The Motley Fool
31 Oct 2026, 19:15 UTC · 2h ago
Boeing Stock Slumps Again; Time to Buy or Throw in the Towel?
Impact · against what's priced in
The update on Boeing's delayed 737 MAX production and weakened cash flow projections confirms the market's existing skepticism regarding margin recovery. Because the price already discounts the restoration of net profits and treats production ramps as unresolved risks, these setbacks are largely consistent with the current valuation.
- BA−0.10
Already priced in
- The price assumes
The resolution of remaining regulatory and structural risks... which the market treats as unresolved threats
The delay in reaching the 52-unit monthly production rate for the 737 MAX and the 2027 certification risk for the 777X reinforce the market's refusal to price in a smooth production ramp.
What BA's price assumes · Sep 3
