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EMBJ3 logo

Embraer S.A. Stock Price

BOVESPA:EMBJ3 Community·R$68.2b Market Cap
  • 5 Narratives written by author
  • 0 Comments on narratives written by author
  • 38 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

EMBJ3 Share Price Performance

R$95.82
16.52 (20.83%)
​
R$140.00
Fair Value
R$95.82
16.52 (20.83%)
31.6% undervalued intrinsic discount
R$140.00
Fair Value
Price R$95.82
HedgeY R$140.00
AnalystConsensusTarget R$111.07
AnalystHighTarget R$134.20
Fri, 17 Apr 26
Fair ValueR$140.00
Share Pricen/a

EMBJ3 Community Narratives

HE
HedgeY
HedgeY's
Fair Value
·
Fair Value R$140 31.6% undervalued intrinsic discount

Simply a smaller aircraft manufacturer benefiting from an Aerospace Upcycle, or is it a niche aerospace platform with moat?

3users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value R$111.07 13.7% undervalued intrinsic discount

EMBR3: Recent Order Momentum and Tariff Risks Will Shape Outlook

0users have liked this narrative
0users have commented on this narrative
19users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value R$134.2 28.6% undervalued intrinsic discount

Fuel Efficient Regional Jets Will Unlock Global Replacement Opportunities

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
EMBJ3 logo
Embraer
31.6% undervalued intrinsic discount

Simply a smaller aircraft manufacturer benefiting from an Aerospace Upcycle, or is it a niche aerospace platform with moat?

View narrative
HE
HedgeY
Emerging Author
HedgeY
Published 17 Apr
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EMBJ3 logo
Embraer
51.5% overvalued intrinsic discount

EMBRAER has one of the greatest growth potential amongst civil and military airplane manufacturers worldwide

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PH
Philthy
Published 2 Jul 2024
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EMBJ3 logo
Embraer
28.6% undervalued intrinsic discount

Fuel Efficient Regional Jets Will Unlock Global Replacement Opportunities

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 3 Sep
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EMBJ3 logo
Embraer
13.7% undervalued intrinsic discount

EMBR3: Recent Order Momentum and Tariff Risks Will Shape Outlook

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 16 Aug
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EMBJ3 logo
Embraer
10.2% overvalued intrinsic discount

Global Trade Tensions And Emissions Pressures Will Limit Future Stability

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AN
AnalystLowTarget
AnalystLowTarget
Updated 26 May
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Trending Discussion

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Recently Updated Narratives

HE
HedgeY
EMBJ3 logo

Simply a smaller aircraft manufacturer benefiting from an Aerospace Upcycle, or is it a niche aerospace platform with moat?

Fair Value: R$140 31.6% undervalued intrinsic discount
6 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
PH
EMBJ3 logo

EMBRAER has one of the greatest growth potential amongst civil and military airplane manufacturers worldwide

Fair Value: R$63.26 51.5% overvalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
EMBJ3 logo

EMBJ3: Backlog Visibility And Cash Generation Will Drive Future Repricing

Fair Value: R$134.2 28.6% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet and slightly overvalued.

0 Risks
3 Rewards
View Full Analysis

Embraer S.A. Key Details

R$44.1b

Revenue

R$36.3b

Cost of Revenue

R$7.9b

Gross Profit

R$5.5b

Other Expenses

R$2.3b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
3.27
17.85%
5.28%
65.7%
View Full Analysis

About EMBJ3

Founded
1969
Employees
21122
CEO
Francisco Neto
WebsiteView website
embraer.com

Embraer S.A., together with its subsidiaries, engages in the design, development, manufacture, and sale of aircraft and systems worldwide. The company operates through Commercial Aviation; Defense & Security; Executive Aviation; Services & Support; and Other segments. The Commercial Aviation segment develops, produces, and sells commercial jets. The Defense & Security segment develops and produces military aircraft; and is involved in research and development of software and integrated information systems, communications, border monitoring and surveillance, space systems/satellites, and aircraft modernization services and services support, as well as command, control, communications, computer, intelligence, surveillance, and reconnaissance systems. The Executive Aviation segment develops, produces, and sells executive jets. The Service & Support segment provides field and technical support, flight operations solutions, aircraft modification, materials management, maintenance solutions, and training programs. The Other segment engages in the supply of structural parts and hydraulic systems; production of agricultural crop-spraying aircraft; development and certification of eVTOLs; creation of a maintenance and service network, and air traffic control system for eVTOLs; development and manufacture of electrical propulsion systems; cybersecurity; and software and technical products. Additionally, the company is involved in leasing of used aircraft; pilot, mechanic, and crew training; engineering services; retail trade, maintenance, and repair of computer products; information technology consulting, data processing, application service providers, and internet hosting; and fabrication of aircraft interiors. The company was formerly known as Embraer-Empresa Brasileira de Aeronáutica S.A. and changed its name to Embraer S.A. in November 2010. Embraer S.A. was founded in 1969 and is headquartered in São Paulo, Brazil.

Recent EMBJ3 News & Updates

User avatar
Narrative Update • Sep 03

EMBJ3: Backlog Visibility And Cash Generation Will Drive Future Repricing

Analysts have raised their fair value estimate for Embraer to R$134.20 from R$100.12, citing recent price target increases on the stock and research that highlights solid Q2 results, updated margin and free cash flow guidance, and a large order backlog that supports revenue visibility. Analyst Commentary Recent research on Embraer points to a clear shift toward more optimistic views, with several bullish analysts highlighting stronger execution, updated guidance, and an order backlog that supports visibility on future revenue and cash generation.
User avatar
Narrative Update • Aug 16

EMBJ3: Backlog Strength And China Entry Will Support Bullish Thesis

Embraer’s updated analyst price target has increased from R$92.16 to R$111.07, with analysts citing recent target revisions and new coverage that emphasize the company’s sizable R$33.4b backlog, diversified aircraft portfolio, and current valuation relative to global peers. Analyst Commentary Recent research on Embraer highlights both supportive views on the current valuation and some areas where execution and relative pricing could attract closer scrutiny from investors.
Analysis Article • Aug 13

Embraer S.A. (BVMF:EMBJ3) Released Earnings Last Week And Analysts Lifted Their Price Target To R$101

It's been a good week for Embraer S.A. ( BVMF:EMBJ3 ) shareholders, because the company has just released its latest...

Recent updates

No updates

Embraer S.A. Competitors

WEGE3 logo

WEG

Symbol: BOVESPA:WEGE3
Market cap: R$218.9b
View more competitors

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