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Deutsche bullish on Boeing stock despite slow May aircraft delivery

EditorEmilio Ghigini
Published 13/05/2024, 14:34
© Reuters.
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On Monday, Deutsche Bank (ETR:DBKGn) reaffirmed its positive stance on Boeing (NYSE:BA) stok, maintaining a Buy rating and a price target of $225.00 on the aerospace giant, listed on the New York Stock Exchange as NYSE:BA. The endorsement comes despite a report indicating a slower pace of aircraft deliveries for the company in May.

According to recent data, Boeing has handed over a total of 6 commercial aircraft this month, including four 737 MAX jets fresh from production and two 787s released from long-term storage. The 737 MAX airplanes are recent completions, while the 787s were delivered to Air Lease (NYSE:AL) and China Southern Airlines after being held in storage.

The current delivery rate for May shows a deceleration when compared to the initial 12 days of the previous three months. Boeing had delivered 10, 13, and 8 aircraft in the early part of February, March, and April, respectively. This comparison suggests that May's figures are not keeping pace with the delivery trends observed in the preceding months.

Despite the observed slowdown, Deutsche Bank's analysis continues to support Boeing with a strong Buy recommendation. The price target of $225.00 remains unchanged, reflecting the firm's confidence in the value of the aircraft manufacturer's stock.

InvestingPro Insights

Boeing, a key player in the Aerospace & Defense industry, is navigating through a complex market environment, as reflected by recent InvestingPro data. With a market capitalization of $109.58 billion and revenue growth of 8.37% over the last twelve months as of Q1 2024, the company shows signs of expansion. However, the gross profit margin stands at a modest 11.48%, indicating potential challenges in profitability. This aligns with the InvestingPro Tips that highlight Boeing's weak gross profit margins and the analysts' consensus that the company may not achieve profitability this year.

Investors considering Boeing's stock should note that it is trading at a high EBITDA valuation multiple, which might suggest the stock is priced optimistically relative to its earnings before interest, taxes, depreciation, and amortization. The stock has also experienced significant volatility, with a one-year price total return of -11.06% as of the latest data. These insights may guide investors to understand the risk-reward profile of Boeing's shares.

For those looking to delve deeper into Boeing's financial health and future prospects, InvestingPro offers additional insights and tips. There are currently 9 more InvestingPro Tips available, which can be accessed by visiting https://www.investing.com/pro/BA. To enrich your investment decision-making process, use the coupon code PRONEWS24 to get an additional 10% off a yearly or biyearly Pro and Pro+ subscription.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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