TD Cowen analyst Cai von Rumohr maintains $Boeing (BA.US)$ with a buy rating, and adjusts the target price from $230 to $200.
According to TipRanks data, the analyst has a success rate of 64.2% and a total average return of 9.2% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Boeing (BA.US)$'s main analysts recently are as follows:
The recent disruptions from the IAM strike pose a threat to the company's investment grade rating. However, the potential for divestitures that are not central to the company's core operations, along with equity, are seen as covering this risk. Additionally, a strong recovery in deliveries and free cash flow is anticipated for the period from 2025 to 2027.
The firm expresses caution towards Boeing and General Dynamics ahead of the Q3 results. The forecast for Boeing's Q3 free cash flow has been lowered due to the strike and a reduction in inventory liquidation. Looking ahead, it's anticipated that Boeing will not reach a production level of 38 per month for the 737 until the latter half of 2025, as it is currently directing suppliers to slow down.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
TD Cowen分析師Cai von Rumohr維持$波音 (BA.US)$買入評級，並將目標價從230美元下調至200美元。
根據TipRanks數據顯示，該分析師近一年總勝率為64.2%，總平均回報率為9.2%。
此外，綜合報道，$波音 (BA.US)$近期主要分析師觀點如下：
最近IAM罷工造成的中斷對該公司的投資等級評級構成威脅。但是，對公司核心業務不重要的資產剝離以及股權的剝離可能被視爲彌補了這種風險。此外，預計在2025年至2027年期間，交付量和自由現金流將強勁復甦。
在第三季度業績公佈之前，該公司對波音和通用動力表示謹慎。由於罷工和庫存清算減少，對波音第三季度自由現金流的預測有所下調。展望未來，預計波音要到2025年下半年才能達到737的月產量，因爲波音目前正在指示供應商放慢生產速度。
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
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