Ferrari to adjust prices amid new US tariffs

Published 27/03/2025, 15:10
© Reuters.

MARANELLO - Ferrari N.V. (NYSE/EXM: RACE), the luxury automaker with a market capitalization of $75.6 billion and a strong financial health rating according to InvestingPro analysis, has announced changes to its commercial policy in response to the imminent introduction of import tariffs by the United States on European Union-manufactured cars. Despite recent stock performance showing a 6.8% decline over the past week, the luxury automaker informed that while it aims to maintain stable commercial terms for its clientele, pricing for certain models may see an increase.

The company has stated that orders for all models imported before April 2, 2025, will not be affected by the change in policy. Additionally, orders for the Ferrari 296, SF90, and Roma model families will retain their current pricing regardless of the import date. However, for the rest of the models in Ferrari’s lineup, the new import conditions will lead to a price adjustment of up to 10 percent, in agreement with its dealer network. This strategic pricing decision comes as Ferrari maintains strong financial performance, with revenue growth of 11.8% and an impressive gross profit margin of 50.1% in the last twelve months.

Despite these adjustments, Ferrari has reaffirmed its financial targets for 2025. Nonetheless, the company acknowledges a potential risk of a 50 basis point reduction in profitability margin percentages, specifically in EBIT and EBITDA margins. For detailed analysis of Ferrari’s valuation and future prospects, including 16 additional exclusive ProTips and comprehensive financial metrics, visit InvestingPro.

This move comes as Ferrari continues to prioritize customer satisfaction and seeks to provide certainty in a shifting economic landscape. The company’s decision to partially absorb the impact of the new tariffs is a strategic measure to balance client protection with financial prudence.

The information is based on a press release statement from Ferrari N.V. The luxury car manufacturer is navigating the complexities of international trade regulations while maintaining its commitment to high-quality service and product excellence for its global customer base.

In other recent news, Ferrari has confirmed it will maintain its financial targets for the year despite the United States imposing a 25% tariff on auto imports. The luxury automaker, which produces all of its vehicles in Italy, has expressed confidence in navigating the challenges posed by these tariffs. Bernstein has reiterated its Outperform rating on Ferrari, with a price target of $575, highlighting the company’s strong brand and customer base. The firm also projects that Ferrari will achieve an average revenue of over €500,000 per unit by 2027, driven by high-value models like the forthcoming F80 supercar.

Meanwhile, Citi has maintained its Sell rating on Ferrari, with a price target of EUR360.00, citing concerns over potential impacts from the tariffs on Ferrari’s significant U.S. market presence. Citi’s analysis points to Ferrari’s high valuations and the possibility of reduced sales volumes, which could pose short-term risks. Despite these concerns, Ferrari’s ability to maintain profitability through product mix and allocation strategies has been noted. The company continues to benefit from a strong investor sentiment, though Citi warns that current valuations leave little room for error.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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