Author is long Boeing, arguing the market undervalues its FCF turnaround potential based on CFO comments about $10B annual FCF and historical peak cash flow.
BA — LONG Author is long Boeing, citing the CFO's December 2, 2025 statement that 2026 turns FCF positive and that $10B annual FCF is on the table. At $10B FCF with a 20-25x multiple, the author derives $255-$318/share, and notes this is 48% below the inflation-adjusted 2018 peak of $19.3B FCF, which at the same multiple implies $500-600/share. Author acknowledges many risks but sees the turnaround far from over.
I believe that Mr. Market has drastically undervalued this turnaround story.
This Reddit post, published February 17, 2026, features u/_Swish-41_ discussing BA. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/_Swish-41_ · Tickers: BA