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RACEFerrari N.V.Sell5.3·$414.04+0.29%

Ferrari (RACE) Q2 2026 earnings — TrendMatrix coverage

BEAT+4.4% vs estimateEPS $2.62 vs $2.51 estVerdict Buy (Wait)Hold

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure

Event detail · Q2 2026

Key numbers

Reported EPS
$2.62
Estimate
$2.51
Surprise
+4.4%
Revenue (period 2026-06-30)
$1.94B
Score at report (before → after)
5.65.6/10

Revenue source: yfinance_provisional (provisional — SEC XBRL not yet filed for this period).

Report record · Q2 2026

How the report landed

Ferrari (RACE) beat the $2.51 estimate with diluted EPS of $2.62 — a clear 4.4% upside surprise. TrendMatrix's engine moved from Buy (Wait) (5.6/10) to Hold at 5.6/10 after the report.

Current read · as of 2026-08-28

Where TrendMatrix's rating stands now

TrendMatrix currently rates RACE Sell at 5.3/10.

2 of the last 4 quarters beat the estimate; this quarter's +4.4% surprise compares with a +1.2% four-quarter average. Next scheduled report: 2026-11-03.

What supports the rating

  • High-quality business

What argues against it

  • Analyst target reached - limited upside remaining
  • Consecutive earnings misses (2)
  • Expensive valuation

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$414.04
Price target
$428.41
Stop
$399.38
Upside to target
+3.5%

The stock trades at 38.9× trailing but 32.3× forward earnings — consensus estimates already build in a substantial earnings recovery.

Model outputs from TrendMatrix’s engine as of 2026-08-28 — shown for context, not personalized investment advice.

Consumer Cyclical context

RACE at TrendMatrix's latest read

Cyclical consumer names live and die on demand momentum — same-quarter comps and guidance carry more weight than the headline surprise.

Industry
Auto Manufacturers
Market cap
$72.56B
P/E (fwd)
32.3
P/E (ttm)
38.9
52-week range
$312.51$504.49
Off 52-week high
17.9%
RSI (14)
51
Volume vs avg
0.66×
Score today
5.3/10

Earnings figures are sourced from TrendMatrix’s pipeline (EPS: existing earnings extraction; revenue: SEC XBRL company facts where available, yfinance-provisional otherwise). Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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