Boeing Stock (NYSE:BA) Climbs as It Gets Its Groove Back
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After a turbulent 2024 marked by production setbacks and regulatory scrutiny, aerospace stock Boeing (NYSE:BA) has been on an upswing in 2025. Year-to-date, Boeing shares have risen ~16%, buoyed by a combination of improved operational performance and renewed investor confidence. The company's efforts to stabilize production lines and address past quality issues have started to bear fruit, signaling a potential turnaround for the aerospace giant.
CEO Signals a Return to Strength
That momentum got a major boost today. Speaking at the Bernstein Strategic Decisions Conference, CEO Kelly Ortberg delivered the clearest signal yet that Boeing is back on the offensive. He laid out plans to raise 737 MAX production from the current FAA-capped 38 jets per month to 42 in the near term, with a target of hitting 47 per month by year-end. Ortberg emphasized that the ramp-up is conditional on meeting quality benchmarks and regulatory sign-off.
Ortberg also confirmed that Boeing is preparing to resume aircraft deliveries to China in June, marking a major milestone after a prolonged pause caused by geopolitical and trade tensions. The return of Chinese buyers, historically a key growth market for Boeing, could offer a meaningful boost to the company's commercial segment.
Another important update from the conference was Boeing's timeline for certifying its remaining 737 MAX variants. Ortberg said the company is aiming to complete certification for both the MAX 7 and MAX 10 models by the end of 2025. These additions to the MAX lineup are critical for Boeing's competitive positioning and future order growth.
Quality Improvements and Cash Flow Outlook
Ortberg highlighted that customer satisfaction is improving, noting, 'Virtually every one of our customers is reporting a higher quality of airplane at delivery.' Internally, Boeing has seen a 30% reduction in factory defects, a sign that its quality-focused initiatives are paying off. Looking ahead, Ortberg expressed confidence in achieving positive free cash flow in the second half of 2025, an important financial milestone after a challenging period.
Investors responded positively, sending Boeing shares up 3% on the day.
Boeing Stock Is a Moderate Buy
Overall, Boring stock has attracted 20 analyst reviews, with a breakdown of 15 Buys, 4 Holds, and 1 Sell giving a Moderate Buy consensus rating. Shares are priced at $206.79 and their average price target of $213.37 implies ~3% upside. (See BA stock forecast)
To find good ideas for stocks trading at attractive valuations, visit TipRanks' Best Stocks to Buy, a tool that unites all of TipRanks' equity insights.
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