NYSE:BA

Boeing (BA)

220.25
+3.54 (1.63%)
as of Jun 24, 2026, 8:00:00 pm Market Open.
301 watching
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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.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Overvalued
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Similar
LMT
BUY
In a global sweet spot with the expansion reach to Asia. There is almost an unlimited market there. Good opportunity for a long-term investor.
DON'T BUY
Has had a very nice correction here, but his model price is $63.70, a -25% differential. Too expensive for him.
DON'T BUY
Recently, Airbus has launched their big aircraft and their Dreamliner has had a number of setbacks. Also, because of the uncertainty of the economy, it is not a surprise that it had a setback. At some point, not yet, it will be a Buy.
BUY
Attractive at this point. Stock was hit because of delays. You will benefit from the weaker US$. About 50% of their earnings come from outside of the US.
DON'T BUY
$70.51 is his model price, a 31% negative differential.
DON'T BUY
Has been in the right place at the right time. Its competitor, Airbus has been falling on its face over and over. What would worry him is the “book to bill” ratio, which is starting to slowdown. Wouldn't be surprised to see a correction.
COMMENT
Have done an incredible job on both the military and commercial side. We are in a growth phase in terms of commercial airlines. Have done well competing globally.
DON'T BUY
The contract for the next fleet of fighter jets has not been awarded as yet. There is a stock is too richly valued right now. Aerospace has tremendous cyclicality to it.
HOLD
Has been climbing since September because of problems Airbus has been having.
BUY
Has had a wonderful run. Free cash flows are tremendous. Yield is almost 9.2%. With the troubles that Airbus is having, they’ll be able to pick up disgruntled customers.
BUY
Its most recent earnings were disappointing for the balance of 2006, but is positive for 2007. The aircraft sector is going to be very strong and this company, for the first time in 5 years, has the upper hand, compared to Airbus. Not a bad time to buy.
BUY
Had gone through a number of bad years. Lost market share to Airbus, had problems on the defence side, management issues. Things are going very well for them now.
DON'T BUY
His valuation puts it around $45 a share. Free cash flows are there and they are getting new orders as the economy picks up. If you want it, would put an order in a little lower than his price. He wouldn't buy as he is a little concerned in the short term about the market.
TOP PICK
A great play on defense. Just had a big commercial satellite order. Military side should continue strong.
TOP PICK
Top Short Wait for the S&P to reach 1060/1080 and if the stock remains below the $39 level, short. Way overvalued on a price to book basis.
Showing 391 to 405 of 417 entries