11:35 AM EDT, 03/11/2026 (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 price by USD7 to USD79, or 22.1x our 2027 EPS estimate, a premium relative to EMBJ's two-year avg. fwd P/E of 18.5x but a discount to peers, which are trading at an average forward P/E of 26.5x. We lower our 2026 earnings per ADS estimate by BRL1.76 to BRL13.99 and initiate our 2027 EPS forecast at BRL18.89. Embraer's ( EMBJ ) record USD31.6 billion firm order backlog, up 20% Y/Y, provides strong multi-year revenue visibility and supports our positive outlook. The company delivered its highest annual revenue ever at USD7.6 billion in 2025, with all segments showing robust growth Defense & Security (+36%), Executive Aviation (+25%), and Services & Support (+18%). Strategic initiatives strengthen EMBJ's competitive positioning, particularly partnerships in India with Mahindra (defense) and Adani (commercial aviation), which could unlock significant long-term growth. Embraer ( EMBJ ) targets ramping commercial aircraft production to 100 units by 2027-2028 from 78 in 2025.