What podcasters are saying about The Boeing Company (BA)

Summary

In the past 30 days, 7 speakers on 5 finance podcasts discussed The Boeing Company (BA) in 9 views. Going by each speaker's latest call, 3 are bullish and 3 are bearish. Chorus has followed The Boeing Company since October 12, 2026.

Who talks about it most

• Stephanie Link · 2
• Sean Duffy · 2
• Jim Cramer · 1
• Karen Finerman · 1
• Steve Grasso · 1
• Tim Seymour · 1
• Charles Lemonides · 1

The latest views

Newest first. Every quote is checked against the episode's transcript.

• Jim Cramer · CNBCBullish

  Boeing's free cash flow disappointment is a reset; long-term it is a bargain.

  Cramer calls Boeing's quarter a mixed one with an outright earnings miss, and says the stock fell more than 10% on a slower free cash flow ramp. He says the slowdown reflects upfront spending related to the Navy fighter jet contract, and that the reset should clear the sellers. He cites a commercial backlog of over 6,300 airplanes worth $612 billion, a record defense backlog of $101 billion before the new Navy contract and an improved management team. He says Boeing is so low that selling now will be right for four or five points but wrong for much more. He discloses that his charitable trust owns the stock.

  “We think they finally cleared the decks of despair, and a new Boeing is at last ready to begin. Although, I never thought it would get this low.”at 27:31

  Mad Money with Jim Cramer: Mad Money w/ Jim Cramer 10/27/26 · October 27, 2026

• Karen Finerman · Metropolitan Capital AdvisorsUncertain

  Boeing keeps deferring cash flow; she still believes it will come and is holding the stock.

  Finerman says Boeing keeps deferring the time it earns a proper return, and she compares it to Charlie Brown holding the football. She keeps saying the cash flow will come, but there has been one setback after another. She sees some good in Boeing's defense business and says Boeing is still a duopoly, so she is hanging on to the stock despite this disappointing report.

  “I really do feel like Charlie Brown and Boeing is holding the football, and I keep going. There's gonna be cash flow... We're still in very much of a, you know, a duopoly, and I'm hanging on to it.”at 20:56

  CNBC Fast Money: All Clear For Markets?... And What To Expect Out Of Fed Rate Decision Tomorrow 10/27/26 · October 27, 2026

• Steve Grasso · Grasso Global Inc.Bearish

  Boeing needs to reach the mid-fifties in monthly 737 output to change the story; it is at 41-42.

  Grasso says Boeing's break-even is about 41 to 42 planes per month, but it needs to reach the mid-fifties to change the narrative. Free cash flow was supposed to be the focus this year, and the story is now about planes. Airbus is at about 65 per month and heading to nearly 80, while Boeing cannot get to 47. He says Boeing has the advantage of being a duopoly, but the production gap is the problem.

  “They need to be at somewhere in the mid fifties to actually change the narrative on the story. ... Airbus is about 65 per month going to almost 80. And Boeing can't figure out how to get to 47.”at 21:46

  CNBC Fast Money: All Clear For Markets?... And What To Expect Out Of Fed Rate Decision Tomorrow 10/27/26 · October 27, 2026

• Tim Seymour · Seymour Asset ManagementBearish

  Boeing is more than a year behind on free cash flow; he has sold it and expects downgrades.

  Seymour says Boeing is more than a year behind on its free cash flow target. The company was supposed to reach it by late 2027, and he says the Jefferies projection of about $9 billion by 2029 is disappointing. He expects the street to downgrade the stock and says he has sold it in a couple of accounts. He is fed up, having previously expected free cash flow to return in 2025.

  “the street tomorrow will be downgrading this stock... they are more than a year behind on free cash flow... They were supposed to be there by late twenty seven, and and that is disappointing... I have sold it in a couple accounts.”at 22:22

  CNBC Fast Money: All Clear For Markets?... And What To Expect Out Of Fed Rate Decision Tomorrow 10/27/26 · October 27, 2026

• Stephanie Link · Hightower AdvisorsBearish

  Boeing's beat came from the wrong segments, and free cash flow targets look hard to reach.

  Boeing beat revenue estimates, but the beat came from defense and services rather than commercial aviation. Production costs rose and supply-chain problems persisted. Free cash flow beat in the quarter, but she thinks reaching the $1B to $3B target for the year will be very hard, and she is not alone. The turnaround had momentum and then stalled, and she has held the stock a long time.

  “they beat revenues, but in the wrong places. Defense and services, not in commercial aviation... it's gonna be really hard for them to get to the 1 to $3,000,000,000 of free cash flow for this year”at 33:10

  CNBC Halftime Report: The AI Correction, Tech Earnings and the Rally 10/27/26 · October 27, 2026

• Stephanie Link · Hightower AdvisorsUncertain

  Boeing's stock hinges on whether it guides to $4-5B of 2027 cash flow, which would be fine given low expectations.

  Link expects mixed results ahead of Boeing's Tuesday report. Deliveries will be light because of product constraints, but the question is when cash flow improves. She asks whether the company will guide to $4-5 billion for 2027. If it does, she thinks the stock will be fine, given low expectations after a weak year with the stock down 13% year to date.

  “Its deliveries are gonna be light because of product constraints, but when do we get better cash flow? Is it 4 to 5,000,000,000 for 2027? I think if they guide to that, we'll be okay, especially given the low expectations.”at 43:29

  CNBC Halftime Report: Shifting Sentiment and Sliding Semis: The Investment Committee's Strategy 10/23/26 · October 23, 2026

• Sean Duffy · U.S. Department of TransportationBullish

  The 737 MAX 10 is safe and certified, and its fuel efficiency will lower costs for airlines.

  Duffy says the FAA's certification of the 737 MAX 10 is huge after nearly a decade of work, with FAA inspectors on the ground working through the process. He says the team is comfortable with the safety case and calls it a great airplane and a great day for Boeing. He claims the jet will save 20–30% in fuel, leading to less gas burn, potentially cheaper flights and lower carbon emissions. He acknowledges a recent software-glitch headline but does not treat it as a safety issue.

  “So we have laboriously worked through this process to make sure we can certify it today. We feel comfortable. It's a great airplane. ... this is gonna save 20 to 30% in fuel efficiency.”at 36:35

  CNBC Closing Bell: Closing Bell Overtime: 10/20/26 · October 20, 2026

• Sean Duffy · U.S. Department of TransportationBullish

  Boeing's MAX fuel efficiency is a win; FAA must certify aircraft faster to keep America competitive with China.

  Duffy calls the MAX 10 certification a great day for aviation and Boeing, citing roughly 30% better fuel efficiency, lower fuel burn, cheaper flights and lower emissions. He dismisses a recent software-glitch headline as not a safety-of-flight issue. He argues certification must get faster because China is positioned to take over in aviation, and notes Europe certifies Boeing aircraft in less than half the time the US takes. Boeing is the country's largest exporter, so he wants it to succeed while staying safe, and expects the FAA and Boeing to build a quicker process together.

  “Boeing is our number one exporter in The US. It's a huge deal. We wanna make sure they're successful and they're safe, but we have to do our job at the FAA.”at 38:22

  CNBC Closing Bell: Closing Bell Overtime: 10/20/26 · October 20, 2026

• Charles Lemonides · ValueWorks LLCBullish

  Boeing is cheap as one of two big aircraft producers; new management could triple the stock.

  At a $175B valuation, Boeing is cheap. It is one of only two major producers of large aircraft in the world, and the Western market will likely stay that way for a long time. He thinks the company is getting its house in order. It also has some space exposure through its partnership with Blue Origin, which is a growing business. If new management can make the company perform, he thinks the stock could triple.

  “They're only going to be two big producers of big aircraft in the world for a long time, or at least in the Western world. And they seem to be getting their house in order and the valuation is super cheap there too.”at 54:41

  Monetary Matters: Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLC · October 12, 2026