Jim Cramer is not backing away from his long running conviction on Boeing, arguing that the aerospace giant remains an almost unassailable force in commercial aviation and a core holding for patient investors. His latest comments come as The Boeing Company navigates a fragile financial recovery, a swelling order book and a still bruised reputation after years of crises. I see his renewed confidence as a bet that the company’s scale, backlog and production plans will ultimately outweigh near term volatility in cash flow and sentiment.
That stance is not blind loyalty. It rests on a mix of hard numbers, from the stock’s climb back toward pre crisis levels to detailed forecasts for 2026 that flag both risk and upside. The question for investors now is whether Cramer’s view that “you just can’t beat Boeing” reflects durable competitive reality or simply faith that history will repeat itself.
Cramer’s 30 year view collides with a volatile stock tape
When Jim Cramer tells viewers that “You needed to follow Boeing for 30 years, as I have, to understand this” and that “you can’t defeat Boeing,” he is leaning on a long memory of cycles in which the company stumbles, then ultimately recovers. In his latest remarks on The Boeing Company, he framed the stock as one that long term investors should “own for the trust,” effectively arguing that the franchise, not the quarter, is what matters. In coverage of his comments, By Syeda Seirut Javed highlighted how Cramer singled out Boeing Co and The Boeing Company on the NYSE as emblematic of industrial names that can be battered but rarely broken, even as skeptics point to a bruising decade that included the 737 MAX disasters and repeated delays in key programs linked to the 777X and other jets, with the piece tagged to the number 37.
Cramer’s bullishness is not new. Back in a prior segment, he explained why he still saw Boeing as a buy even after the company posted a third quarter loss of more than $6 billion, telling viewers on a Wednesday that he believed the stock would reward those willing to look past a “troubled quarter” once management raised the necessary cash and stabilized operations, a stance he reiterated when discussing Boeing on CNBC. When I weigh that history against today’s backdrop, his latest “you can’t beat Boeing” line reads less like a hot take and more like the culmination of a thesis he has been building for years.
Orders surge as Boeing leans on its backlog
The core of Cramer’s argument is that demand for Boeing jets is not going away, even when the company’s execution falters. Recent trading data for The Boeing Company, listed as BA, show a stock that has clawed back from its lows, helped by a surge in aircraft orders that is boosting optimism ahead of earnings. On investor dashboards, the BA quote page highlights how News around fresh contracts and deliveries has helped reframe the narrative from crisis to recovery, with the ticker’s profile on one platform emphasizing that the company has seen a surge in orders, particularly for its aircraft, which is lifting sentiment as analysts revisit their News.
Another snapshot of the same BA listing underscores that the company’s order momentum is feeding into forward looking metrics, with the quote page pointing to a one year target estimate of 258.04 and again stressing that the company has seen a surge in orders, particularly for its aircraft, ahead of upcoming results. For an investor like Cramer, that kind of backlog driven visibility is central to the idea that short term turbulence in cash flow or margins will eventually be overwhelmed by the sheer volume of planes Boeing is contracted to build, a dynamic that helps explain why he continues to double down on the stock even as critics warn that execution risk remains high, as reflected in the detailed BA quote.
Production plans and the 2026 “turnaround year” narrative
Looking ahead, much of the bullish case hinges on Boeing’s ability to translate that order book into higher production without repeating past safety and quality lapses. Earlier this year, Key Takeaways from an aviation industry report noted that Boeing plans to increase its 737 narrow body aircraft production to 47 per month by late spring or early summer 2026, a target that would mark a significant ramp up from current levels and signal confidence in both demand and the company’s manufacturing system. The same analysis stressed that the 737 line remains the backbone of Boeing’s commercial business, so the decision to push toward 47 per month is effectively a bet that airlines will keep absorbing new capacity as global traffic grows, as detailed in the Boeing plan.
That production push dovetails with a broader narrative that 2026 is poised to be a pivotal year. One detailed stock analysis framed 2026 as a potential turning point after years of turbulence marked by the 737 MAX disasters, arguing that Boeing’s management has projected low but improving margins as the company invests in its turnaround and gradually restores profitability. In that view, the period After the MAX crisis is defined by incremental gains rather than a single dramatic inflection, with the piece explicitly describing Why 2026 Is Set to be a Turnaround Year for Boeing and Its Stock and referencing the 737 M designation in its discussion of legacy issues, as laid out in the turnaround thesis.
Cash flow warnings and valuation questions
For all the optimism, Boeing’s own leaders have been clear that the path will not be smooth. In a detailed forecast for The Boeing Company (BA) stock analysis and outlook for 2026, Management cautioned that 2026 would be a difficult year for cash flow as Boeing continues to finance the 777X inventory build up and works through lingering program costs. That same analysis noted that the company not only improved its operating performance in prior periods but also faces a period in which free cash flow turns positive as forecast only after it absorbs the near term drag from widebody investments, a tension that sits at the heart of any valuation debate around Boeing.
Independent valuation work has tried to square that guidance with the stock’s rebound. A recent breakdown from Simply Wall St, Reviewed by Bailey Pemberton, asked whether Boeing’s current share price lines up with discounted cash flow upside after a sharp move higher. The analysis, dated in Jan and focused on the NYSE listing, examined how the stock’s recent share price rebound and DCF upside indications compare with historical returns of 29.8% over 5 years, ultimately suggesting that while there may still be room for appreciation, investors need to be realistic about execution risk and the time it will take for cash flow to normalize, as outlined in the valuation review.
What the tape says about “you can’t beat Boeing”
Market pricing offers its own verdict on whether Cramer’s confidence is shared. On one widely used quote service, Boeing Co BA on the NYSE shows a Close of 252.15, a gain of 0.74 or 0.29%, on Volume of 6,857,504 shares, with a 52 week range stretching from 128.88 to 254.14 and intraday fields like Open and Day High capturing the stock’s daily swings. Those figures underscore how far the stock has come from its lows, but also how close it now trades to the upper end of its recent band, a level that naturally invites questions about how much of the recovery story is already priced in, as reflected on the BA screen.
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