Is The Boeing Company (BA) A Good Stock To Buy Now?

Is BA a bully banal to buy? We came crossed a bullish thesis connected The Boeing Company connected Boudreau Capital Newsletter’s Substack by Nicolas Boudreau. In this article, we volition summarize the bulls’ thesis connected BA. The Boeing Company's stock was trading astatine $210.82 arsenic of March 17th. BA’s trailing and guardant P/E were 86.08 and 151.52 , respectively according to Yahoo Finance.

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The Boeing Company, unneurotic with its subsidiaries, designs, develops, manufactures, sells, services, and supports commercialized jetliners, military aircraft, satellites, missile defense, quality abstraction formation and motorboat systems, and services worldwide. BA’s Q4 2025 results item a concern opening to stabilize, with improving operational momentum heading into 2026 contempt lingering execution challenges.

Performance crossed its 3 segments—Commercial Airplanes (BCA), Defense (BDS), and Global Services (BGS)—shows a institution transitioning from disruption toward recovery. BCA delivered 1 of its strongest quarters successful years, with 160 aircraft deliveries versus 57 successful Q4 2024, driven by normalization pursuing prior labor disruptions.

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Production of cardinal programs similar the 737 MAX and 787 is ramping steadily, with monthly rates expanding and rework times declining, signaling improving manufacturing efficiency. Certification advancement for variants specified arsenic the MAX 10 and advancement successful the 777X programme further enactment a multi-year maturation trajectory, though proviso concatenation constraints and motor durability issues remain areas to monitor.

Margins remain negative but are stabilizing, with Q4 reflecting ongoing impacts from accumulation inefficiencies and strategical actions similar the Spirit acquisition. Management expects 2026 to stay a modulation year, with gradual betterment driven by higher transportation volumes and normalization of antecedently delayed aircraft. Meanwhile, BDS is recovering from anterior write-downs, showing gross maturation and borderline improvement, supported by a beardown $84 cardinal backlog and imaginable upside from aboriginal programs. BGS continues to beryllium the astir unchangeable and profitable segment, delivering accordant margins and backlog growth.

Free currency travel is inflecting positively, improving importantly successful 2025 and expected to crook affirmative successful 2026 contempt near-term headwinds from settlements and elevated superior expenditures. A much meaningful ramp is anticipated from 2027 onward. Overall, Boeing presents a recovery-driven concern case, wherever execution connected production, certification milestones, and borderline enlargement could thrust a sustained rerating implicit the coming years.