BAAerospace & Defense
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Get what investors say about BA next
6 investor calls on BA in the last 90 days (6 bullish, 0 bearish). Follow BA free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what BA did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about BA
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-27 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC (uncut) | Boeing's disappointing free cash flow outlook is a clearing event that sets a realistic baseline; $612B… |
| 2026-10-27 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC (uncut) | Boeing's ugly quarter represents a 'clearing event' — management threw the kitchen sink, reset free cash flow… |
| 2026-10-27 | Karen Finerman (Metropolitan)CEO, Metropolitan Capital Advisors | Bullish | CNBC (uncut) | Boeing operates in a structural duopoly that protects the long-term business case, even as free cash flow… |
| 2026-10-27 | Unknown | Bullish | CNBC (uncut) | Boeing expects rising aircraft production, stronger defense demand, improved contract economics, and… |
| 2026-10-26 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC (uncut) | Staying with Boeing despite Jetflow issues, creditor problems, and rising oil because confidence in CEO Kelly… |
| 2026-10-15 | Tom HayesFounder & chairman, Great Hill Capital | Bullish | Hedge Fund Tips (Tom Hayes) | Boeing won both the FA-XX Navy fighter and the F-47 Air Force program — hundreds of billions in production… |
| 2026-01-13 | Karen Finerman (Metropolitan)CEO, Metropolitan Capital Advisors | Bullish | CNBC Fast Money Final Trade | Boeing is turning cash flow positive, making now the right time to re-enter a name that has already been… |
| 2026-01-09 | Steve GrassoCEO, Grasso Global | Bullish | CNBC Fast Money Final Trade | Boeing has been held for some time and the stock is positioned to move higher from current levels |
| 2026-01-07 | Tim Seymour (Seymour Asset Mgmt)CIO, Seymour Asset Management | Bullish | CNBC Fast Money Final Trade | Boeing has been performing and the momentum is expected to continue into the near term |
| 2026-01-04 | Jon Hartman And Jim BurkeCo-Founders, Hartman Burke Capital Management | Bullish | Sunday's Idea Brunch | New CEO Kelly Ortberg's $23bn equity raise eliminated balance-sheet fragility and proved management would… |
Show all 15 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2025-12-23 | Steve | Bullish | CNBC Fast Money Final Trade | Boeing has been working as a trade and has momentum for another 20% upside move |
| 2025-10-27 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | The Compound | Boeing has solved its manufacturing quality problems, demand for aircraft is at record highs, winning the… |
| 2025-04-11 | Tom HayesFounder & chairman, Great Hill Capital | Bullish | Fox Varney & Co | Boeing is a duopoly with Airbus, has a half-trillion-dollar backlog, a 10-year order book, and a new CEO… |
| 2023-07-14 | Joel GreenblattCo-CIO, Gotham Asset Management | Bullish | TheValueClub | Boeing is a duopoly (only Airbus competes) with high returns on capital for a capital-intensive business… |
| 2018-12-12 | Charles PayneHost, Making Money / Fox Business Network | Bullish | Fox Making Money | One of four stocks Payne believes can be bought and held for substantial gains over the next five years while… |
Next report: 25 Jan 2027 after the close
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 27 Oct 2026 | before the open | -0.34 vs -0.21 | -10.6% |
Notable options days
Sessions in the last 120 where BA’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 8 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-29 | ||||||
| 2026-10-27 | ||||||
| 2026-09-28 | ||||||
| 2026-09-17 | ||||||
| 2026-09-16 | ||||||
| 2026-08-03 | ||||||
| 2026-07-28 | ||||||
| 2026-05-14 |
BA on the Wheel
BA did not pass our 1-month put test (V2, V3); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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