On Oct 15, major Wall Street analysts update their ratings for $Boeing (BA.US)$, with price targets ranging from $109 to $240.
Morgan Stanley analyst Kristine Liwag maintains with a hold rating, and maintains the target price at $195.
J.P. Morgan analyst Seth Seifman maintains with a buy rating, and adjusts the target price from $235 to $195.
BofA Securities analyst Ronald Epstein maintains with a hold rating, and adjusts the target price from $200 to $170.
Citi analyst Jason Gursky maintains with a buy rating, and adjusts the target price from $224 to $209.
Barclays analyst David E. Strauss maintains with a hold rating, and maintains the target price at $190.
Furthermore, according to the comprehensive report, the opinions of $Boeing (BA.US)$'s main analysts recently are as follows:
After Boeing's preannouncement of Q3 results, observations were made that the revenue slightly surpassed estimates, the cash flow was notably better, but the earnings were substantially affected by charges in various programs both in the commercial and defense sectors. In response to these developments, the company has declared a 10% reduction in workforce and is initiating what appears to be a comprehensive reevaluation and downsizing of its products, programs, and business units aimed at simplifying its operations. While near-term cash flow projections have been raised, forecasts for the years 2025 and 2026 have been reduced due to the anticipated impact of the Q3 charges on future cash flows.
Following a recent preannouncement, the assessment of Boeing's financial forecast involves several assumptions with limited details, leading to a wide range of possible outcomes. It is anticipated that cash burn may occur in the first half of 2025, accompanied by a $4 billion debt maturity. Consequently, there is an expectation for the need for additional liquidity. While the specifics of how Boeing will manage its liquidity and debt obligations remain unclear, a hypothetical scenario has been modeled that includes a $15 billion equity raise.
The significant loss reported in Q3 is seen as a reflection of the new CEO's comprehensive strategy to revitalize Boeing.
Boeing's pre-announced Q3 results revealed a cash position that was $2B-$3B stronger than anticipated, which mitigates immediate cash concerns. Nevertheless, the view remains that a capital increase may be necessary in Q4.
Here are the latest investment ratings and price targets for $Boeing (BA.US)$ from 13 analysts:
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美東時間10月15日，多家華爾街大行更新了$波音 (BA.US)$的評級，目標價介於109美元至240美元。
摩根士丹利分析師Kristine Liwag維持持有評級，維持目標價195美元。
摩根大通分析師Seth Seifman維持買入評級，並將目標價從235美元下調至195美元。
美銀證券分析師Ronald Epstein維持持有評級，並將目標價從200美元下調至170美元。
花旗分析師Jason Gursky維持買入評級，並將目標價從224美元下調至209美元。
巴克萊銀行分析師David E. Strauss維持持有評級，維持目標價190美元。
此外，綜合報道，$波音 (BA.US)$近期主要分析師觀點如下：
波音在第三季度業績預告後，人們發現其營業收入略高於預期，現金流明顯改善，但收益受到商用和軍工股領域各項目的費用影響較大。針對這些發展，公司宣佈裁員10%，並啓動了似乎是對其產品、項目和業務部門進行全面重新評估和縮減的行動，旨在簡化其運營。儘管近期現金流預測有所提高，但由於預計第三季度費用對未來現金流的影響，2025年和2026年的預測已經下調。
根據最近的業績預告，對波音財務預測的評估涉及幾個假設，但細節有限，導致可能出現各種可能的結果。預計2025年上半年可能出現現金流失，伴隨着40億美元的債務到期。因此，預計需要額外的流動性。儘管波音如何管理其流動性和債務義務的具體細節仍不清楚，但已建立了一個包括150億美元股權融資在內的假設方案。
第三季度報告的重大虧損被視爲新CEO全面重振波音的策略的體現。
波音的第三季度預告業績顯示，現金狀況比預期強勁20億至30億美元，緩解了立即現金方面的擔憂。儘管如此，仍然認爲有可能需要在第四季度進行資本增加。
以下爲今日13位分析師對$波音 (BA.US)$的最新投資評級及目標價：
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