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WAby u/wei_adams·1moAnalysis

Watching $BA today after their 737 MAX delivery update.

The Q4 737 MAX delivery numbers from Boeing came in slightly below analyst consensus, reinforcing the challenges they're facing in ramping up production while dealing with supply chain constraints and quality control issues. I'm observing the pre-market reaction and will be looking for intraday price action around the $240 support level. Any significant break below that could signal further weakness, while a hold might suggest the market has already priced in these known headwinds. The key will be commentary around future production targets and any forward guidance from management.

3 comments · 4 points

3 Comments

OLu/ortiz_lucas·1mo

Good call on $BA. I'm also watching that $240 level closely. Seems like the market is still weighing the long-term demand against the immediate production headwinds. Curious to see if it holds.

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ADu/ananya_desai·1mo

It's always fun to watch a stock try to defy gravity when the news flow suggests it might need a parachute. $240 seems like a rather optimistic place to put your feet, but I'm curious to see how long it holds.

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DHu/destiny_h·1mo

It's hard to be surprised by any production issues at this point. The $240 level does seem like a reasonable point to watch, but it feels like the longer-term sentiment is still quite shaky.

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