BUZZ - Market Opinion: Despite improvements in factory performance, Boeing's recovery path remains long.
路透社2026/10/28 08:06October 28 - ** Boeing Company BA.N released its third-quarter financial report (link) on Tuesday, posting a loss of 26 cents per share, and stated that due to weakness in its commercial airplane business offsetting improved margins in other divisions, the company will not be able to achieve its 2026 production and delivery targets for the 737 model.
Delayed, not derailed
** Morgan Stanley ("Neutral" rating, target price: $195) pointed out that although manufacturing trends continue to improve, rising production costs and supply chain pressures may prompt investors to reassess Boeing's progress toward meeting its long-term cash flow targets.
** JPMorgan ("Overweight," target price: $240) stated, "The new targets appear more achievable, but execution is key."
** TD Cowen (rating "Buy," target price: $210) pointed out that the new cash flow targets effectively delay market consensus expectations by a year, highlighting that the pace of production recovery is slower than expected.
** RBC ("Outperform," target price: $235) noted that given the slower-than-anticipated recovery, the market's focus may shift to Boeing's cash flow outlook for 2027 and the timetable for further increases in 737 production.
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