Is this the start of a streak of good news for aerospace stock Boeing (BA)? It is the second day in a row we have had some good news, though sadly, not all the news was so good. But Boeing seems to be getting its act together and recovering from a catastrophic 2024, out to make 2025 a whole lot better. And investors were feeling it, sending shares up fractionally in Thursday afternoon’s trading.
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First came reports from Allegiant, who reportedly managed to land three new Boeing jets faster than the leisure carrier out of Las Vegas expected. Originally, Allegiant expected to add one 737 Max 8 to its fleet before the ball dropped on 2024, to open up 2025. But Boeing apparently managed to pull a minor miracle out of its hat and four rolled into its hangars instead.
Further, word emerged that Indian carriers will be landing new Boeing planes in substantial numbers. Throughout 2025, Boeing expects to park 24 aircraft in the hangars of various Indian airlines. And starting in 2027, more will arrive. Boeing expects to deliver an average of two planes a month throughout 2025. Meanwhile, Boeing expects to keep to that pace with 2026’s arrival. 2027 will see Boeing pick up the pace even further, Boeing noted, undoubtedly welcome news.
Probably The Last Thing They Wanted to Be
And that was about where the good news stopped for Boeing, at least for now. Apparently, the United States government now considers Boeing a national security issue. New Transportation Security Sean Duffy made this much clear, saying “Boeing is a national security issue. Boeing is the largest exporter of American product—incredibly important. In one of my meetings, someone said, though, they need tough love, which is what they do need.”
That puts extra weight on the Federal Aviation Administration (FAA) to “…make sure they’re implementing their safety plan.” Which seems to already be the case; last December featured a back-to-work Boeing not building, but rather, getting its employees back up to snuff with certifications and more.
Is Boeing a Good Stock to Buy Right Now?
Turning to Wall Street, analysts have a Moderate Buy consensus rating on BA stock based on 13 Buys, five Holds and one Sell assigned in the past three months, as indicated by the graphic below. After a 13.46% loss in its share price over the past year, the average BA price target of $196.12 per share implies 7.22% upside potential.
