NYSE:BA

Boeing (BA)

233.49
+17.35 (8.03%)
as of Aug 3, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconAug 3, 2026, 12:00 am

This summary was created by AI, based on 13 opinions in the last 12 months.

Boeing (BA-N) is viewed as a company in recovery after enduring a difficult period characterized by tragic control issues and a strained relationship with regulators. Despite these challenges, experts note an increase in production and positive cash flow, with deliveries picking up and a significant backlog of orders supporting future growth. The CEO's recent actions are receiving praise, and sentiment has improved with stock performance spiking by 31% over the past year. However, concerns linger regarding the high level of debt and the overall valuation, leading several analysts to suggest that while progress is being made, the stock's future performance is still uncertain. Investors are split on whether the current price reflects a good buying opportunity, often advising caution before entering a position.

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Consensus
Mixed
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Valuation
Overvalued
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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.
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