Boeing (BA) Stock Today, November 24, 2025: Starliner Setback, Defense Contract Win and New 737 Deliveries

Boeing Company (The) stock (NYSE: BA) closed slightly lower on Monday, November 24, 2025, as investors weighed a high‑profile setback in the company’s Starliner space program against fresh defense wins and ongoing strength in its commercial jet backlog.

Boeing shares finished the regular session at $179.12, down 0.32% on the day, after trading between $177.30 and $180.31. Volume came in a little above 9.2 million shares, close to recent averages. ^[1]

Despite today’s dip, BA remains roughly 20% below its late‑October peak above $220, but still around 17–19% higher than a year ago, reflecting a long recovery from the COVID‑era aviation slump and the 737 MAX crisis. ^[2]

Below is a deep dive into what moved Boeing stock today (24.11.2025) and how the latest headlines may shape the investment story going forward.

Key Takeaways for Boeing Stock on November 24, 2025

BA closed at $179.12, down 0.3%, extending its November pullback but holding comfortably above its 52‑week low of $128.88. ^[3]
NASA cut planned Starliner missions from six to four and made the final two flights optional, while confirming the next Starliner mission will fly cargo only to the International Space Station (ISS). ^[4]
A new $877.7 million U.S. Special Operations Command (USSOCOM) order for MH‑47G helicopters added to Boeing’s long‑term defense backlog. ^[5]
Vietjet Thailand took delivery of its first Boeing 737‑8, part of a $32 billion 737 MAX family order that underscores continued demand for Boeing’s single‑aisle workhorse. ^[6]
Boeing’s MQ‑28A Ghost Bat combat drone is set to perform a live AIM‑120 AMRAAM missile test in December, highlighting the company’s push into collaborative combat aircraft and advanced defense tech. ^[7]
Wall Street’s overall stance remains bullish, with consensus ratings around “Moderate to Strong Buy” and average 12‑month price targets clustered in the $232–$240+ range, implying roughly 30–35% upside from today’s close—though some firms have recently issued more cautious “Strong Sell” calls following a massive Q3 earnings miss. ^[8]

Boeing (BA) Share Price Today: Slight Loss After Volatile Month

According to StockAnalysis and other market data providers, Boeing ended Monday’s session at $179.12, down $0.58 or 0.32%. The stock opened at $180.31, hit the same level at its intraday high, and bottomed at $177.30. Trading volume was just over 9.2 million shares, broadly in line with its recent 20‑day average. ^[9]

On a longer view:

52‑week range: $128.88 – $242.69
52‑week performance: roughly +17–19%, outpacing the S&P 500 over the same period. ^[10]

Even after today’s mild drop, BA trades about 20% below its late‑October closing high just above $223, when investors initially cheered strong revenue growth and rising deliveries before a wave of selling followed the company’s large 777X charge and cautious outlook. ^[11]

In other words: today’s move was small, but it landed in the middle of a much bigger November correction in Boeing shares.

Starliner Contract Cut: NASA Scales Back, Investors Flinch

The headline story for Boeing today is in space, not in the sky.

What NASA Announced

NASA confirmed that it is modifying its Commercial Crew contract with Boeing for the CST‑100 Starliner capsule: ^[12]

Planned post‑certification missions are being reduced from six to four.
The remaining two missions are now optional, rather than guaranteed.
The next Starliner mission to the ISS will be uncrewed and focused on cargo, with NASA targeting no earlier than April 2026 for that flight. ^[13]
NASA reiterated that the change is meant to allow both sides to focus on safely certifying the system and aligning ISS mission planning through 2030.

The move follows Starliner’s troubled crewed test flight in 2024, when propulsion system issues left the capsule unable to return astronauts to Earth as planned, forcing them to remain on the ISS for roughly nine months and ride home on a SpaceX Dragon capsule instead. ^[14]

SpacePolicyOnline notes that the current contract value stands at about $3.73 billion, with potential value up to $4.46 billion, while Boeing has already absorbed around $2 billion in program losses to date. ^[15]

How the Market Read the Starliner News

Financial and aerospace outlets framed the contract revision as another reminder that Starliner remains a problem child in Boeing’s portfolio:

Reuters highlighted the reduction in missions and the decision to fly cargo only on the next flight as a sign that NASA is de‑risking the program after years of delays, technical problems and cost overruns. ^[16]
Aviation Week and UPI likewise stressed that Starliner will not carry astronauts on its next mission, underscoring NASA’s caution after the lengthy ISS stay of the last crew. ^[17]
TipRanks reported that Boeing shares “slipped fractionally” this afternoon as investors digested the reduced mission count, noting that the space program “lost a third of its power” when NASA cut the planned flights. ^[18]

From a financial standpoint, Starliner is small relative to Boeing’s $80+ billion in annual revenue, but it has outsized reputational impact. ^[19]

Today’s incremental sell‑off suggests investors see the contract change as:

A symbol of ongoing execution and cost‑control challenges, and
A reminder that Boeing’s turnaround extends beyond commercial jets into defense and space programs that must also prove reliable and profitable.

Defense Tailwinds: $877.7 Million MH‑47G Contract and MQ‑28A Missile Test

If Starliner was the headline negative for BA today, defense news skewed positive.

USSOCOM’s $877.7 Million MH‑47G Helicopter Order

GovConWire reported that U.S. Special Operations Command awarded Boeing a firm‑fixed‑price delivery order worth approximately $877.7 million for MH‑47G rotary‑wing aircraft. The work will be performed in Ridley Park, Pennsylvania, with completion expected by November 2030. ^[20]

The MH‑47G is the special‑operations variant of the CH‑47 Chinook, used for long‑range, low‑altitude missions in challenging environments, including troop transport, resupply, and humanitarian operations. ^[21]

While the revenue from this contract will be recognized over several years, it strengthens Boeing’s already substantial defense backlog and helps offset cyclicality in commercial jets.

MQ‑28A “Ghost Bat” Moves Toward Live Weapons Test

In parallel, Asian Military Review reported that Boeing plans to conduct a live AIM‑120 AMRAAM missile test from its MQ‑28A Ghost Bat collaborative combat aircraft in December 2025. ^[22]

Key details:

MQ‑28A is being developed by Boeing Defence Australia for the Royal Australian Air Force as an uncrewed “loyal wingman” to fly alongside crewed fighters.
Eight Block 1 airframes have been delivered for testing, and additional Block 2 airframes are on order as Boeing works toward an operational standard. ^[23]

For investors, MQ‑28A represents Boeing’s push into autonomous and AI‑enabled defense systems, a market that could grow strongly over the next decade—even if near‑term revenue is modest.

Commercial Aviation: Vietjet’s First 737‑8 Highlights MAX Demand

Amid the space and defense headlines, Boeing’s core commercial business quietly logged another milestone.

Vietjet Thailand Receives Its First 737‑8

Both Airways Magazine and AeroTime reported that Vietjet Thailand has taken delivery of its first Boeing 737‑8, part of a broader order for 200 Boeing 737 family aircraft valued at around $32 billion. ^[24]

Highlights from the reports:

The first aircraft arrived at Bangkok Suvarnabhumi (BKK) and will initially serve domestic routes such as Bangkok–Chiang Mai before moving onto regional international flights. ^[25]
Vietjet Thailand is set to receive 50 of the 737‑8s, with deliveries expected through 2031, supporting expansion across the Asia‑Pacific. ^[26]
Boeing notes that the LEAP‑1B‑powered 737‑8 can reduce fuel burn and CO₂ emissions by 15–20% compared with earlier‑generation narrow‑bodies, and is compatible with Sustainable Aviation Fuel (SAF). ^[27]

These deliveries fit into a broader narrative: Boeing’s 737 MAX production and delivery cadence is finally accelerating again. The FAA recently cleared Boeing to raise 737 MAX output to 42 jets per month, up from a 38‑plane cap imposed after previous safety issues. ^[28]

For BA stock, such commercial milestones help underpin:

Revenue growth (Q3 revenue was up about 30% year over year to $23.3 billion, driven largely by commercial deliveries). ^[29]
An enormous backlog of roughly $636 billion, including about 5,900 commercial aircraft, giving long‑term earnings visibility if Boeing can continue to stabilize production. ^[30]

Safety Oversight: New Emergency Airworthiness Directive

Safety remains central to the Boeing investment story, and regulators are still watching closely.

Today, the U.S. Federal Aviation Administration (FAA) published an emergency Airworthiness Directive covering a group of legacy Boeing‑designed aircraft (MD‑11, DC‑10 variants and related freighter conversions). The directive follows an incident in which an engine and pylon detached from an aircraft during takeoff, prompting the FAA to prohibit further flight for affected aircraft until inspections and corrective actions are completed. ^[31]

Although these models are older and represent a tiny fraction of Boeing’s revenue, the AD reinforces a theme investors can’t ignore:

Regulators remain highly sensitive to any safety concerns involving Boeing aircraft.
The company must demonstrate consistent quality and safety standards across both current and legacy fleets to rebuild trust with airlines, passengers and regulators.

Analyst Sentiment: Consensus Bullish, But Not Without Doubts

Despite November’s sell‑off and today’s Starliner headlines, Wall Street remains broadly constructive on BA—though not unanimously so.

Consensus Ratings and Price Targets

Different platforms provide slightly different snapshots, but they largely point in the same direction:

StockAnalysis cites an average 12‑month price target of $239.56, implying around 33–34% upside from today’s close, and characterizes analyst consensus as “Strong Buy.” ^[32]
MarketBeat describes Boeing’s rating as “Moderate Buy”, with a consensus target around $232—roughly 30% above recent prices. ^[33]
A TipRanks article today notes a “Strong Buy” consensus based on 13 Buy, 2 Hold and 1 Sell rating in the past three months, with an average price target of about $249, implying nearly 40% upside. ^[34]

Yet the bullish consensus masks growing dispersion in views:

MarketBeat reports that BNP Paribas and Zacks Research have issued “Strong Sell” calls in recent days, citing Boeing’s huge earnings miss and ongoing execution risks, even as the overall average rating remains positive. ^[35]
A Zacks‑syndicated article published today via Finviz emphasizes that Boeing’s Average Brokerage Recommendation still signals “Buy”, but warns investors not to rely solely on Wall Street optimism when making decisions. ^[36]

Why the Split?

The tension largely comes down to this:

Bulls emphasize:
- A huge and diversified backlog in commercial and defense. ^[37]
- FAA approval to increase 737 MAX production, supporting cash flow. ^[38]
- Strong revenue growth (Q3 revenue up ~30% year over year) and the first positive free cash flow quarter since 2023. ^[39]
Bears and skeptics focus on:
- The massive Q3 core EPS loss of –$7.47, which missed consensus by nearly $7 per share, driven by a $4.9 billion charge on the delayed 777X program. ^[40]
- Continued safety, legal and labor challenges, from Starliner to MD‑11/DC‑10 airworthiness concerns and ongoing union disputes at some defense plants. ^[41]

How Today Fits Into Boeing’s Bigger Turnaround Story

Zooming out, today’s mix of news fits the broader “high risk, high complexity turnaround” narrative around Boeing:

Commercial Jets:
- Demand for 737 MAX and 787 remains robust, with airlines like Vietjet and Air Canada Rouge leaning into Boeing fleets. ^[42]
- FAA approvals to raise 737 MAX output and progress on 777X certification signal gradual operational improvement. ^[43]
Defense & Space:
- New contracts like the MH‑47G order and programs such as MQ‑28A Ghost Bat reinforce Boeing’s role as a key defense supplier. ^[44]
- However, Starliner’s troubles and NASA’s decision to shrink the mission set highlight that not every program is moving in the right direction at the same pace. ^[45]
Financials and Balance Sheet:
- Q3 showed stronger revenue and positive cash flow, but the large 777X charge and continued net losses mean the balance sheet repair job is far from over. ^[46]
Valuation:
- With the stock about 26–35% below its 52‑week high of ~$243, and consensus targets implying roughly 30–40% upside, many analysts see BA as a potential long‑term value and recovery play—provided execution improves. ^[47]

What Investors May Want to Watch Next

For anyone following Boeing stock (or already holding shares), today’s headlines suggest several near‑term watchpoints:

Starliner roadmap: firm scheduling of the next cargo mission, results of propulsion testing, and any additional contract changes with NASA. ^[48]
737 MAX and 787 production stability: whether Boeing can maintain 42 737s per month and approach its targets for wide‑body output without new quality issues. ^[49]
777X progress: updates on certification phases and any further cost overruns or timeline slips after the latest Q3 charge. ^[50]
Defense pipeline: follow‑on MH‑47G contracts, MQ‑28A test results, and broader Pentagon procurement trends. ^[51]
Regulatory and safety environment: additional FAA directives, court rulings connected to 737 MAX accidents, and any new settlements or legal risks. ^[52]

Bottom Line on BA Stock Today (24.11.2025)

On November 24, 2025, Boeing stock inched lower as the market digested a trimmed Starliner contract and another reminder of the company’s uneven execution, even while fresh defense orders, growing 737 deliveries and a still‑bullish analyst consensus helped keep the damage modest.

BA remains:

Strategically important in global aviation and defense,
Financially challenged but improving, and
Highly sensitive to execution, safety and regulatory headlines—as today’s Starliner news once again showed.

For now, Boeing remains a complex, high‑beta turnaround story: the upside case is powered by backlog and production normalization, while the downside centers on program missteps like those we saw in the space business today.

This article is for informational purposes only and does not constitute financial or investment advice. Always do your own research or consult a licensed financial professional before making investment decisions.

Morgan Stanley's Kristine Liwag breaks down Boeing's Q3 results