Boeing Stock Fell 6% Last Week. Here’s How the Stock Could Perform in 2026

Key Stats for Boeing Stock

• Past-Week Performance: -6%
• 52-Week Range: $129 to $254
• Valuation Model Target Price: $443
• Implied Upside: 90.2% over 2.9 years

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What Happened?

Boeing stock fell about 6% over the past week, ending near $233 as investors grew more concerned about Boeing’s near-term execution.

The stock moved lower because supply-chain disruptions and a shrinking finished-goods inventory cushion increased the risk of production delays, leaving Boeing with less flexibility to absorb setbacks.

With limited inventory available, even modest disruptions threaten delivery schedules, near-term cash flow, and margins, prompting investors to reduce exposure despite average trading volume.

Institutional positioning showed mixed signals. Atlantic Union Bankshares increased its Boeing stake by 747.8% in Q3, adding 48,513 shares to hold 55,000 shares worth about $11.87 million

While Mutual Advisors LLC boosted its position by 82.2%, buying 10,096 shares to reach 22,385 shares valued at about $4.88 million, pointing to selective long-term confidence.

At the same time, larger holders trimmed exposure. Principal Financial Group reduced its stake by 0.6% to 955,772 shares, worth about $206.28 million, while Townsquare Capital cut its position by 69.1% and TD Waterhouse Canada sold 17,862 shares, lowering its stake by 25.3%.

With institutional investors owning roughly 64.82% of Boeing, the week’s move reflected targeted de-risking tied to execution and margin concerns rather than broad capitulation.

Recent news reinforced long-term demand, with Boeing announcing up to 20 737 MAX jets ordered by Air Cambodia, 30 additional 737 MAX jets ordered by Air India, and a $262 million U.S. Air Force contract that raises total MH-139A helicopter orders to 38 aircraft, though these developments did not offset near-term operational concerns.

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Is Boeing Undervalued?

Under valuation model assumptions, the stock is modeled using:

• Revenue Growth (CAGR): 10.9%
• Operating Margins: 7.4%
• Exit P/E Multiple: 120.0x

Based on these inputs, the model estimates a target price of $443, implying 90.2% total upside from recent levels over the next 2.9 years.

Results over the next year are likely shaped by Boeing’s ability to stabilize production and rebuild inventory buffers, particularly any progress that reduces delivery timing risk tied to supply-chain constraints.

Backlog conversion remains central because Boeing carries a large order book, meaning incremental improvements in production cadence can translate into meaningful revenue growth and cash flow recovery.

Margin improvement depends on fewer disruptions and lower rework costs, as steadier production would allow operating leverage to return after several years of pressure.

Boeing appears undervalued at current levels, with future performance likely driven by measurable progress in production stability and cash flow normalization rather than sentiment alone.

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