Ferretti (BIT:YACHT) Unveils Yachts 720 On A Fair Value Debate
Ferretti (BIT:YACHT) presented the new Ferretti Yachts 720 at the 2026 Genova Boat Show, highlighting roomier interiors, comfort, and enhanced onboard privacy.
For investors, the launch of the Ferretti Yachts 720 lands at a time when Ferretti’s share price has been under pressure, with a year to date share price return of down 11.48% and a 30 day share price return of down 8.04%, even as the 1 year total shareholder return sits at 1.38% and the 3 year total shareholder return at 6.63%. This suggests that short term momentum has faded, while longer term holders have still seen modest gains around the current €2.7 level.
Compare Ferretti’s latest move in luxury yachts with a curated 618 high quality undiscovered gems that could be quietly building similar product momentum away from the headlines.
Ferretti trades around €2.7 while some valuation models and analyst targets point meaningfully higher. Is that gap a genuine margin of safety, or a value trap in the making for yacht investors?
Most Popular Narrative: 24% Undervalued
Ferretti closed at €2.70 while the most followed narrative anchors fair value at €3.54. This points to a clear valuation gap that investors need to understand before taking the recent price weakness at face value.
The growing preference among high net worth buyers for larger, more customized yachts is feeding Ferretti's focus on the made to measure segment, which now represents 55% of order intake and is likely to support mix driven revenue growth and higher gross margins.
Branded super yachts such as the Riva 54 meters are sold out to 2028 for branded units and 2029 for full bespoke, while currently representing about 20% of revenue with fully utilized capacity. This sets up potential future revenue and EBITDA growth if Ferretti adds capacity or pricing power in this segment.
See why 3 investors see Ferretti as 24% undervalued.
Result: Fair Value of €3.54 (UNDERVALUED)
Still, the Ferretti narrative hinges on premium buyers holding firm while rivals keep discounting and on super yacht capacity not flipping from fully booked to underused.
Find out about the key risks to this Ferretti narrative.
Next Steps
Feeling cautious after this mix of pressure and optimism around Ferretti? Consider acting promptly, review the data yourself, then weigh up the 4 key rewards.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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