Boeing Stock (NYSE:BA) Slips Despite Decent Delivery Plans - ’We Do Not Believe There Will Be Any Delays’

Boeing shares hit turbulence despite promising delivery timelines—because when has aerospace ever followed a straight flight path?

Delivery Drama or Market Overreaction?

The company maintains its delivery schedule won't face delays, yet investors are bailing faster than passengers during a safety demonstration. Boeing's stock dipped despite what should have been reassuring news—classic Wall Street logic where certainty breeds uncertainty.

Manufacturing Momentum Meets Market Skepticism

Production targets remain on course according to internal projections, but the market's treating Boeing like a crypto token during a regulatory crackdown. The disconnect between operational performance and investor sentiment grows wider than an Airbus A380's wingspan.

When corporate assurances collide with market jitters, you get the financial equivalent of an emergency landing—everyone braces for impact regardless of the actual turbulence. Another day where the only thing delivering consistently is market volatility itself.

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Based on word from Ryanair CEO Michael O’Leary, the Max 10 is on track. Reports look for the aircraft to be certified by 2026’s third quarter, and the first jets should hit Ryanair tarmac sometime in “…the spring of 2027.” Boeing even offered a written note confirming they expect to deliver those Max 10s in the time frame in question. Ryanair, meanwhile, seems to be taking Boeing at its word, with O’Leary saying, “We do not believe there will be any delays to our first (delivery).”

This is actually a step up from just last month, when O’Leary gave an assessment of Boeing’s ability to deliver, saying that he was “…optimistic, but not confident.” Now, following a conversation with Boeing’s head of commercial aircraft, Stephanie Pope, the end result is Ryanair is a lot more confident than it was.

Landmark Delivery

And, in a MOVE that shows the times truly are a-changing, Boeing made its first delivery of a 777F aircraft to Suparna Airlines, a Chinese airline. This is the first of two such aircraft set for delivery, and also represents the first freighter delivery to a Chinese airline since the US-China trade war kicked off.

This delivery actually has significance for a whole other reason; Chinese airlines were told to stop accepting Boeing aircraft for delivery back in April, a move that kicked off a feeding frenzy among airlines who had been waiting years for delivery in some cases. That stance softened in May, following a deal between the two parties, and now it looks like things are back, comparatively, to normal.

Is Boeing a Good Stock to Buy Right Now?

Turning to Wall Street, analysts have a Strong Buy consensus rating on BA stock based on 17 Buys and two Holds assigned in the past three months, as indicated by the graphic below. After a 39.15% rally in its share price over the past year, the average BA price target of $259.71 per share implies 21.21% upside potential.

Disclosure