Boeing Just Got Its First Major China Order in Nearly a Decade and the Stock Is Down 7%.
Here Is Why That Is the Entry Quick Read – Boeing (BA) is a Buy at roughly $220, riding operational turnaround and record backlog. – China reopening and rising 737 production are the strongest catalysts for Boeing appreciation. – The analyst who called NVIDIA in 2010 just named his top 10 stocks and Boeing wasn’t one of them
Get them here FREE. At roughly $220, Boeing (NYSE:BA) is a Buy. The stock has pulled back into a window that aligns with operational turnaround, a record backlog, and a reopened door to China.
That combination rarely appears in a duopoly business. Boeing is one half of the global commercial aviation duopoly with Airbus and a dominant U.S. defense prime through programs like the F-15, KC-46 Tanker, and MQ-28 Ghost Bat. After years of grounded jets, strikes, and balance sheet damage, CEO Kelly Ortberg has steered the company back to shape: rising deliveries, a healing balance sheet, and a defense unit finally pulling its weight.