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Investor Insights

This summary was created by AI, based on 37 opinions in the last 12 months.

Experts seem to have mixed opinions about Boeing (BA). Some believe that the company is facing deep quality control problems and will take time to resolve, while others see it as undervalued and enjoying a multi-year move up. There are concerns about management issues, production decline, and cash flow and profits being crimped. However, there is also optimism about the demand for planes and potential for a turnaround in the future. Overall, the consensus is uncertain with a focus on the need for a management change and restoration of investor confidence.

Consensus
Uncertain
Valuation
Undervalued
COMMENT
Boeing

Today, the CEO announced he will step down when the year ends or when a replacement is picked. Replacing him for now is an insider (not great, not bad). Hard to tell what will happen next.

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TRADE
Boeing

He just bought a little of this. Culture starts at the top, the CEO. It's a great trade. The company is going on the road to get rid of CEO Calhoun.

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SELL
Boeing

They have a long-term big problem. He won't touch it. He sold it right after the Alaska Airline fiasco. The CEO isn't the solution or problem. Production is declining and cash flow and profits will be crimped.

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COMMENT
Boeing

They keep stumbling; have deep quality control problems and will take time to resolve. However, it is an American company and will receive government support. Enjoys a duopoly and barriers to entry (like Bombardier). He owns Airbus instead, but you will eventually make money on Boeing, but it could take 5 years to resolve their problems.

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COMMENT
Boeing

It is close to a 52 week low. It is going through an improvement process and the new CEO is establishing a new culture with the focus on quality. However it is having difficulties with its 737 Max and the FAA did their own audit and found more problems. It needs to bottom before it can go up again.

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HOLD
Boeing
Their credit was downgraded

It's hard to admit this, but this is right. There's been nothing but bad news with Boeing. She will stick with Boeing, because demand for planes will continue, but clearly Boeing has a lot of work to do in terms of control of production needing to be brought in-house more. Needs work to restore confidence and need to focus on detail.

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DON'T BUY
Boeing
Credit was downgraded today

They need to change management to restore investor confidence.

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BUY ON WEAKNESS
Boeing
A lesson learned

It was a core holding as we came out of Covid.  After all, there are only 2 companies building planes and Boeing was coming out of the pandemic and the world would return to travel. Problem is, he bought Boeing a lot earlier, before shares plunged and their plane accidents kept happening. It became a clown show. True he made some money in the 2021 rally, but Boeing kept dropping the ball like taking forever to retrofit its Boeing 737 Max and getting them back in the air. He finally sold in spring 2022 when thousands of these jets were grounded. Then the feds grounded their 787 Dreamliner, a huge seller. Then, the company reported terrible quarters. Then, China didn't order airplanes as he had expected, given the icy relations between China and the US. His mistake was selling just when shares troughed and he should have been buying because he ran out of patience and didn't stick to his original thesis (a duopoly in plane-making driven by strong post-pandemic demand).

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DON'T BUY
Boeing
News that Boeing will buy Spirit Aerosystems

America needs Boeing to succeed. A private Chinese company wants to take market share from them. But the more Boeing screws up, the more that door opens for this Chinese company. Whatever happens, Boeing's profits will decline, because to fix its ongoing problems, Boeing needs to spend money to assure quality control.

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DON'T BUY
Boeing

This company is not in charge of its own destiny and he's getting concerned. If the FAA orders it to clean house, shares will probably jump.

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PARTIAL BUY
Boeing

Currently at $200, which is the same level as late and early 2022, an area of interest. If you own no aerospace, defence or industrials now is a good time to buy, and you can add if it falls another 10% to $180.

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BUY ON WEAKNESS
Boeing

Is -18% YTD. Everyone is angry at Boeing, but it doesn't matter because Airbus (the other company in this duopoly) doesn't have enough planes. If you are under water this, be patient and average down.

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DON'T BUY
Boeing
Any recovery coming?

They clearly have a management and supplier issue. They got a lot of explaining to do. Lots of quality problems. Management has no track record. The company is historically close to the FAA, which isn't good. That said, demand for planes is strong for them and Airbus. Boeing could be a good buy, based on this, but he wants to see evidence of a turnaround first.

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COMMENT
Boeing

This was a core holding of his coming out of Covid, and when 2022 began he declared it to be the Year of Boeing He figured that after being grounded return to the skies. Also, with only Boeing and Airbus building planes and facing surging post-pandemic demand, how could Boeing screw up? Indeed, Boeing's order book swelled and earnings soared. If you bought this in spring 2022, you would've made a killing. Problem is, he bought shares a lot earlier. Problem is Boeing's mismanagement, but when they screw up, the results can be fatal. Yes, he took profits in 2021, but then waited and waited as the coming faced problem after problem. Boeing kept dropping the ball by taking forever to retrofit their 737 Max (after getting recertified after crashes a few years ago).  Then, Boeing was blocked from selling their 787 to customers. Also, orders from China didn't come as hoped. In January 2022, Boeing reported an awful top and bottom line miss, higher labour costs, charges from late deliveries and nasty cost overruns. Another bad quarter followed. Were also huge costs overruns on a defense aircraft delivery.  Investors lost confidence and the company addressed it by moving HQ.  He got fed up with Boeing and sold. But he sold it in spring 2022 which he should withstood the pain and bought more shares. He should have stuck with his original thesis, because he would have nearly doubled his money.

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Boeing(BA-N) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 16

Neutral - Hold Signals / Votes : 3

Bearish - Sell Signals / Votes : 11

Total Signals / Votes : 30

Stockchase rating for Boeing is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Boeing(BA-N) Frequently Asked Questions

What is Boeing stock symbol?

Boeing is a American stock, trading under the symbol BA-N on the New York Stock Exchange (BA). It is usually referred to as NYSE:BA or BA-N

Is Boeing a buy or a sell?

In the last year, 30 stock analysts published opinions about BA-N. 16 analysts recommended to BUY the stock. 11 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Boeing.

Is Boeing a good investment or a top pick?

Boeing was recommended as a Top Pick by on . Read the latest stock experts ratings for Boeing.

Why is Boeing stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Boeing worth watching?

30 stock analysts on Stockchase covered Boeing In the last year. It is a trending stock that is worth watching.

What is Boeing stock price?

On 2024-03-27, Boeing (BA-N) stock closed at a price of $191.95.