BA
The Boeing Company
September 28, 2026 · market open
- Rarity
- 1.81
- Peak move
- −6.90%
- Float cap
- $155.1B
Boeing is a major aerospace firm organized into Commercial Airplanes, Defense, Space & Security, and Global Services. It develops and produces commercial jet aircraft for airlines worldwide, military aircraft and weapons systems for defense customers, and provides lifecycle services including maintenance, training, spare parts, and digital solutions. Its customers include commercial airlines and government defense agencies globally.
Where do you see this going?
no votes yetVoting closed at 4:00 PM ET.
What we found
17 events · 0 from SEC or newswire · 0 timed with the moveanalyst_ratingJPMorgan reaffirmed an Overweight rating and $290 price target on Boeing, saying the disclosed 737 MAX flight-control software issue is unlikely to materially affect MAX 8 and MAX 9 deliveries but flagging potential 2027 delivery risk for the MAX 7 and MAX 10.
- Key event
product_delay_recallBoeing disclosed a previously unreported 737 MAX flight-management-computer software glitch (versions 14 and 14.1) that can disable automated vertical navigation after a missed approach, prompting Southwest and United to refuse new jets with the affected software and the FAA to convene a Corrective Action Review Board.
customer_lossSouthwest Airlines and United Airlines asked Boeing not to deliver new 737 MAX aircraft equipped with the affected software and requested an earlier software version instead, according to the Wall Street Journal.
regulatory_actionThe FAA said it is aware of a potential issue in a flight-computer software update on certain 737 MAX airplanes and will convene a Corrective Action Review Board, taking immediate action if it identifies a safety concern.
- Key event
commodity_eventWest Texas Intermediate crude is up roughly 65% year-to-date amid the U.S.-Iran conflict, pushing up jet fuel costs and squeezing airline cash available for new aircraft purchases.
investor_dayNASA and Boeing leaders, including NASA Administrator Jared Isaacman and Boeing Commercial Crew VP John Mulholland, scheduled a Sept. 28 news conference to update on Starliner development and plans for regular crewed flights to the ISS.
- Key event
major_contractBoeing signed orders with Turkish Airlines for 100 firm 737-8s plus options for 50 more MAX jets and with Biman Bangladesh Airlines for six 737 MAX and five 787 aircraft valued at $3.5 billion, with ceremonies at the UN General Assembly.
analyst_ratingWolfe Research upgraded Boeing to Strong-Buy from its prior rating on September 24, 2026.
major_contractIndia's Akasa Air, which holds 183 unfilled 737 MAX orders, is in talks to order more than 200 additional Boeing 737 MAX jets to keep its fleet growing beyond 2032, with a decision possible in early 2027.
regulatory_actionThe FAA issued airworthiness directive 2026-20-01, effective Nov 2, 2026, requiring inspection of 787-8, 787-9 and 787-10 cargo liner joint sealing tape for missing BMS 5-146 tape from a production quality escape, covering 87 US-registered aircraft.
operating_metricsBoeing delivered 51 commercial aircraft in August 2026, taking year-to-date deliveries to 418, its highest first-eight-month total since 2018, with 15 gross orders and a 6,156-aircraft backlog.
executive_remarkBoeing CEO Kelly Ortberg said the 737 program is operating toward a rate of 47 aircraft per month but has not yet stabilised at that level, while 787 production has stabilised at eight per month with Boeing working toward 10 per month later in 2026.
analyst_ratingJefferies analyst Sheila Kahyaoglu kept a Buy rating and $295 price target on Boeing, noting 737 MAX and 787 could reach September target rates of 47 and 8 aircraft per month, and flagging a possible Q4 supply-chain bottleneck from a parts-supplier dispute for the 767 and 777.
executive_remarkAlaska Air COO Jason Berry said the airline expects Boeing's 737 MAX 10 to be certified by end-September and to enter passenger service in April to mid-May 2027, with 22 MAX 10 deliveries expected in 2027 and 30 in 2028.
geopoliticalHopes for a new Chinese order for Boeing jets faded ahead of a Trump-Xi summit, with Boeing instead seeking to finalize the May deal for China to buy 200 planes.
analyst_ratingJefferies maintained a Buy rating on Boeing while cutting its price target to $265 from $295, citing caution around cash flow.
shareholder_voteVoting opened Sept. 24 and runs through Oct. 1 on Boeing's proposed four-year contract agreements covering roughly 17,000 engineers and technical workers, with union leadership recommending approval ahead of the current contracts' Oct. 6 expiration.