Ferrari (RACE) Surge on 2026 Revenue and EBITDA Outlook

Ferrari (RACE) shares jumped nearly 10% in New York on early February 10, 2026, trade, following upbeat guidance. For 2026, the company projects revenue of about 7.5 billion euros ($8.91B), up 5% from 2025, and adjusted EBITDA of 2.93 billion euros ($3.48B), up 5.8%. Guidance reflects a 39% EBITDA margin, up 20 basis points from 2025, driven by a higher-end product mix, personalizations, and stronger racing revenues. The order book extends through late 2027, while 2026 sales of 13,640 units reflect deliberate model transitions. The company will debut its first EV, the Ferrari Luce, in May 2026.