Ferrari chair: I'm not an AI bubble believer

Impact · against what's priced in

The article has no material impact on Ferrari's valuation. The Chairman's opinion on a general tech trend is irrelevant to the company's luxury margins and order book.

RACE+0.00: Doesn't touch the price's assumptions
In context: The Chairman's skepticism regarding the AI bubble does not affect the company's luxury margins, the sold-out 2027 order book, or the pricing of the Luce EV.
What RACE's price assumes · Sep 1

Ferrari chair: I'm not an AI bubble believer

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Ferrari chair: I'm not an AI bubble believer

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Ferrari chair: I'm not an AI bubble believer

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