Boeing - Boeing expects to return to positive annual free cash flow in 2026, projecting low single-digit billions after a $2 billion cash burn in 2025, marking a significant recovery milestone [1][2] - The CFO highlighted a steadier production cadence, particularly for the 737 Max and 787 Dreamliner, while working down the inventory of undelivered jets that has impacted cash flow [3] - The certification for the 777X is now targeted for 2027, which is over seven years late, and Boeing incurred a $4.9 billion charge due to slower flight testing [4] - Analysts expect Boeing to generate $2.46 billion in free cash flow next year, an improvement from the current year's outflow, although cash flow expectations have been cut due to 777X delays [5] Memory Stocks - Western Digital's price target has been raised to $200 from $180, driven by a strong supply-demand backdrop and sustained pricing momentum, particularly supported by cloud enterprise and AI workloads [7][8] - Seagate's price target has also been increased to $320 from $275, maintaining a buy rating, reflecting similar bullish sentiment as with Western Digital [8] Eli Lilly - Bank of America has reiterated a buy rating on Eli Lilly, raising the price target to $286 from $950, indicating over 20% upside potential [9][10] - Eli Lilly is viewed as a leader in GLP-1 drugs for obesity and diabetes, with a strong pipeline expected to drive significant growth [10][11] - The anticipated launch of an oral GLP-1 drug in early 2026 is seen as a major bullish catalyst, with FDA advancements through phase three trials [11][12]

It was great to be with you last night. I think it was something to behold. We officially designated the kingdom yesterday as the major nonNATO ally.That's a big deal. That happens seldom, very seldom, uh, if at all. So, I just want to congratulate you on that.That's a sign of trust. We signed a historic strategic defense agreement yesterday also and that's uh something that is likewise very rare. This week our countries also signed groundbreaking agreements on civil nuclear energy, critical minerals and ar ...

Group 1: Aircraft Orders - Boeing secured an order for 30 737-8 jets from Norwegian Group, marking its first direct purchase since 2017, increasing Norwegian's 737 MAX backlog to 80 aircraft [1][2] - Turkish Airlines placed its largest widebody order for up to 75 787 Dreamliners, including 35 787-9s and 15 787-10s, along with plans to purchase up to 150 additional 737 MAX aircraft [3][4] Group 2: Strategic Importance - Norwegian's CEO emphasized that the aircraft order supports fleet growth and sustainability targets, aiming to lower emissions and enhance customer experience [2] - Turkish Airlines' Chairman highlighted the agreement as a reflection of the airline's leadership in the industry and commitment to innovation and operational excellence [4] Group 3: Boeing's Market Position - Boeing's Commercial Airplanes CEO noted that the orders demonstrate confidence in the 787 and 737 MAX programs, reinforcing Boeing's long-standing partnership with Türkiye, where it has invested $2 billion in supply chain development [5] - Boeing is also expanding into advanced technology partnerships, collaborating with Palantir to enhance AI in defense and space operations, integrating software and analytics across sectors [6]

Boeing has logged its biggest-ever single order with a sale of up to 22 787 Dreamliners to Uzbekistan Airways, in a deal President Donald Trump said is worth more than $8 billion. https://t.co/3qLLWPlTcq ...

Core Insights - Boeing Co. has expanded its order pipeline significantly with five major deals in a span of ten days, indicating strong demand for its aircraft [1] Group 1: Recent Orders - Malaysia Aviation Group has ordered 30 Boeing 737 MAX aircraft, including options for 30 more, to modernize its fleet and enhance passenger experience in Southeast Asia [2] - Japan Airlines has placed an order for 17 additional Boeing 737-8s, nearly doubling its backlog for the 737 MAX [3] - Korean Air finalized an order for up to 50 widebody aircraft, including 20 each of 777-9 and 787-10 jets, with options for 10 more 787 Dreamliners, marking its largest order from Boeing [4] - The U.S. Army Special Operations Aviation Command has ordered five additional MH-47G Block II Chinook helicopters, bringing the total under contract to 51 [5] - BOC Aviation has ordered 50 Boeing 737-8 jets to support global airlines, expanding its 737 MAX portfolio [6] Group 2: Technical Analysis - Boeing's stock closed at $170.55, below its eight and 50-day moving averages, with near-term support at $167.02 and $167.67 [7] - The relative strength index is at 48.92, indicating a neutral zone, while the MACD momentum indicator shows a bullish trend [8] - Boeing's stock has faced challenges in 2024 due to safety concerns, production halts, and delivery shortfalls, leading to financial strain [8] Group 3: Price Action and Analyst Ratings - Boeing's stock fell 0.33% in premarket trading, with a year-to-date decline of 0.77% and a 10% drop over the past year [9] - Benzinga Edge Stock Rankings show positive medium and long-term price trends for Boeing, but a weak short-term outlook, with a solid momentum ranking at the 67.79th percentile [10] - Analysts have a consensus "hold" rating for Boeing, with an average price target of $201.63, suggesting a potential upside of 2.55% [11]