Boeing: Things Probably Can’t Get Worse In 2025 (Rating Upgrade)

Summary:

• The Boeing Company’s shares rebounded approximately 20% after a secondary offering to maintain investment-grade debt, despite a six-year loss of nearly $69 per share (non-GAAP).
• The company faces significant challenges, including safety and quality issues, but holds a $500 billion backlog and a duopoly with Airbus.
• New CEO Kelly Ortberg aims to address manufacturing quality, with potential upside outweighing risks, making BA stock a volatile yet promising investment for patient investors.
• An analysis of The Boeing Company follows in the paragraphs below.

Shares of beleaguered aerospace behemoth The Boeing Company (NYSE:BA) have rebounded over 20% after pricing a secondary to maintain its debt at investment grade in late-October 2024. In the past six years, the company has lost a staggering $68.93 a share (non-GAAP) as safety, quality, and

Analyst’s Disclosure: I/we have a beneficial long position in the shares of BA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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