Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

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.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Overvalued
review icon
Similar
LMT
PAST TOP PICK
(A Top Pick Nov 09/18, Up 2%) A covered call. Boeing is under the regulatory microscope for a good reason. He sold a call and made a modest profit even though the stock itself has gone down. Don't trade Boeing now, but do a call. Boeing has a long runway ahead, pun intended.
BUY
He just took a position in this company. There's a duopoly and it's not a question of if the Max air comes back, it's when. They missed on earnings but they are seeing the Max coming back in Q4. From a financial point of view, this is a stock he would buy here.
COMMENT
The sell-off is likely overdone, but in 5 years this will be a lot higher than now. True, safety is #1 and he doesn't like what he saw about the 737 Max. There's a lot of work and at least a year of negativity. But Boeing enjoys a duopoly.
DON'T BUY
Is the bad news now baked in? Recovered? Demand for air travel and planes continues to grow. The 737 fiasco is their bread and butter, and they may halt production of this. Boeing originally thought this stoppage would last only weeks or months, but it's dragged on. You can hang onto the stock, but there are too many issues. He's avoiding it.
PAST TOP PICK
(A Top Pick Sep 20/18, Down 8%) He continues to like the defense sector. He would buy again, but not yet. There are only two producers of major air planes. He would continue to hold.
DON'T BUY
Buy it now after a pull back? This didn't oversell as some expected given its woes. He wouldn't buy it now? Who will compensate the airlines who can't use their 737? A veteran pilot he knows feels that Boeing screwed up a fine plane by massively mis-designing it (its engines are too big and too close to the fuselage). The 737 may never fly again, which would be a disaster for Boeing. There's also the legal liability of all the people who died in those crashes. Way too much uncertainty here. In the future, tourists (more them Asian) will fly Chinese-made planes and that will eat up part of the airplane market from Boeing.
HOLD
You have to pick your timelines. He owns some personally but not as a firm. They are the absolute leader in their space. Nobody can take over production of their planes in the near future. They have a near term problem. The stock has been remarkably resilient given the concerns people have with their planes and that tells you the street thinks they will fix the problems. When it broke above $360, it became technically attractive to him but he thinks we will continue to be affected by news flow. He would hold or buy more if you were willing to take some risk. Commercial air travel will continue to accelerate around the world and there are only two companies that can supply these planes. (Analysts’ price target is $425.00)
DON'T BUY
He does not own it. Fundamentally, it is fairly priced. He would not be a buyer because you just do not know what legal ramifications may be yet to come. It smells bad, so he is staying away.
DON'T BUY
It's amazing the stock hasn't come off more given the 737 Max crash, but it's in a duopoly and travel demand is strong. 23x forward earnings so not cheap. Risk will get worse going forward.
RISKY
He likes owning down and out companies impacted in the short term by temporary setbacks. It is not going to go up in a hurry, but worth holding.
DON'T BUY
A good short? He is not a short trader as a rule. The odds are against you as a short as much of the politics have already played out. He would stay away, but would not short it. He would suggest they have a real problem on their hands, but their business is also made of defense assets as well.
BUY
It's recently had a sharp 50% retracement in a short time after the crash. It's okay as long as it doesn't break below $350. Actually, he'd be buying now.
DON'T BUY
Jet liner companies are down on the two jetliners crashing. BA-N is admitting their software was malfunctioning. The stock was charging ahead on big backlog and demand. He has Airbus and it has done fine. There will be some switching. He prefers Airbus.
TOP PICK
P/E: 20X. Dividend Yield 2.08%. Bought it at 378. It is a $120 billion dollar company in term of revenues. The recent tragic events is a contrarian opportunity. It is a very strong long-term name with many certainties. Lots of visibility with only one competitor. they are going to lose some money but they have a strong balance sheet and insurance. No real financial risk here. They will bounce back to their all time highs. (Analysts’ price target is $438.42)
WATCH
A case of uncertainty on top of uncertainty. We could have long-term uncertainty with the name. When you buy, you want to look at your entry point. Could see another dip. Put it on the watch list, and look somewhere else for risk/reward.
Showing 166 to 180 of 419 entries