What’s Going To Happen With Boeing Stock Soon?
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If you own Boeing (BA) stock, you have watched it lose 25.0% from August 12 to November 10, 2026, against -2.7% for the S&P 500. On the October 27 call, management conceded that steadying the 737 line at 47 jets a month is taking longer than it expected. The table below lists the events most likely to move Boeing stock, soonest first. Two of them are dated only to 2027, so they may come after the next six months.
| What to watch | When | Which way it cuts |
|---|---|---|
| Boeing starts moving the 787 line toward 10 jets a month | before the end of 2026 | Either way |
| Boeing reports fiscal Q4 2026 results and sets out its 2027 delivery plans by program | January 2027 (fiscal Q4 2026 report, expected) | Either way |
| First deliveries of the 737-7 and 737-10, from about 30 jets already built | early 2027 | In its favor |
| The 737 line takes into 2027 to become fully stable at 47 jets a month | 2027 | Against the stock |
| The 777X heads for its first delivery while using a significant amount of cash | 2027 | Against the stock |
Getting The 737 Line Stable At 47 A Month
The event with the most weight is already underway. On the October 27 call, management said it will take into 2027 for the 737 line to become fully stable at 47 jets a month. The 737 sits inside the commercial airplanes business, which brought in $10.7 billion of revenue in fiscal Q3 2026. Management expects the slower ramp to leave 737 deliveries for 2026 short of its 500 target. As of November 9, Boeing plans to cut 5% of its commercial airplane workforce, with the production increase slower than expected. Wing output is the area to watch, because management says the wings must run steadily before the line steps up again.
Boeing’s Report In January 2027
Boeing is expected to report its fiscal Q4 2026 results in January 2027, and management has said that is when it will set out its 2027 delivery plans program by program. For now, it has said that total commercial deliveries should grow by 10% plus in 2027, about the same rise as in 2026. The report also closes out a year for which management expects about $2 billion of free cash flow, after narrowing its earlier range on the October 27 call. The 737 and 787 delivery plans for 2027 are the figures to watch in that report.
First Deliveries Of The 737-7 And 737-10
Early in 2027, Boeing expects to start delivering two new models in its best-selling 737 MAX family, the 737-7 and the 737-10, which won FAA certification in July and October 2026. Boeing built these jets before they were certified, and management expects to deliver around 30 of the prebuilt ones in 2027. Boeing’s commercial backlog reached a record $612 billion in fiscal Q3 2026, and management calls that backlog oversold, though it says it is watching how high fuel prices affect airline growth. The number of 737-7 and 737-10 jets handed to customers is the figure to watch in the first months of 2027.
Can You Hold Boeing Stock Through These Dates?
Over the past year, holding Boeing stock meant sitting through a long slide. From its January 23, 2026 close to its October 28 close, the stock fell 33.7%. You could sit through these dates with a position small enough that you would not have to sell in a repeat of that fall. The risk is worth taking only if the 737 line reaches steady output at 47 jets a month in 2027, as management expects.
Does This Mean You Should Act On BA?
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