For the third quarter of 2026, analysts anticipate Ferrari to report consensus revenue of €1.65 billion and an EPS of €2.66, with the NYSE-listed shares currently trading at $492.30 against a $525.00 average price target.
Investors are primarily focused on total car shipment volumes as a measure of production efficiency and order book conversion. Supporting this growth is the high-margin delivery of the Daytona SP3 and the initial ramp-up of the 12Cilindri, which continue to drive favorable product mix dynamics.
Markets will also closely monitor updates to full-year 2026 industrial free cash flow guidance to see if the luxury manufacturer can maintain its premium valuation amid broader economic shifts.