FactSet lifts target to USD 96.50 for Embraer stock

Published on 10/20/2026 at 19:47 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Embraer delivered 66 aircraft in the third quarter, up 6.00 percent year over year. Embraer stock costs EUR 64.90 on October 20, 2026.

Analyst target and aircraft deliveries

FactSet lifted its median Embraer target from USD 92.50 to USD 96.50 on October 13, 2026.
Embraer delivered 66 aircraft in the third quarter of 2026, up 6.00 percent year over year.
Embraer stock costs EUR 64.90 at Lang & Schwarz on October 20, 2026 at 7:42 p.m. CEST.
Embraer is scheduled to report third-quarter results on November 10, 2026.

EMBJ, US29082A1079, Illustration mit AI erstellt.

FactSet lifted its median target for Embraer from USD 92.50 to USD 96.50 in a survey dated October 13, 2026, according to Cnyes. Embraer stock was at EUR 64.90 at Lang & Schwarz on October 20, 2026 at 7:42 p.m. CEST.

Fourteen analysts back the target

The FactSet survey covered 14 analysts, with all 14 ratings positive and no neutral or negative rating. The median target rose 4.32 percent from USD 92.50 to USD 96.50, while the survey range ran from USD 80.00 to USD 106.00.

The target is 32.54 percent above the USD 72.81 NYSE quote at 1:46 p.m. ET on October 20, 2026. That comparison uses the US-listed ADR price, not the euro quotation for German investors.

Aircraft deliveries set the operating tone

Embraer delivered 66 aircraft in the third quarter of 2026, an increase of 6.00 percent from the same quarter of 2025 and 2.00 percent from the second quarter. The figure was the company's strongest third-quarter delivery total, according to Diario do Grande ABC.

Nine-month deliveries reached 175 aircraft, up 14.00 percent from 153 aircraft in the same period of 2025. Commercial Aviation delivered 22 aircraft, Executive Aviation delivered 41, and Defense and Security delivered three.

Margins and the next reporting date

BTG Pactual cited 2026 revenue guidance of USD 8.20 billion to USD 8.50 billion and an adjusted EBIT margin range of 10.00 percent to 10.60 percent in research published October 15, 2026, according to BTG Pactual. The guidance also called for adjusted free cash flow above USD 400.00 million and commercial aircraft deliveries of 80 to 85.

Embraer is scheduled to publish third-quarter 2026 results on November 10, 2026, according to InfoMoney. For investors, the next report will test whether the stronger delivery cadence is translating into the guided margin range.

Price position and valuation

The NYSE quote stood at USD 72.81 on October 20, 2026 at 1:46 p.m. ET, compared with a 52-week range of USD 53.56 to USD 80.75. The market capitalization was USD 13.4 billion, and the price-to-earnings ratio was 28.26.

At Lang & Schwarz, Embraer stock was trading at EUR 64.90 on October 20, 2026 at 7:42 p.m. CEST. The euro quotation provides the German market view, while the NYSE ADR remains the home-market reference for the USD target and valuation figures.

What the target means for Embraer

The higher FactSet median target places the strongest emphasis on execution rather than on a single delivery figure. The third-quarter total of 66 aircraft and the nine-month total of 175 give the upcoming results a measurable operating starting point.

Embraer's commercial delivery guidance midpoint is 82.50 aircraft for 2026, while the executive aviation midpoint is 165.00. The November 10 report will show how much of the year's delivery plan has been completed before the final quarter.

Price remains the market frame

The stock's USD 72.81 NYSE quote was 9.83 percent below its 52-week high of USD 80.75 on October 20, 2026. The target revision and the delivery figures therefore point to two separate measures for the next report: valuation expectations and production execution.

Embraer stock was trading at EUR 64.90 at Lang & Schwarz on October 20, 2026 at 7:42 p.m. CEST. The further course of trading is shown by the continuously updated real-time quote of Embraer stock.