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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COMMENT
Market is concerned about the delay in the 787, which is a critical component to their growth story going forward. Cost overruns have continued. Their defence business has been going quite strongly. On a 3-year time horizon they should be in full production.
DON'T BUY
From a long-term strategic standpoint he believes there is a global arms race and defensive stocks will do well long-term. They also have the regular aerospace component to them. Trading around 10X forward PE but earnings have been relatively flat.
DON'T BUY
About 51% commercial airline and 49% defence and both sides have their issues. Defence side is clearly being impacted by the Obama administration and big programs are going to be at greater risk of being cut. On the commercial side traffic has been declining so orders have been cut back.
TOP PICK
(A Top Pick May 14/08. Down 48.4%.) Has a huge backlog of $339 billion and 886 orders for their 787 Dreamliner, which represents 5 years of revenues for them. Expect they will earn $4.75 to $5 this year.
DON'T BUY
(Market Call Minute.) Can't deliver on their new product. Also demand from airlines is not very great.
HOLD
(Market Call Minute.) Thinks that one of the things that will be emphasized over the next 5 years is defence, which is roughly half the business.
TOP PICK
Revenue cycle is on an upswing. New Dreamliner 787 is coming through. Have gotten through a strike. Thinks they will probably earn $6.50-$6.60 next year. Margins are expanding. 3.75% yield.
COMMENT
People will still fly but not as much. Company hasn't been hit as much as the rest of the market. Had labour problems. If we are really in a recession and it turns really bad and takes a long time to recover, demand for aircraft will turn down very sharply. Not wildly enthusiastic about this one going forward.
BUY
Stock has been seriously affected by both the decline in the market and a strike by their mechanic workers. Clear that their backlog and the unique design of the 787 Dreamliner is going to have a very positive affect in the next several years. Excellent value.
BUY
Great company that had a lot of problems in recent days because of concerns over financing of the jets. The new planes that people are producing are more fuel efficient, cleaner and if you are concerned about higher oil prices, airlines still need to get rid of older planes.
SELL
(Market Call Minute.) They continue to have difficulties in bringing their new products to the market.
TOP PICK
Will get another shot at the government's tanker contract. Turmoil in the airlines business but not in airplane manufacturing. Airlines need newer aircraft. Good price.
DON'T BUY
Good management. Stock was not that cheap as they have a real backlog of orders on their planes and they benefit from the defence industry. Stock dropped today when the CEO some challenges that were facing the airline industry. Still not cheap enough for him.
TOP PICK
Dreamliner is behind schedule but it is coming. There is going to be a fantastic new revenue cycle for the company, probably out to 2012, 2013. Biggest backlog for any aircraft in history. Margins are up which means they are going to have a great revenue cycle.
BUY
Has a dominant market share, which he likes. Their new jetliner has had a few delays. Ultimately they will get this resolved. This is an opportunity to buy a great franchise.
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