Is Boeing Company (NYSE:BA) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating Boeing Company at current levels.
Ortberg has stopped apologizing and started shipping. The duopoly's broken half is healing faster than the market is willing to price.
Where BA is headed
By mid-2028, Boeing looks like a different company in one specific way: it generates cash on a regular schedule. The 737 MAX line is running at 57-60 a month (up from the FAA-capped 38 through most of 2024-25), the 787 is at 10 a month with the South Carolina plant finally humming, and the defense book that swallowed $7B in cost overruns across KC-46, T-7A, and MQ-25 has stopped bleeding. Free cash flow in the $9-11B range becomes plausible by FY27, versus the $2.6B trickle today. That's the destination.
Read the full Compass Direction on BA
The complete destination call, the overlooked angle, milestones, and bull, base, and bear price scenarios (around $214.51).
See the full BA analysisGet calls like this, free
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Frequently asked questions
Is Boeing Company (NYSE:BA) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating Boeing Company at current levels. Ortberg has stopped apologizing and started shipping. The duopoly's broken half is healing faster than the market is willing to price.
What is BA's Compass Score?
Boeing Company scores 26/100 on Alexandria's Compass, placing it in the "Headwinds" tier. Scores blend eight factors and update weekly.
What is the price target for BA?
Alexandria's full Compass Direction includes bull, base, and bear price scenarios with the valuation math behind each. Read the full breakdown on the BA page.
Compass verdicts are AI-generated, forward-looking editorial research from publicly available data, not investment advice or a recommendation regarding any security. Scores and verdicts update as the data changes.