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NYSE:BA

Boeing (BA)

210.46
-3.74 (1.75%)
as of Aug 24, 2026, 8:00:00 pm Market Open.
301 watching
0
Investor Insights
star iconAug 24, 2026, 12:00 am

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

Boeing (BA-N) is experiencing a recovery phase after a challenging period marked by significant setbacks. The airline industry is seeing a resurgence in demand, with Boeing benefitting from a growing backlog of orders and increasing production levels, particularly for the 737 jets. Experts note an improvement in cash flow and operational execution, indicating a turn towards stability. However, concerns about high debt levels persist, and while some experts see a positive trajectory, they caution that future performance and growth opportunities may be built into the current stock price. Despite the struggles, the sentiment around Boeing remains cautiously optimistic as it navigates ongoing challenges in a complex industry.

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Consensus
Cautious
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Valuation
Overvalued
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LMT
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.
DON'T BUY
He has been avoiding this and has not owned it. He still thinks there will be headwinds for the company going forward, due to the reputation impact. There is still much risk for the company and the sector it operates in.
DON'T BUY
It is a tough one. He has been saying for a year or two that they blew out their balance sheet. They have no equity. They have a major product that they can't sell. The only thing they have is the military that sends them a cheque every month. Picking a bottom is impossible.
DON'T BUY
If you look at their balance sheet you see negative shareholder equity. It spent $42 Billion buying back its own stock. It was extraordinarily vulnerable for an event like this. Then there was the 737MAX issue. He thinks shareholders should be wiped out for what they did.
DON'T BUY
His conclusion is that it is too hard to draw a conclusion on. They have over 160,000 employees. He feels there is 0% chance the US government would allow them go under, but he is not aware what form a package would take. The outlook is too cloudy to step into.
DON'T BUY
Management blew the Max 737 fiasco, putting together a flying coffin. Earnings have collapsed. The stock is down a lot, but the FMV is still 42% lower than today's price. The balance sheet is weak. Still a long way to go to bottom.
WAIT
He wants to own it, but needs to see more strength. You will make money holding this 2-3 years. They will get through this onslaught of bad news. There are only two makers of big jets. $360 will signal it's leaving this current consolidation. A great company that will get righted.
BUY
Demand for planes over 20 years will be large and there are only two plane-builders. Long run, you'll do okay buying it now.
DON'T BUY

He's surprised the stock hasn't taken more of a hit. The 737 Max was developed to catch up to their only rival, Airbus, but will end up costing them US$13 billion and huge reputational damage. An outside guess is that the 737 will return to service in six months. You're better to look at Airbus. Planes have huge, huge upfront costs. Avoid Boeing.

TOP PICK
They have a great back-log and they are in a duopoly. The stock has a lot of challenges in the coming year. He’s doing a 6 month option.
COMMENT
He wonders how the issues with the Max may reverberate back from the airlines in the long run. He also wonders what the new CEO will do and does not know his history. If write-downs follow the arrival of the new CEO, investors may look to run away for a while.
DON'T BUY
Sell in reaction to grounding the 737? The news is no surprise. The FAA will take their time to approve the 737 and this will cost Boeing--and the whole airline industry. Expect more downside, but not a ton--downside is already factored in the current share price. The suppliers will get hit who depend Boeing. Boeing is well-capitalized, but are in the penalty box.
HOLD
Hard to say if the bulk of the worst is behind it. Be patient and look long-term. They have money set aside for the legal issues. Has a backlog. A good industrial name, but don't own a lot at this point in the cycle.
HOLD
His bias is to be leaning to sectors that would benefit from re-inflation. BA fits into this camp. They have the 737Max issue, but there are only two global airline manufacturers and there is no excess supply. The company will get through this. There will still be tough news flow, but hearings are already underway and it has been dragged through the media already. Over 2-3 years you will do very well.
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