Boeing Shares Gain Momentum as Analysts Revise Outlook

A notable shift in sentiment is underway at Boeing, signaling a potential turning point after years of significant challenges. The aerospace giant is now capturing market attention with robust order intake, accelerating delivery rates, and a notably more favorable view from financial analysts. The central question for investors is whether this marks the beginning of a sustainable recovery that will finally move the company beyond its past troubles, or if lingering regulatory hurdles could still impede its progress.

This renewed confidence is clearly reflected in the company's stock performance. The share price reached a fresh 52-week high of $247.74 in the latest trading session. Over the past month, Boeing's equity has advanced approximately 41%, trading well above its key moving averages and confirming the establishment of a firm upward trend.

Accelerating Production and Delivery Rates

Operational improvements are a fundamental driver behind this newfound strength. Boeing has successfully increased monthly production of its 737 narrow-body jet to 42 aircraft. Output for the wide-body 787 Dreamliner has also risen, now standing at eight units per month.

These enhanced production rates position the company to better meet resilient global demand. Industry forecasts suggest demand for new commercial aircraft will outstrip supply throughout this decade, an environment where reliable manufacturing capacity holds substantial value.

The data for 2025 underscores a pivotal year for Boeing's operational turnaround:
* The company recorded 1,173 net new orders, surpassing rival Airbus for the first time since 2018.
* Deliveries of commercial aircraft hit 600 units, the highest annual total since 2018.
* This represents a year-over-year increase in deliveries of roughly 72%.

These figures provide concrete evidence that Boeing is regaining its operational footing.

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

Wall Street Revises Targets Upward

The improving business trajectory has not gone unnoticed in the financial community. Several prominent research firms have upgraded their ratings and price targets, lending further support to the stock's upward momentum.

• Bernstein reaffirmed its "Outperform" rating and raised its price target from $277 to $298. The firm now designates Boeing as its top pick within the aerospace and defense sector for 2026.
• Susquehanna maintained its "Positive" rating while increasing its target price from $255 to $280.
• Broader Consensus: A significant majority of covering analysts continue to recommend the shares as a "Buy" or "Strong Buy."

These revisions signal growing conviction that Boeing is on a multi-year recovery path with the potential to resume generating substantial free cash flow.

Key Orders Bolster Confidence

Recent major orders point to returning confidence among airline customers. Delta Air Lines has placed a firm order for 30 Boeing 787 Dreamliners and secured options for an additional 30 aircraft. This deal is intended to support Delta's international growth while simultaneously reinforcing the importance of the 787 program as a key revenue generator for Boeing.

Another significant order appears imminent. Biman Bangladesh Airlines is in negotiations to purchase 14 new aircraft, reportedly comprising two 787‑9s, eight 787‑10s, and four 737‑8s, with planned deliveries commencing in 2031. Such an agreement would further extend the long-term visibility of Boeing's order backlog.

Certification Remains a Critical Focus

Despite these positive developments, a crucial challenge remains: the regulatory certification of new aircraft models. The 737 MAX 10, the largest variant in the MAX family, is now in the final phase of certification flight tests under the supervision of the U.S. Federal Aviation Administration (FAA). Gaining full approval for both the 737 MAX 7 and MAX 10 models remains a central corporate priority for 2026.

Only after these aircraft receive full certification and enter serial delivery to customers can Boeing fully capitalize on the potential of its narrow-body program and build its current recovery on an even broader foundation.