Boeing (NYSE:BA) has landed a series of major new contracts, including a record Apache helicopter order from Poland as well as significant deals with Gulf carriers such as Emirates and Gulf Air. These moves point to new demand in both the defense and commercial sectors.
See our latest analysis for Boeing.
Boeing’s recent influx of high-profile orders, from record Apache deals with Poland to major widebody commitments by major airlines, has captured the market’s attention. However, the 1-month share price return is -6%, reflecting operational concerns and cautious investor sentiment. Still, its 1-year total shareholder return of nearly 21% suggests long-term momentum is growing, driven by optimism about its future order book and ongoing turnaround efforts.
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Boeing is showing momentum on new deals, but as its share price has declined, the bigger question is whether today’s valuation presents a rare opportunity for long-term investors, or if the market has already factored in future growth.
Compared to the last close at $189.00, the narrative shows a notable gap to fair value, suggesting opportunity amid the volatility. Investors are considering whether the market is too skeptical or not skeptical enough.
Boeing will directly benefit from strong global demand for air travel from production stabilization and planned rate increases for key aircraft models (737 Max, 787). This demand is driven by the expansion of the middle-class population and urbanization in emerging markets. These demand tailwinds should support massive revenue growth and ultimately operating margin expansion as fixed costs are spread across higher unit volumes.
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Want to know what ambitious projections drove this price difference? Behind the scenes: A fast order backlog, bold margin targets, and a bump in future earnings that surprised even some analysts. Find out which powerful trends could reshape Boeing’s financial story.
Result: Fair value (undervalued) of $245
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However, continued delays in certifying new aircraft models and ongoing financial stress from high debt could present challenges to Boeing’s recovery and future earnings growth.
Learn about the key risks in this Boeing story.
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