FERRARI TO ANNOUNCE THIRD QUARTER 2025 FINANCIAL RESULTS ON NOVEMBER 4 Maranello (Italy), October 21, 2025 - Ferrari N.V. (“Ferrari”) (NYSE/EXM: RACE) announced today that its financial results for the third quarter of 2025 will be released on Tuesday, November 4, 2025. A live audio webcast and conference call of the 2025 Q3 results will begin at 2:00 p.m. GMT / 3:00 p.m. CET / 9:00 a.m. EST on Tuesday, November 4. Details for accessing this presentation will be available in the Investors section of Ferrari’s corporate website at prior to the event. Please note that registering in advanc...
FERRARI N.V.: PERIODIC REPORT ON THE BUYBACK PROGRAM Maranello, (Italy), October 20, 2025 – Ferrari N.V. (NYSE/EXM: RACE) (“Ferrari” or the “Company”) informs that the Company has purchased, under the Euro 360 million share buyback program announced on July 31, 2025, as the eighth tranche of the multi-year share buyback program of approximately Euro 2 billion expected to be executed by 2026 in line with the disclosure made during the 2022 Capital Markets Day (the “Eighth Tranche”), the additional common shares - reported in aggregate form, on a daily basis - on the Euronext Milan (EXM) and ...
FERRARI RENEWS ITS COLLABORATION WITH BITDEFENDER Maranello (Italy), October 20, 2025 – Ferrari N.V. (NYSE/MTA: RACE) (“Ferrari” or “the Company”) announced today that its wholly-owned Italian subsidiary, Ferrari S.p.A., has renewed its multi-year partnership with Bitdefender, a global leader in cybersecurity. For further information:Media Relationstel.: Email: Attachment
argenx to Highlight Key Data and Breadth of Immunology Innovation at 2025 AANEM Annual Meeting and MGFA Scientific Session Pivotal ADAPT SERON results and interim ADAPT Jr data showcase VYVGART’s potential to treat broad set of myasthenia gravis patientsReal-world evidence and long-term data reinforce VYVGART’s sustained impact on patient outcomesMore than 40 abstracts across MG, CIDP, MMN, and IIM highlight depth of clinical evidence and ongoing commitment to rare neuromuscular disease communities October 15, 2025, 7:00 AM CEST Amsterdam, the Netherlands – argenx SE (Euronext & Nasda...
Last week we attended the 2025 edition of the Semicon West conference, the key event for investors focused on the semiconductor equipment market. Over two days we hosted more than a dozen meetings with companies across the semiconductor value chain. Here are our key takeaways.
Ferrari N.v.: Periodic Report on the Buyback Program FERRARI N.V.: PERIODIC REPORT ON THE BUYBACK PROGRAM Maranello (Italy), October 13, 2025 – Ferrari N.V. (NYSE/EXM: RACE) (“Ferrari” or the “Company”) informs that the Company has purchased, under the Euro 360 million share buyback program announced on July 31, 2025, as the eighth tranche of the multi-year share buyback program of approximately Euro 2 billion expected to be executed by 2026 in line with the disclosure made during the 2022 Capital Markets Day (the “Eighth Tranche”), the additional common shares - reported in aggregate form...
Les prix de la mémoire ont progressé de 15% sur un mois et de ~30% YTD. Cela reflète une forte tension sur l’offre alors que la demande IA est plus élevée qu’attendu. Les stocks de mémoires sont, par ailleurs, au plus bas, ouvrant la voie en 2026 à un supercycle, tiré par l’IA mais aussi par l’intégration de l’Edge AI dans les smartphones/PC. Un marché des semis à ~+15/20% en 2026 est crédible dans ce contexte. Dans notre couverture, cela devrait d’abord bénéficier à ASML, VAT, Siltronic, ASMi e...
Memory prices have risen by 15% m-o-m and by ~30% since the start of 2025. This reflects a tight supply situation, with demand for AI stronger than expected. Memory inventories are also at an all-time low, paving the way for a super cycle in 2026, driven by AI but also by the integration of Edge AI in smartphones/PCs. A semis market at ~+15-20% in 2026 is a credible scenario in this context. In our coverage, this should first benefit ASML, VAT, Siltronic, ASMi and SUSS (Outperform vs Neutral), f...
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