ERJ

Embraer SA

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Advanced Chart

58.390

+0.44(0.759%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

58.530

Open

58.530

VWAP

58.07

Vol

1.70M

Mkt Cap

43.24B

Low

57.330

Amount

98.97M

EV/EBITDA(TTM)

11.41

Total Shares

183.66M

65.90B

EV/OCF(TTM)

11.79

P/S(TTM)

1.46

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.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2026Q1

FY2025Q4

FY2025Q3

1.56B

+41.28%

2.54B

+7.85%

1.91B

+13.06%

Estimates Revision

The market is revising Downward the revenue expectations for Embraer S.A. (ERJ) for FY2025, with the revenue forecasts being adjusted by -0.2% over the past three months. During the same period, the stock price has changed by 21.52%.

Revenue Estimates for FY2025

Revise Downward

-0.2%

In Past 3 Month

Stock Price

Go Up

+21.52%

In Past 3 Month

6 Analyst Rating

5.89% Upside

Wall Street analysts forecast ERJ stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ERJ is 61.83 USD with a low forecast of 57.00 USD and a high forecast of 65.00 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 Buy

0 Hold

0 Sell

Strong Buy

5.89% Upside

Current: 58.390

Low

57.00

Averages

61.83

High

65.00

5.89% Upside

Current: 58.390

Low

57.00

Averages

61.83

High

65.00

Morgan Stanley

Overweight

maintain

$65

2025-07-10

Reason

Morgan Stanley

Price Target

$65

2025-07-10

maintain

Overweight

Reason

Morgan Stanley views the pullback in Embraer shares after the U.S. announced a 50% tariff on Brazil as an attractive buying opportunity. The key tariff risk for the company is in its Executive Aviation segment, the analyst tells investors in a research note. The firm sees limited impact in Embraer's other segments and reiterates an Overweight rating on the shares with a $65 price target. Morgan Stanley estimates that if the 50% tariff on Brazil were to take effect, Embraer could see an annualized EBIT impact of $300M-$400M.

HSBC

Hold

Buy

upgrade

$45 -> $57

2025-06-04

Reason

HSBC

Price Target

$45 -> $57

2025-06-04

upgrade

Hold

Buy

Reason

HSBC last night upgraded Embraer to Buy from Hold with a price target of $57, up from $45. With an all-time high backlog of $26.4B at the end of Q1, Embraer offers strong revenue generation in the coming quarters, which is supported by accelerated efforts to remove output bottlenecks and spread production more evenly over quarters, the analyst tells investors in a research note. The firm sees a limited impact from the new U.S. tariffs on the company. The Paris Air Show in mid-June may bring fresh headlines in terms of new firm orders, and EVE is at a critical point with its first full-scale prototype flight test pending, a potential positive catalyst if successful, adds HSBC.

HSBC

Cenk Orcan

Hold

Buy

upgrade

$57

2025-06-03

Reason

HSBC

Cenk Orcan

Price Target

$57

2025-06-03

upgrade

Hold

Buy

Reason

HSBC analyst Cenk Orcan upgraded Embraer to Buy from Hold with a $57 price target.

UBS

Alberto Valerio

Sell

maintain

$35 -> $39

2025-04-24

Reason

UBS

Alberto Valerio

Price Target

$35 -> $39

2025-04-24

maintain

Sell

Reason

UBS analyst Alberto Valerio raised the firm's price target on Embraer to $39 from $35 and keeps a Sell rating on the shares. The cautious outlook remains, the analyst tells investors in a research note.

Wolfe Research

Myles Walton

Buy

Hold

Downgrades

n/a

2025-03-24

Reason

Wolfe Research

Myles Walton

Price Target

n/a

2025-03-24

Downgrades

Buy

Hold

Reason

Wolfe Research downgraded Embraer to Peer Perform from Outperform without a price target. The shares are up 100% in a year on improving operating results, sustained positive free cash flow and a large backlog increase, the analyst tells investors in a research note. The firm remains positive on the business, but downgraded Embraer as its prior price target is achieved. It also believes "unpriced tariff risk" could arrive on April 2. The looming April 2 "Liberation Day" tariffs present a material risk, particularly if value-added tax rates are included, contends Wolfe.

Goldman Sachs

Noah Poponak

Strong Buy

Maintains

$44 → $50

2025-03-03

Reason

Goldman Sachs

Noah Poponak

Price Target

$44 → $50

2025-03-03

Maintains

Strong Buy

Reason

See All Ratings

Valuation Metrics

The current forward P/E ratio for Embraer SA (ERJ.N) is 20.58, compared to its 5-year average forward P/E of 21.66. For a more detailed relative valuation and DCF analysis to assess Embraer SA 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

N/A

5Y Average PE

21.66

Current PE

20.58

Overvalued PE

77.26

Undervalued PE

-33.93

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

Fair

5Y Average EV/EBITDA

10.19

Current EV/EBITDA

12.93

Overvalued EV/EBITDA

15.22

Undervalued EV/EBITDA

5.16

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

Strongly Overvalued

5Y Average PS

0.61

Current PS

1.37

Overvalued PS

0.90

Undervalued PS

0.33