For years, the commercial aviation market has been mostly split between aerospace stock Boeing (BA) and its immediate rival Airbus (EADSY). But there are some signs that this duopoly may be about to break up, and one new competitor just landed a hefty investment to bring the fight to these two titans. The news did not sit well with Boeing investors, and shares slid modestly in Wednesday afternoon’s trading.
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The new competitor is known as JetZero, and is located in Long Beach. It recently landed $175 million in a Series B financing round, raising the total amount of capital behind it—including government grants and commercial commitments—to a little over $1 billion. With that cash in hand, reports note, JetZero will start building a jet that looks vaguely like a manta ray, but offers some incredible developments in plane capability.
The JetZero plane—known as the Z4—will offer a 50% fuel savings when compared to standard models like Boeing’s 767, reports note. The plane is expected to take its initial flight before the end of 2027, and JetZero hopes that its alternative in mid-range jets will prove welcome to airlines.
Surging Delivery Numbers
JetZero will have its work cut out for it, though, as Boeing sales and deliveries continue to add up to impressive numbers. Boeing delivered 63 airplanes in December, reports noted, which gets Boeing up to fully 600 jets delivered for its entirety of 2025. Of those 63, 45 were 737s, and 18 were widebody jets.
And airlines continued to place orders. Even without President Trump making the rounds and making deals accordingly, Boeing still brought in 174 orders for the month, leaving aside cancellations or jets taken from reserve. The model breakdown features 140 737 jets ordered, and 35 widebody jets ordered.
Is Boeing a Good Stock to Buy Right Now?
Turning to Wall Street, analysts have a Strong Buy consensus rating on BA stock based on 14 Buys, two Holds and one Sell assigned in the past three months, as indicated by the graphic below. After a 47.14% rally in its share price over the past year, the average BA price target of $253 per share implies 4.46% upside potential.
