Goldman Sachs Is Bullish On The Boeing Company (BA)

The Boeing Company (NYSE:BA) is among the 12 Best Performing Dow Stocks in 2025

Goldman Sachs Is Bullish On The Boeing Company (BA)

On December 9, 2025, TheFly reported that Goldman Sachs kept a Buy rating and a $257 price target on The Boeing Company (NYSE:BA). This came after Goldman Sachs reviewed the company’s monthly delivery figures. The firm pointed out that The Boeing Company (NYSE:BA)’s aircraft order inventory is still substantial in comparison to supply and that November gross orders were solid, extending year-to-date momentum. According to the company, a multi-year rise in deliveries across all aircraft platforms is supported by the backlog.

On the same day, Reuters reported that The Boeing Company (NYSE:BA) had only delivered 44 in November, down from 53 in October, and was falling behind European rival Airbus, which delivered 72 planes. Deliveries included six 787s, two 777 freighters, four 767s, and 32 Boeing 737 MAX aircraft, five of which were delivered to Southwest Airlines. In November, The Boeing Company (NYSE:BA) reported 164 new orders, 126 net new orders, and 38 cancellations. There were 74 orders for the 777X, including 65 from Emirates and 9 from China Airlines. Furthermore, the business received 30 orders from undisclosed customers for the 787 and 43 orders for the 737 MAX. Five 737 MAX orders from Comair, four 787 orders from Air Canada, and fifteen 777X orders from Etihad were cancelled. The Boeing Company (NYSE:BA) delivered 537 aircraft through November 30, booked 1,000 new orders, with 908 net after cancellations, and had a 6,019 order backlog at the conclusion of the month.

Jay Malave, the chief financial officer of The Boeing Company (NYSE:BA), stated last week that the business anticipates positive cash flow in 2026 as a result of growing jet deliveries.

The Boeing Company (NYSE:BA) is a key aerospace and defense company that operates in three segments: commercial aircraft; defense, space, and security; and global services.

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