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Boeing faces 737 MAX production delays but analysts see potential 32% stock upside.

Analyst Insights
21 Sep 2026
Andrew Wynn
View Source
Neutral
Boeing faces 737 MAX production delays but analysts see potential 32% stock upside.

Boeing is experiencing ongoing production challenges with its 737 MAX aircraft, causing delays and a recent 3.7% stock drop. Jefferies lowered its price target to $265, still implying a 32% upside from current prices, reflecting cautious optimism. Bank of America views the market's negative reaction as an overreaction, maintaining a $270 price target and a Buy rating, citing improved operations and supply chain resilience. Upcoming geopolitical talks and new FAA inspections add uncertainty, while a major Korean Air order's financial benefits are expected only in the 2030s, pressuring Boeing to meet current demand.

Boeing's stock on Pluang is trading at USD 201.06, up 1.44% as of Sep 22, 2026 02:32 WIB. The stock remains well below its 52-week high of USD 252.15, reflecting ongoing market caution despite some positive analyst outlooks. Market participants hold Boeing shares for an average of 83 days on the platform.

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