Boeing’s $85B Comeback: 2025 In Focus

Summary:

• Boeing’s stock delivered an 11.24% return, outperforming the S&P 500’s 9.71% gain since last coverage.
• Projected revenue growth to $85.8 billion by 2025, with a 26.18% rebound expected after 2024’s contraction.
• Global fleet to double by 2043, requiring 44K new planes; single-aisle jets dominate at ~76% of deliveries.
• South and Southeast Asia lead demand surges, with passenger traffic growing 7.4% and 7.2% annually.
• Negative cash flow persists through 2025; $10B liquidity target and production bottlenecks threaten operational stability.

Investment Thesis

Since the last coverage, Boeing’s (NYSE:BA) stock delivered an 11.24% price return and outperformed the S&P 500’s 9.71% gain. Previously, the thesis was focused on Boeing’s vast $780B growth prospects in China’s aviation market. The technicals indicated a $200 price target (2024). The

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