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EMBJ · NYSE · STOCK

Embraer S.A.

Industrials Updated August 11, 2026
$71.37
52W $53.56 – $80.75
53/100
$13.10B
39.9
0.72
AI Committee Verdict
Watch
53/100
Conviction: Contested · 33% agreement · 6 analysts
Contested

Is EMBJ Bullish or Bearish?

Mixed. Innellis AI committee rates Embraer S.A. (EMBJ) Watch with a composite score of 53/100 , based on 6 analysts with 33% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +7.42 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -12.58 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — bollinger bandwidth of 18.5% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Price structure making higher highs and higher lows — Technical
  • MACD histogram positive -- bullish momentum — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • P/E of 39.5 is moderate-to-rich — Value
  • EPS declining -22.9% YoY despite any revenue growth — Growth
  • Price structure (LH_LL) contradicts the uptrend -- mixed signals — Technical
  • Bollinger bandwidth of 18.5% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
53/100
Agreement
33%
Analysts
6
Conviction
Contested
Sector Rank
Top 90%
of 223 Industrials peers
Value Analyst bearish
40 / 100 · Low confidence
Multiples don't clear a genuine value bar here, or cheapness looks justified by weak fundamentals
− P/E of 39.5 is moderate-to-rich
Growth Analyst neutral
42 / 100 · Moderate confidence
Moderate growth -- present but not remarkable
− EPS declining -22.9% YoY despite any revenue growth
Technical Analyst bullish
63 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− Price structure (LH_LL) contradicts the uptrend -- mixed signals
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 18.5% signals elevated volatility
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst neutral
58 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
57.5
Neutral
MACD Histogram
0.299
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Lh Ll
Support
$59.82
Resistance
$71.56
Bollinger %B
0.74
Inside Bands
Price vs Moving Averages
EMA 9
$71.19 Above
EMA 21
$68.86 Above
EMA 50
$65.82 Above
EMA 200
$62.90 Above

Fundamental Analysis

Valuation
55
Profitability
24
Financial Health
69
Cash Flow
70
Valuation
P/E Ratio 39.9×
P/B Ratio 3.90×
PEG Ratio -1.74
Dividend Yield 1.09%
52W High $80.75
52W Low $53.56
Quality & Growth
ROE 1021.6%
ROA 272.4%
Gross Margin 1770.8%
Operating Margin 748.6%
Revenue Growth YoY
Debt / Equity 0.86
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 39.9 (rich relative to a 15-40x range); Price-to-book of 3.9x; PEG ratio of -1.7 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 10.2%; Return on assets of 2.7%; Net margin of 3.9%; Gross margin of 17.7%; Current ratio of 1.48 (tight short-term liquidity); Debt-to-equity of 0.86; Free cash flow per share is positive (14.07); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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