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
DON'T BUY
It loses money and has a poor balance sheet.
SELL
737 hasn't been certified. 777 is also having problems. Public numbers are not all the numbers. No one can see the numbers from the US military. Do we have a military company or a commercial air company? No fundamentals. Won't make money this year. Negative net worth. Take a wide walk around this one.
DON'T BUY
He can't express the words to say just how bad Boeing is. There's only this and Airbus in this business. Down 7.53% today. Nothing is going right with this company. There are calls to fire the CEO. There remain safety issues. This stock won't go higher as long as the CEO remains. Brutal.
BUY
Buy. He owns a lot of it already, but would buy. They're getting a lot of orders for the 737 Max and 777s. The overhang is the delivery of the 787s, delayed by the FAA.
DON'T BUY
Debt's exploded from 10B to 60B. Balance sheet not in great shape. Management forecasting return to free cashflow later this year. Still, uncertainties with travel remain.
COMMENT
They report Wednesday, and he expects nothing. Their aerospace business is too good to ignore but poorly managed. They should talk about their defence business which is hard to screw up when there's a new cold war with Russia and China.
BUY
It can't be much longer before China ends its grounding of the 737 Max. He seeks a big move up coming, so buy now.
SELL
Consumers are taking vacations, but business travel is down sharply and probably won't return to what it once was. That's what was driving the high margins. Videoconferencing is where the world is. He'd sell and look for something else.
DON'T BUY
He prefers Heico (HEI-N), who make aircraft replacement parts. They are one of the few who can supply these replacement parts who is FAA approved.
BUY ON WEAKNESS
He's cool on the aerospace industry, but buy this under $190.
BUY
Six months ago with little hope for orders for its 737 Max or wide-bodied planes, share hit $270. Since then, Boeing has reported a big upside surprise and strong July orders and is testing the 737 for China's air regulators, yet the stock is down 40 points. That's crazy. Time to buy.
BUY
If they wind up selling a new plane to China to get certified, the stock will jump 25 points. He likes it.
COMMENT
They report Wednesday. He expects them to deliver weak numbers and may need to raise more money. However, Air travel is already coming back and he expects the airlines to order a lot more planes.
BUY ON WEAKNESS
Good companies get through tough times and recover. Boeing has been affected by the pandemic and the issues with 747s. There are only 2 aircraft makers though. Not a bad time to get into this name.
WAIT
Generally, he likes Boeing and this is pure reopening play as a travel stock, but wait until after this quarter to see if there'll be an equity offering. The last CEO wouldn't do it, but maybe the new one will.
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