Boeing Has Clearer Skies Ahead But The Turnaround Is Not Over

Sungarden Investment Publishing
Investing Group Leader
(9min)

Summary

  • Boeing remains a dominant aerospace player with long-term upside, despite recent crises and compressed financials, as seller exhaustion and backlog support recovery potential.
  • The technical setup is encouraging, with a breakout above $210-$215 possibly signaling renewed leadership in the Dow, though near-term volatility persists.
  • Key triggers for turnaround include ramping up 737 production, backlog conversion, and balance sheet improvements via asset sales and debt reduction.
  • Valuation is not deeply discounted, but normalization of operations and execution on initiatives could drive higher free cash flow and market cap over time.
Boeing 737 MAX 10 Commercial Airliner, Aerospace Industry, Narrow Body Jet Aircraft, Air Travel

Aeon Aviation Photography

Kenio Fontes co-authored this article

Like a boxer that has survived the fight after being knocked down multiple times, Boeing (NYSE:BA) is still hanging in there. And unless the world order changes even more dramatically than it already has (and that's

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