BA Ticker Curator

Boeing's positive 2025 Commercial Market Outlook projects 43,600 jet deliveries through 2044, mainly 737 single-aisles, fueling supplier gains amid...

Trend alert: Trump-era shifts favor commercial rivals, threatening Boeing BDS jewels amid overruns.

• SLS uncertainty: NASA seeks SpaceX...

• BA down 14% since Q1 earnings: Market pricing turnaround risk or buy opportunity?
• Record backlog and new Vietnam orders confirm demand not the problem
• 3 tailwinds make Boeing stock a 2026 buy candidate
• Current price: $217.63 (-1.10%)

Conviction-buy setup for BA stock as 777-8F production starts, targeting 90% freighter dominance and 67% fleet growth over 20 years from...

Boeing's 747 platform stays vital for defense: USAF spent $400M on two used 747-8s from Lufthansa to support delayed VC-25B program.

• Training...

Freighter goldmine: Global fleet set to expand 67% over 20 years via e-commerce surge; Boeing commands 90% capacity.

• 777-8F ignition: Manufacturing...

Key institutional signal amid earnings beat and valuation debates:

• Altfest L J & Co. Inc. increased stake 56.7% to 13,510 shares worth $2.93M in...

Production and Capacity Expansions

• 🔥 New 737 MAX Line: Boeing is preparing to launch a fourth 737 MAX production line this summer at its...

Airbus sidesticks are not linked, ditching the traditional yoke entirely on the A350 with full fly-by-wire logic—pilots command outcomes like pitch and G-force. This highlights a philosophical divide from Boeing's linked yokes, key amid scrutiny.

One of the world's largest freighter operators just broke up with Boeing, switching to Airbus. This signals potential strain on Boeing's freighter lineup.

• Bull narrative: $300 Fair Value, trades 27.4% below on 14.77% revenue growth, backlog ramp-up, and $10b asset sales for debt relief—despite...

Boeing has quietly closed the chapter on one of aviation's most successful programs: the 777, with nearly 1,800 units built and more than 1,300 still flying today—no major send-off.

Airbus's 2026 outlook underscores industry woes:

• Missed targets: 870 jets and €7.5B profit vs. expected 900 jets/€8.2B, due to Pratt & Whitney...

• Recent win: Boeing's $24B SLS propelled Artemis II crew around the moon.
• Political risk: Trump NASA head Isaacman eyes SpaceX rivals for cheaper...

Strategic expansion at Algona's Tube, Duct and Reservoir Center adds vacuum furnaces for aerospace tube/duct assemblies, supporting commercial and...

• Strong demand proof: Boeing's commercial aircraft backlog climbed to over 6,100 at 2025 end, up from 5,500 prior year.
• EPS turnaround: Full-year...

Trump admin's $5B+ FY2027 push for Boeing's F-47 NGAD fighter reinforces Air Force priority, with total funding nearing $8.5B.

• Boeing won NGAD...

Key BDS contract signals steady defense cash flow amid Osprey sustainment push:

• $157M award for 10 Nacelle Improvement Kits and 3 Pylon Support...

Boeing has flagged a 737 Max wiring issue yet insists delivery targets remain intact, with the order backlog slipping slightly to 6,151 aircraft.

777X struggles with certification 6 years late and $15B over budget, delaying Boeing's next-gen widebody.

• 777-300ER production ends: Final delivery...