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Bernstein upgraded Boeing to its top Aerospace & Defense selection for 2026, raising the price target from $277 to $298. Analysts project improving margins and cash generation as production rates increase.

Boeing's defense segment is expected to achieve positive cash flow in 2027, with significant backlogs remaining. In 2025, Boeing delivered 600 aircraft and secured 1,075 new orders, surpassing Airbus. Delta Air Lines ordered 60 Boeing 787 Dreamliners, with deliveries starting in 2031. Boeing's stock reached a two-year high of $248.75 as confidence grows in its recovery despite previous challenges.