11:00 AM EST, 11/14/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:
We increase our 12-month target by USD4 to USD72, or 24.0x our 2026 EPS estimate, above EMBJ's two-year avg. fwd P/E of 17.5x but below peers, which are trading at an average forward P/E of 25.6x. We raise our 2025 earnings per ADS estimate by BRL0.99 to BRL5.75 and we trim 2026E by BRL0.26 to BRL15.75. Embraer's ( EMBJ ) fundamental outlook remains compelling, underpinned by a record USD31.3B backlog providing multi-year revenue visibility and an additional USD20B in customer options that could drive the backlog toward USD50B. The company's dominant position in the 70-150 seat regional jet market continues to benefit from airline fleet renewal cycles and route optimization trends favoring right-sized aircraft. Operational excellence initiatives are delivering tangible results, with production time reductions of 27-40% across key programs enhancing margins and delivery capabilities. Management expects greater production stability from 2026 onwards, supported by USD250M in facility investments across Brazil and the U.S.