Boeing Stock (NYSE:BA) Soars as Ryanair Lands Massive Record-Breaking Delivery

Boeing just scored its biggest single customer delivery in history—and Wall Street is taking notice.

The Unprecedented Numbers

Ryanair's latest fleet expansion smashed all previous records, taking more planes in one go than any airline ever has from the aerospace giant. The sheer scale of this delivery signals massive confidence in Boeing's production capabilities and future growth trajectory.

Market Impact

BA shares immediately reacted to the news, climbing as investors digested what this means for Boeing's order pipeline and manufacturing efficiency. When an airline commits at this level, it's not just buying planes—it's betting on the company's long-term viability.

Industry Implications

This delivery reshapes the competitive landscape, putting pressure on Airbus and signaling that Boeing's recovery narrative might finally have some real wings. Though let's be honest—Wall Street will find something to worry about tomorrow even with today's good news.

One record-breaking order doesn't solve all of Boeing's challenges, but it sure makes the future look a lot less turbulent.

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The 10 planes in 10 days delivery schedule was excellent overall, and reports note that Ryanair is now just a few aircraft short of its current order to arrive between now and the peak summer travel season to come. In fact, the MOVE left Ryanair a little surprised, reports noted. It revealed, “We got 10 in the last 10 days. We’ve never taken that many.”

This marks an interesting turnaround for Ryanair as well; previously, it was one of the biggest critics that Boeing had in the field. But with the recent improved delivery schedules, Ryanair has been praising Boeing’s response. And with plans to increase to 42 jets a month still in the pipeline, Boeing might be able to really turn things around.

737-7 MAX Certifications Coming Back

Meanwhile, there are some signs that Boeing is moving to get the 737-7 and 737-10 aircraft certified once more. These two aircraft have been a long time in coming, but the new reports suggest that Boeing is picking up the pace to get these two ready for airworthiness.

October 6 recently saw the 1E001 aircraft—the only 737-7 development aircraft around—get a flight test. Previously, a ferry flight from Moses Lake to Boeing Field back on August 11 was one of the first movements since June 2023. Further, the 737-10’s second aircraft, IG002, saw a flight from Seattle to Roswell, New Mexico run just yesterday, October 7. Earlier reports suggested that these two WOULD go live in 2026, and the moves seen recently suggest that will hold true.

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 16 Buys and one Hold assigned in the past three months, as indicated by the graphic below. After a 48.5% rally in its share price over the past year, the average BA price target of $259.71 per share implies 15.4% upside potential.

Disclosure