EMBJ
EMBRAER S.A.
$56.54
-0.25%
$10.2B
No data for this timeframe.
Vol
Market Cap$10.2B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (85%)
Inst. Holders6 funds
Inst. Value$696.4M
Inst. Activity1 buys / 3 sells
SEC Reports7
Recent Activity
Jun 5, 2026
SEC
Embraer announced a firm order from Azorra for 15 E195-E2 aircraft, with purchase rights for 15 more, bringing Azorra's
6-K — Impact 5/10
May 8, 2026
SEC
Embraer reported record Q1 2026 revenue of $1,447 million (+31% YoY) and a record backlog of $32.1 billion (+22% YoY), d
6-K — Impact 7/10
May 8, 2026
SEC
Embraer filed its 1Q26 results via Form 6-K. The filing contains the headline 'RESULTS 1Q26' but no specific financial f
6-K — Impact 4/10
Apr 23, 2026
Insider
Neto Francisco Gomes sold 41,279 shares
Chief Executive Officer @ $0.00 ($0.00)
Apr 23, 2026
Insider
Silva Luis Carlos Marinho da sold 9,540 shares
Vice President, Operations @ $0.00 ($0.00)
Apr 23, 2026
Insider
Chaves Roberto de Deus sold 6,222 shares
Vice President, Supply Chain @ $0.00 ($0.00)
Inst.
UBS Group AG — TRIM
773,578 shares ($46.8M)
Inst.
RENAISSANCE TECHNOLOGIES LLC — TRIM
711,900 shares ($43.0M)
Price Targets
$81.13
+44.1% upside
Strong Buy
Current $56.30
Low $65.00
Median $81.00
High $97.00
15 analysts
$65.00
$97.00
Analyst Ratings
3Strong Buy
8Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 8, 2026 | Scotiabank | INITIATE | Sector Outperform |
| May 12, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
| Mar 10, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.69 ▼ -2.0% | $0.58 — $0.80 | 7% YoY | 2 |
| Next Q | $0.73 ▲ +0.8% | $0.69 — $0.77 | 146% YoY | 2 |
| Current FY | $2.83 ▼ -1.7% | $2.63 — $3.18 | 105% YoY | 6 |
| Next FY | $3.85 ▲ +5.3% | $3.37 — $4.51 | 36% YoY | 5 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| MORGAN STANLEY | $326.0M | — |
| BANK OF AMERICA CORP | $231.8M | — |
| RENAISSANCE TECHNOLOGIES LLC | $47.8M | TRIM |
| VANGUARD GROUP INC | $46.0M | — |
| FMR LLC | $33.2M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 23, 2026 | Neto Francisco | A | $0.00 |
| Apr 23, 2026 | Silva Luis | A | $0.00 |
| Apr 23, 2026 | Chaves Roberto | A | $0.00 |
6 institutional holders with $696.4M total value (10,818,570 shares) as of 2025-Q4. Top holders: MORGAN, BANK, RENAISSANCE.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 5,064,419 | $326.0M | 46.8% | — |
| 2 | BANK OF AMERICA CORP /DE/ | 3,601,054 | $231.8M | 33.3% | — |
| 3 | RENAISSANCE TECHNOLOGIES LLC | 743,100 | $47.8M | 6.9% | TRIM -32.2% |
| 4 | VANGUARD GROUP INC | 714,979 | $46.0M | 6.6% | — |
| 5 | FMR LLC | 515,540 | $33.2M | 4.8% | DOUBLED +314.0% |
| 6 | WELLS FARGO & COMPANY/MN | 179,478 | $11.6M | 1.7% | TRIM -30.1% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| UBS Group AG | TRIM | 1,037,785 | 773,578 | -25.5% | $46.8M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 1,049,300 | 711,900 | -32.2% | $43.0M | 2025-Q3 |
| FMR LLC | DOUBLED | 105,159 | 435,344 | +314.0% | $26.3M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 241,308 | 0 | -100.0% | $0.00 | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 1,454,400 | 1,049,300 | -27.9% | $59.7M | 2025-Q2 |
| UBS Group AG | TRIM | 1,546,972 | 1,037,785 | -32.9% | $59.1M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 649,737 | 241,308 | -62.9% | $13.7M | 2025-Q2 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | EXIT | 318,335 | 0 | -100.0% | $0.00 | 2025-Q2 |
| UBS Group AG | ADD | 1,070,432 | 1,546,972 | +44.5% | $71.5M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | ADD | 506,051 | 649,737 | +28.4% | $30.0M | 2025-Q1 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | NEW | — | 318,335 | — | $14.7M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 561,544 | 241,971 | -56.9% | $11.2M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | TRIM | 316,197 | 220,912 | -30.1% | $10.2M | 2025-Q1 |
| FMR LLC | NEAR_EXIT | 900,346 | 110,690 | -87.7% | $5.1M | 2025-Q1 |
| UBS Group AG | ADD | 778,123 | 1,070,432 | +37.6% | $39.3M | 2024-Q4 |
3 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 23, 2026 | Neto Francisco Gomes | Chief Executive Officer | A | 41,279 | $0.00 | $0.00 |
| Apr 23, 2026 | Silva Luis Carlos Marinho da | Vice President, Operations | A | 9,540 | $0.00 | $0.00 |
| Apr 23, 2026 | Chaves Roberto de Deus | Vice President, Supply Chain | A | 6,222 | $0.00 | $0.00 |
7 SEC filing reports analyzed. Sentiment: 4 bullish, 0 bearish, 0 mixed, 3 neutral. Avg impact: 5.0/10.
BULLISH
6-K
5/10
Embraer announced a firm order from Azorra for 15 E195-E2 aircraft, with purchase rights for 15 more
Jun 5, 2026
BULLISH
6-K
7/10
Embraer reported record Q1 2026 revenue of $1,447 million (+31% YoY) and a record backlog of $32.1 b
May 8, 2026
NEUTRAL
6-K
4/10
Embraer filed its 1Q26 results via Form 6-K. The filing contains the headline 'RESULTS 1Q26' but no
May 8, 2026
BULLISH
6-K
7/10
Embraer announced a landmark contract from the UAE for up to 20 C-390 Millennium aircraft (10 firm +
May 4, 2026
BULLISH
6-K
6/10
Embraer reported a record backlog of US$32.1 billion in Q1 2026, up 22% year-over-year, driven by a
Apr 27, 2026
NEUTRAL
6-K
3/10
Embraer S.A. announced the appointment of Mr. Felipe Santana Santiago de Lima as Executive Vice Pres
Apr 10, 2026
NEUTRAL
6-K
3/10
Embraer S.A. announced the resignation of Executive Vice President, Financial & Investor Relations,
Apr 6, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (85% buy). Based on 13 analysts: 3 strong buy, 8 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$81.13 mean target
+44.1% upside
Strong Buy (1.47)
$65.00 Low
$97.00 High
| Metric | Value |
|---|---|
| Current Price | $56.30 |
| Target Low | $65.00 |
| Target Mean | $81.13 |
| Target Median | $81.00 |
| Target High | $97.00 |
| # Analysts | 15 |
| Recommendation | Strong Buy (1.47) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.69 | $0.58 | $0.80 | 6.6% | -2.0% | 1↑ 1↓ | $2.0B | 9.0% | 2 |
| Next Q 2026-09-30 |
$0.73 | $0.69 | $0.77 | 146.3% | +0.8% | 1↑ 0↓ | $2.2B | 10.8% | 2 |
| Current FY 2026-12-31 |
$2.83 | $2.63 | $3.18 | 105.1% | -1.7% | 3↑ 0↓ | $8.5B | 12.6% | 6 |
| Next FY 2027-12-31 |
$3.85 | $3.37 | $4.51 | 36.0% | +5.3% | 3↑ 0↓ | $9.5B | 11.8% | 5 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.690 | |
| 7d ago | $0.704 | -0.014 |
| 30d ago | $0.704 | -0.014 |
| 60d ago | $0.620 | +0.070 |
| 90d ago | $0.500 | +0.190 |
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 8, 2026 | Scotiabank | INITIATE | — | Sector Outperform |
| May 12, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Mar 10, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 8 | 2 | 0 | 0 | 85% | |
| May 1, 2026 | 3 | 8 | 2 | 0 | 0 | 85% | |
| Apr 1, 2026 | 3 | 8 | 2 | 0 | 0 | 85% | |
| Mar 1, 2026 | 3 | 7 | 3 | 0 | 0 | 77% | |
| Feb 1, 2026 | 3 | 7 | 3 | 0 | 0 | 77% | |
| Jan 1, 2026 | 3 | 7 | 3 | 0 | 0 | 77% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 13, 2026
short_interest
FTD: EMBJ — 15,216 shares ($0.9M) failed to deliver
Settlement: 20260513, Price: $59.96, FTD Value: $912,351.36, EMBRAER SA SPON ADR REPSTG 4 C
May 11, 2026
short_interest
FTD: EMBJ — 25,617 shares ($1.5M) failed to deliver
Settlement: 20260511, Price: $60.11, FTD Value: $1,539,837.87, EMBRAER SA SPON ADR REPSTG 4 C
Apr 23, 2026
short_interest
FTD: EMBJ — 22,137 shares ($1.4M) failed to deliver
Settlement: 20260423, Price: $64.38, FTD Value: $1,425,180.06, EMBRAER SA SPON ADR REPSTG 4 C
Apr 2, 2026
short_volume
Short Volume: EMBJ — 69.5% short (0.5M / 0.7M)
Short: 479,127 | Exempt: 200 | TRF Vol: 689,434 | Short Ratio: 69.5% | Off-exchange volume (dark pool + OTC)
Apr 1, 2026
short_volume
Short Volume: EMBJ — 58.0% short (0.4M / 0.8M)
Short: 437,847 | Exempt: 0 | TRF Vol: 754,838 | Short Ratio: 58.0% | Off-exchange volume (dark pool + OTC)
Apr 1, 2026
short_interest
FTD: EMBJ — 18,396 shares ($1.1M) failed to deliver
Settlement: 20260401, Price: $59.34, FTD Value: $1,091,618.64, EMBRAER SA SPON ADR REPSTG 4 C
Mar 27, 2026
short_interest
FTD: EMBJ — 19,491 shares ($1.1M) failed to deliver
Settlement: 20260327, Price: $57.12, FTD Value: $1,113,325.92, EMBRAER SA SPON ADR REPSTG 4 C
Feb 20, 2026
short_interest
FTD: EMBJ — 15,056 shares ($1.1M) failed to deliver
Settlement: 20260220, Price: $72.40, FTD Value: $1,090,054.4, EMBRAER SA SPON ADR REPSTG 4 C
Feb 11, 2026
short_interest
FTD: EMBJ — 8,253 shares ($0.6M) failed to deliver
Settlement: 20260211, Price: $72.27, FTD Value: $596,444.31, EMBRAER SA SPON ADR REPSTG 4 C
Feb 10, 2026
short_interest
FTD: EMBJ — 8,253 shares ($0.6M) failed to deliver
Settlement: 20260210, Price: $72.49, FTD Value: $598,259.97, EMBRAER SA SPON ADR REPSTG 4 C
Feb 9, 2026
short_interest
FTD: EMBJ — 9,500 shares ($0.7M) failed to deliver
Settlement: 20260209, Price: $70.99, FTD Value: $674,405, EMBRAER SA SPON ADR REPSTG 4 C