BA The Boeing Company Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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00:04
Jun 04
Jun 04
Avoid Boeing due to war risk.
Boeing trades with the war and is stuck in purgatory; avoid until the war ends or the stock goes lower.
HIGH
16:27
Jun 03
Jun 03
Treasury Secretary Bessent says he will watch for a pledge from Boeing when Chinese President Xi visits the United States.
16:27
Jun 03
Jun 03
Treasury Secretary Bessent says the US will see if China commits to larger Boeing purchases as part of trade negotiations.
16:26
Jun 03
Jun 03
US Treasury Secretary Bessent suggests China may commit to larger Boeing purchases after a period of improved stability in bilateral relations.
09:40
Jun 03
Jun 03
Rolls-Royce has secured additional orders for the engine powering Boeing's 787 jet, which had previously been struggling.
14:43
May 21
May 21
Seeking Alpha highlights Boeing's massive 200-aircraft order from China and potential expansion to 750 jets, calling it a long-term win for US aerospace with a Buy rating.
HIGH
21:36
May 20
May 20
Watch these space competitors as they vie with SpaceX in launch and satellite markets; the IPO filing highlights them as key rivals.
HIGH
21:30
May 20
May 20
Watch these space competitors as they vie with SpaceX in launch and satellite markets; the IPO filing highlights them as key rivals.
HIGH
18:05
May 19
May 19
Long BA as a potential supplier of solar cells for SpaceX, though the connection is uncertain.
HIGH
12:11
May 17
May 17
Buy BA on the view that the China-driven sell-off is misplaced; Boeing’s large backlog and delivery-focused business model reduce China dependency, supporting a re-rating.
HIGH
21:11
May 16
May 16
The tweet provides a detailed list of inferred and confirmed SpaceX supply chain tickers but offers no forward-looking trade thesis, only factual mapping and research suggestions.
HIGH
12:57
May 16
May 16
Smaller Boeing order disappoints market
Boeing's order for only 200 aircraft from China, well below the hoped-for 500, disappointed the market and is reflected in a negative stock reaction.
MED
15:02
May 15
May 15
The tweet highlights the significance of a US-China summit by listing major US CEOs attending, but offers no forward-looking opinion or market impact analysis.
HIGH
11:55
May 15
May 15
Brad Setser speculates Boeing could deliver 777-8 or 777-9 faster but questions demand from Chinese and GCC airlines, casting doubt on the triple 7's long-run forecast.
HIGH
11:35
May 15
May 15
Brad Setser notes a smaller-than-expected NDRC-approved Boeing order from Chinese state airlines, marking the first since Trump's trade war, with limited market impact.
HIGH
20:39
May 14
May 14
Brad Setser expresses confidence that Boeing wants to add Chinese carriers to the 777-9 order list, noting the company is not capital constrained.
HIGH
17:10
May 14
May 14
Brad Setser discusses Boeing's certification and order prospects for the triple 7 model, noting China's long-term importance but hedging on production slots.
HIGH
16:59
May 14
May 14
Brad Setser discusses how the type of jets ordered matters, with a large order for updated triple 7s being significant while mostly narrow bodies would disappoint expectations.
HIGH
16:56
May 14
May 14
Bearish view on BA as the China order of 200 planes disappoints versus expectations set by Macron's 300 jet order, driving the stock decline.
HIGH
16:54
May 14
May 14
Brad Setser notes Boeing's stock fell after a disappointing order number, contrasting Trump's claim of a 200-plane deal with Macron's larger 2019 order.
HIGH
16:26
May 14
May 14
Expect large Boeing orders.
Large Boeing orders are expected from China as part of trade deliverables, indicating a positive catalyst for Boeing's commercial aircraft sales.
MED
16:09
May 14
May 14
Jim Cramer recommends buying Boeing shares after a ten-point decline, signaling confidence in a rebound.
HIGH
19:51
May 13
May 13
Boeing orders may be announced.
The Chinese government may finally authorize previously negotiated Boeing airplane purchases at the summit, providing a headline catalyst for Boeing.
LOW
17:45
May 13
May 13
Boeing to benefit from China trade.
CEOs traveling to China are likely to return with positive trade news, which would benefit Boeing given its significant exposure to China and recent solid trading. The high probability of a favorable outcome from these meetings supports a bullish view on Boeing.
MED
14:02
May 13
May 13
The author argues that Boeing exports to China represent a negligible portion of the total United States GDP, emphasizing the domestic focus of the American economy.
HIGH
13:40
May 13
May 13
Brad Setser suggests Boeing will receive approval for state airline orders of the "3s" but expresses skepticism about promised agricultural purchases materializing by fall.
HIGH
13:15
May 13
May 13
The Kobeissi Letter reports a list of CEOs joining Trump's China trip but only offers a vague bullish view on the summit's potential outcomes without explicit directional calls on any ticker.
HIGH
13:06
May 13
May 13
The tweet reports a historic trip of top CEOs with President Trump to China for potential deals, but offers no explicit market forecast or directional call from the author.
HIGH
04:00
May 13
May 13
The tweet reports a historic trip of top CEOs with President Trump to China for trade deals, but offers no explicit forecast on market direction.
HIGH
15:07
May 11
May 11
Reports rumor of potential Boeing 737 order from China, but widebody orders delayed; no directional view from speaker.
HIGH
About BA Analyst Coverage
Buzzberg tracks BA (The Boeing Company) across 22 sources. 26 bullish vs 1 bearish calls from 48 analysts. Sentiment: predominantly bullish (28%). 88 total trade ideas tracked.