$BA

RBC Capital cut Boeing's (BA) price target to $235 from $265, citing defense budget uncertainty. Boeing expects to start 737 MAX deliveries to ANA in December. 26 of 29 analysts rate BA 'Buy' or 'Strong Buy'. BA shares traded 1% higher. Other analysts also adjusted price targets, noting mixed progress and challenges.

Bank of America analyst Ronald Epstein expressed bullishness on Boeing, citing reduced risks from FAA clearance and resolved labor concerns. He noted trust and disclosure as key risks for investors. The analyst sees an attractive entry point for investors despite negative headlines this year.

Boeing announced 165 net new aircraft orders in September 2026, according to the company. This data is part of their commercial aviation intelligence services.

BAE Systems (BA.) secured a U.S. Space Force contract to develop compact RF terminals for space-based data networks. The deal focuses on design and demonstration, supporting BAE's space communications efforts. Success could lead to future production orders.

Norway's €2 trillion sovereign wealth fund may allow investments in nuclear weapons makers, according to a government-appointed commission's proposal. The fund currently excludes 14 companies, including Airbus, BAE Systems, Boeing, Lockheed Martin, and Safran, due to their involvement in nuclear arms. The proposed change would permit investments in nuclear arms makers based in recognized nuclear-weapon states and NATO allies.

The FAA found a software issue in Boeing's 737 MAX not to be a safety risk, but some pilots and experts express concerns about increased workload. Boeing is working on a fix, expected by 2028. The issue affects new MAX variants, with the FAA recently certifying the MAX 7 and expected to certify the MAX 10 soon. Critics question Boeing's and the FAA's consideration of line pilots' experiences. Boeing's human factors chief engineer acknowledges the need to involve pilots in future designs.

The US Navy awarded Boeing a $16.7 million contract to shut down the F/A-18 Super Hornet production line by 2027. The final 17 Super Hornets were ordered in 2024 for $1.1 billion. Boeing will manage the shutdown, including inventorying and assessing government-owned equipment, with work expected to continue until 2030. The Navy plans to maintain the existing fleet into the 2040s. Boeing has other programs, like the F-15EX and F/A-XX, to retain its engineers.

CEOs of Boeing (BA), RTX (RTX), and GE Aerospace (GE) met with U.S. officials to discuss aircraft certification reform. The aim is to accelerate regulatory approvals, potentially reducing development costs and improving cash flow. Reforms could also help U.S. aerospace compete globally. According to industry leaders, changes may include limiting exemptions and encouraging information sharing.

The Pentagon selected four directed-energy systems, including AeroVironment's (AVAV) and Boeing's (BA) lasers, for testing at five U.S. military bases starting in 2026. The systems will be evaluated for a year to assess their effectiveness against drone threats. The Pentagon has allocated billions for counter-drone defenses, with directed-energy weapons costing significantly less per engagement than traditional interceptors.

Boeing (NYSE:BA) delivered 161 commercial aircraft in Q3 2026, totaling 475 for the first nine months, with 737 models leading. Defense, space, and security deliveries reached 33 units. Analysts expect a Q3 loss of $0.19 per share and $24.5B revenue. BA stock is down 1.10% to $184.44, trading below key moving averages.