Ladies and gentlemen, I share Morgan Stanley's assessment and remain invested.
Investing.com - Morgan Stanley has reiterated an "Overweight" rating on Embraer (NYSE:ERJ) with a price target of $67.00. The aerospace manufacturer, which currently trades at $59.20 and has a market capitalization of $10.9 billion, has shown remarkable growth over the past year with a return of 69 percent.
The investment bank views the recent decline in Embraer's share price as a "particularly attractive buying opportunity" as it continues to see value in the Brazilian aircraft manufacturer.
According to the research note published on Monday, Morgan Stanley's long-term investment thesis on Embraer remains unchanged.
The firm remains positive on Embraer's opportunities across all business segments, including commercial aviation, business aircraft, defense and services.
Morgan Stanley's price target of $67.00 suggests significant upside potential from Embraer's current trading levels following the recent share price decline.
In other recent news, Embraer SA reported the delivery of 62 aircraft in the third quarter of 2025, surpassing the 59 jets delivered in the same period of 2024. This includes 20 new commercial aircraft, including 11 of the E195-E2 type. In addition, Embraer has increased its cash offering for outstanding senior unsecured guaranteed notes due 2028 and 2030 to US$1 billion. In a significant development, Embraer announced that Sweden has ordered four C-390 Millennium aircraft with options for seven more as part of a European procurement program. In addition, Embraer and Sierra Nevada Corporation signed an agreement for the sale of an A-29 Super Tucano aircraft to accelerate pilot training. The company also received a notable order from LATAM Airlines for up to 74 E195-E2 jets, including 24 firm orders and 50 options, with deliveries scheduled to begin in the second half of 2026. These recent developments underscore Embraer's continued growth and strategic partnerships within the aviation industry.
This article was created with AI assistance and reviewed by an editor.
Sweden orders four Embraer C-390 Millennium
The Kingdom of Sweden has today ordered four C-390 Millennium multi-role aircraft from Embraer (NYSE: ERJ / B3: EMBR3). The contract also includes purchase options on seven additional aircraft from Brazil, paving the way for future purchases by other European nations.
You can find the full article under the link ⬇️
https://defence-network.com/schweden-vier-embraer-c-390-millennium/
