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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Similar
LMT
BUY
This is an economically sensitive stock. If the war spending dries up and if airlines fall on harder times, you will see rapid retracement on the value of the stock. If the 787 comes and impresses, you could be very happy.
BUY
Continued to delay the launch of the Dreamliner but are looking at the 1st quarter. When that happens, there should be a run-up in the stock. Thinks there is quite a bit left in this stock.
HOLD
Big story is the production of the 787 program. Had their ups and downs during the development phase. Most of that is behind them and you are going to start to see the cash flow come in. Significant backlog of orders for many years to come. Doesn't see compelling valuation but a strong holding at the current level. (See Top Picks.)
TOP PICK
Dreamliner is the airplane of the future. New technology will make it economical and save airlines a lot of money. Will be making 10 a month well into the future and will be very profitable. Also producing about 35 737s a month. Should fit very well with the economic lay of the land. A lot of global demand. Looking for a yearly 15%-20% advance in earnings and share price.
HOLD
Dreamliner is due for delivery early next year and they are getting orders. With recent talk from US Congress about reducing defence spending, he would have concerns on their military side. About 3% yield.
HOLD
Put some good orders in, in the last week so it looks interesting. Not a top choice as he thinks the airline industry will be shrinking on a longer-term basis. On a valuation basis it looks pretty good.
BUY
Very positive on this company. Starting in the 4th quarter they will be producing about 10 787 airplanes a month and will be doing that for years and will be very profitable.
PAST TOP PICK
(A Top Pick May 6/09. Up 70%.) 851 airplanes that are scheduled for delivery between now and 2020. 5 year revenue backlog of $315 billion. Growing into its earnings.
PAST TOP PICK
(A Top Pick May 6/09. Up 71.73%.) Still a buy.
COMMENT
(Market Call Minute.) Good company. Exposed to the aerospace cycle. Have had execution problems but when they do get Dreamliners out, it will be a buy.
HOLD
As the new Dreamliner gets into final production and sales that should continue to be good earnings growth. Fairly reasonable multiple.
DON'T BUY
Got up to $19 but hasn't gone anywhere since then. Will probably bounce around between $14 and $18 (approximately) in the near term. Thinks the easy money has been made in the financials.
BUY
Has lots of room to go. It's major initiative right now is the 787. Have a backlog of 4 years of revenue. The cycle is coming around for a sweet spot in new airplanes.
BUY
Jumbo jet is now off the ground, which gave the stock a bit of a boost. Tremendous backlog of about $250 billion, 4 years of revenue. Over 800 planes backordered. Thinks they can earn over $8 a share.
PAST TOP PICK
(A Top Pick Nov 8/12. Up 23.75%.) Hanging its hat on the 787 Dreamliner, which is the airplane of the future. Once the economy starts to improve and airlines start to get a little more confidence, the orders will be filled. 3.5% yield.
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