Update shared on 14 Dec 2025
Fair value Decreased 0.27%Analysts have slightly lowered their price target on Boeing by approximately $1 to around $244 per share, citing modest tweaks to long term growth, discount rate, and profitability assumptions, while still expecting solid margin improvement and a lower future earnings multiple.
What's in the News
- Boeing received FAA approval to lift its 737 MAX monthly production cap from 38 to 42 jets, a key step in restoring output and financial stability after the 2024 MAX 9 mid air emergency and subsequent safety probe (Regulatory Authority, FAA).
- Boeing secured a nearly $4.7 billion U.S. Army Foreign Military Sales contract to build AH 64E Apache helicopters for international customers, including 96 for Poland in the program's largest non U.S. order (Client Announcement).
- Emirates placed a new order for 65 additional 777X jets, bringing its total 777X backlog to 270 aircraft and reinforcing long term widebody demand in the Middle East (Client Announcement).
- Turkish Airlines announced its largest ever Boeing widebody deal, ordering up to 75 787 Dreamliners and signaling intent to buy up to 150 more 737 MAX aircraft, effectively doubling its fleet over time (Client Announcement).
- Boeing marked a more than $1 billion expansion of its South Carolina 787 Dreamliner site, with a target of producing 10 aircraft per month by 2026 and plans to add over 1,000 jobs to meet strong widebody demand (Business Expansion).
Valuation Changes
- Fair value estimate reduced slightly from $245.00 to roughly $244.33 per share, reflecting minor model adjustments rather than a fundamental shift in outlook.
- Discount rate edged down marginally from about 8.32 percent to 8.30 percent, modestly increasing the present value of projected cash flows.
- Revenue growth lowered slightly from approximately 13.34 percent to 13.33 percent annually, indicating a very small tempering of top line expectations.
- Net profit margin raised modestly from around 6.17 percent to 6.19 percent, implying a small improvement in long term profitability assumptions.
- Future P/E multiple trimmed slightly from about 33.90 times to 33.71 times earnings, signaling a marginally more conservative view on valuation multiples.
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