tradingkey.logo

Street View: Boeing's recovery story shifts from turbulence to trajectory

ReutersJan 28, 2026 11:38 AM

Boeing posted a profit in Q4 on Tuesday, lifted by the sale of a digital aviation services business and higher aircraft deliveries

Median PT of 29 brokerages covering the stock is $270 - data compiled by LSEG

MARATHON, NOT A MAIDEN FLIGHT

J.P.Morgan ("overweight", PT: $270) said Boeing has "plenty of potential to unlock, though not overnight," as higher jet production and a large backlog support a multi-year recovery in free cash flow

Morgan Stanley ("equal weight", PT: $245) said Boeing's outlook points to weaker near-term free cash flow from lingering one-off pressures, even as long-term cash targets remain on track

Citigroup ("buy", PT: $290) said investor focus is shifting from Boeing's $10 billion free cash flow target for 2028 to a potential $15 billion to $20 billion by 2030, as temporary cash headwinds fade

UBS Global Research ("buy", PT: $285) said greater transparency and steady execution on higher aircraft build rates are boosting confidence in Boeing's free cash flow recovery, shifting investor focus toward normalized cash generation

Disclaimer: The information provided on this website is for educational and informational purposes only and should not be considered financial or investment advice.

Related Articles

KeyAI