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Jefferies Comments on Boeing (BA) Production and Deliveries
September 3, 2024 1:49 PM EDTJefferies analyst Shelia Kahyaoglu reiterated a Buy rating and $270.00 price target on Boeing (NYSE: BA).
The analyst comments "August 737 MAX Tracked Rollouts of 23 vs Deliveries of 31. 737 MAX deliveries continued July momentum, tracking 31 deliveries in August vs X in July 32. Aero Analysis Partners/AIR tracked 23 737 MAX produced in August. This likely absorbed a one week pause for production given an issue with Safran junction box components. BA acknowledged that 737 production was at ~25 in June/July up from HSDs at end of Q1 and a target to increase to 38/mo by YE. We have... More
Goldman Sachs Reiterates Buy Rating on Boeing (BA), Delivery Tracker Shows 'August was stable'
September 3, 2024 1:24 PM EDTGoldman Sachs analyst Noah Poponak reiterated a Buy rating and $232.00 price target on Boeing (NYSE: BA).
The analyst comments "Our aircraft delivery tracker, based on Planespotters data, suggests Boeing is tracking to 40 deliveries for August, including 31 737 MAX, 2 777, 4 787, and 3 other. Of the 31 MAX deliveries we... More



