TLDR
- Jim Cramer names Boeing (BA) his most wanted stock for 2026, calling it a huge position in his charitable trust
- Boeing stock surged 43% over the past year, reaching $243.72 per share
- CEO Kelly Ortberg receives praise from Cramer for prioritizing safety and quality improvements
- Bernstein increased Boeing’s price target from $267 to $277, noting demand exceeds supply through 2030
- Boeing won a $930 million US Navy contract in December for fighter aircraft service extensions
Jim Cramer just revealed his favorite stock heading into 2026. The CNBC host says Boeing is the position he wanted most this year.
The Mad Money host posted on X that Boeing represents a huge holding for his charitable trust. He praised CEO Kelly Ortberg for transforming the company’s order book.
“Boeing is a huge position for my charitable trust and has been the stock I most wanted to own coming into the year,” Cramer wrote January 13. He called recent wins “monster orders.”
Boeing stock has rewarded that confidence. Shares climbed 43% over the past year to $243.72.
Cramer stuck with Boeing through 2025 despite regulatory headwinds. Production challenges tested investor patience throughout the year.
The aerospace company recently secured a major Delta Airlines order. Cramer highlighted the deal’s strong profit margins.
Analyst Upgrades Push Higher Price Targets
Wall Street is raising expectations for Boeing. Bernstein lifted its price target to $277 from $267 in January while keeping an Outperform rating.
The investment firm pointed to improvements in Boeing’s 737 and 787 production programs. Supply constraints continue as demand outpaces manufacturing capacity through 2030.
“I saw Bernstein say 267, goes to 277, demand remains high, outstrips supply to 2030,” Cramer said January 6 on Squawk on the Street. “This stock has had a remarkable run.”
Boeing also captured a $930 million US Navy contract in December. The deal extends service life for select fighter aircraft.
CEO Strategy Drives Turnaround
Cramer credits Ortberg with Boeing’s momentum shift. He called the CEO “amazing” during his January 6 television appearance.
“You’ve got to put this at the feet of Ortberg,” Cramer explained. The CEO chose to perfect safety and production quality before requesting FAA approval for increased output.
Boeing reported strong cash flow in its latest earnings. The stock initially dropped $40 after the report, puzzling Cramer.
“They had unbelievable cash flow when they last reported, the stock immediately lost 40 dollars,” he said. “But the thing’s coming back.”
Trust Position Pays Off
Cramer maintained his charitable trust position through market volatility. The strategy delivered returns as Boeing recovered.
The media personality views Ortberg’s management style as key to future gains. Prioritizing safety over speed appears to be working.
Boeing is emerging from years of setbacks. Regulatory scrutiny and production issues plagued the company for nearly a decade.
Orders are now accelerating under new leadership. Wall Street analysts are responding with upgraded targets and positive ratings.
Cramer named Boeing among his top picks for 2026. He sees continued upside based on improving operations and strong demand fundamentals under Ortberg’s leadership.
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