Update shared on 15 Nov 2025
Fair value Decreased 1.08%Embraer's analyst price target was raised, with the latest updates reflecting a notable increase from previous estimates. Analysts attribute this change to strong orders, attractive valuation, and continued financial momentum.
Analyst Commentary
Analysts remain notably positive on Embraer's outlook, with several major research firms revising their price targets upward. Their commentary reflects ongoing confidence in the company’s growth prospects and execution. Below are key takeaways from recent street research updates:
Bullish Takeaways- Analysts have raised price targets, citing strong momentum in new aircraft orders and a robust pipeline of sales announcements.
- Valuation at current share levels is viewed as compelling, with expectations for continued financial strength following solid quarterly results.
- Recent strategic deals, including major aircraft orders, are seen as reinforcing Embraer's competitive position and supporting its long-term growth trajectory.
- Market participants highlight the recent pullback in share price as a potential attractive entry point for investors, given confidence in Embraer’s segment opportunities.
What's in the News
- Embraer has warned of potential order cancellations and delivery delays if proposed U.S. tariffs on aircraft are imposed. The company cites increased costs per aircraft and negative effects on U.S. industry (Bloomberg).
- The Board of Directors approved a share buyback program authorizing the repurchase of up to 10.8 million shares, representing 1.47% of total shares outstanding. The program is valid until November 6, 2026.
- Embraer reiterated its 2025 guidance, with expected revenues between USD 7.0 and 7.5 billion, and projected deliveries of 77 to 85 commercial aircraft and 145 to 155 executive jets.
- TrueNoord placed a firm order for twenty new E195-E2 aircraft, with additional options, in a transaction valued at USD 1.8 billion at list price.
- Embraer, in partnership with Mahindra Group, signed a strategic agreement to advance the C-390 Millennium military transport program for the Indian Air Force. The goal is to establish India as a manufacturing and support hub.
Valuation Changes
- The Fair Value Estimate has decreased slightly and is now R$82.44, down from R$83.34.
- The Discount Rate has fallen marginally to 19.71% from the previous 19.98%.
- Revenue Growth forecasts have eased to 6.90%, compared with 7.12% in earlier analyses.
- The Net Profit Margin expectation has declined to 6.32%, compared to 6.58% previously.
- The Future P/E Ratio has risen slightly, now projected at 33.60x versus 32.64x before.
Disclaimer
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