Embraer SA's stock fell 5.06% as it crossed below the 5-day SMA amid positive market conditions.
Despite the decline, Embraer reported a record backlog of $31.6 billion at the end of Q4, a 20% increase year-over-year, indicating strong demand and growth potential in the aerospace market. The company also delivered 91 aircraft in Q4, a 21% rise from the previous year, which boosts market share and strengthens its position in the competitive aerospace manufacturing sector. Future targets aim to restore jet deliveries to pre-pandemic levels, positioning the company for further growth.
The implications of this backlog and delivery increase suggest that Embraer is well-positioned to capitalize on the recovering aerospace market, despite the recent stock decline.
Wall Street analysts forecast EMBJ stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for EMBJ is 72.20 USD with a low forecast of 67.00 USD and a high forecast of 80.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Analyst Rating
Wall Street analysts forecast EMBJ stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for EMBJ is 72.20 USD with a low forecast of 67.00 USD and a high forecast of 80.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 76.480
Low
67.00
Averages
72.20
High
80.00
Current: 76.480
Low
67.00
Averages
72.20
High
80.00
UBS
Sell -> Neutral
upgrade
$44 -> $69
2025-12-05
Reason
UBS
Price Target
$44 -> $69
AI Analysis
2025-12-05
upgrade
Sell -> Neutral
Reason
UBS upgraded Embraer to Neutral from Sell with a price target of $69, up from $44.
About EMBJ
Embraer SA is a Brazil-based jets manufacturer. The Company produces aircraft for commercial and executive aviation, as well as for defense and security purposes and related services. Its segments include Commercial aviation business, which involves the development, production and sale of commercial jets, and rendering of support services, particularly in the regional aviation segment and aircraft leases; Executive Jet business, which markets its executive jets to companies, including fractional ownership companies, charter and air-taxi companies, high-net-worth individuals and to flight academies; Defense and Security Business segment, which conceives, designs, develops, manufactures and supports a range of integrated solutions for the defense and security market; and Other Related Businesses segment, which provides fuel systems, structural parts, and mechanical and hydraulic systems to Sikorsky Aircraft Corporation for its production of helicopters.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
