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Research Alert: CFRA Upgrades Opinion On Shares Of The Boeing Company To Buy From Hold
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Research Alert: CFRA Upgrades Opinion On Shares Of The Boeing Company To Buy From Hold
Jul 30, 2025 6:20 AM

08:50 AM EDT, 07/30/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We increase our 12-month target price by $21 to $257, which values Boeing ( BA ) at a P/E of 32.4x our 2027 EPS, in line with aerospace and defense peers. We widen our loss per share estimate for 2025 by $0.53 to $2.05, decrease our 2026 EPS estimate by $0.23 to $4.19, and lower our 2027 EPS forecast by $1.38 to $7.94. Boeing's ( BA ) Q2 results showed meaningful operational progress with 737 production reaching 38 per month and 787 advancing to seven per month. Revenue of $22.7 billion in Q2 (+35% Y/Y) and improved margins reflect stabilizing operations. Free cash flow usage of just $200 million was significantly better than expected, with management targeting Q4 positive cash generation. The $522 billion commercial backlog provides strong visibility. However, certification delays on seven to 10 variants of 737 pushed timelines to 2026, and fixed-price defense programs remain challenging. While trade agreements are positive, execution risks persist as Boeing ( BA ) navigates production ramps and supply chain constraints.

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