Bell Global Equities Fund initiated a new position in Ferrari N.V. during May 2026, citing the luxury sports car maker's irreplaceable brand, supply-constrained production, and strong pricing power. The fund noted that Ferrari's order book extends through 2027, providing exceptional earnings visibility, and that a roughly 40% decline from its highs created an attractive entry point. Ferrari closed at $375.03 per share on July 8, 2026, with a market capitalization of $65.67 billion. The stock posted a one-month return of -7.95% and a 52-week gain of 19.46%.
Ferrari NVFund initiated position citing attractive entry after 40% decline, strong pricing power, and earnings visibility.