BUY
Boeing

He bought a lot last year and expects it to rise. China is expected to pick up deliveries of the 737 Max, which will generate a lot of free cash flow.

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BUY ON WEAKNESS
Boeing
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

BA is still down from its high pre-2019. BA of course experienced a significant headwind in the last few years caused by airline crashes and review of the MAX. BA’s sales recently just reached back to 2019 levels, but BA is still experiencing negative operating losses. The balance sheet has $39B in net debt. Total debt is around 4.2x times the trailing twelve-month cash flow of $9.2B. The company is still on its way to recovery, sales and bookings have accelerated into double-digit growth in recent quarters. The company expects to generate $3.0-$5.0B in free cash flow in 2023. Based on consensus estimates, EBIT is not expected to come back to 2018’s level until 2024. We are generally not a huge fan of turnaround stories, however, we think BA could have potential here. The stock is showing good momentum, and could benefit from lower interest rates (if and when) as well as a lower US dollar. We would be OK with a slow accumulation, keeping a position size small while it further builds on its operational recovery. 
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BUY
Boeing

Is one of July's top performers. Revenge travel remains a tailwind.

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WATCH
Boeing

Meandering. He'd be more constructive if it took out the highs of 2021, as that would indicate a change for the positive. It's been making a series of lower highs and lower lows, making him cautious. 

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HOLD
Boeing

The company will get it together eventually, but gradually and not smoothly, because Boeing has so many troubles. Travel remains strong. Be patient.

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DON'T BUY
Boeing

Oligopoly, it's BA and Airbus. BA has had a tumultuous couple of years. If the industry structure weren't so favourable, he's not sure BA would be around. Not sure it's out of the woods, seems there are perpetual overhangs. Look at RTX, an aerospace and defense company, or Airbus.

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COMMENT
Boeing

The market is bullish on it but the analysts aren't due to a high FMV which is declining and is negative 85%. He doesn't like the balance sheet. Sell if it goes to $185.

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DON'T BUY
Boeing

The FAA will hang them. Who knows how long this latest screw-up will last, though it wasn't their fault. Are only two companies in this space. 

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BUY
Boeing

Up 73% from the September lows because of delivering more planes. They just announced production delays, which will hurt free cash flow, because the effected 737 Max is 60% of free cash flow, a near-term issue. Not a safety issue, but a supply one. They enjoy a duopoly with Airbus and have a large backlog of orders. A volatile stock, but stick with it. An opportunity lies ahead.

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DON'T BUY
Boeing

Supply chains and employee absenteeism are still real issues. Starting to change. BA is starting to make more deliveries. Fully valued, priced in a lot of the good news, not pricing in upcoming slowdown. He prefers the smaller names like HRX.

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BUY
Boeing

Undervalued. Two years ago Boeing has many woes: manufacturing problems, Chinese demand faded, the 737 Max disaster and FAA scrutiny. Things have completely changed.

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BUY
Boeing

Their production is going up.

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BUY ON WEAKNESS
Boeing

Aerospace is on fire with a backlog that can last years. Boeing yesterday just secured a mega order for planes from the Middle East, which he feels if the first of more to come. Yes, airplanes are highly cyclical, but planes get old like anything and need replacement--from China, US, South America. Boeing shares have fallen so far. Buy under $200.

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DON'T BUY
Boeing
Will it fall 30%?

Industry structure is favourable, as there are only 2 manufacturers. High profitability. Jury still out. Difficult to guess whether it will fall, anything can go down. He really likes RTX, as you get aerospace and defense, counter-cyclical business. 

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BUY
Boeing
They delivered a great quarter today, finally thriving because of the post-Covid travel boom. It's a cash flow story, not an earnings story, and cash flow came in much better than expected. Managers guided even higher. He once expected Boeing to do a major equity issue, but doesn't see that happening anymore. They're starting to win larger shares of plane orders. He predicts China, now out of lockdown, will order more planes from them and be a growth area again.
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Boeing(BA-N) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 14

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 6

Total Signals / Votes : 21

Stockchase rating for Boeing is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Boeing(BA-N) Frequently Asked Questions

What is Boeing stock symbol?

Boeing is a American stock, trading under the symbol BA-N on the New York Stock Exchange (BA). It is usually referred to as NYSE:BA or BA-N

Is Boeing a buy or a sell?

In the last year, 21 stock analysts published opinions about BA-N. 14 analysts recommended to BUY the stock. 6 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Boeing.

Is Boeing a good investment or a top pick?

Boeing was recommended as a Top Pick by on . Read the latest stock experts ratings for Boeing.

Why is Boeing stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Boeing worth watching?

21 stock analysts on Stockchase covered Boeing In the last year. It is a trending stock that is worth watching.

What is Boeing stock price?

On 2023-09-22, Boeing (BA-N) stock closed at a price of $197.71.