financetom
Personal Finance
financetom
/
Personal Finance
/
Research Alert: CFRA Maintains Buy Opinion On Adss Of Embraer S.a.
News World Market Environment Technology Personal Finance Politics Retail Business Economy Cryptocurrency Forex Stocks Market Commodities
Research Alert: CFRA Maintains Buy Opinion On Adss Of Embraer S.a.
Aug 14, 2025 9:23 AM

12:10 PM EDT, 08/14/2025 (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:

Our unchanged 12-month target of USD68 is 22.9x our 2026 EPS estimate, which is a premium to ERJ's two-year average forward P/E of 16.4x but a discount to peers, which are trading at an average forward P/E of 26.4x. We lower our 2025 earnings per ADS estimate by BRL5.73 to BRL4.76 and our 2026 EPS forecast by BRL0.09 to BRL16.01. We believe ERJ's valuation premium to its own history is justified by its improving fundamentals, and we see room for further re-rating toward peer levels as it continues to execute. Our Buy recommendation is based on Embraer's ( ERJ ) powerful earnings momentum, driven by a robust commercial aerospace cycle and exceptional demand in its Executive Aviation segment. The company's record USD29.7 billion backlog provides outstanding revenue visibility for the next several years. Furthermore, the balance sheet has been transformed, with net debt (ex-Eve) ending Q2 at USD688.7 million, down from USD1.31 billion a year earlier, which de-risks the story and provides capital allocation flexibility.

Comments
Welcome to financetom comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
Related Articles >
Research Alert: CFRA Reiterates Strong Buy Opinion On Shares Of Cava Group Inc.
Research Alert: CFRA Reiterates Strong Buy Opinion On Shares Of Cava Group Inc.
May 26, 2025
11:20 AM EDT, 05/16/2025 (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 lower our 12-month target by $26 to $148, based on a blended valuation (85x 2026 EV/EBITDA; 11x 2026 EV/Sales). We lift our 2025 EPS to $0.74 from $0.72 and...
Research Alert: CFRA Raises Opinion On Shares Of The Mosaic Company To Hold From Sell
Research Alert: CFRA Raises Opinion On Shares Of The Mosaic Company To Hold From Sell
May 26, 2025
03:50 PM EDT, 05/16/2025 (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 $11 to $32, 5.3x our 2025 EBITDA estimate of $2.69B, in line with MOS's five-year average forward EV/EBITDA. We raise our 2025 EPS estimate...
Research Alert: CFRA Maintains Buy Opinion On Shares Of Take-two Interactive Software, Inc.
Research Alert: CFRA Maintains Buy Opinion On Shares Of Take-two Interactive Software, Inc.
May 26, 2025
02:40 PM EDT, 05/16/2025 (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 lift our 12-month target to $263 from $245 on 30x our CY 2026 EPS view of $8.75, above peers. We cut our FY 26 EPS estimate to $3.09 from...
Research Alert: CFRA Maintains Buy Opinion On Shares Alibaba Group Holding Limited
Research Alert: CFRA Maintains Buy Opinion On Shares Alibaba Group Holding Limited
May 26, 2025
09:35 AM EDT, 05/16/2025 (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 reduce our 12-month target to USD158 from USD175, on P/E of 14.4x our CY 26 view of USD11.00, which is near its five-year historical forward average but well below...
Copyright 2023-2025 - www.financetom.com All Rights Reserved