EMBRAER SA-SPON ADR (ERJ) Forecast, Price Target & Analyst Ratings

NYSE:ERJ • US29082A1079

Current stock price

64.48 USD
-0.74 (-1.13%)
At close:
64.48 USD
0 (0%)
After Hours:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for EMBRAER SA-SPON ADR (ERJ).

Forecast Snapshot

Consensus Price Target

Price Target
$66.24
+ 2.72% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
Feb 25, 2026
Period
Q4 / 2025
EPS Estimate
R$0.90
Revenue Estimate
2.81B
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
78.46%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$66.24
Upside
+ 2.72%
From current price of $64.48 to mean target of $66.24, Based on 13 analyst forecasts
Low
$63.32
Median
$65.95
High
$71.12

Price Target Revisions

1 Month
8.75%
3 Months
19.06%

Price Target Summary

13 Wall Street analysts provided a forecast for the next 12 months for ERJ. The average price target is 66.24 USD. This implies a price increase of 2.72% is expected in the next year compared to the current price of 64.48.
The average price target has been revised upward by 19.06% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

ERJ Current Analyst RatingERJ Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 2 4 6

Analyst Ratings History

ERJ Historical Analyst RatingsERJ Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 5 10

Analyst Ratings Consensus

ChartMill Buy Consensus
78.46%
ERJ was analyzed by 13 analysts. The buy percentage consensus is at 78. So analysts seem to be have mildly positive about ERJ.
In the previous month the buy percentage consensus was at a similar level.
ERJ was analyzed by 13 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2025-11-07JP MorganMaintains Overweight -> Overweight
2025-10-15CitigroupMaintains Buy -> Buy
2025-09-11B of A SecuritiesMaintains Buy -> Buy
2025-08-15UBSMaintains Sell -> Sell
2025-08-07Goldman SachsMaintains Buy -> Buy
2025-07-31Wolfe ResearchUpgrade Peer Perform -> Outperform
2025-06-04HSBCUpgrade Hold -> Buy
2025-05-12Goldman SachsMaintains Buy -> Buy
2025-04-24UBSMaintains Sell -> Sell
2025-03-24Wolfe ResearchDowngrade Outperform -> Peer Perform
2025-03-03Goldman SachsMaintains Buy -> Buy
2024-11-21B of A SecuritiesMaintains Buy -> Buy
2024-11-19UBSDowngrade Neutral -> Sell
2024-09-17B of A SecuritiesMaintains Buy -> Buy
2024-09-04TD CowenUpgrade Hold -> Buy
2024-08-22B of A SecuritiesMaintains Buy -> Buy
2024-07-03UBSMaintains Neutral -> Neutral
2024-03-26UBSDowngrade Buy -> Neutral
2024-03-22Goldman SachsMaintains Buy -> Buy
2024-03-14Morgan StanleyMaintains Overweight -> Overweight
2024-02-06HSBCDowngrade Buy -> Hold
2023-10-16CitigroupUpgrade Neutral -> Buy
2023-06-13CitigroupMaintains Neutral -> Neutral
2023-04-11Goldman SachsMaintains Buy
2023-03-29B of A SecuritiesMaintains Buy

Next Earnings Forecast Details

Next Earnings Details

Release Date
Feb 25, 2026
Period
Q4 / 2025
EPS Estimate
R$0.90
Revenue Estimate
2.81B
Revenue Q2Q
21.57%
EPS Q2Q
-5.69%
Number of Analysts
4

Next Earnings Revisions

Revenue (1 Month)
0.14%
Revenue (3 Months)
11.92%
EPS (1 Month)
0.00%
EPS (3 Months)
-16.64%

Next Earnings Summary

ERJ is expected to report earnings on 2/25/2026. The consensus EPS estimate for the next earnings is 0.9 USD and the consensus revenue estimate is 2.81B USD.
The next earnings revenue estimate has been revised upward by 11.92% in the past 3 months. Upward revisions are a positive sign and indicate that analysts are more optimistic about the next earnings compared to 3 months ago.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2022 2023 2024 2025 2026 2027 2028
Revenue
YoY % growth
ERJ revenue by date.ERJ revenue by date.
23.449B
3.44%		26.111B
11.35%		35.424B
35.67%		7.83B
-77.90%		8.713B
11.28%		9.494B
8.96%		49.639B
422.85%
EBITDA
YoY % growth
ERJ ebitda by date.ERJ ebitda by date.
2.292B
1.95%		2.481B
8.25%		4.868B
96.21%		936.46M
-80.76%		1.09B
16.40%		1.264B
15.96%		6.597B
421.91%
EBIT
YoY % growth
ERJ ebit by date.ERJ ebit by date.
1.206B
7.52%		1.279B
6.04%		3.536B
176.49%		690.59M
-80.47%		823.14M
19.19%		980.78M
19.15%		4.321B
340.57%
Operating Margin
ERJ operating margin by date.ERJ operating margin by date.
5.14%4.90%9.98%8.82%9.45%10.33%8.70%
EPS
YoY % growth
ERJ eps by date.ERJ eps by date.
N/A
154.28%		0.38
-38.92%		2.53
566.25%		2.04
-19.18%		3.45
68.85%		4.26
23.55%		N/A

All data in BRL

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q4 / 25 Q1 / 26 Q2 / 26 Q3 / 26 Q4 / 26
EPS
Q2Q % growth		0.90
-5.69%		1.32
429.60%		2.18
5,559.00%		3.54
-45.32%		4.57
405.14%
Revenue
Q2Q % growth		2.81B
21.57%		N/AN/AN/AN/A
EBITDA
Q2Q % growth		N/AN/AN/AN/AN/A
EBIT
Q2Q % growth		265.04M
-82.27%		N/AN/AN/AN/A

All data in BRL

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

ERJ Yearly Revenue VS EstimatesERJ Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 10B 20B 30B 40B
ERJ Yearly EPS VS EstimatesERJ Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 0 2 4

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
19.02%
EPS Next 5 Year
N/A

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
14.45%
Revenue Next 5 Year
67.32%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
30.25%
EBIT Next 5 Year
84.28%
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

EMBRAER SA-SPON ADR / ERJ Forecast FAQ

What is the price target for ERJ stock?

13 analysts have analysed ERJ and the average price target is 66.24 USD. This implies a price increase of 2.72% is expected in the next year compared to the current price of 64.48.

What is the next earnings date for ERJ stock?

EMBRAER SA-SPON ADR (ERJ) will report earnings on 2026-02-25, before the market open.

What are the consensus estimates for EMBRAER SA-SPON ADR (ERJ) next earnings?

The consensus EPS estimate for the next earnings of EMBRAER SA-SPON ADR (ERJ) is 0.9 USD and the consensus revenue estimate is 2.81B USD.

What is the consensus rating for EMBRAER SA-SPON ADR (ERJ) stock?

The consensus rating for EMBRAER SA-SPON ADR (ERJ) is 78.4615 / 100 . This indicates that analysts generally have a positive outlook on the stock.