The 2026 auction season has officially rewritten the modern Ferrari value curve. What began as steady appreciation in the “Big Five” has erupted into a full‑scale repricing of both halo hypercars and analog-era specials. And as the attached report notes, “2026 has reset the modern Ferrari market,” and the numbers back it up. The Enzo is the headline story, rocketing […]
Ferrari Through the Eyes of Morgan Stanley: A Quick Take
Ferrari isn’t just a carmaker—it’s a luxury performance brand with the financial profile of a high‑end fashion house and the cultural weight of a century‑old racing dynasty. The Morgan Stanley prospectus frames Ferrari as a rare blend of scarcity, engineering excellence, and brand power, positioning the company as a long‑term compounder in the global luxury market. At the core is […]
Ferrari’s 2026 Outlook: 10 Big Questions Investors Are Asking
Ferrari’s FY25 results are in, and while the numbers were strong, the real story lies in what comes next. With a packed product cycle, the launch of the brand’s first BEV, and a shifting macro backdrop, Morgan Stanley’s analysts compiled “10 Questions for Management” — a roadmap of what investors should be pressing Ferrari leadership on in 2026. Ferrari’s order […]