Added to YB: 2025-09-30
Pitch date: 2025-09-26
BA [bullish]
The Boeing Company
-8.09%
current return
Author Info
No bio for this author
Company Info
The Boeing Company, together with its subsidiaries, designs, develops, manufactures, sells, services, and supports commercial jetliners, military aircraft, satellites, missile defense, human space flight and launch systems, and services worldwide.
Market Cap
$152.3B
Pitch Price
$222.37
Price Target
354.00 (+73%)
Dividend
N/A
EV/EBITDA
-33.02
P/E
-14.83
EV/Sales
2.30
Sector
Aerospace and Defense
Category
turnaround
Boeing a turnaround opportunity
BA: New CEO Kelly Otterberg improving quality/production; 737 Max at 38/month rate targeting 42+; 787 ramping to 10/month by 2026; commercial margins improving from -17.4% to -5.8% H1; defense winning F-47 contract; $10.55B asset sale for debt reduction; FCF turning positive 2026 at $2-3B, targeting $9-10B by 2027-28; 40-60% upside 2-3 years.
Read full article (5 min)