Niccolo Guido Storer, an analyst from Kepler Capital , reiterated the Buy rating on Ferretti S.p.A.. The associated price target remains the same with €4.10.
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Niccolo Guido Storer has given his Buy rating due to a combination of factors, notably Ferretti’s solid 2025 performance and strong order dynamics in key segments. Revenue and profitability exceeded his expectations, with EBITDA margins slightly above forecast, while robust growth in composite and made-to-measure yacht orders, alongside higher average selling prices, underpins healthy demand and confirms market share gains at the expense of some competitors.
He also highlights the quality of Ferretti’s backlog, which now secures a larger portion of expected 2026 revenues and provides good visibility into near‑term growth, despite some lumpiness in the superyacht segment. Management’s cost discipline and mix improvements are supporting resilient margins, net cash remains solid, and early indications from major boat shows point to sustained momentum, leading him to see further upside on fundamentals even amid governance-related noise around the board.