NYSE:BA

Boeing (BA)

220.25
+3.54 (1.63%)
as of Jun 24, 2026, 8:00:00 pm Market Open.
301 watching
0
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
review icon
Similar
LMT
BUY
He's been adding to it over the last several months. Yes, BA is up a lot in recent months, but you can still start adding or starting a position. China could order planes as it warms relations with the US. Meanwhile, engine supplies are picking up after struggling.
BUY ON WEAKNESS
It will rebound, because there are only two planemakers. Buy some at $185, then buy more on an ugly day. He expect their next quarter to be strong.
BUY
United Airlines just announced it will buy some of their planes. The deadline of the 737-7 may be extended for certification. Air India will buy planes too. A lot more to come.
DON'T BUY
Tough to analyze. Half or 3/4 of their business is US military, exempt from reporting results. Shareholders' equity is negative 18B. You can't tell what you're buying. Pass.
PARTIAL BUY
Sure, the quarter was messy and management failed to execute. But there remains strong demand for places given the travel economy. There are not enough planes. It's hard to build a new airline from scratch. Onl this and Airbus are in this sector, so that's a moat. Plus, they have positive cash flow. Buy only partially, because it's volatile.
WEAK BUY
Short-term they keep doing things wrong, but long term will be fine because there are only two plane makers.
BUY
Their troubles will play out, but boy it's taking a long time. Their Q2 earnings were much better than expected and 787s are being delivered again which is important for free cash flow. Shares jumped to $172 and now down to $157. He's adding to his position as shares have gone done. This is on sale. Ahead, China could re-certify the 737 Max, but before that Congress could extend the deadline the certification of the 737-10 Max. This is key. It's a good airplane and crucial to Boeing.
SELL
He is selling Boeing. He had a good run and return, but he won't know upside until China resolves their issues and signals more demand for Boeing planes. Doesn't see anymore upside now.
BUY ON WEAKNESS
He hates companies that screw up routinely, though BA has now gotten that under control. Buy at the next dip.
BUY
There was a billion more in free cash flow this last quarter than the street expected. The 787 is their most profitable jet.
SELL ON STRENGTH
Shares are bouncing today after Beoing got FDA approval to resume producing their 787. But shares are still in a significant downturn from March 2019. This has room to rise to $185, but that's when you pull the ripcord.
DON'T BUY
They report Wednesday. They got big orders--but can they meet them? A machinists' strike may happen. The Feds may halt the Dreamliner. Sub-optimal.
COMMENT
Now the market is a tradable bounce, though he's bearish. He was playing momentum by buying Boeing and Delta which has worked out okay, though not great. He sold them.
BUY
They had a great week for earnings announcement, but we shall see next week's report.
COMMENT
Boeing and Airbus have a duopoly. She hasn't owned Boeing for years. In a given year, one company gets more orders, then the next year the other gets more. It's split this way. Instead of these companies, she prefers owning the suppliers to these companies.
Showing 91 to 105 of 417 entries