d'Este on May 24-25, 2025.
  • Key offerings include:
    • 1938 Talbot-Lago T150 C Lago Spéciale Teardrop Coupé by Figoni et Falaschi (Estimate: €4.5-6.5 million).
    • 1949 Talbot-Lago T26 Grand Sport Coupe by Dubos Frères (Estimate: €1.2-1.5 million).
    • 1948 Ferrari 166 Spyder Corsa by Ansaloni (Estimate: €5.5-7.5 million).
    • 1939 Lagonda V12 Rapide James Young Drophead Coupé (Estimate: €600-700k).
    • 1965 Ferrari 275 GTS (Estimate: €1.5-1.8 million).
    • Siata 208S by Motto (Estimate: €1.5-1.7 million).
    • 1936 Maserati 6CM Factory Works (Estimate: €850-950k).
  • This marks the first public sale of the first Ferrari customer competition car, the 166 Spyder Corsa.

Tariff Impacts on Automakers

  • New 25% U.S. import tax on auto parts will significantly impact global automakers.
  • Ford projects a $2.5 billion profit drop in 2025 due to the trade war, with $1 billion potentially offset by cost-cutting (including job cuts).
  • Other companies, including General Motors, Volkswagen, Stellantis, Ferrari, Audi, and Porsche, anticipate similar financial hits.
  • Tariffs are expected to increase costs for U.S. automakers by $108 billion in 2025, leading to higher prices for consumers, potential sales declines, and further cost-cutting measures.
  • The USMCA includes an arrangement that 15% of parts must be included from the manufactured suggested retail price to help domestic manufacturing.

Ferrari F1 Team Dynamics

  • Ferrari is struggling with internal issues as Lewis Hamilton's qualifying performance has been "indigestible" after the Miami GP.
  • Despite narrowing the gap to Leclerc, Hamilton is struggling to optimize the SF-25's balance, leading to steering issues and impacting tire grip.
  • Leclerc demanded internal Ferrari talks after the Miami GP regarding team orders and strategy after both drivers finished outside the top 6.
  • Both drivers are working together to improve Ferrari’s fortunes.

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  • Ferrari F80 (2025): Limited-edition (799 units) 1200-hp hybrid V6 supercar with advanced aerodynamics, generating 1000kg of downforce at 250 km/h.
  • Game of Thrones: Kingsroad: Story-driven action RPG launches May 21 on iOS, Android, and PC (Steam/Epic).
  • Woman Found Alive After 62 Years Missing: Audrey Backeberg, missing for over six decades, was found in Wisconsin.