Boeing: Things Probably Can't Get Worse In 2025 (Rating Upgrade)

(16min)

Summary

  • The Boeing Company's shares rebounded approximately 20% after a secondary offering to maintain investment-grade debt, despite a six-year loss of nearly $69 per share (non-GAAP).
  • The company faces significant challenges, including safety and quality issues, but holds a $500 billion backlog and a duopoly with Airbus.
  • New CEO Kelly Ortberg aims to address manufacturing quality, with potential upside outweighing risks, making BA stock a volatile yet promising investment for patient investors.
  • An analysis of The Boeing Company follows in the paragraphs below.
  • Looking for a helping hand in the market? Members of The Insiders Forum get exclusive ideas and guidance to navigate any climate. Learn More »

Boeing 787 Dreamliner

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Shares of beleaguered aerospace behemoth The Boeing Company (NYSE:BA) have rebounded over 20% after pricing a secondary to maintain its debt at investment grade in late-October 2024. In the past six years, the company has lost a staggering $68.93 a share (non-GAAP) as safety, quality, and

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We run the investing group The Insiders Forum where we specialize in small and mid-cap stocks that insiders are buying. The Insiders Forum portfolio managed by Bret Jensen consists of 12-25 top stocks in different sectors of the market that are attractively valued and have had some significant and recent insider purchases. Our goal is to outperform the Russell 2000 (the benchmark) over time.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of BA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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