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ERJEmbraer S.A.
$65.43$12.0B
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ERJ logo

Embraer S.A. (ERJ) Price Target Analysis

Updated Jun 18, 2026
Analyst Rating: Buy
Based on 21 analysts

38.8% Above Target

ERJ trades 38.8% above Wall Street's consensus target of $40.04.

Current Price$65.43
Average Target$40.04
Target
Current
Low$13.00
Median$39.00
High$67.00

Analyst Target Range

Forward P/E4.4x
(Value)
PEG Ratio—
Implied Growth+762.9%
(High Growth)
Analyst Spread134.9%
(Wide Disagreement)

Price Forecast (1 Year)

Last 12 months price action with 12-month analyst target path

Current$65.43
Consensus$40.04
High$67.00
Low$13.00

Consensus Scenario Assumptions

The base valuation assumes ERJ achieves its forward estimates and maintains a stable P/E multiple of 4.4x. This scenario reflects the blended consensus of 21 Wall Street analysts, balancing both positive catalysts and macroeconomic headwinds over the next 12 months.

Analyst Ratings Distribution

Breakdown of 21 published analyst recommendations for ERJ

14% hold / mixed conviction
+29
BearishBullish
Weighted analyst sentiment score based on 21 ratings
ConsensusBuy
Coverage21 Analysts
Net Score+29
Bull / Bear71% / 14%
Strong Buy00%
Buy1571%
Hold314%
Sell314%
Strong Sell00%
Strong Buy
00%
Buy
1571%
Hold
314%
Sell
314%
Strong Sell
00%
Recommendation Mix71% Buy · 14% Hold · 14% Sell
Buy (15)Hold (3)Sell (3)

ERJ Price Target Analysis

Updated June 22, 2026

As of June 22, 2026, Embraer S.A. (ERJ) has a Wall Street consensus price target of $40.04, based on estimates from 21 covering analysts. With the stock currently trading at $65.43, this represents a potential downside of -38.8%. The company has a market capitalization of $12.00B.

Analyst price targets range from a low of $13.00 to a high of $67.00, representing a 135% spread in expectations. The median target of $39.00 aligns closely with the consensus average. The wide target spread reflects significant disagreement on fair value.

The current analyst consensus rating is Buy, with 15 analysts rating the stock as a Buy or Strong Buy,3 rating it Hold, and 3 rating it Sell or Strong Sell. This overwhelmingly bullish sentiment suggests analysts see significant catalysts for upside ahead.

From a valuation perspective, ERJ trades at a trailing P/E of 34.1x and forward P/E of 4.4x. Analysts expect EPS to grow +762.9% over the next year.

Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $85.66, with bear and bull scenarios of $53.97 and $112.87 respectively. Model confidence stands at 44/100, suggesting limited visibility into future performance.

Investment Context: Price targets represent analyst expectations for the next 12 months and should be considered alongside your own research. Targets are based on analysts' assumptions about earnings growth, margins, and market conditions which may change. For sector-specific context, view other Industrials stocks.

Analyst Sentiment Comparison

Industry Peer Analysis
Avg Peer Upside
+38.3%
Industry Consensus
Avg Forward P/E
27.2x
(Growth Premium)
Peers with Coverage
10 / 10
Active Analyst Tracking
CompanyMarket CapPriceTargetUpside PotentialRatingFwd P/EAnalysts
BA logo
BAThe Boeing Company
$175.6B$222.72$281.56
+26.4%
Buy—54
TDG logo
TDGTransDigm Group Incorporated
$75.0B$1328.31$1569.30
+18.1%
Buy33.2x39
HII logo
HIIHuntington Ingalls Industries, Inc.
$11.2B$285.43$420.00
+47.1%
Hold16.5x27
TXT logo
TXTTextron Inc.
$15.6B$89.47$107.40
+20.0%
Hold13.7x29
LMT logo
LMTLockheed Martin Corporation
$117.8B$510.95$635.11
+24.3%
Buy17.1x37
GD logo
GDGeneral Dynamics Corporation
$94.7B$350.01$411.33
+17.5%
Buy21.0x34
NOC logo
NOCNorthrop Grumman Corporation
$74.1B$521.50$733.92
+40.7%
Buy18.7x35
RTX logo
RTXRTX Corporation
$249.9B$185.60$224.33
+20.9%
Buy26.7x26
KTOS logo
KTOSKratos Defense & Security Solutions, Inc.
$10.2B$54.21$110.00
+102.9%
Buy70.9x24
JOBY logo
JOBYJoby Aviation, Inc.
$9.8B$10.00$16.50
+65.0%
Hold—8

ERJ — Frequently Asked Questions

Quick answers to the most common questions about buying ERJ stock.

What is the ERJ stock price target for 2026?

ERJ's consensus price target is $40.04, -38.8% below the current price of $65.43. The 21 analysts tracking ERJ see downside risk at present valuations.

Is ERJ a buy, sell, or hold?

ERJ has a consensus rating of "Buy" based on 21 Wall Street analysts. The rating breakdown is predominantly bullish, with 15 Buy/Strong Buy ratings. The consensus 12-month price target of $40.04 implies -38.8% downside from current levels.

Is ERJ stock overvalued or undervalued?

With a forward P/E of 4.4164x, ERJ trades at a relatively low valuation. The consensus target of $40.04 implies -38.8% move, suggesting the market may be pricing in risks.

How high can ERJ stock go?

The most bullish Wall Street analyst has a price target of $67 for ERJ, while the most conservative target is $13. The consensus of $40.04 represents the median expectation. Our quantitative valuation model projects a bull case target of $113 based on optimistic growth and margin assumptions. These targets typically reflect 12-month expectations.

How many analysts cover ERJ stock?

ERJ is well covered by analysts, with 21 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 15 have Buy ratings, 3 recommend Hold, and 3 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.

What is the ERJ stock forecast?

The 12-month ERJ stock forecast based on 21 Wall Street analysts shows a consensus price target of $40.04, with estimates ranging from $13 (bear case) to $67 (bull case). The median consensus rating is "Buy". Our proprietary valuation model produces a base case fair value of $86, with bear/bull scenarios of $54/$113.

What is ERJ's fair value based on fundamentals?

Our quantitative valuation model calculates ERJ's fair value at $86 (base case), with a bear case of $54 and bull case of $113. The model uses discounted cash flow analysis, historical growth rates, and margin mean-reversion to project FY+2 earnings, then applies an appropriate P/E multiple. The model confidence score is 44/100.

What is ERJ's forward P/E ratio?

ERJ trades at a forward P/E ratio of 4.4x based on next-twelve-months earnings estimates compared to a trailing P/E of 34.1x. The lower forward P/E indicates analysts expect earnings growth. A forward P/E is useful for comparing valuations when earnings are expected to change significantly.

Should I buy ERJ stock?

Analysts are cautious on ERJ, with 3 Sell ratings and a price target of $40.04 (-38.8% from current price). The "Buy" consensus suggests careful evaluation before buying. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.

Why do ERJ price targets vary so much?

ERJ analyst price targets range from $13 to $67, a 135% wide spread indicating significant analyst disagreement. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $40.04 consensus represents the middle ground. Our model's $54-$113 range provides an independent fundamental perspective.

Consensus-Based Analysis Tools

Full Stock Analysis

Deep dive into ERJ consensus models and risk factors.

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Intrinsic Valuation

DCF models, multiple analysis, and analyst estimates.

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Historical Returns

10-year return with dividends reinvested.

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Peer Comparison

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