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BA

Boeing Co

OPPORTUNISTIC BUY 2026-08-08 Data 35 days old USD 234.42 Industrials - Aerospace & DefenseAWAIT ENTRY
ACTIONABLEMethodology gates passed
50

Position levels

Currenttoday
USD 234.42
Buy <=wait / entry
USD 193.33
Trim >=take some off
USD 250.00
Thesis breakA new commercial fleet grounding or major loss of a named defence platform such ...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case15%100 / 10015.0
Base case50%62 / 10031.0
Bear case35%10 / 1003.5
Weighted conviction50 / 100 - OPPORTUNISTIC BUY

Top risks

  • MUOS SLE contract valued at up to $2B with first delivery in 2031
  • 7-year framework agreement with Department of War to expand PAC-3 Seeker Production
  • Cleared for production of GBU-75 JDAM LR and MQ-28 Ghost Bat integration into Valiant Shield 2026
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.