Embraer Halves Azul E195-E2 Order as Airline Restructures Under Chapter 11

The latest announcement is out from Embraer ( (EMBJ) ).

On November 26, 2025, Embraer S.A. signed an agreement with Brazilian carrier Azul Linhas Aéreas Brasileiras S.A. to renegotiate Azul’s firm order for E195-E2 aircraft, originally placed between 2014 and 2018, cutting the total from 51 to 25 jets. The revised deal, ratified by the U.S. Bankruptcy Court for the Southern District of New York on December 18, 2025 and formalized in a court order published on December 22, 2025, aligns Embraer’s delivery commitments with Azul’s ongoing restructuring under Chapter 11, reducing Embraer’s future order backlog with this customer but also helping secure contractual certainty and support the airline’s financial reorganization.

The most recent analyst rating on (EMBJ) stock is a Hold with a $69.00 price target. To see the full list of analyst forecasts on Embraer stock, see the EMBJ Stock Forecast page.

Spark’s Take on EMBJ Stock

According to Spark, TipRanks’ AI Analyst, EMBJ is a Neutral.

Embraer’s overall stock score reflects its stable financial performance and strong earnings call results, which are tempered by technical indicators suggesting weak momentum and a high valuation. The company’s robust backlog and revenue growth are significant positives, but operational challenges and a high P/E ratio present risks.

To see Spark’s full report on EMBJ stock, click here.

More about Embraer

Embraer S.A. is a Brazilian aerospace company that designs, manufactures, and sells commercial, executive, and defense aircraft, with a strong presence in the regional jet market through its E-Jet and E2 families. The company serves airlines worldwide, particularly in the regional and short- to medium-haul segments, and is listed on both B3 in Brazil and the New York Stock Exchange.

Average Trading Volume: 965,978

Technical Sentiment Signal: Buy

Current Market Cap: $11.56B

For detailed information about EMBJ stock, go to TipRanks’ Stock Analysis page.