Ferrari N.V.

Analysts at Jefferies have improved their recommendation on shares of luxury sports car maker Ferrari, CNBC <a href="https://www.cnbc.com/2026/04/01/wednesday-top-stocks-like-nvidia-by-analysts.html?&amp;qsearchterm=Ferrari">reports</a>. They abandoned the neutral position and advised to buy the company's securities, pointing to the significant growth potential. The investment bank <a href="https://www.marketscreener.com/news/ferrari-jefferies-gives-a-buy-rating-ce7e51ded18ef324">increased the</a> average target price from €310 to €350, up 21% from the last close.

"Counterbalancing the uncertainty": Jefferies recommended buying Ferrari shares

LVMH Moet Hennessy - Louis Vuitton, Societe Europeenne

Compagnie Financiere Richemont SA

EssilorLuxottica Societe anonyme

Brunello Cucinelli S.p.A.

Burberry Group plc

Ermenegildo Zegna N.V.

The recovery in luxury sector stocks, which the market had been waiting for before the US and Israel's war with Iran, is likely to happen after all, according to investment bank UBS. It said there were buying opportunities in the sagging sector despite "significant investor anxiety" over the conflict in the Middle East. The bank recommended taking a closer look at the securities of the owner of Louis Vuitton and six other manufacturers.

"Luxury's 'Magnificent Seven': UBS names stocks worth buying on the downturn

The Estee Lauder Companies Inc.

Puig Brands SA

Rising oil prices, according to analysts' estimates, have raised the risk of recession in the US to 40% and could push inflation in the country to 5%. Automakers are recording supply disruptions and a slump in demand in the Middle East: Ferrari has started delivering supercars by airplanes, and the luxury sector has already lost $100 billion of capitalization. Against this background, OpenAI is preparing for an IPO, disclosing the risks of dependence on Microsoft, chip shortages and litigation, while Elon Musk's SpaceX may conduct the largest placement in history with a valuation of up to $1.75 trillion. The main events from March 23 to 27 - in our review.

Highlights of the week: US recession risks, SpaceX ambitions, war hits the luxury market

Hermes International Societe en commandite par actions

Volkswagen AG

Stellantis N.V.

Sales of luxury brands in the Middle East could halve in March, which could reduce quarterly growth for many companies in the sector, according to Bernstein

War with Iran has deprived the luxury sector of $100 billion in capitalization

Rolls-Royce Holdings plc

Shipping by air is five times more expensive than by sea

'There's nowhere to go': Ferrari has started taking supercars to the Middle East by airplane

Investor sentiment towards shares of European luxury goods manufacturers is now the most pessimistic for several years, analysts at UBS, Switzerland's largest bank, have warned. According to their calculations, the war in the Middle East may postpone the long-awaited recovery in demand.

Investor pessimism toward luxury stocks has reached a multi-year high

The automaker's stock rose 2 percent in New York - on a day when all three major indexes fell sharply

Ferrari got rid of its latest recommendation to sell shares. What's their potential?

Italian luxury carmaker Ferrari beat analysts' forecasts for fourth-quarter 2025 revenue and profit and said its 2026 earnings would be above Wall Street expectations<a href="https://cdn.ferrari.com/cms/network/media/pdf/2026_02_10%20-%20Ferrari%20FY%202025%20Results%20Press%20Release.pdf?_gl=1*kwh6tu*_gcl_au*NTk5MjIxNDc5LjE3NzA3MjY5NzQ.*_ga*MTAyMjQwNjc0Mi4xNzcwNzI2OTcw*_ga_JM1HT9B412*czE3NzA3MjY5NjkkbzEkZzEkdDE3NzA3MjY5OTYkajM4JGwwJGgxODgzMTMyODA2">(pdf.</a>).

Ferrari's forecasts have allayed investor fears about demand. Shares jumped

The Coca-Cola Company

McDonald's Corporation

This week, two crucial sets of economic data will be released in the United States - a rare coincidence caused by the recent government shutdown. First, the Bureau of Labor Statistics (BLS) will release its January employment report, followed by the Consumer Price Index. Thus, attention will be paid to both parts of the Federal Reserve's dual mandate: maximizing employment on the one hand and price stability on the other, Barron's <a href="https://www.barrons.com/articles/jobs-report-consumer-prices-coca-cola-cvs-ford-mcdonalds-earnings-7c16ca85?mod=RTA#:~:text=This%20week%20brings,will%20be%20covered.">notes</a>.

US inflation, Ferrari and Coca-Cola earnings: what investors need to know this week

Renault SA

Bank of America has bet that some European automakers will be in a favorable position for price gains in 2026 thanks to a likely easing of regulatory rules, CNBC <a href="https://www.cnbc.com/2025/12/15/here-are-bank-of-americas-top-european-auto-picks-for-2026.html">reports</a>. The sector's relatively cheap stocks retain catch-up potential amid a possible revision of CO2 emissions regulations, according to Horst Schneider, head of sector research at BofA. The analyst predicts a traditionally strong first quarter for the sector, followed by a correction and a new upturn by the end of the year.

Ferrari and 4 other companies: BofA names the best stocks in Europe's car industry for 2026

Investbank is waiting for a more favorable entry point

Morgan Stanley dropped its recommendation to buy Ferrari shares. What's wrong with them?

Ferrari, the Italian supercar maker, <a href="https://www.ferrari.com/en-EN/corporate/financial-documents">reported </a>its third quarter 2025 earnings and revenues above market expectations on November 4. About a month before that, the company experienced the largest collapse in its history, and its securities have not yet fully recovered. Investors are still wary of the company. Some consider the Italian company an example of discipline. Others believe that its management is too cautious.