Season 1 · Episode 37
Ferrari Hits the Brakes on Its Electric Future and the Stock Plunges 15%
Implied Podcast · Implied Podcast™
October 10, 20251m 50s
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Show Notes
Ferrari just shocked Wall Street — raising its 2025 outlook while cutting its electric-vehicle targets in half. Investors wanted speed; Ferrari chose soul. In this episode of Implied, we break down why the stock plunged 15%, what the shift means for the brand’s legendary identity, and how the new Elettrica could decide Ferrari’s fate in the EV era. Passion or progress — can Ferrari have both?