Jefferies confirms its buy recommendation on Boeing shares with an unchanged target price of $250.

The analyst believes that demand exceeds supply for both single-aisle and wide-body aircraft, which supports favorable momentum for prices in the medium term. Tight production capacity remains a constraint on deliveries but is contributing to the appreciation of future values.

The broker highlights the potential of China, where annual demand could reach 400 aircraft, with prospects for sustainable market share despite the gradual rise of competitor COMAC.

The note also highlights the strategic role of the 787, supported by a structural deficit in the wide-body segment and the discontinuation of production of the A380 and 747, which paves the way for the ramp-up needed to meet expected demand through 2030.


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