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Goldman Sachs Is Bullish On The Boeing Company (BA)

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

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.

While we acknowledge the risk and potential of BA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than BA and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 15 Best Stocks to Buy for the Long Term and 11 Worst Performing Dividend Stocks Year-to-Date.

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

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What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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