NEW YORK, December 29, 2025, 13:19 ET — Regular session
- Boeing shares rose about 0.4% in midday trade.
- An industry report said Boeing is preparing to lift 737 MAX output to 47 jets a month by early summer 2026.
- Investors are watching regulatory sign-offs and whether suppliers can support higher rates.
Boeing shares edged up on Monday after an industry publication reported the planemaker is preparing to increase monthly 737 MAX production to 47 aircraft by early summer 2026. The stock was up 0.4% at $217.34 in early afternoon trading.
The reported production push matters because Boeing’s delivery pace drives cash generation and backlog burn-down, and any move above current rates typically needs regulatory clearance and supplier capacity. The 737 MAX is Boeing’s highest-volume jet program and a focal point for investors tracking the company’s recovery.
Boeing has been operating at a 42-a-month MAX rate, and the path to higher output has been closely watched after years of quality disruptions and supply chain strains across the industry. Further rate increases would require approval from the U.S. Federal Aviation Administration, the report said.
Katherine Ringgold, vice president of the 737 program, told media at Boeing’s Renton, Washington facility that the company was comfortable with the 42-per-month rate, citing high inventory levels and supplier support, ch-aviation reported. She said Boeing was preparing to lift output to 47 by early summer 2026.
Ringgold also pointed to efforts to diversify supply chains and plans to introduce a fourth MAX assembly line, the report said. Boeing received FAA approval in October to raise MAX output from 38 to 42, ch-aviation added.
Separately, Tigress Financial analyst Ivan Feinseth reinstated a “Buy” rating on Boeing and kept a $275 price target, according to a research roundup. A price target is an analyst’s estimate of where a stock should trade over the next year. GuruFocus+1
In that note, Tigress cited what it called Boeing’s record $600 billion backlog — the value of unfilled orders — and said it represented more than 5,900 aircraft orders.
The gains in Boeing came as broader U.S. markets traded lower, with Reuters market data showing the S&P 500 down about 0.5% and the Nasdaq off about 0.7%. Boeing’s shares traded between $215.18 and $217.50 on the session.
Trading volumes were expected to remain light in the holiday-affected week, with U.S. markets shut on Thursday for New Year’s Day, Reuters reported.
Minutes from the Federal Reserve’s last meeting and a weekly jobless-claims reading are among the main U.S. data points investors are watching in the final week of the year, Reuters said.
A choppy start to the final week also underscored how quickly sentiment can turn heading into 2026. “There could be sharper share price swings next year,” said Derren Nathan, head of equity research at Hargreaves Lansdown. Reuters
For Boeing, traders are focused on whether the company can keep the MAX line running smoothly at current levels, reduce inventories, and secure regulatory clearance for any step-up beyond 42 aircraft a month. Any further sign of supplier strain or delays in approvals would be a key watch point into the new year.
