J.P. Morgan analyst Seth Seifman maintains $Boeing (BA.US)$ with a buy rating, and maintains the target price at $235.
According to TipRanks data, the analyst has a success rate of 71.6% and a total average return of 13.7% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Boeing (BA.US)$'s main analysts recently are as follows:
The ongoing IAM strike disruptions pose a threat to the company's investment grade rating, however, the possibility of non-core divestitures along with equity are anticipated to mitigate this risk. Additionally, a strong recovery in deliveries and free cash flow is expected between 2025 and 2027.
The firm expresses caution regarding Boeing and General Dynamics as Q3 results approach. The firm has reduced Boeing's Q3 free cash flow forecast due to the impact of the strike and a decrease in inventory liquidation. Additionally, the expectation is now set for Boeing to reach a production rate of 38 per month on the 737 model not before the second half of 2025, following a slowdown directed at suppliers.
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.
摩根大通分析師Seth Seifman維持$波音 (BA.US)$買入評級，維持目標價235美元。
根據TipRanks數據顯示，該分析師近一年總勝率為71.6%，總平均回報率為13.7%。
此外，綜合報道，$波音 (BA.US)$近期主要分析師觀點如下：
持續的IAM罷工中斷對該公司的投資級別評級構成威脅，但是，預計非核心資產剝離和股票資產剝離的可能性將減輕這種風險。此外，預計在2025年至2027年之間，交付量和自由現金流將強勁復甦。
隨着第三季度業績的臨近，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的影響，該公司下調了波音第三季度的自由現金流預測。此外，在針對供應商的放緩之後，現在預計波音將在2025年下半年之前將737機型的月產量達到38％。
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TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
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。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
