For subscribers here I have talked about Boeing for the last year (since last September to be exact) and we’ve traded it long a few times this year with the final long from $140s into the recent highs we’ve been stuck at this year in 2025.

Back in April I did an interview with Opening Bell Daily and gave our 2026 targets of $220 then maybe $240, which, we hit back in July.

We ended up trading to that $240 target much faster than expected and I think that’s really because, like most things, it caught the news cycle and “normies” started buying into it - yes, the same ones that ignored it down at $130-$140s when I was talking about each week on the podcast and and in the Report.

One example of the news cycle was when Trump got Qatar to take a delivery of Boeing planes back in April and then from there we had upgrades from the analysts, who are always late.

But, we stopped and traded in a range this Summer on the name because I do think the market has price in the move too fast.

This does not mean that there is not more upside, on the contrary. I think this is going to pullback to provide another entry point for the investors who read this report to consider as we get into 2026. So, I am going to revisit the broad thesis here in this post and update a few key numbers from the balance sheet and new valuation targets for 2026.