Embraer S.A. (NYSE: ERJ) is one of the top 11 Large Cap Defense Stocks to Buy, recently upgraded by Wolfe Research from Peer Perform to Outperform due to improved fundamentals and exemption from steep U.S. tariffs. The company avoided a 50% tariff on goods imported from Brazil, with only a 10% tariff imposed. Analyst Myles Walton notes that the effective impact of the tariff is closer to 5% considering the high proportion of American-sourced content on Embraer S.A.’s aircraft. Commercial aviation orders are strong, with expectations of continued momentum. Embraer S.A. is a Brazilian jet manufacturer producing aircraft for various purposes. While ERJ is seen as a good investment, some AI stocks may offer greater upside potential with less downside risk.

Read more at Yahoo Finance: Here Is Why Wolfe Research Upgraded Embraer S.A. (ERJ)’s Stock Rating To Outperform