Emily Flippen

I think that is maybe the concern that the market is extrapolating here.

It certainly is.

Up next, we'll be wrapping up the show with a look at Ferrari, which is a stock that seems to be racing to the EV finish line a little faster than expected.

Stick with us.

Welcome back to Motley Fool Money.

As we wrap up today's earnings roundup, I want to reflect on Ferrari.

Now, typically, Ferrari is a very stable stock, but it did see its worst day on record last quarter when the business set guidance well below what the market had expected.

Some speculated that management was sandbagging in an otherwise unpredictable environment, and fourth quarter earnings were out today and indicate

Yep.

That was, as some expected, entirely the case.

Shares are up around 10%, both due to a strong quarter, as well as management's reassurance that their order book still extends far out into 2027.

I mean, Jason, Ferrari is just an incredibly resilient brand.

They managed to control their prices through scarcity.

Do you think that business model still works, though?

I guess over the course of the next decade, the same way it has over the course of the previous decade.

So, you know, if you can't beat them, join them.

If you can't buy a Ferrari, buy Ferrari shares.

It's a problem with the K-shaped economy that doesn't seem to be going away anytime soon, so might as well benefit from it in some form or fashion.

But either way, glad to see shares of Ferrari up a bit today.

Toby, I will say, one of the more controversial things about Ferrari is what they're going to do around electric vehicles.