Boeing to Deliver Nearly 700 Jets Amid Market Uncertainty

CHICAGO, Illinois – Boeing Co. is on track to deliver nearly 700 jets in 2026, signaling a potential recovery for the aerospace giant, according to analysts at Tigress Financial Partners.

The company has experienced a strong year, with discussions about its future intensifying, especially concerning China’s sanctions on U.S. defense firms, including Boeing. Social media users have expressed concerns over the impact of these sanctions on Boeing’s stock and operations.

Despite such concerns, analysts are optimistic about Boeing’s production ramp-up, particularly for the 737 MAX, and the integration of Spirit AeroSystems. Recent ratings upgrades and increased price targets from analysts indicate growing confidence in the company’s direction.

Boeing reported revenues of $23.3 billion in the third quarter of 2025, a 30.4% increase compared to the same period the previous year. However, the company still faces challenges, with looming debt concerns prompting discussions about the sustainability of its recovery.

Over the last six months, insiders have traded Boeing stock four times, with an equal split between purchases and sales. Institutional investors have also adjusted their positions, with over 1,200 adding shares while nearly 1,000 reduced their investments.

The stock has shown volatility, with analysts predicting a loss of $0.37 per share for the current quarter, alongside a revenue estimate of $21.75 billion. The consensus earnings estimate for Boeing remains unchanged at -$9.53 for the current fiscal year.

Amid this mixed landscape, Boeing’s long-term potential remains a focal point for investors, especially as it secured an $8.6 billion contract from the Pentagon to produce 25 F-15IA aircraft for Israel.

This contract reflects Boeing’s essential role in the defense sector and its capacity for growth despite uncertainty in global markets.