Added to YB: 2025-12-12
Pitch date: 2025-10-20
BA [bullish]
The Boeing Company
-5.39%
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
$155.3B
Pitch Price
$217.21
Price Target
369.00 (+81%)
Dividend
N/A
EV/EBITDA
-33.57
P/E
-15.12
EV/Sales
2.34
Sector
Aerospace and Defense
Category
turnaround
The Boeing Company - $BA
BA: New CEO Kelly Ortberg (outsider w/ tech background) turning around quality issues. FAA just approved 737 MAX rate increase to 42/month, first since crisis. Self-certification restored. Ryanair CEO expects 48/month by mid-2026. Target $12B+ FCF by 2027 vs current struggles. 70% upside to $270B valuation at 25x FCF. Risks: union strikes, operational execution.
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