[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-the-boeing-company-bofa-conference-evaluating-the-path-to-a-2800-target-EN":222},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218],{"slug":151,"title":152,"modified":153},"bloomberg","Bloomberg","2025-01-16T14:23:44",{"slug":155,"title":156,"modified":157},"morningstar","Morningstar","2025-01-16T14:25:16",{"slug":159,"title":160,"modified":161},"sentieo","Sentieo","2025-01-16T17:58:27",{"slug":163,"title":164,"modified":165},"googlefinance","Google Finance","2025-01-17T19:39:37",{"slug":167,"title":168,"modified":169},"tradingview","TradingView","2025-01-16T18:17:01",{"slug":171,"title":172,"modified":173},"factset","Factset","2025-01-16T18:20:16",{"slug":175,"title":176,"modified":177},"finviz","Finviz","2025-01-16T18:23:40",{"slug":179,"title":180,"modified":181},"ycharts","YCharts","2025-01-16T18:32:19",{"slug":183,"title":184,"modified":185},"marketbeat","MarketBeat","2025-03-11T00:27:23",{"slug":187,"title":188,"modified":189},"benzinga","Benzinga","2025-03-11T00:31:00",{"slug":191,"title":192,"modified":193},"gurufocus","Gurufocus","2025-03-11T00:31:12",{"slug":195,"title":196,"modified":197},"fast-graphs","FAST Graphs","2025-03-11T00:31:19",{"slug":199,"title":200,"modified":201},"tipranks","TipRanks","2025-03-11T00:31:26",{"slug":203,"title":204,"modified":205},"seeking-alpha","Seeking Alpha","2025-03-11T00:31:45",{"slug":207,"title":208,"modified":209},"thestreet","TheStreet","2025-03-11T00:31:52",{"slug":211,"title":212,"modified":213},"investing-com","Investing.com","2025-03-11T00:32:00",{"slug":215,"title":216,"modified":217},"zacks","Zacks","2025-03-26T15:40:40",{"slug":219,"title":220,"modified":221},"alphasense","AlphaSense","2025-03-11T00:32:15",{"post":223,"seo":258,"relatedPosts":264,"suggestedPosts":342},{"id":224,"title":225,"date":226,"modified":227,"excerpt":228,"content":229,"wordCount":230,"lang":231,"uri":232,"slug":233,"cloudinaryAssetId":234,"featuredImageOriginalUrl":235,"featuredImageMetadata":236,"author":238,"editor":244,"categories":249,"relatedPosts":255,"seo":256},98001,"The Boeing Company BofA Conference: Evaluating the Path to a $2,800 Target","2026-03-24T14:00:00","2026-03-24T14:01:52","\u003Cp>The Boeing Company is currently absorbing a $4 billion CapEx budget and negative commercial margins from the Spirit AeroSystems integration.\u003C\u002Fp>\n","\n\u003Ch3 class=\"wp-block-heading\" id=\"h-k-ey-stats-for-the-boeing-company-stock\">K\u003Cstrong>ey Stats\u003C\u002Fstrong> for \u003Cstrong>The Boeing Company Stock\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Current Price:\u003C\u002Fstrong> $195\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Target Price:\u003C\u002Fstrong> $2,799\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Street Target:\u003C\u002Fstrong> $272\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Potential Total Return:\u003C\u002Fstrong> +1,334.3%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Annualized IRR:\u003C\u002Fstrong> 74.4%\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\"> >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-what-happened\">What Happened?\u003C\u002Fh2>\n\n\n\n\u003Cp>\u003Cstrong>The Boeing Company (\u003C\u002Fstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=370857&tid=2594884&?ref=tikrblog\">\u003Cstrong>BA\u003C\u002Fstrong>\u003C\u002Fa>\u003Cstrong>)\u003C\u002Fstrong> is currently attempting to synchronize a highly fragmented supply chain to convert a $682 billion corporate backlog into recognized cash flow. \u003C\u002Fp>\n\n\n\n\u003Cp>Speaking at the Bank of America Global Industrials Conference on March 17, 2026, CFO Jay Malave confirmed that Boeing Commercial Airplanes (BCA) delivered 600 aircraft in 2025, the highest volume since 2018.\u003C\u002Fp>\n\n\n\n\u003Cp>To scale beyond current limits, Boeing expects to deliver roughly 500 737s this year by scaling the production rate from 42 to 47 per month by midyear. \u003C\u002Fp>\n\n\n\n\u003Cp>Because Boeing’s primary 737 assembly plant in Renton, Washington, has a physical production ceiling of 47 aircraft per month due to factory floor space and tooling constraints, Boeing is activating a new assembly line in Everett, a separate Boeing manufacturing campus. \u003C\u002Fp>\n\n\n\n\u003Cp>Designed as an exact replica of Renton, the Everett line will begin building its first airframes this summer to capture all production volume above the 47-per-month threshold.\u003C\u002Fp>\n\n\n\n\u003Cp>Outside of commercial aircraft, the broader portfolio is yielding steady cash. \u003C\u002Fp>\n\n\n\n\u003Cp>Boeing Global Services (BGS) ended the year with 18% margins, bolstered by the strategic sale of Jeppesen, Boeing’s navigation data and aviation software subsidiary, which carried lower margins than the core services business.\u003C\u002Fp>\n\n\n\n\u003Cp>The Defense, Space & Security (BDS) segment is executing on an $85 billion backlog, recently securing a key agreement with the Department of War for the PAC-3 missile defense interceptor, a component of the Patriot missile system used by the U.S. military and allied nations to shoot down ballistic missiles in flight.\u003C\u002Fp>\n\n\n\n\u003Cp>However, integrating the recently acquired Spirit AeroSystems, Boeing’s former fuselage manufacturer spun off in 2005 and reacquired in 2024 after serious quality control failures on the 737 MAX became public, will impose an immediate margin penalty.\u003C\u002Fp>\n\n\n\n\u003Cp>While Malave noted that manufacturing defects at Spirit have decreased by 40% in early 2026, absorbing Spirit’s legacy cost structure has pushed BCA’s margins negative.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cem>“We did have to fold in their accounting, which does cause a little bit of pressure on the BCA margins,”\u003C\u002Fem> Malave stated at the conference. \u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cem>“This year will be negative. And in fact, in this quarter, will be negative around 7.5%, 8%.”\u003C\u002Fem>\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"2560\" height=\"1706\" data-public-id=\"images\u002FTIKR.com_BA-The-Boeing-Company-Free-Cash-Flow-and-Capital-Expenditure\u002FTIKR.com_BA-The-Boeing-Company-Free-Cash-Flow-and-Capital-Expenditure.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2560,h_1706,c_scale\u002Ff_webp,q_auto\u002Fv1774202354\u002Fimages\u002FTIKR.com_BA-The-Boeing-Company-Free-Cash-Flow-and-Capital-Expenditure\u002FTIKR.com_BA-The-Boeing-Company-Free-Cash-Flow-and-Capital-Expenditure.webp?_i=AA\" alt=\"\" class=\"wp-post-98001 wp-image-98035\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1774202354\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">The Boeing Company Stock Price Target (TIKR)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">See historical and forward estimates for The Boeing Company stock (It’s free!) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-is-the-boeing-company-undervalued-today\">\u003Cstrong>Is The Boeing Company Undervalued Today?\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>Boeing currently trades at $195.12, reflecting a 25.19% max drawdown observed through April 2025. \u003C\u002Fp>\n\n\n\n\u003Cp>The market reacted to the company’s recent quarterly performance with a mild -1.21% earnings reaction on January 27, 2026. \u003C\u002Fp>\n\n\n\n\u003Cp>However, institutional positioning remains firm; TIKR data indicates Fisher Investments holds $1.1 billion in equity, while UBS Financial Services and BlackRock Institutional Trust maintain multi-billion-dollar allocations.\u003C\u002Fp>\n\n\n\n\u003Cp>The explicit bear case, and the reason for the Street’s muted target, centers on near-term cash burn. \u003C\u002Fp>\n\n\n\n\u003Cp>Free cash flow for 2026 is structurally constrained by three specific outflows: an elevated $4 billion capital expenditure budget (up from $2.9 billion last year), heavy development spending on the uncertified 777X program (delayed until 2027), and a structured payment linked to a corporate settlement with the Department of Justice.\u003C\u002Fp>\n\n\n\n\u003Cp>Furthermore, manufacturing defects that slip through Boeing’s quality control checks undetected, which the industry calls “escapes,” continue to disrupt delivery schedules.\u003C\u002Fp>\n\n\n\n\u003Cp>Malave confirmed that a recent wiring miscalibration on a factory machine affected roughly 25 aircraft. \u003C\u002Fp>\n\n\n\n\u003Cp>While the issue required only three days of manual rework per frame, it forced a delivery pause that slipped approximately ten 737 deliveries from the first quarter into the second. \u003C\u002Fp>\n\n\n\n\u003Cp>Additionally, strict premium seating certifications have slowed 787 rollouts, pacing Q1 deliveries light at roughly 15 units. \u003C\u002Fp>\n\n\n\n\u003Cp>The market’s discount reflects the risk that these localized bottlenecks could compound, particularly as engine availability tightening tests the company’s ability to scale toward 52 aircraft per month.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>TIKR Advanced Model Analysis\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>The \u003Cstrong>TIKR Advanced Model\u003C\u002Fstrong> calculates the mathematical result of Boeing successfully clearing its $682 billion backlog over the next half-decade in a strict duopoly market.\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Current Price:\u003C\u002Fstrong> $195\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Target Price:\u003C\u002Fstrong> $2,799\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Potential Total Return:\u003C\u002Fstrong> +1,334.3%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Annualized IRR:\u003C\u002Fstrong> 74.4%\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"2560\" height=\"2102\" data-public-id=\"images\u002FBA_valuation_model-1_98037c417d\u002FBA_valuation_model-1_98037c417d.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2560,h_2102,c_scale\u002Ff_webp,q_auto\u002Fv1774202385\u002Fimages\u002FBA_valuation_model-1_98037c417d\u002FBA_valuation_model-1_98037c417d.webp?_i=AA\" alt=\"\" class=\"wp-post-98001 wp-image-98037\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1774202385\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">The Boeing Company Stock Price Target (TIKR)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Build a 4-year Valuation Model for BA for yourself (It’s free) >>>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Cp>The Mid Case model projects an aggressive $2,798.57 target price, driven by a 9.1% Revenue CAGR through the 2031 forecast period. This revenue expansion assumes Boeing successfully certifies the 737-7, 737-10, and 777X by late 2026 or 2027, converting deferred inventory into recognized cash flow.\u003C\u002Fp>\n\n\n\n\u003Cp>The primary valuation lever is the stabilization of the Net Income Margin, which the model projects will reach 4.3%. To achieve this, Boeing must absorb the short-term Spirit margin penalty and transition to disciplined “aircraft system integrator” pricing, ensuring that commercial contracts appropriately compensate for supply chain risk. With BGS already yielding 18% margins and BDS stabilizing, overall corporate profitability will structurally improve once the $4 billion CapEx and 777X development costs burn off. If management can execute the planned rate increases without triggering further FAA halts, the compounding cash flow generates a 74.4% annualized IRR.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>Conclusion:\u003C\u002Fstrong> The Boeing Company is managing a highly complex bridge year, absorbing the financial weight of the Spirit acquisition, $4 billion in CapEx, and isolated manufacturing escapes. While the Street target of $272 reflects fatigue with localized manufacturing delays, the underlying $682 billion backlog represents a fixed, multi-year revenue pipeline. Watch the Q2 2026 operational updates for specific confirmation of the Everett 737 line activation; if management confirms the first airframes are moving through the new facility on schedule, it will signal that Boeing has finally broken through its 47-per-month capacity ceiling, providing the exact execution data required to support the model’s aggressive multi-year target.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>See what stocks billionaire investors are buying so you can follow the smart money with TIKR.\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-should-you-invest-in-the-boeing-company\">Should You Invest in The Boeing Company?\u003C\u002Fh2>\n\n\n\n\u003Cp>The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.\u003C\u002Fp>\n\n\n\n\u003Cp>Pull up \u003Cstrong>The Boeing Company\u003C\u002Fstrong>, and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.\u003C\u002Fp>\n\n\n\n\u003Cp>You can build a free watchlist to track \u003Cstrong>\u003Cstrong>The Boeing Company\u003C\u002Fstrong>\u003C\u002Fstrong> alongside every other stock on your radar. No credit card required. Just the data you need to decide for yourself.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Analyze The Boeing Company on TIKR Free →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-looking-for-new-opportunities\">Looking for New Opportunities?\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>See what stocks \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">billionaire investors are buying\u003C\u002Fa> \u003C\u002Fstrong>so you can follow the smart money.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Analyze stocks in as little as 5 minutes\u003C\u002Fa>\u003C\u002Fstrong> with TIKR’s all-in-one, easy-to-use platform.\u003C\u002Fli>\n\n\n\n\u003Cli>The more rocks you overturn… the more opportunities you’ll uncover. \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Search 100K+ global stocks, global top investor holdings, and more with TIKR.\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>Disclaimer:\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>\u003Cem>Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!\u003C\u002Fem>\u003C\u002Fp>\n",1231,"en","\u002Fblog\u002Fthe-boeing-company-bofa-conference-evaluating-the-path-to-a-2800-target","the-boeing-company-bofa-conference-evaluating-the-path-to-a-2800-target","images\u002F4-4_9796078887\u002F4-4_9796078887","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1774179147\u002Fimages\u002F4-4_9796078887\u002F4-4_9796078887.png?_i=AA",{"altText":225,"imageCredit":237},"@meteo160 from Getty Images via Canva",{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":243},"Wiltone Asuncion","wiltonetikr","author","",[],{"name":245,"slug":246,"role":247,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":248},"David Hanson","davidtikr","editor",[],[250],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},"General Investing","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":225,"metaDesc":257,"opengraphDescription":257,"twitterTitle":225,"twitterDescription":257},"The Boeing Company is currently absorbing a $4 billion CapEx budget and negative commercial margins from the Spirit AeroSystems integration.",{"title":225,"description":257,"twitterTitle":225,"twitterDescription":257,"author":239,"articlePublisher":259,"articlePublishedTime":226,"articleModifiedTime":227,"twitterLabel1":260,"twitterData1":261,"ogTitle":225,"ogDescription":257,"ogUrl":232,"ogImage":235,"ogImageWidth":262,"ogImageHeight":263,"ogImageSecureUrl":235,"ogImageAlt":225,"twitterImage":235},"TIKR.com","Est. reading time","7 minutes",1200,630,[265,280,295,310,327],{"id":254,"title":266,"date":267,"excerpt":268,"wordCount":269,"uri":270,"slug":271,"cloudinaryAssetId":272,"featuredImageOriginalUrl":273,"featuredImageMetadata":274,"author":275,"categories":277,"relatedPosts":279},"Honeywell International BofA Conference: Navigating the Spin-Off for a $332 Target","2026-03-24 14:00:00","Honeywell is streamlining its massive portfolio, pivoting its Industrial Automation unit into a $4 billion pure-play sensing business while preparing for the Advanced Materials spin-off. ",1148,"\u002Fblog\u002Fhoneywell-international-bofa-conference-navigating-the-spin-off-for-a-332-target","honeywell-international-bofa-conference-navigating-the-spin-off-for-a-332-target","images\u002F13-3_979692a735\u002F13-3_979692a735","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1774179217\u002Fimages\u002F13-3_979692a735\u002F13-3_979692a735.png?_i=AA",{"altText":266},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":276},[],[278],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],{"id":254,"title":281,"date":282,"excerpt":283,"wordCount":284,"uri":285,"slug":286,"cloudinaryAssetId":287,"featuredImageOriginalUrl":288,"featuredImageMetadata":289,"author":290,"categories":292,"relatedPosts":294},"PayPal Wolfe FinTech Forum: Rewiring the Core to Protect a $60 Target","2026-03-24 13:50:00","PayPal is utilizing 100% of its $6 billion in free cash flow to fund share repurchases as it navigates a severe deceleration in its core branded checkout business.",1217,"\u002Fblog\u002Fpaypal-wolfe-fintech-forum-rewiring-the-core-to-protect-a-60-target","paypal-wolfe-fintech-forum-rewiring-the-core-to-protect-a-60-target","images\u002F6-4_979621a43d\u002F6-4_979621a43d","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1774179165\u002Fimages\u002F6-4_979621a43d\u002F6-4_979621a43d.png?_i=AA",{"altText":281},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":291},[],[293],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],{"id":254,"title":296,"date":297,"excerpt":298,"wordCount":299,"uri":300,"slug":301,"cloudinaryAssetId":302,"featuredImageOriginalUrl":303,"featuredImageMetadata":304,"author":305,"categories":307,"relatedPosts":309},"Verizon Deutsche Bank Conference: Funding Fiber and AI Infrastructure Through a $5 Billion Restructuring","2026-03-24 13:40:00"," Verizon is facing a \"transitional\" revenue year in 2026. Rather than chase unprofitable market share, management is cutting $5 billion in costs, lowering CapEx, and deploying dark fiber to hyperscalers for AI data centers.",1333,"\u002Fblog\u002Fverizon-deutsche-bank-conference-funding-fiber-and-ai-infrastructure-through-a-5-billion-restructuring","verizon-deutsche-bank-conference-funding-fiber-and-ai-infrastructure-through-a-5-billion-restructuring","images\u002F5-4_97961ab647\u002F5-4_97961ab647","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1774179158\u002Fimages\u002F5-4_97961ab647\u002F5-4_97961ab647.png?_i=AA",{"altText":296},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":306},[],[308],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],{"id":254,"title":311,"date":312,"excerpt":313,"wordCount":314,"uri":315,"slug":316,"cloudinaryAssetId":317,"featuredImageOriginalUrl":318,"featuredImageMetadata":319,"author":320,"categories":324,"relatedPosts":326},"News Corporation: Dow Jones Risk Revenue Surges 20% as Stock Trades 40% Below Mean Analyst Target Price","2026-03-24 13:30:00","News Corp's Dow Jones unit posted a record 29.5% EBITDA margin in Q2 while the stock trades 40% below the mean analyst target.",1015,"\u002Fblog\u002Fnews-corporation-dow-jones-risk-revenue-surges-20-as-stock-trades-40-below-mean-analyst-target-price","news-corporation-dow-jones-risk-revenue-surges-20-as-stock-trades-40-below-mean-analyst-target-price","images\u002FFEATURED-IMAGE-MAKER-126_98344fd218\u002FFEATURED-IMAGE-MAKER-126_98344fd218","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1774328334\u002Fimages\u002FFEATURED-IMAGE-MAKER-126_98344fd218\u002FFEATURED-IMAGE-MAKER-126_98344fd218.png?_i=AA",{"altText":311},{"name":321,"slug":322,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":323},"Gian Estrada","giantikr",[],[325],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],{"id":254,"title":328,"date":312,"excerpt":329,"wordCount":330,"uri":331,"slug":332,"cloudinaryAssetId":333,"featuredImageOriginalUrl":334,"featuredImageMetadata":335,"author":337,"categories":339,"relatedPosts":341},"Mastercard M&A Call: Buying the Stablecoin Bridge to Protect a $911 Target","Mastercard is aggressively protecting its payment duopoly by acquiring BVNK, a stablecoin payments orchestrator handling an estimated $25 billion run rate.",1213,"\u002Fblog\u002Fmastercard-ma-call-buying-the-stablecoin-bridge-to-protect-a-911-target","mastercard-ma-call-buying-the-stablecoin-bridge-to-protect-a-911-target","images\u002F7-4_97963650f4\u002F7-4_97963650f4","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1774179170\u002Fimages\u002F7-4_97963650f4\u002F7-4_97963650f4.png?_i=AA",{"altText":336},"Mastercard M&A Call: Buying the Stablecoin Bridge to Protect a $911 Target",{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":338},[],[340],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],[343,360,375,392,408],{"id":254,"title":344,"date":267,"excerpt":345,"wordCount":346,"uri":347,"slug":348,"cloudinaryAssetId":349,"featuredImageOriginalUrl":350,"featuredImageMetadata":351,"author":352,"categories":354,"relatedPosts":359},"Coca-Cola's EPS Breaks the $3 Ceiling: Does the Math Support a $103 Target?","Coca-Cola just crossed $3 EPS for the first time. The World Cup and fairlife expansion are next.",1089,"\u002Fblog\u002Fcoca-colas-eps-breaks-the-3-ceiling-does-the-math-support-a-103-target","coca-colas-eps-breaks-the-3-ceiling-does-the-math-support-a-103-target","images\u002FFEATURED-IMAGE-MAKER-120_98308d54bb\u002FFEATURED-IMAGE-MAKER-120_98308d54bb","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1774320908\u002Fimages\u002FFEATURED-IMAGE-MAKER-120_98308d54bb\u002FFEATURED-IMAGE-MAKER-120_98308d54bb.png?_i=AA",{"altText":344},{"name":321,"slug":322,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":353},[],[355],{"name":356,"slug":357,"uri":358,"description":242,"postsCount":254},"Stock Reviews","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":254,"title":361,"date":362,"excerpt":363,"wordCount":364,"uri":365,"slug":366,"cloudinaryAssetId":367,"featuredImageOriginalUrl":368,"featuredImageMetadata":369,"author":370,"categories":372,"relatedPosts":374},"Copart Stock Declined 40% Last Year. Can It Recover in 2026?","2026-03-24 13:45:00","Volumes fell, but Copart just repurchased over $500 million in shares. Q3 will reveal whether the real story is just beginning.",919,"\u002Fblog\u002Fcopart-stock-declined-40-last-year-can-it-recover-in-2026","copart-stock-declined-40-last-year-can-it-recover-in-2026","images\u002FFEATURED-IMAGE-MAKER-127_98349764de\u002FFEATURED-IMAGE-MAKER-127_98349764de","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1774329136\u002Fimages\u002FFEATURED-IMAGE-MAKER-127_98349764de\u002FFEATURED-IMAGE-MAKER-127_98349764de.png?_i=AA",{"altText":361},{"name":321,"slug":322,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":371},[],[373],{"name":356,"slug":357,"uri":358,"description":242,"postsCount":254},[],{"id":254,"title":376,"date":377,"excerpt":378,"wordCount":379,"uri":380,"slug":381,"cloudinaryAssetId":382,"featuredImageOriginalUrl":383,"featuredImageMetadata":384,"author":385,"categories":389,"relatedPosts":391},"Target Stock Is Down 15% This Year. Here’s Why Growth Concerns Persist","2026-03-24 13:10:00","Here’s why Target Corporation (TGT) stock remains under pressure as margin concerns and slow growth weigh on returns.",957,"\u002Fblog\u002Ftarget-stock-is-down-15-this-year-heres-why-growth-concerns-persist","target-stock-is-down-15-this-year-heres-why-growth-concerns-persist","images\u002FTGT-stock_98402bc69c\u002FTGT-stock_98402bc69c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1774350357\u002Fimages\u002FTGT-stock_98402bc69c\u002FTGT-stock_98402bc69c.png?_i=AA",{"altText":376},{"name":386,"slug":387,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":388},"Rexielyn Diaz","rexietikr",[],[390],{"name":356,"slug":357,"uri":358,"description":242,"postsCount":254},[],{"id":254,"title":393,"date":394,"excerpt":395,"wordCount":396,"uri":397,"slug":398,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":399,"featuredImageMetadata":400,"author":401,"categories":405,"relatedPosts":407},"EOG Rose 14% in the Last 30 Days. Here’s Why Oil Strength Could Push Shares Higher in 2026","2026-03-24 13:05:00","EOG stock rose about 14% over the past 30 days, and our analysis suggests the stock could deliver moderate upside into 2026. Here’s why EOG’s low-cost production and strong free cash flow profile continue to support the setup.",744,"\u002Fblog\u002Feog-rose-14-in-the-last-30-days-heres-why-oil-strength-could-push-shares-higher-in-2026","eog-rose-14-in-the-last-30-days-heres-why-oil-strength-could-push-shares-higher-in-2026","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F03\u002F@Thomas-Parker-from-Pexels-via-Canva-2-600x400.png",{"altText":393},{"name":402,"slug":403,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":404},"Nikko Henson","nikkotikr",[],[406],{"name":356,"slug":357,"uri":358,"description":242,"postsCount":254},[],{"id":254,"title":409,"date":410,"excerpt":411,"wordCount":412,"uri":413,"slug":414,"cloudinaryAssetId":415,"featuredImageOriginalUrl":416,"featuredImageMetadata":417,"author":418,"categories":420,"relatedPosts":422},"Joby Aviation Stock Is Down 55% From Its 52-Week High. Here’s What Could Drive the Recovery","2026-03-24 13:00:00","Here’s why Joby Aviation stock is under pressure as investors weigh progress toward commercialization against dilution risks.",921,"\u002Fblog\u002Fjoby-aviation-stock-is-down-55-from-its-52-week-high-heres-what-could-drive-the-recovery","joby-aviation-stock-is-down-55-from-its-52-week-high-heres-what-could-drive-the-recovery","images\u002FJOBY-stock\u002FJOBY-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1774349160\u002Fimages\u002FJOBY-stock\u002FJOBY-stock.png?_i=AA",{"altText":409},{"name":386,"slug":387,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":419},[],[421],{"name":356,"slug":357,"uri":358,"description":242,"postsCount":254},[]]