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BA
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23 days

'He's showing up.' Things are getting better at Boeing under CEO Ortberg.

1. Boeing shares rose 30% this year under CEO Kelly Ortberg's leadership. 2. Analysts expect significant reduction in quarterly losses and potential annual profit. 3. FAA caps production of Max jets at 38, limiting future growth. 4. Boeing's culture is improving, boosting investor confidence and customer relationships. 5. Quality issues persist, but delivery consistency improving under Ortberg's management.

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FAQ

Why Bullish?

Boeing's improved stock performance and production metrics indicate positive investor sentiment and potential profitability, reminiscent of the post-2009 recovery after leadership changes.

How important is it?

Improving operational efficiency and leadership confidence likely to attract more investors and positively influence BA's stock.

Why Short Term?

Recent quarterly results and cash flow expectations will influence immediate investor reactions, but structural issues may limit sustained growth.

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