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The Boeing Company (BA): A Bull Case Theory 

We came across a bullish thesis on The Boeing Company on Boudreau Capital Newsletter’s Substack by Nicolas Boudreau. In this article, we will summarize the bulls’ thesis on BA. The Boeing Company's share was trading at $217.08 as of September 29th. BA’s forward P/E was 71.43 according to Yahoo Finance.

Boeing has faced significant challenges over the past several years, including COVID-19 disruptions, 737 Max 8 quality issues, and certification delays for the 777X and Max 7/10, but recent leadership changes under CEO Kelly Otterberg, appointed in August 2024, have set the...