Boeing: Leadership Changes And A Warning For The Bulls

  • Boeing's leadership changes, including a new CFO, signal a focus on operational turnaround and manufacturing excellence, boosting investor sentiment. Operational improvements and strong order momentum support the recovery, but risks remain with regulatory hurdles and reliance on increased production. Valuation shows Boeing is fairly valued for 2026, with meaningful upside only materializing by 2027; near-term upside is limited.