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Embraer stock rated buy with 16.5% upside on strong backlog and supply chain moves

Analyst Insights
02 Jul 2026
Seeking Alpha
View Source
Bullish
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Embraer is reaffirmed as a buy due to its attractive valuation and strategic steps to reduce risks, including acquiring EZI Air Interior to stabilize its supply chain. The stock trades at a 9% discount to peers with potential 16.5% upside if it regains its historical premium. Its $32.1 billion backlog across commercial, executive, and defense aviation offers strong business visibility and resilience. These factors support a positive outlook for investors considering Embraer.

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