NYSE:BA

Boeing (BA)

220.25
+3.54 (1.63%)
as of Jun 24, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 24, 2026, 12:00 am

This summary was created by AI, based on 15 opinions in the last 12 months.

Boeing has been navigating a challenging recovery path, with significant improvements in order backlog and operational efficiencies. The recent uptick in stock performance, with a reported 31% increase over the past year, reflects increasing investor confidence as the company begins to address longstanding issues with its operations and balance sheet. However, experts caution that Boeing's stock remains high on valuation despite the positive trajectory, and future performance is uncertain with potential hurdles in the complex aerospace and defense industry. While cash flow has turned positive and deliveries are ramping up, some analysts believe there may be better investment opportunities elsewhere. Overall, the sentiment is cautious yet optimistic as Boeing works towards stabilizing its business after years of volatility.

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Consensus
Cautious
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Valuation
Overvalued
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LMT
DON'T BUY
The 737 is back in services and orders for Boeing planes are trickling in, but it's too soon to expect much because the airlines are still in survival mode.
WEAK BUY
Excellent candidate for long-term recovery, though it won't happen all at once. Travel will take a while to pick up. Just took out the May highs, so there's upside. Next stop is between $280-300. Too many manufacturers, not enough planes. Long-term value play if you have patience.
DON'T BUY

He thinks airbus will take a bigger piece of the pie when orders resume. He likes Raytheon (RTX-T).

BUY
Part of the recovery trade that will lift the aerospace industry, including airlines, but his top choice would be Boeing. It popped 6% today, but there's lots of upside to come. This is a textbook Biden stock, benefiting as the new president eases trade tensions with China.
BUY
If we get a vaccine by the end of this year (which would throw open travel) and Boeing gets approval for its 737 Max, the sky is the limit. Also, if China wants to throw a bone (olive branch) to the States under Pres. Biden, they could buy some Boeing planes.
BUY
If Biden wins He can see China making a huge purchase of Boeing planes. If so, Boeing shares would roar (also would roar if it gets approval for the 737 Max).
STRONG BUY

More research: https://edition.cnn.com/travel/article/odds-catching-covid-19-flight-wellness-scn/index.html The airlines always get bailed out, because too many jobs across American rely on these airlines. This is a tailwind. Today, the FAA was pleased with the test flight of the troubled 737 Max. If it flies again, this will be a game-changer. He can't believe it, but he recommends Boeing. Secondly: Yes, science says it is safe to fly. Consider that during pandemic through August, 1.3 billion have flown on 19 million flights--and there have been 19 documented cases of Covid on planes and airports. Only 19. Even if this number is 100 times bigger, flying is still safer than we think. This means it's much safer to fly than we think, based on the planes' air circulation system which prevents the spread of the virus, safer than office buildings. Also, the 15-minute Abbott Labs Covid test will be a game-changer and spur air travel. Buy Boeing now before it rises. It's the most hated stock he's ever seen, so buy it. Air travel always recover, but it takes time.

BUY
News today that their 737 Max may return to Europe next year. Good news. Also, AA received some government money today, a good sign for this industry. Plus, wearing masks on planes works and Europe will open up (faster than America).
DON'T BUY
The company is burning through cash and he would not buy any aerospace company right now. They will need a vaccine before a return to normal. Business travel is huge for them and he does not expect it to return as before. Leisure travel should recover fine, but right now is not the time to buy.
DON'T BUY
If the market performs well and a stock you own isn't, be careful. Some investors buy broken stocks hoping it'll get fixed--he doesn't like this strategy, so don't buy Boeing. In fact, he's shorting Boeing. It was a wonderful company now facing challenges; the longer the challenges go on, the weaker the outlook. Not a fan.
HOLD
The issue with BA comes down to the 737Max. Their dividend is 5.4% and trades at 13 times earnings. Will they be able to fly the Max again? The bigger issue is that the airline industry is in a depression. This may slow new orders drastically. They are fine from a liquidity perspective, he thinks, having drawn down bank lines. There are only two players for large aircraft builders, so that helps insulate them.
DON'T BUY
The MAX being grounded has been very problematic. You can wait 12-18 months and look to see if the story has improved.
DON'T BUY
The company has multiple issues, not the least of which is COVID and how people may change their plans to fly. This overshadows the 737Max issues from before. They have a lot to overcome before they can be a decent multiple for future cash flow. It is more speculative now and he would probably pass now.
COMMENT
It is responding to the movement in airline stocks. They have been going through the roof in the last few day based on a slight uptick on passenger volumes. The market thinks it predicts getting back to normal. It may be getting over done in the short term.
DON'T BUY
There are multiple risks and there is not a lot of clarity as to when we will all get back flying and when there will be demand for planes.
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