We recently published a list of 10 Important News Updates Investors Shouldn’t Miss. In this article, we are going to take a look at where The Boeing Company (NYSE:BA) stands against other important news updates investors shouldn’t miss.
Investor optimism is still strong despite ongoing economic uncertainties, with analysts highlighting some important factors that are driving market performance. Earnings growth, technological advancements, and investment trends continue to shape the outlook, while interest rates and inflation are still important considerations. Experts are assessing how these elements will influence long-term market trends and whether the current bull run can be sustained in the coming years.
Bull Market Trends and the Future of Investments
At CNBC’s Squawk Box, Mary Ann Bartels of Sanctuary Wealth showed bullish sentiment toward the market, especially due to strong earnings growth. She compared the current environment to past periods of innovation, such as the 1920s and 1990s, emphasizing the role of AI, robotics, and Web3 in driving long-term growth. Unlike the 1990s, she noted that companies today are funding investments with cash and equity rather than excessive leverage. She believes that the S&P could reach 7,200 to 7,400 this year and 10,000 to 13,000 by the end of the decade, as she expects the bull market to extend through 2029 to 2030.
Despite concerns about past market crashes, Bartels believes the current rally is more sustainable due to the large amount of cash on the sidelines and relatively low market leverage. While she acknowledged the possibility of another bear market, she expects a recovery leading to new highs.
Moreover, Bartels sees the 10-year Treasury yield fluctuating between 4% and 5% in 2024, with near-term expectations of 4.2% before potentially rising again if economic growth remains strong. She also warned that inflation data, including PPI and CPI, could impact yields, and require close monitoring.
For this article, we selected stocks by reviewing news articles, stock analysis, and press releases. We listed the stocks in ascending order of their hedge fund sentiment taken from Insider Monkey’s database of 900 hedge funds.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).
A commercial jetliner parked at an airport, reflecting the companies success in aviation.
The Boeing Company (NYSE:BA)
Number of Hedge Fund Holders: 52
The Boeing Company (NYSE:BA) designs, manufactures, and services commercial aircraft, military systems, satellites, and space technologies worldwide.
On February 10, Citi raised Boeing’s (NYSE:BA) price target to $210 from $207, highlighting important points from the latest quarter. Boeing Commercial Airplanes is prioritizing increased production of the 737 MAX and 787, with expectations for negative margins to ease by 2026. Boeing Defense, Space & Security aims to achieve high-single-digit margins over time as struggling programs stabilize, despite concerns about a shift toward fixed-price contracts. Boeing Global Services posted record margins of 19.5% in Q4 2024 and expects steady revenue growth, strong margins, and high cash flow conversion. Management expects improved free cash flow in 2025, with positive cash flow projected in the second half.
Overall, BA ranks 6th on our list of important news updates investors shouldn’t miss. While we acknowledge the potential of BA as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than BA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.
