Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
Ferrari (NYSE:RACE) brought a major Formula 1 upgrade package with 11 changes to the SF-26 to the Miami Grand Prix.
The updates did not deliver the expected performance, with the team facing tyre degradation and limited on-track gains.
Drivers, including Charles Leclerc, and former engineer Rob Smedley have raised concerns about the car’s development path.
Comments from Lewis Hamilton and others point to questions around Ferrari’s broader F1 development strategy.
For investors, the F1 program is central to Ferrari’s brand, technology pipeline and marketing reach, even though racing is only part of the wider luxury performance car business. When the flagship SF-26 package in Miami struggles to match simulator expectations, it highlights how tightly linked on-track engineering and off-track reputation can be for NYSE:RACE.
Ongoing questions about tyre management, upgrade execution and feedback loops between drivers, engineers and simulators may shape how Ferrari allocates time, talent and capital inside its racing division. As the season develops, the way management responds to concerns about a potential development “negative loop” could influence how investors view the resilience of Ferrari’s F1 program within the broader company story.
Stay updated on the most important news stories for Ferrari by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Ferrari.
NYSE:RACE Earnings & Revenue Growth as at May 2026
📰 Beyond the headline: 1 risk and 3 things going right for Ferrari that every investor should see.
Investor Checklist Quick Assessment
✅ Price vs Analyst Target: At US$337.46, Ferrari trades about 22% below the US$431.91 analyst price target.
❌ Simply Wall St Valuation: Shares are trading at about 176.5% above the estimated fair value.
✅ Recent Momentum: The 30 day return is roughly 0.9%.
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
📊 F1 upgrade setbacks raise questions about how effectively Ferrari converts racing spend into brand strength and long term product appeal.
📊 Watch how management talks about simulator accuracy, tyre management and capital allocation between racing and road car programs in future updates.
⚠️ There is one flagged risk around significant insider selling in the past 3 months, which some investors may weigh more heavily when racing performance is under scrutiny.
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.
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