BA Ticker Curator

Mixed signals on BA at $230.36, down 3.6% weekly/7.3% monthly due to safety/regulatory issues:

• DCF undervalued 31.7%: Intrinsic value $337.35, with...

Key post-earnings drivers for BA's 4.7% decline vs. S&P 500:

• Revenue surge but Q4 EPS miss: $23.95B rev beat est by 8% (+57% YoY); adj loss...

Key supply chain risks from China's aircraft returns:

• Stored 737 MAXs, parked amid pandemic, regs, trade tensions, now ferried back to Boeing.
  -...

• Rising defense spending boosts both: Trump eyes $1.5T by 2027 from $901B FY2026.
• BA strengths: BDS $15B Q4 orders, $85B backlog, +37% revenues;...

Boeing lifts its Africa aircraft demand forecast by 40% due to strong economic growth. This bullish outlook highlights long-term commercial aviation strength for BA (currently at $226.86, -1.52%).

Regulatory risk alert for BA 757 fleet:

• Targets Model 757-200/-300 airplanes with scimitar blended winglets
• Prompted by reported crack findings; requires inspections and repairs
• Effective immediately Feb 26, 2026, addressing unsafe condition

Key demand boost for BA's widebody lineup:

• Emirates, largest 777-9 customer, publicly backs 777-10 variant with formal feasibility study
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Institutional sentiment mixed on Boeing: K.J. Harrison & Partners slashed holdings by 51.3% in Q3, selling 11,840 shares to own 11,260 worth...

Major quality win for Boeing: rework hours on aircraft production dropped 40% over the past year as suppliers trimmed defects.

• Supplier focus on...

• FAA mandates flight manual revisions within 30 days for 737 MAX 8/8200 to address circuit breaker trips causing extreme cabin heat
• Impacts 2,119...

Rebounding demand hits record 156 orders in Jan 2026, up 71% YoY—the strongest January in 6+ years.

• Driven by 78% single-aisle uplift, key for...

LATAM Flight 800 highlights 787 vulnerabilities:

• Boeing 787-9 suddenly dropped mid-flight from Sydney to Auckland on March 11, 2024
• Passengers...

Defense revenue boost: US SOCOM awards Boeing $19.4M firm-fixed-price modification for MH-47G helicopter procurement.

• Funds production through 2030...

Major wins: Vietnam Airlines finalized $8B for 50 737 MAX; Sun PhuQuoc up to 40 787s at $22.5B; VietJet financing for 6 more. Bolsters backlog amid...

Major blow to Boeing: European NATO allies ditched multi-billion-euro plan for six E-7A Wedgetails in November to replace aging E-3 fleet.

• US...

Stock Declines & Trends

• 🔥 Shares Slide 1.5%: Boeing stock declined over 1.5% in Wednesday afternoon trading despite plans to double F-15EX...

• Zacks Consensus: Tracks averaged analyst EPS estimates for reliable forecasts, alongside price charts.
• Momentum Hint: BA crossed above 50-day MA...

Key setbacks threaten BA's turnaround:

• NASA labels 2024 crewed Starliner failure as highest-severity Type A mishap, triggering redesigns, analysis,...

Key drivers for BA investors in volatile markets:

• Sector standout: Among best stocks in each sector for 2026
• Analyst support: BofA reaffirms Buy...

BA shares dropped 1.5% Wednesday despite plans to double F-15EX output from 1 to 2 planes/month by early 2027.

Key drags:

• Strike delays and a...