The Compounding Tortoise

The Compounding Tortoise

Ferrari's 2025 Capital Markets Day

Dramatically slowing down on EV ambition is the right strategy

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The Compounding Tortoise
Oct 09, 2025
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Today, Ferrari held its Capital Markets Day in Maranello, with updated financial targets till FY30. At the time of writing, the stock’s down 14% after being down as much as 16%.

This marks yet another double-digit share price drop on a somewhat binary event: will the guidance meet expectations? Versus understanding the puts and takes that led to this guidance.

Q2/1H 2025 - Ferrari - Full Analysis

Q2/1H 2025 - Ferrari - Full Analysis

The Compounding Tortoise
·
July 31, 2025
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Let’s take a closer look.

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