Boeing stock stays in focus as Susquehanna keeps 250 US dollar target

Boeing stock traded at 157.15 euros on Lang & Schwarz at 12:40 CET on Thursday, November 12, 2026. The latest analyst view keeps the focus on a slower commercial-aircraft recovery, while October orders offered a counterweight to weaker deliveries.

Susquehanna reiterated its Positive rating and a 250 US dollar price target, according to Investing.com in a report published Wednesday, November 11. The firm said Boeing delivered 49 aircraft in October, down from 57 in September, while gross orders totaled 165.

Deliveries lag as orders remain strong

The October delivery mix included 33 Boeing 737 aircraft, of which 32 were MAX jets. Boeing delivered 11 787 aircraft, up from eight in September. Susquehanna said fourth-quarter delivery trends were below its expectations for the 737 program but slightly ahead for the 787 program.

To meet the firm’s fourth-quarter forecast, Boeing would need to deliver 95 737 aircraft and 20 787 aircraft in November and December combined. That requirement highlights the execution pressure facing the manufacturer as it works to stabilize production before increasing output further.

Gross orders were unchanged from September at 165 aircraft, comprising 150 MAX jets and 15 787s. A 140-aircraft order from Avolon Aerospace Leasing drove much of the monthly total. The order strength supports Boeing’s commercial backlog, but it does not remove the near-term challenge of converting demand into deliveries and cash generation.

Analyst sees longer-term support

Susquehanna remained constructive on Boeing’s longer-term outlook, pointing to a companywide backlog of 745 billion US dollars at the end of the prior quarter, progress toward aircraft certification and recent awards in Boeing Defense, Space & Security. At the same time, the firm cited near-term production-ramp headwinds following the slower recovery outlook presented with Boeing’s third-quarter results.

The report also noted that several brokers had reduced their Boeing price targets while retaining positive ratings. That mix leaves investors balancing strong demand and backlog visibility against the timing of production increases, deliveries and the recovery in cash flow.

In the broader market, Boeing operates within the US equity backdrop tracked through the S&P 500.

For further developments, see More news and analyses on Boeing stock.