Ferrari launches EV, share price dives 15%
Discussion
It was their forward guidance apparently that caused the fall - and it is a big one, back to 6 month lows.
"Shares of Ferrari are on track for their worst trading day ever on Thursday after the luxury carmaker updated its full-year and 2030 guidance and scaled back its electrification ambitions.
Analysts were disappointed by the new guidance, saying it fell short of expectations."
Ferrari said that EVs would make up a smaller % than what it has previously stated.
"In a separate update, Ferrari said it would target a 2030 sports car model lineup made up of 40% internal combustion engine, or ICE, cars, 40% hybrid and 20% fully electric vehicles.
Ferrari said the revised target, which is down from a prior goal of 40% EV sales by the end of the decade, is the result of a client-centric approach, the current environment and its expected evolution."
https://www.cnbc.com/2025/10/09/ferrari-unveils-fi...
"Shares of Ferrari are on track for their worst trading day ever on Thursday after the luxury carmaker updated its full-year and 2030 guidance and scaled back its electrification ambitions.
Analysts were disappointed by the new guidance, saying it fell short of expectations."
Ferrari said that EVs would make up a smaller % than what it has previously stated.
"In a separate update, Ferrari said it would target a 2030 sports car model lineup made up of 40% internal combustion engine, or ICE, cars, 40% hybrid and 20% fully electric vehicles.
Ferrari said the revised target, which is down from a prior goal of 40% EV sales by the end of the decade, is the result of a client-centric approach, the current environment and its expected evolution."
https://www.cnbc.com/2025/10/09/ferrari-unveils-fi...
Ferrari’s reveal of the Elettrica’s chassis, motor, and battery pack, as well as a built-in system that amplifies the sounds of the electric engine in a bid to replicate the feeling that drivers get when they hear the visceral roar of a traditional supercar.
Mmm, A Super car roar or posh sounding washing machine sound. This is the problem no manufacturer has defined what makes a EV super car thats anyway exciting in the way any ICE super car inspires passion. Solve that and your company has a future.
The problem was that Ferrari also unveiled its financial projections for the rest of this decade, and they were lower than expected. No amount of laser
Mmm, A Super car roar or posh sounding washing machine sound. This is the problem no manufacturer has defined what makes a EV super car thats anyway exciting in the way any ICE super car inspires passion. Solve that and your company has a future.
The problem was that Ferrari also unveiled its financial projections for the rest of this decade, and they were lower than expected. No amount of laser
ashenfie said:
Ferrari s reveal of the Elettrica s chassis, motor, and battery pack, as well as a built-in system that amplifies the sounds of the electric engine in a bid to replicate the feeling that drivers get when they hear the visceral roar of a traditional supercar.
Mmm, A Super car roar or posh sounding washing machine sound. This is the problem no manufacturer has defined what makes a EV super car thats anyway exciting in the way any ICE super car inspires passion. Solve that and your company has a future.
The problem was that Ferrari also unveiled its financial projections for the rest of this decade, and they were lower than expected. No amount of laser
It's amazing how much passion disappears when the buyer worries about residuals. No1 concern of the luxury car buyer according to a recent McKinsey study (luxury inc Ferrari, Lambo, Bentley etc). But if anyone can convince buyers about the benefits of EV, then it's Ferrari. The tech details sound v promisingMmm, A Super car roar or posh sounding washing machine sound. This is the problem no manufacturer has defined what makes a EV super car thats anyway exciting in the way any ICE super car inspires passion. Solve that and your company has a future.
The problem was that Ferrari also unveiled its financial projections for the rest of this decade, and they were lower than expected. No amount of laser
It actually sounds pretty epic as a practical 4-seater GT. So it should have the same “daily” appeal as a Porsche Taycan, but with a more extrovert character.
It will be interesting to see how it compares with the Taycan, Lotus Emeya and Polestar 5. Obviously it will be more expensive, but it will be interesting to see if it can differentiate itself from these other near 1000 hp EVs. Quad-motor torque vectoring and accompanying sound effects could be key. It will probably have gear simulation too I expect.
It’s going to be a lot more useable than most of their current ICE supercars for sure.
It will be interesting to see how it compares with the Taycan, Lotus Emeya and Polestar 5. Obviously it will be more expensive, but it will be interesting to see if it can differentiate itself from these other near 1000 hp EVs. Quad-motor torque vectoring and accompanying sound effects could be key. It will probably have gear simulation too I expect.
It’s going to be a lot more useable than most of their current ICE supercars for sure.
TheRainMaker said:
You would think Bentley and RR will be fine with EV.
Ferrari is screwed unless they change the rules and let small manufacturers carry on with ICE.
I don’t think they are screwed at all. But they do need to rethink their market to suit EV powertrains. This first attempt seems about right ie 4-seater uber GT.Ferrari is screwed unless they change the rules and let small manufacturers carry on with ICE.
TheRainMaker said:
uktrailmonster said:
It s going to be a lot more useable than most of their current ICE supercars for sure.
This is totally missing the point of Ferrari.Not many people buy a Ferrari for practical reasons
uktrailmonster said:
TheRainMaker said:
uktrailmonster said:
It s going to be a lot more useable than most of their current ICE supercars for sure.
This is totally missing the point of Ferrari.Not many people buy a Ferrari for practical reasons
TheRainMaker said:
uktrailmonster said:
TheRainMaker said:
uktrailmonster said:
It s going to be a lot more useable than most of their current ICE supercars for sure.
This is totally missing the point of Ferrari.Not many people buy a Ferrari for practical reasons
TheRainMaker said:
I'm guessing from that reply, you are not their target market
Well, I have always preferred Porsche because their cars are generally more usable on the road. I’m certainly the target market for a Taycan and that seems to be the market Ferrari are aiming at with their first EV. In their own words, they are playing to the inherent strengths of an EV drivetrain. The move from ICE to electric certainly creates a challenge for brands which have made their name from engines. But, they either figure it out, or accept that their long term future is not viable. Suspect that the share price dive reflects a lack of confidence in the plans they have published evidencing any figuring out.
The engine noise is not the only card Ferrari has in its deck. I would suggest that if it wants its electric cars to be worth what it wants to sell them for, it needs to make them more beautiful and better to drive than the competition. The way to make them drive better which cannot be cheaply replicated, I would suggest, is to make them lighter.
The engine noise is not the only card Ferrari has in its deck. I would suggest that if it wants its electric cars to be worth what it wants to sell them for, it needs to make them more beautiful and better to drive than the competition. The way to make them drive better which cannot be cheaply replicated, I would suggest, is to make them lighter.
TheRainMaker said:
This is totally missing the point of Ferrari.
Not many people buy a Ferrari for practical reasons
They seem to be doing well with the 5 door Purosangue SUV despite capping production at 20% of total vehicles. Without the cap it would almost certainly be their biggest selling carNot many people buy a Ferrari for practical reasons
Similarly the Urus has been Lambos best selling car for years.
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