NEW YORK, December 30, 2025, 11:51 ET — Regular session
- Boeing shares rose about 1.9% in late-morning trading after the Pentagon disclosed an $8.6 billion F-15 fighter jet contract tied to Israel. Reuters
- Tigress Financial reiterated a Buy rating and a $275 price target in a note published Monday. GuruFocus
- Traders are watching for updates on Boeing’s delivery pace and cash generation heading into the next earnings report window. Reuters+1
Boeing shares rose about 1.9% to $221.33 in late-morning New York trading on Tuesday, after the Pentagon announced an $8.6 billion contract for fighter jets bound for Israel. Reuters
The defense award matters now because investors have been leaning on any sign of steadier, longer-dated revenue as Boeing works through a multi-year operational reset. Big defense programs can help smooth results while the company tries to lift commercial production and deliveries, a key driver of cash. Reuters
Boeing’s stock has stayed sensitive to headlines that speak to order visibility and execution risk — two pressure points for a company still rebuilding confidence with regulators and customers. Defense wins, in particular, can add backlog without depending on near-term airline delivery schedules. Reuters
In a contract notice, the Pentagon said Boeing was awarded a deal for the “F-15 Israel Program” that includes the design, integration, testing, production and delivery of 25 new F-15IA aircraft for the Israeli Air Force, with an option for 25 additional jets. Reuters
The work will be performed in St. Louis, Missouri, and is expected to be completed by Dec. 31, 2035, Reuters reported. Reuters
The shares outperformed a mostly flat defense group. Lockheed Martin was up about 0.1% and Northrop Grumman was little changed, while General Dynamics and L3Harris edged lower.
On the research front, Tigress Financial analyst Ivan Feinseth reiterated a Buy rating and kept a $275 price target on Boeing in a note dated Monday. GuruFocus
A separate summary of the call, carried by TheFly, said the analyst pointed to Boeing’s “record $600B backlog” — more than 5,900 aircraft orders — as support for multi-year revenue visibility. TipRanks
Beyond the day’s catalyst, investors remain focused on Boeing’s ability to translate higher deliveries into cash. Boeing CFO Jay Malave told a UBS conference on Dec. 2 that the company expects “low single digits” of positive free cash flow — the cash left after capital spending — in 2026. Reuters
Next up, traders will look for any additional updates on defense awards and the company’s near-term reporting timetable. Nasdaq’s earnings calendar lists Boeing’s next report date as an estimate of Jan. 27, 2026, based on prior patterns, and MarketBeat also flags Jan. 27 as an estimate. Nasdaq+1
In commercial aviation, Boeing continues to compete with Airbus for global orders, including in China, where Airbus has been more active recently, according to Investors Business Daily. Investors
Boeing shares have also been supported by a broader recovery narrative into year-end. Barron’s reported the stock is up about 23% in 2025, with investors weighing a potential further re-rating if deliveries and cash flow improve. Barron’s
For now, Boeing’s stock action is being driven by a familiar mix: long-duration defense work that shores up backlog, and investor attention on whether the company can hit delivery and cash targets in 2026 without fresh execution stumbles.
