Ferrari Luce EV Launch Puts Valuation And Execution In Sharp Focus

Simply Wall St

Wed, February 11, 2026 at 5:15 PM GMT+9 2 min read

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Ferrari (NYSE:RACE) has confirmed plans to launch its first fully electric sports car, the Luce, with a high profile event scheduled for late May.

Following the presentation, the company plans to open pre orders for the Luce, positioning the model as a central part of its future product lineup.

Alongside the Luce announcement, Ferrari reiterated its commitment to a measured approach to electrification while maintaining a role for combustion engines.

Ferrari operates at the high end of the automotive market, with a focus on luxury sports cars and brand exclusivity. The Luce announcement places the company in the fully electric segment while it continues to highlight the importance of combustion technology for its identity and customer base.

For investors, the Luce serves as a key reference point for how Ferrari plans to balance electrification, pricing power, and limited production. The timing of the late May event and subsequent pre orders gives the market a concrete set of milestones to watch as the company outlines how this model fits into its longer term product mix and capacity plans.

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NYSE:RACE Earnings & Revenue Growth as at Feb 2026

We’ve flagged 0 risks for Ferrari. See which could impact your investment.

Quick Assessment

**❌ Price vs Analyst Target**: Ferrari trades at about $363 versus an analyst consensus of around $430, roughly 18% below that target.

**❌ Simply Wall St Valuation**: Shares are described as trading 207.7% above estimated fair value, which flags a stretched valuation.

**❌ Recent Momentum**: The 30 day return of about 3.4% decline suggests weak short term momentum into the Luce launch.

There is only one way to know the right time to buy, sell or hold Ferrari. Head to Simply Wall St’s company report for the latest analysis of Ferrari’s Fair Value.

Key Considerations

📊 The Luce launch tests how Ferrari can extend its luxury positioning into fully electric models while keeping brand scarcity and pricing power intact.

📊 Watch pre order appetite, any commentary on production limits, and how the Luce contributes to future earnings relative to the current P/E of about 34x.

⚠️ With the share price flagged as very expensive versus one valuation estimate, execution risk around EV adoption and customer reception to the Luce could matter more than usual.

Dig Deeper

For the full picture including more risks and rewards, check out the complete Ferrari analysis. Alternatively, you can check out the community page for Ferrari to see how other investors believe this latest news will impact the company’s narrative.

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_ This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned._

Companies discussed in this article include RACE.

Have feedback on this article? Concerned about the content? Get in touch with us directly._ Alternatively, email editorial-team@simplywallst.com_

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