ERJ

Embraer S.A. Sponsored ADR (ERJ) | Rumor.io

Embraer

ERJ

Attention (50-day avg)0%

Attention rank (50-day avg)#1,841

Bullish sentiment (50-day avg)94%

Price to earnings ratio37.7

Market capitalization14.3B

Earnings per share1.71

Dividend yield (TTM)2.8%

Revenue (annual)6.4B

Net income (annual)354.6M

Social

What share of all stock conversation is about ERJ?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% +0	0% 0	0% 0

May 12

Embraer is gaining momentum in military exports, with serious buyers like Colombia and Chile showing interest.
Embraer's partnership with Bharat Forge is updated, but details are not provided.
Embraer's stock ($ERJ) has been overlooked while attention is focused on Boeing/Airbus commercial drama.

Generated by AI

Sentiment

Of the messages about ERJ that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	100%	100% +7.69	82.95% -2.74
Bearish	—	0%	0% -7.69	17.05% +2.74

Mar 3

Embraer has outperformed the market with a 36% YTD gain and 18% increase since the post, reaching $50/share.
The company's strong fundamentals, including a recovery in air travel demand and a backlog of defense contracts, are driving its upward momentum.
Institutional investors are also supporting the stock, with Goldman Sachs maintaining a Buy rating and raising its price target to $50.

Generated by AI

Topics

Of the messages about ERJ that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	0%	16.67%	44.86%
Technical Analysis	—	100%	50%	1.38%
Macro	—	0%	16.67%	48.81%
Analysts	—	0%	16.67%	1.68%
Controversies	—	0%	0%	0.02%
Earnings	—	0%	0%	3.25%

Earnings· Mar 18

Embraer S.A. (ERJ) reported Q4 2023 sales of $1.98B, missing the estimate of $2.00B, and adjusted net income of $77.6M, up from $43.2M YoY.
The company guided FY24 revenue expectation of $6B-$6.4B, in-line with consensus, and adjusted EBIT margin of 6.5%-7.5%.
Embraer's Q4 adjusted earnings per ADS of $0.422 were nearly double the year-ago result of $0.235, but revenue was basically flat (-0.9%) yr/yr at $1.975 bln.

Analysts· Jun 11

BofA Securities analyst Ronald Epstein upgraded Embraer to Buy from Neutral with a price target of $20, citing the company's strong position in the eVTOL market.
Epstein sees significant upside potential from Embraer's Eve unit, with a potential public listing or alternative investment opportunities valuing the unit at approximately $2B.
Embraer's eVTOL unit Eve is expected to capture a significant share of the $1T addressable market by 2040, with 3 billion passengers and 50,000 aircrafts by 2035.

Announcements· Feb 8

Embraer's eVTOL competitor Eve is pushing certification and partnerships abroad, including a partnership with Embraer itself.
Other eVTOL players, such as EHang and Archer, are expanding globally with certified commercial flights and strategic partnerships.
Embraer's eVTOL competitor Eve is backed by Embraer, and Embraer's eVTOL subsidiary is pushing certification and partnerships abroad.

Controversies· Apr 25

Boeing canceled a $4.2 billion deal to buy Embraer's commercial jets division, citing unmet conditions and a failure to extend talks.
Embraer's stock price fell to $5.7, and analysts expect the company to face challenges in the economic climate, with Brazil's economy projected to shrink by 5%.
The failed deal may be beneficial for Boeing, providing financial security for its shareholders, but it could be detrimental to Embraer's prospects and the company's ability to adapt to the economic climate.

Macro· Aug 1

US imposes 50% tariffs on many goods from Brazil, excluding aircraft parts that benefit Embraer (ERJ).
Embraer's aircraft parts are exempt from the tariffs imposed by the US on Brazilian goods.
The US-Brazil trade tensions may have a limited impact on Embraer (ERJ) due to the exemption of key imports.

Generated by AI

Community

Of the messages about ERJ, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	6.67%	6.92%	5.05%
Newcomers	100%	93.33%	93.08%	94.95%

Regulars· Jul 10

Embraer S.A. (ERJ) may face a 5-6% price per share (P.P.) impact on EBIT margin with 50% U.S. tariffs, according to XP.
The company has an incremental cost of $80-90 million per year for every 10% of U.S. tariffs.
ERJ stock experienced a significant crash of 5% in a short period, possibly due to front-running activities.

Newcomers· May 12

Newcomers to the Embraer space are highlighting the company's military export business, specifically citing Colombia and Chile as serious buyers with actual budget cycles.
Embraer's partnership with Bharat Forge is a point of interest for these newcomers, suggesting it may be a key factor in the company's future growth.
The focus on Embraer's military exports is driven by the perception that the company is benefiting from the commercial drama surrounding Boeing and Airbus, while flying under the radar itself.

Generated by AI

News

Embraer: The Best Time To Buy Is Probably Now (NYSE:EMBJ)

21h agoSeeking Alpha

Embraer's 2026 Outlook: Record $34.5 billion Backlog Drives Future Production Growth | The Motley Fool

This under-the-radar industrial technology stock boasts a Superscore of 80 from our Hidden Gems Primary database, part of The Motley Fool's Moneyball Database system. Here's why.

1d agoThe Motley Fool

Embraer (BOVESPA:EMBR3) Stock Sees Modest Fair Value Lift After Q2 Guidance Rework

Embraer is back in focus as analysts refresh their models and mark fair value at R$119.12, compared with a previous R$111.07. The shift in price targets is closely tied to how recent Q2 commentary frames earnings quality, cash generation, and the balance of risk and reward around the stock today. As you read on, you will see how these moving targets fit into the broader Embraer story and what to watch as the narrative evolves. Analyst Price Targets don't always capture the full story. Head...

3d agoYahoo Finance

Breakout Watch: Aerospace Rival Leaves Boeing, Airbus In The Dust

While Boeing and Airbus flounder, Brazil's aerospace giant takes flight.

6d agoInvestor's Business Daily

Embraer SA's Dividend Analysis

This article first appeared on GuruFocus. Embraer SA (NYSE:EMBJ) recently announced a total dividend of $0.17 per share, with the ex-dividend date set for 2026-09-23. This distribution consists entirely of a $0.17 per share cash dividend, payable on 2027-06-01.

7d agoYahoo Finance

Japan Airlines leans toward Embraer over Airbus for regional jet order- Bloomberg

8d agoInvesting.com

Also Discussed

Investors talking about ERJ also mention

#	Name	Attention
1	Eve Holding Inc.EVEX	0%new
2	SkyWest Inc.SKYW	0%new
3	Banco Bradesco S.A. ADRBBD	0.01%+0.01
4	Itaú Unibanco Holding S.A. ADRITUB	0%0
5	BRFS - Brf S.a.	——
6	H World Group Limited ADRHTHT	0%0
7	Boeing Co-TheBA	0.04%-0.1
8	iShares MSCI Brazil ETFEWZ	0.09%+0
9	Vale S.A. American Depositary SharesVALE	0%0
10	CSCI - COSCIENS Biopharma Inc.	——

Embraer S.A. Sponsored ADR

Industrials
Aerospace & Defense

Embraer S.A. is a prominent Brazilian aerospace company offering a Sponsored American Depositary Receipt (ADR) to enable U.S. investors easier access to its stock. Renowned for its design and production of commercial, military, executive, and agricultural aircraft, Embraer plays a significant role in the global aerospace market. The company's commercial aircraft division is a cornerstone, with its E-Jet family widely adopted by regional airlines worldwide, offering competitive fuel efficiency and operational performance. Embraer's defense products serve several air forces, strengthening their strategic aerial capabilities. In the executive aviation sector, Embraer is known for innovative private jets that cater to a range of business needs. Moreover, the firm's agricultural aircraft support vital farming operations, particularly in emerging markets. Embraer S.A.'s ADR facilitates trading in the U.S., broadening its investor base and capitalization. Through ongoing innovation and strategic partnerships, Embraer continues to influence technology and design in the aerospace industry, underscoring its significance in both civilian and defense sectors globally.

Website

Location

Eldorado Business Tower

São Paulo, SP, 05425-070

Brazil

Social

What share of all stock conversation is about ERJ?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% +0	0% 0	0% 0

May 12

Embraer is gaining momentum in military exports, with serious buyers like Colombia and Chile showing interest.
Embraer's partnership with Bharat Forge is updated, but details are not provided.
Embraer's stock ($ERJ) has been overlooked while attention is focused on Boeing/Airbus commercial drama.

Generated by AI

Sentiment

Of the messages about ERJ that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	100%	100% +7.69	82.95% -2.74
Bearish	—	0%	0% -7.69	17.05% +2.74

Mar 3

Embraer has outperformed the market with a 36% YTD gain and 18% increase since the post, reaching $50/share.
The company's strong fundamentals, including a recovery in air travel demand and a backlog of defense contracts, are driving its upward momentum.
Institutional investors are also supporting the stock, with Goldman Sachs maintaining a Buy rating and raising its price target to $50.

Generated by AI

Topics

Of the messages about ERJ that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	0%	16.67%	44.86%
Technical Analysis	—	100%	50%	1.38%
Macro	—	0%	16.67%	48.81%
Analysts	—	0%	16.67%	1.68%
Controversies	—	0%	0%	0.02%
Earnings	—	0%	0%	3.25%

Earnings· Mar 18

Embraer S.A. (ERJ) reported Q4 2023 sales of $1.98B, missing the estimate of $2.00B, and adjusted net income of $77.6M, up from $43.2M YoY.
The company guided FY24 revenue expectation of $6B-$6.4B, in-line with consensus, and adjusted EBIT margin of 6.5%-7.5%.
Embraer's Q4 adjusted earnings per ADS of $0.422 were nearly double the year-ago result of $0.235, but revenue was basically flat (-0.9%) yr/yr at $1.975 bln.

Analysts· Jun 11

BofA Securities analyst Ronald Epstein upgraded Embraer to Buy from Neutral with a price target of $20, citing the company's strong position in the eVTOL market.
Epstein sees significant upside potential from Embraer's Eve unit, with a potential public listing or alternative investment opportunities valuing the unit at approximately $2B.
Embraer's eVTOL unit Eve is expected to capture a significant share of the $1T addressable market by 2040, with 3 billion passengers and 50,000 aircrafts by 2035.

Announcements· Feb 8

Embraer's eVTOL competitor Eve is pushing certification and partnerships abroad, including a partnership with Embraer itself.
Other eVTOL players, such as EHang and Archer, are expanding globally with certified commercial flights and strategic partnerships.
Embraer's eVTOL competitor Eve is backed by Embraer, and Embraer's eVTOL subsidiary is pushing certification and partnerships abroad.

Controversies· Apr 25

Boeing canceled a $4.2 billion deal to buy Embraer's commercial jets division, citing unmet conditions and a failure to extend talks.
Embraer's stock price fell to $5.7, and analysts expect the company to face challenges in the economic climate, with Brazil's economy projected to shrink by 5%.
The failed deal may be beneficial for Boeing, providing financial security for its shareholders, but it could be detrimental to Embraer's prospects and the company's ability to adapt to the economic climate.

Macro· Aug 1

US imposes 50% tariffs on many goods from Brazil, excluding aircraft parts that benefit Embraer (ERJ).
Embraer's aircraft parts are exempt from the tariffs imposed by the US on Brazilian goods.
The US-Brazil trade tensions may have a limited impact on Embraer (ERJ) due to the exemption of key imports.

Generated by AI

Community

Of the messages about ERJ, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	6.67%	6.92%	5.05%
Newcomers	100%	93.33%	93.08%	94.95%

Regulars· Jul 10

Embraer S.A. (ERJ) may face a 5-6% price per share (P.P.) impact on EBIT margin with 50% U.S. tariffs, according to XP.
The company has an incremental cost of $80-90 million per year for every 10% of U.S. tariffs.
ERJ stock experienced a significant crash of 5% in a short period, possibly due to front-running activities.

Newcomers· May 12

Newcomers to the Embraer space are highlighting the company's military export business, specifically citing Colombia and Chile as serious buyers with actual budget cycles.
Embraer's partnership with Bharat Forge is a point of interest for these newcomers, suggesting it may be a key factor in the company's future growth.
The focus on Embraer's military exports is driven by the perception that the company is benefiting from the commercial drama surrounding Boeing and Airbus, while flying under the radar itself.

Generated by AI

Embraer

Social

May 12

Mar 3

Earnings· Mar 18

Analysts· Jun 11

Announcements· Feb 8

Controversies· Apr 25

Macro· Aug 1

Regulars· Jul 10

Newcomers· May 12

Embraer: The Best Time To Buy Is Probably Now (NYSE:EMBJ)

Embraer's 2026 Outlook: Record $34.5 billion Backlog Drives Future Production Growth | The Motley Fool

Embraer (BOVESPA:EMBR3) Stock Sees Modest Fair Value Lift After Q2 Guidance Rework

Breakout Watch: Aerospace Rival Leaves Boeing, Airbus In The Dust

Embraer SA's Dividend Analysis

Japan Airlines leans toward Embraer over Airbus for regional jet order- Bloomberg

Also Discussed

Embraer S.A. Sponsored ADR

Company Information

Location

Embraer: The Best Time To Buy Is Probably Now (NYSE:EMBJ)

Embraer's 2026 Outlook: Record $34.5 billion Backlog Drives Future Production Growth | The Motley Fool

Embraer (BOVESPA:EMBR3) Stock Sees Modest Fair Value Lift After Q2 Guidance Rework

Breakout Watch: Aerospace Rival Leaves Boeing, Airbus In The Dust

Embraer SA's Dividend Analysis

Japan Airlines leans toward Embraer over Airbus for regional jet order- Bloomberg

Also Discussed

Social

May 12

Mar 3

Earnings· Mar 18

Analysts· Jun 11

Announcements· Feb 8

Controversies· Apr 25

Macro· Aug 1

Regulars· Jul 10

Newcomers· May 12