NYSE:BA

Boeing (BA)

217.42
+6.84 (3.25%)
as of Jun 4, 2026, 8:00:00 pm Market Open.
304 watching
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Investor Insights
star iconJun 4, 2026, 12:00 am

This summary was created by AI, based on 17 opinions in the last 12 months.

Boeing is in a recovery phase after facing significant challenges in recent years, including management issues and production delays. The company is gradually improving its performance, with increasing deliveries and a substantial order backlog. However, experts express mixed feelings about the stock's valuation and future potential. While some analysts see a turnaround, others emphasize the ongoing high debt levels and uncertainty around future earnings. Comparisons are drawn with other defense and aerospace firms, highlighting Boeing's unique challenges within the industry. Despite recent stock price increases, many experts suggest caution, indicating that while there are opportunities, significant risks remain.

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Consensus
Cautious
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Valuation
Overvalued
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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.
PARTIAL SELL
The Boeing 737 tragic crash on Sunday in Ethiopia. Sell after owning it a few years? You likely have enjoyed good gains, so take some profits and wait. Boeing will likely overcome the current drop in stock price in time, as they have before. We still need to hear the results of the airplane's black box. It's a great company with fine engineers.
HOLD
Time to take profit? She sold it way too early. They are generating great new cash flow. She is not adverse to take profits -- perhaps take out your initial investment. A lot depends on the US market in general. If it pulls back, it would be a good opportunity to buy back in.
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