Boeing (BA): Assessing Valuation After Breakthrough Solar Tech and New Engineering Center Launch

If you’ve been following Boeing lately, you’ve probably noticed some buzz. The company just rolled out a groundbreaking 3D-printed solar array substrate technology and opened a new, state-of-the-art Engineering Center in partnership with Embry-Riddle Aeronautical University. These are not just headline-making moves; they mark a significant commitment to innovation and signal Boeing’s intent to reinforce its position at the forefront of aerospace technology and regional economic development. For investors, these milestones aren’t just about shiny new facilities and clever engineering, but about shifts that could reshape Boeing’s business in space and defense for the next decade.

These strategic announcements come on the back of a year marked by persistent momentum. Over the past twelve months, Boeing’s share price is up 38%, and the stock has climbed 26% in 2025 so far. The company continues to secure major customer orders, pushes the envelope in autonomous and sustainable aviation tech, and makes headlines with labor negotiations. The market’s interest seems to be tracking these breakthroughs closely, hinting at renewed optimism around Boeing’s long-term growth story.

So after this year’s run-up, do Boeing’s shares still offer real value, or has the market already priced in the company’s new era of innovation?

Most Popular Narrative: 14.5% Undervalued

The prevailing narrative sees Boeing as undervalued by a notable margin, reflecting optimism around its future earnings power and market position.

Production stabilization and planned rate increases for key aircraft models (737 MAX, 787) position Boeing to benefit directly from robust global demand for air travel. Driven by expanding middle-class populations and urbanization in emerging markets, these demand tailwinds should support outsized revenue growth and eventual operating margin expansion as fixed costs are spread over higher unit volumes.

Want to uncover the real force behind Boeing’s valuation surge? This narrative rests on bold growth estimates and a future profit multiple that could surprise you. What hidden financial projections are fueling those high expectations? Dive in to see just how the analysts arrive at this striking fair value figure.

Result: Fair Value of $252.57 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, persistent production delays and reputational challenges could threaten Boeing’s margin recovery and create uncertainty about the pace of its earnings growth.

Find out about the key risks to this Boeing narrative.

Another View: DCF Model Perspective

Looking through another lens, our DCF model also suggests Boeing is trading below its estimated fair value. By focusing on long-term cash flows, this method reinforces the earlier optimism. Still, can cash flow forecasts be trusted in a volatile industry?

Look into how the SWS DCF model arrives at its fair value.

Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Boeing for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.

Build Your Own Boeing Narrative

If you see things differently or prefer to dig into the numbers on your own, it’s easy to construct your own view in just a few minutes. Do it your way.

A great starting point for your Boeing research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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