Positive Outlook for Boeing: Strong Deliveries, Strategic Partnerships, and Diversification Drive Buy Rating

Sheila Kahyaoglu, an analyst from Jefferies, maintained the Buy rating on Boeing (BA – Research Report). The associated price target remains the same with $220.00.

Sheila Kahyaoglu’s rating is based on several positive developments for Boeing. The company has shown strong delivery performance, with 130 aircraft delivered in the first quarter of 2025, significantly higher than the previous year’s 83 deliveries. This includes a notable increase in 737 deliveries, indicating robust demand and operational efficiency.
Additionally, Boeing’s strategic partnerships and financial agreements, such as the $300 million financing deal with Vietjet, are expected to bolster its order backlog and future growth. The expansion of Millennium Space Systems’ satellite production capacity also highlights Boeing’s diversification and potential in the defense sector. These factors collectively contribute to a positive outlook for Boeing, justifying the Buy rating.

According to TipRanks, Kahyaoglu is a 5-star analyst with an average return of 9.1% and a 57.58% success rate. Kahyaoglu covers the Industrials sector, focusing on stocks such as Boeing, GE Aerospace, and American Airlines.

In another report released today, Barclays also maintained a Buy rating on the stock with a $210.00 price target.