Boeing Crater: Worst Day Since April 2025
Boeing shares fell more than 9% after cutting its delivery outlook — it will miss its 500-jet 2026 target and won't hit its 737 MAX production goal until early 2027.
What we know
Several accounts on X both covered the Boeing earnings miss. The company had promised 47 MAX jets/month by this summer; now it says early 2027. The 500-jet delivery target for 2026 is also off the table. This is $BA's worst single-day move in 18 months. Meanwhile, AI infrastructure and networking stocks are being pitched as the alternative to cyclical names — an account on X recommends $LITE, $NBIS, $BE, $CRDO over memory.
How the story developed
Boeing shares fell more than 9% after cutting its delivery outlook — it will miss its 500-jet 2026 target and won't hit its 737 MAX production goal until early 2027.
Boeing reported a Q3 net loss and slashed its 2026 delivery outlook, citing engine supply delays for the 737 MAX and 787 Dreamliner. The CEO also confirmed no FAA authorization yet to complete 777X flight test certification.
By the Global Eye 24 desk, with AI assistance. Updated as the story develops. Spot an error? Write to corrections@globaleye24.com.