In a comparison of two automotive stocks, Ferrari emerges as the superior investment choice over Ford. While Ford trades at a cheap valuation with a 4.23% dividend yield, it suffers from low growth, weak profitability (3% operating margin), and has underperformed the S&P 500 over the past decade. Ferrari, operating as a luxury brand with scarcity-driven demand, boasts a 29.5% operating margin, consistent 9.6% revenue growth, and strong pricing power, making it better positioned for long-term returns despite trading 28% below its peak.

Stellantis suspended its 2026 dividend after announcing $25.9 billion in one-time charges, primarily related to EV pullbacks and warranty costs. The company faces a $1.6 billion operating loss in H2 2025 and a credit downgrade to Baa3. While 2026 projections show improvement with $7 billion operating profit expected, the automaker has significant challenges ahead including brand rebuilding and dealership relations. Analysts recommend caution on Stellantis turnaround plays and suggest looking at stronger competitors like General Motors and Ferrari instead.

Ferrari is highlighted as an attractive automotive investment opportunity, trading 28% below its peak with a 952% gain over the past decade. The luxury automaker's exceptional 29.5% operating margin, 50% free cash flow growth, and strong pricing power position it favorably compared to Tesla and Ford. With a full order book through 2027 and recent EV launch, Ferrari offers compelling growth prospects despite a P/E ratio of 37.1.

Ferrari N.V. has purchased 30,293 common shares on February 9-13, 2026 as part of its first €250 million share buyback tranche, investing €59.2 million during this period. Since the program's January 5 start date, the company has repurchased 276,643 shares for €82 million, with treasury shares now representing 8.73% of total issued common shares.

The week saw mixed tech earnings with strong performances from Twilio, Roku, Applied Materials, HubSpot, and AppLovin, while Lyft missed revenue expectations. Major developments included Anthropic's $30 billion funding round and commitment to cover AI data center electricity costs, Amazon's Leo satellite deployment, and regulatory challenges for OpenAI. EV sales declined globally, though WeRide and Uber launched Abu Dhabi's first robotaxi service. Apple won a patent lawsuit, while concerns emerged about AI safety compliance and data center energy demands.

Ferrari is positioned as an unexpected EV investment opportunity, with hybrid shipments surging from 22% in 2022 to 45% in early 2025 while maintaining strong margin growth. The company plans to launch its first full-electric vehicle, the Elettrica, and currently trades at an unusually low price-to-earnings valuation following recent guidance that disappointed analysts.

Analyst previews upcoming earnings for Ford, McDonald's, and Ferrari. Ford is expected to surprise positively despite lower sales and earnings forecasts, driven by strong truck sales. McDonald's faces pressure to deliver surprises after missing expectations in recent quarters. Ferrari struggles with design innovation and EV value retention concerns, though historically has beaten estimates.

Exor N.V. announced its 2026 corporate calendar with key dates including financial statement publications, investor calls, and the Annual General Meeting. Additionally, Exor's Board unanimously rejected Tether's proposal to acquire Exor's controlling stake in Juventus. The company also extended its shareholders' agreement with the Ferrari family regarding Ferrari.

Ferrari's investment thesis hinges on maintaining scarcity and exclusivity rather than pursuing volume growth through 2030. The company's compounding strategy relies on increasing value per customer through personalization, ecosystem monetization, and brand heritage while managing electrification carefully to avoid commoditization. The key risk is internal temptation to prioritize short-term revenue growth over long-term brand protection.

Toyota Motor is highlighted as an underappreciated automaker despite being one of the world's most profitable. While competitors focus heavily on EVs, Toyota is investing in exciting performance vehicles like the GR GT supercar. The company shows strong financial metrics with Q2 revenue growth of 8.1%, net income surge of 62%, and superior profit margins (17.9% gross, 9.4% net) compared to peers. Trading at a forward P/E of 14.1 versus sector median of 19.8, Toyota appears undervalued with significant growth potential.

Exor N.V. and Piero Ferrari have renewed their shareholders' agreement on Ferrari N.V., extending their alignment and commitment through January 4, 2029, with automatic renewal provisions. The agreement includes consultation arrangements for coordinating positions on shareholder matters and reciprocal rights of first offer for share transfers.

ECD Automotive Design announced a major expansion of its 2026 product lineup, introducing heritage-inspired coupes, classic SUVs, and modern lifestyle 4x4s. The company is restructuring its classic SUV business into Heritage and Custom divisions with dedicated production lines, adding modern safety features like ABS and remote locking systems. ECD is also expanding modern programs through Chelsea Truck Company USA across multiple platforms including Land Rover Defender, Range Rover, and Toyota Land Cruiser. The company implemented a 1-for-5 reverse stock split effective December 26, 2025.