Ferrari stock gains as Rakuten partnership and analyst targets support valuation

Ferrari N.V. stock (ISIN NL0011585146) ended the last completed session on Borsa Italiana at EUR 356.95 on September 16, 2026, marking a 1.20 percent gain versus the prior close and trading near fresh highs for the year. As MarketScreener reported on September 17, 2026, Ferrari has signed a strategic alliance with Rakuten, while analysts now see an average price target of EUR 388.39, implying 8.81 percent upside from the latest close.

Rakuten deal and analyst targets set the tone

According to MarketScreener on September 17, 2026, Ferrari shares were recently quoted at EUR 359.25 on Borsa Italiana, up 0.64 percent over five days and 12.91 percent since the start of 2026, underpinned by the newly announced partnership with Rakuten.

As MarketScreener details, consensus from 19 analysts points to an average target price of EUR 388.39 compared with the last closing price of EUR 356.95, a gap of 8.81 percent that indicates moderate expected upside if forecasts materialize.

Valuation views: Morgan Stanley and consensus

Analyst sentiment on Ferrari is broadly constructive. According to MarketScreener on September 17, 2026, Morgan Stanley has recently raised its price target on Ferrari by 5.4 percent while maintaining a buy recommendation, signaling increased conviction in the company’s earnings and cash flow trajectory.

The broader rating picture is similarly supportive. As MarketBeat reports on September 17, 2026, three equity research analysts currently assign Ferrari a Strong Buy rating, nine rate it Buy and six rate it Hold, resulting in a consensus rating of Moderate Buy with a consensus target price of USD 478.79, which sits above the recent U.S. market price.

Fundamentals and valuation backdrop

On the fundamental side, valuation metrics point to robust quality. According to GuruFocus on September 17, 2026, Ferrari’s GF Value stands at USD 506.56 compared with a current share price of USD 412.34, indicating that the stock trades about 18.6 percent below this intrinsic value estimate.

The same GuruFocus analysis assigns Ferrari an impressive GF Score of 97 out of 100, with profitability and growth both rated 10 out of 10 and valuation 8 out of 10, underscoring strong financial health and earnings power compared with many peers.

Stock level and recent performance

Looking at recent trading, technical commentators highlight the stock’s steady upward move. As Teleborsa noted in a technical review updated on September 16, 2026, Ferrari shares started that session at EUR 350.50, then extended gains and closed in a strong finish at EUR 356.95, after moving close to the session high.

In addition, MarketScreener cites a recent quote of EUR 359.25 for Ferrari on Borsa Italiana, which represents a 2.46 percent gain over the past five trading days and a 12.91 percent rise since the beginning of 2026, showing that the stock has rewarded investors year to date.

Closing price and investor takeaway

Ferrari stock’s reference price in this context is its listing on Borsa Italiana in EUR; the shares most recently closed at EUR 356.95 on September 16, 2026, with a daily gain of 1.20 percent, and were last quoted at EUR 359.25 on September 17, 2026 in early trading, leaving them roughly 8.81 percent below the average analyst target of EUR 388.39 and reflecting a 12.91 percent advance since the start of 2026.

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