Should Major 737 MAX and Dreamliner Orders from Turkish Airlines and Norwegian Prompt Action from Boeing (BA) Investors?

• In September 2025, Norwegian expanded its existing Boeing order by exercising options for 30 additional 737 MAX 8 aircraft, bringing its total firm order to 80 planes, while Turkish Airlines announced a firm order for up to 75 Boeing 787 Dreamliners and revealed its intent to purchase up to 150 more 737 MAX aircraft pending finalization.
• These major orders highlight both a strong resurgence in global air travel demand and renewed airline confidence in Boeing’s latest commercial aircraft models following years of production and reputational challenges.
• We'll examine how growing 737 MAX production rates and sizable new aircraft orders may influence Boeing’s investment narrative and long-term recovery prospects.

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Boeing Investment Narrative Recap

To own Boeing shares today, an investor needs conviction that global air travel demand and airline fleet renewals will continue powering a sustained recovery, supporting production-rate increases and margin expansion, even as Boeing faces persistent operational and reputational headwinds. Recent record orders from Norwegian and Turkish Airlines reinforce industry confidence in Boeing’s newest aircraft, but the near-term investment story remains most sensitive to the company’s ability to safely ramp up 737 MAX output and maintain delivery momentum; the positive order news alone does not fully resolve ongoing risks around supply chain stability and certification delays.

Most relevant here, Boeing is reportedly preparing suppliers to boost 737 MAX production from the FAA-capped rate of 38 per month to 42 as soon as this month, with plans for further increases in 2026. As these rate hikes are closely tied to Boeing’s margin recovery and earnings prospects, any improvement in production execution is directly linked to the narrative of long-term turnaround and profitability for the stock.

However, investors should also weigh the very real risks tied to supply chain bottlenecks and regulatory scrutiny, since even positive sales news can quickly be offset by delays if output consistency falters...

Read the full narrative on Boeing (it's free!)

Boeing's outlook anticipates $114.4 billion in revenue and $7.1 billion in earnings by 2028. This forecast is based on a 14.9% annual revenue growth rate and an earnings increase of $18.0 billion from the current -$10.9 billion.

Uncover how Boeing's forecasts yield a $252.57 fair value, a 15% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community contributors offered 18 fair value estimates for Boeing stock ranging from US$200 to over US$326 per share. While optimism around production increases underpins many outlooks, ongoing supply chain and certification risks may drive wide differences in expectations about Boeing’s recovery. Consider reviewing other member perspectives to compare your own views on risk and upside potential.

Explore 18 other fair value estimates on Boeing - why the stock might be worth as much as 49% more than the current price!

Build Your Own Boeing Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• 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.
• Our free Boeing research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Boeing's overall financial health at a glance.

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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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