If there was one thing that was clear about 2024 at aerospace stock Boeing (BA), it was that it was a bad year. A very bad year, by most measures. But despite in-flight catastrophes, labor troubles, and government oversight, Boeing might be in full comeback swing after all. That much seems clear based on the number of airplanes it delivered in June, the best delivery month it had since December 2023. Investors, meanwhile, were cautiously optimistic, sending shares up fractionally in Tuesday afternoon’s trading.
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Boeing delivered 60 airplanes to customers in June 2025, and of that 60, 42 were the 737 Max models that represent some of Boeing’s biggest sellers. And, as it turns out, that killer month was just the topper to an equally killer quarter. Boeing got 150 airplanes into customers’ hands in the quarter that ended with June, and that in turn represented a milestone: the second-best quarter Boeing has had since 2018.
Keeping up that flow, however, may prove difficult. Boeing is reportedly butting up against its federally-mandated production cap. It will, therefore, need the approval of the Federal Aviation Administration (FAA) to go over that cap. However, CEO Kelly Ortberg believes that the FAA can be talked into bumping up the cap to 42. It is a modest goal, representing about a 10% increase.
The Value of the F-47
Way back in March, Boeing managed to land a major contract with the United States Air Force, developing the “sixth-generation” fighter aircraft known as the F-47. New reports have emerged about just what the F-47 is, the impact it may have on modern warfare, and how this is Boeing’s “…most ambitious warplane yet.”
Interestingly, the F-47 is a “clean sheet” fighter, a completely new platform. But it pulls in lessons learned from several earlier aircraft, including the MQ-28 drone, known as the “Ghost Bat,” the B-21 Raider, and the earlier X-32. In fact, it has been described as being like “…a manned stealth drone but with cockpit flexibility.”
Is Boeing a Good Stock to Buy Right Now?
Turning to Wall Street, analysts have a Strong Buy consensus rating on BA stock based on 18 Buys, two Holds and one Sell assigned in the past three months, as indicated by the graphic below. After a 19.31% rally in its share price over the past year, the average BA price target of $227.35 per share implies 4.08% upside potential.
