New York, Jan 6, 2026, 13:03 EST — Regular session
- Boeing shares rose about 0.7% in early afternoon trading
- Bernstein lifted its price target to $277 and kept an Outperform rating
- Investors are watching production pace and supplier flows into 2026
Shares of Boeing rose about 0.7% to $229.76 in early afternoon trade on Tuesday as Bernstein raised its price target to $277 from $267 and reiterated an Outperform rating. The stock traded between $227.39 and $231.57.
The upgrade lands as investors look for proof Boeing can lift jet output and turn higher deliveries into steadier cash generation. A BNP Paribas Equity Research report cited by Flying magazine said 737 MAX fuselage shipments from Spirit AeroSystems fell to the low 30s in December, below Boeing’s goal of 42 jets a month.
Those supply-chain signals matter because a slow flow of major parts can cap how many aircraft Boeing can assemble and hand over to customers. Investors also watch deliveries closely because plane makers typically collect much of the cash at handover, making delivery pace a key driver of near-term cash flow.
Boeing on Monday announced it renewed its platinum-level sponsorship of the Experimental Aircraft Association’s AirVenture Oshkosh show under a three-year agreement. “It’s an ideal stage to showcase Boeing’s diverse products and services,” Chris Raymond, president and CEO of Boeing Global Services, said in a statement.
Rival Airbus delivered 793 airplanes in 2025, industry sources said, after the European planemaker trimmed its annual target amid supplier snags. Airbus is due to publish audited year-end delivery data on Jan. 12.
The broader market tone has also been supportive, with major U.S. indexes higher as investors look to Friday’s monthly jobs report for clues on the Federal Reserve’s next steps. Markets are pricing in two rate cuts this year, Reuters reported, citing LSEG data.
But Boeing’s rebound case still hinges on avoiding fresh quality lapses and keeping regulators satisfied as it tries to stabilize 737 and 787 production. Any prolonged softness in supplier flows or new delivery holds would push cash receipts to the right and test investor patience. On the chart, traders are watching support near $227 and resistance around $232.
The next major company catalyst is Boeing’s quarterly report, which Zacks expects on Jan. 27 based on past reporting patterns.
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