Diamond Member Pelican Press 0 Posted May 9, 2025 Diamond Member Share Posted May 9, 2025 This is the hidden content, please Sign In or Sign Up Boeing gets a price target hike from UBS, which says the airplane maker can navigate tariff risk Boeing shares could rally ahead as the aerospace giant is able to navigate the changing tariff environment, according to UBS. The bank raised its 12-month price target on the aerospace stock to $226 from $207, implying upside of 18% from Thursday’s close. Analyst Gavin Parsons has a buy rating on Boeing. Parsons’ target change comes after the U.S. unveiled the framework for a trade deal with the United Kingdom . While details are sparse, the agreement would keep a blanket 10% levy on British imports. BA YTD mountain BA YTD chart “Boeing has taken a proactive approach to addressing tariff risk, communicating that they will prioritize supply chain continuity over price negotiations / changing production schedules and quantifying the direct cost impact as < $500mn annually (full reciprocals, net of duty drawbacks),” he wrote. “We do not see tariffs materially impacting the [free cash flow] recovery; our $12.4bn 2027 free cash flow estimate incorporates a $500mn tariff impact,” Parsons added. “We believe Boeing can fully absorb this impact and afford to support smaller suppliers financially should that supply chain support be needed, with higher MAX production the most significant driver of free cash flow in the model.” To be sure, risks to Boeing’s This is the hidden content, please Sign In or Sign Up include weaker air travel demand and supply chain issues, according to the analyst. “Supply chain issues have become less severe, but are entirely unpredictable and could lead to another delivery halt. Depending on the aircraft model and duration, this could drive lower cash flow, lower production rates, share loss to Airbus, and more, both near-term and long-term,” he said. Boeing has gained 8% this year. Most analysts are bullish Boeing. Of the 29 who cover it, 20 rate it a buy or strong buy, according to LSEG. This is the hidden content, please Sign In or Sign Up #Boeing #price #target #hike #UBS #airplane #maker #navigate #tariff #risk This is the hidden content, please Sign In or Sign Up This is the hidden content, please Sign In or Sign Up For verified travel tips and real support, visit: https://hopzone.eu/ 0 Quote Link to comment https://hopzone.eu/forums/topic/244284-boeing-gets-a-price-target-hike-from-ubs-which-says-the-airplane-maker-can-navigate-tariff-risk/ Share on other sites More sharing options...
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