Boeing’s Analysts Are All Bullish Despite $100 Oil, FAA Delays
Published . Updated .
This report is about Aerospace and Energy. Names like XOM and CVX typically gain because oil producers earn more when crude prices rise.
Directly affected
Indirectly affected
- SPR Spirit AeroSystems
Spirit builds Boeing fuselages, so a Boeing aircraft story reaches this supplier
- GE GE Aerospace-10.1%
GE Aerospace supplies and competes in commercial aircraft engines
- DAL Delta Air Lines-3.8%
Delta flies the 737, so a Boeing aircraft story reaches its fleet
- LMT Lockheed Martin+14.2%
Lockheed Martin is a defense and aerospace peer
- XOM Exxon Mobil+11.0%
Oil producers earn more when crude prices rise
- CVX Chevron+9.9%
Oil producers earn more when crude prices rise
- HWM Howmet Aerospace-18.2%
Howmet supplies parts used on commercial and defense aircraft
- RTX RTX-2.2%
RTX competes in aircraft engines and defense systems
- UAL United Airlines
United flies the 737, so a Boeing aircraft story reaches its fleet
- NOC Northrop Grumman
Northrop Grumman is a defense and aerospace peer
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| BA | +1.71% | +2.67% | base | +2.25% | +2.97% | +3.68% | +3.11% |
| BLSH | +3.42% | +4.11% | base | +4.87% | -2.96% | -9.74% | -5.48% |
| SPRNo price data for this ticker | — | — | — | — | — | — | — |
| GE | -0.46% | +0.51% | base | +1.62% | +2.26% | +1.39% | -2.32% |
| DAL | +7.17% | +4.50% | base | +1.84% | -1.68% | -2.64% | +0.04% |
| LMT | -2.71% | -1.91% | base | +2.07% | +5.77% | +5.03% | +5.10% |
| XOM | -4.76% | -2.71% | base | -1.27% | +1.15% | +0.71% | +0.51% |
| CVX | -4.74% | -3.18% | base | -1.22% | +1.31% | +1.08% | +1.61% |
| HWM | +2.36% | +1.54% | base | +1.06% | +1.55% | +1.17% | -2.70% |
| RTX | -1.14% | +0.14% | base | +0.28% | +4.03% | +3.03% | +3.70% |
| UAL | +8.61% | +5.58% | base | +2.45% | -2.82% | -3.38% | -0.89% |
| NOC | -2.28% | -2.15% | base | +0.71% | +4.91% | +3.01% | +7.76% |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.
Boeing’s Analysts Are All Bullish Despite $100 Oil, FAA Delays Bloomberg.com
Source: Bloomberg
Energy
| Company | When | Move | Status |
|---|---|---|---|
| BA | that day | +2.25% | final price |
| BA | the next day | +2.97% | final price |
| BA | two days later | +3.68% | final price |
| BA | three days later | +3.11% | final price |
| BA | three days earlier | +2.67% | final price |
| BA | five days earlier | +1.71% | final price |
| BLSH | that day | +4.87% | final price |
| BLSH | the next day | -2.96% | final price |
| BLSH | two days later | -9.74% | final price |
| BLSH | three days later | -5.48% | final price |
| BLSH | three days earlier | +4.11% | final price |
| BLSH | five days earlier | +3.42% | final price |
| CVX | that day | -1.22% | final price |
| CVX | the next day | +1.31% | final price |
| CVX | two days later | +1.08% | final price |
| CVX | three days later | +1.61% | final price |
| CVX | three days earlier | -3.18% | final price |
| CVX | five days earlier | -4.74% | final price |
| DAL | that day | +1.84% | final price |
| DAL | the next day | -1.68% | final price |
| DAL | two days later | -2.64% | final price |
| DAL | three days later | +0.04% | final price |
| DAL | three days earlier | +4.50% | final price |
| DAL | five days earlier | +7.17% | final price |
| GE | that day | +1.62% | final price |
| GE | the next day | +2.26% | final price |
| GE | two days later | +1.39% | final price |
| GE | three days later | -2.32% | final price |
| GE | three days earlier | +0.51% | final price |
| GE | five days earlier | -0.46% | final price |
| HWM | that day | +1.06% | final price |
| HWM | the next day | +1.55% | final price |
| HWM | two days later | +1.17% | final price |
| HWM | three days later | -2.70% | final price |
| HWM | three days earlier | +1.54% | final price |
| HWM | five days earlier | +2.36% | final price |
| LMT | that day | +2.07% | final price |
| LMT | the next day | +5.77% | final price |
| LMT | two days later | +5.03% | final price |
| LMT | three days later | +5.10% | final price |
| LMT | three days earlier | -1.91% | final price |
| LMT | five days earlier | -2.71% | final price |
| NOC | that day | +0.71% | final price |
| NOC | the next day | +4.91% | final price |
| NOC | two days later | +3.01% | final price |
| NOC | three days later | +7.76% | final price |
| NOC | three days earlier | -2.15% | final price |
| NOC | five days earlier | -2.28% | final price |
| RTX | that day | +0.28% | final price |
| RTX | the next day | +4.03% | final price |
| RTX | two days later | +3.03% | final price |
| RTX | three days later | +3.70% | final price |
| RTX | three days earlier | +0.14% | final price |
| RTX | five days earlier | -1.14% | final price |
| UAL | that day | +2.45% | final price |
| UAL | the next day | -2.82% | final price |
| UAL | two days later | -3.38% | final price |
| UAL | three days later | -0.89% | final price |
| UAL | three days earlier | +5.58% | final price |
| UAL | five days earlier | +8.61% | final price |
| XOM | that day | -1.27% | final price |
| XOM | the next day | +1.15% | final price |
| XOM | two days later | +0.71% | final price |
| XOM | three days later | +0.51% | final price |
| XOM | three days earlier | -2.71% | final price |
| XOM | five days earlier | -4.76% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Maria Elvira Salazar sold Boeing (BA), worth $1,001 - $15,000 on 24 Sep 2026. That is 21 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Kevin Hern sold Boeing (BA) (jointly held), worth $1,001 - $15,000 on 13 Aug 2026. That is 63 days before publication. Filed 1 Sep 2026. View the filing.
- Rep. Kevin Hern sold Boeing (BA) (jointly held), worth $15,001 - $50,000 on 13 Aug 2026. That is 63 days before publication. Filed 1 Sep 2026. View the filing.
- Rep. Maria Elvira Salazar sold General Electric (GE), worth $1,001 - $15,000 on 24 Sep 2026. That is 21 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 22 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 22 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 17 Sep 2026. That is 28 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 45 days before publication. Filed 25 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought ExxonMobil Holdings (XOM), worth $250,001 - $500,000 on 31 Jul 2026. That is 76 days before publication. Filed 22 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 17 Jul 2026. That is 90 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Kevin Hern sold Chevron (CVX) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 22 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Chevron (CVX), worth $1,001 - $15,000 on 2 Sep 2026. That is 43 days before publication. Filed 7 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
How solid the energy case looks
12 out of 100
“Boeing’s Analysts Are All Bullish Despite $100 Oil, FAA Delays” scores 12 out of 100. The score uses 1 sources.