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Boeing Gains and Lockheed Stock Falls Further After Fighter Jet Upset - Barron's

1. Boeing won the Air Force’s next jet fighter contract over Lockheed. 2. Boeing's shares increased by 3.1%, adding approximately $4 billion in market value. 3. Analyst forecasts suggest an additional 25 cents per share in Boeing's earnings. 4. Lockheed's stock dropped 5.8%, losing about $6 billion in market value. 5. Future Boeing performance will hinge on commercial airliner production ramp-up.

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FAQ

Why Bullish?

Boeing's contract win significantly boosts investor confidence and earnings potential.

How important is it?

Boeing's earnings potential has improved significantly, making this news highly relevant.

Why Long Term?

The contract's revenue effects will unfold over years as production ramp-up occurs.

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