- Embraer (ERJ, Financial) hits a record-high backlog of $29.7 billion, indicating robust growth.
- Wall Street sets Embraer's average price target at $56.90, forecasting significant upside.
- GuruFocus estimates suggest a potential downside based on historical valuation analyses.
Embraer (ERJ) has marked a significant milestone by achieving a record-high backlog of $29.7 billion in the second quarter of 2025, underscoring the company's strong performance across its diverse divisions. This remarkable achievement is reflected in the delivery of 61 aircraft, representing a substantial 30% increase compared to the previous year. A key highlight is the Commercial Aviation division, where the backlog soared to an impressive $13.1 billion.
Wall Street Analysts Forecast
Insights from Wall Street reveal promising projections for Embraer SA (ERJ, Financial), with ten analysts providing a one-year average target price of $56.90. This target includes a high estimate of $65.00 and a low estimate of $37.00. The average price target indicates a notable upside of 16.19% from the current stock price of $48.97. For more comprehensive details, visit the Embraer SA (ERJ) Forecast page.
The consensus recommendation from 13 brokerage firms rates Embraer SA (ERJ, Financial) at an average of 2.2, aligning with an "Outperform" status. This rating scale, ranging from 1 to 5, where 1 signifies a Strong Buy and 5 denotes a Sell, reflects a positive outlook for Embraer's future performance.
In contrast, GuruFocus estimates propose a different perspective. The estimated GF Value for Embraer SA (ERJ, Financial) in one year is projected to be $26.93, indicating a potential downside of 45.01% from the current price of $48.97. The GF Value provides an estimate of the fair value at which the stock should trade, calculated from historical multiples, past business growth, and future performance forecasts. To explore further, please check the Embraer SA (ERJ) Summary page.
