Boeing’s Strategic Reversal: Reclaiming Control to Restore Confidence

Investors in Boeing are breathing a sigh of relief as the aerospace giant moves to correct a two-decade-old strategic misstep. In a decisive shift, the company has finalized its acquisition of Spirit AeroSystems, bringing the critical fuselage manufacturing segment fully back under its direct control. This move, reversing the 2005 decision to outsource this production, is widely seen as a crucial step toward resolving persistent quality issues and delivery delays that have plagued the manufacturer. The subsequent rise in share price reflects market approval of this strategic course correction.

The transaction, valued at approximately $8.3 billion including assumed debt, involves a $4.7 billion equity commitment from Boeing. The deal's structure required careful navigation due to Spirit AeroSystems' role as a supplier to Airbus, Boeing's main rival. The agreed-upon solution will see facilities focused on Airbus work transferred to the European manufacturer, while Spirit's defense operations will continue as a standalone subsidiary.

For shareholders, the core benefit lies in the integration of commercial production for key aircraft programs—the 737, 767, 777, and 787—directly into Boeing's Commercial Airplanes division. Market observers anticipate that this consolidation will streamline operations and reduce the procedural bottlenecks that have disrupted manufacturing timelines.

Should investors sell immediately? Or is it worth buying Boeing?

Market Analysts Foresee Upside Potential

Financial institutions have responded favorably to the completed deal. Analysts at RBC Capital Markets and Jefferies highlight that reintegrating this part of the supply chain should meaningfully lower operational risks. With price targets reaching as high as $255, these experts identify considerable upward potential and categorize Boeing's stock as a buy.

From a technical analysis perspective, the equity is showing signs of stabilization. The share price recently managed to hold just above the significant 200-day moving average of 176.53 euros, closing at 177.32 euros. Although the stock remains roughly 13% below its July 52-week high, technicians interpret the confirmed support level as a positive indicator for the near-term trend.

With the acquisition formally closed, the focus now shifts to operational execution. The market is already pricing in expectations for stabilized production rates by 2026 and a return to positive free cash flow. A seamless integration of the newly acquired facilities could establish the fundamental groundwork needed for a sustained recovery.