Price Target $245: Is Boeing Stock a Buy Right Now?

Jakarta, Gotrade News - Wall Street is starting to warm up to the aerospace giant again after its stock price posted some solid gains throughout 2025.

But behind the optimistic new price target, there are some long-term operational challenges you need to consider before jumping in.

Key Takeaways

• 737 MAX production has stabilized at 38 units per month, targeting 52 units by the end of 2026.
• The 777X wide-body delivery is delayed again until early 2027, creating a potential cash flow drag.
• J.P. Morgan raised the target price to $245, but execution risks still loom large.

Analysts from JPMorgan Chase & Co. just bumped The Boeing Company's price target to level $245, naming it a top pick in the sector.

This optimism is fueled by CEO Kelly Ortberg's success in stabilizing the 737 MAX production, which is crucial for the company's cash flow.

According to a report from The Motley Fool, 737 MAX production has steadied at 38 units per month and received the regulator's nod to hike it to 42.

Management's target is even more ambitious: hitting 52 planes a month by the end of 2026.

However, investors need to keep an eye on the 777X wide-body delay, which has now been pushed back to early 2027.

Technical issues with engines made by General Electric Company contributed to the slip in the certification and delivery schedule.

This delay isn't great news because Boeing has to carry inventory costs longer without the cash inflow from handing over the units.

On the flip side, Boeing's defense segment managed to swing back to profit, even if margins remain razor-thin at 1.9 percent for the first nine months.

With the stock up nearly 21 percent this year, Boeing looks promising momentum-wise, but it still carries real execution risks for long-term investors.

Reference:

• The Motley Fool, Is Boeing Stock a Top Pick for 2026?. Accessed on December 26, 2025
• Featured Image: Shutterstock

Disclaimer

Gotrade is the trading name of Gotrade Securities Inc., registered with and supervised by the Labuan Financial Services Authority (LFSA). This content is for educational purposes only and does not constitute financial advice. Always do your own research (DYOR) before investing.